M.P. Evans, a producer of sustainable Indonesian palm oil, will be announcing its full-year results for the year ended 31 December 2024 on Tuesday, 25 March 2025. A presentation for analysts will be held on that day at 9.30am at the offices of Hudson Sandler at 25 Charterhouse Square, London, EC1M 6AE. Any analysts wishing to participate should contact mpevans@hudsonsandler.com for further details. As part of its ongoing commitment to communicating with all shareholders, the Company will make a live online presentation relating to the Company's full-year results for the year ended 31 December 2024 on Wednesday, 26 March 2025 at 12.00pm on the Investor Meet Company ("IMC") platform. This online presentation is available to all existing and potential shareholders. They can sign up to the IMC platform free of charge using the following link: https://www.investormeetcompany.com/mp-evans-group-plc/register-investor |
Proactive on Thursday |
wealthoracle.co.uk/detailed-result-full/MPE/1315 |
main risks are single country risk, capricious govt approach to exports/ taxes, currencies, particularly weakness in dollar, weather, cyclical commodity risk, resource nationalism,
very pleasing rise in dividend, cash position very positive outlook. |
Cavendish up TP to £15 |
It does not get much better than these results. Happy days and I will very much continue to hold. |
Cracking set and good outlook have bought in on back of |
Nice earnings beat 165 cents vs. 144 Stocko forecast |
Top notch company. Sit back and enjoy the ride. |
Good results imho
dividend total raised to 52.5p
2024 average price received was $823 they have been getting an average of $870 so far this year so off to a good start |
Probably just the market pricing in the lower palm oil prices which are expected later this year. It's still cheap etc. |
Results due Tuesday |
Maybe Aberdeen want to ditch another batch in the form of a buyback?
Last one was at 950 |
But are they in to oversold territory because the market knows something us lowly outsiders don't know about? |
Now into oversold territory, volume down a bit too. I wouldn’t be surprised to see a rebound in the run up to the results release. |
Proactive 27/3 |
Topped up today a couple of times today
Only small numbers |
Nice to seem the palm oil price firming up again. |
Paul and I have just released Ep 2 focusing on my recent site visit to Bangka mill and plantation - |
EPS expected to be 117p apparently |
All vegetable oil prices are volatile and PO is affected by supply and demand in the same way as any commodity.
Any comparison with olive oil is irrelevant. OO is a very minor oil in terms of world vegetable oil supply, whereas PO is far and away the most important.
The saturated fat issue is also not really relevant. For many applications, e.g. margarines, shortenings and industrial frying, the 50% saturated fat is necessary/beneficial - remember that liquid oils used to be hydrogenated to make them higher in solid fat; that leads to trans fatty acids. The problem was particularly severe in the USA as they used little PO and lots of hydrogenated soybean oil, whereas in Europe PO was/is used. As a result the US had a very high level of heart disease. |
interesting podcast for a long-term holder, backs up convictions on the stock.
Guess the volatility in the palm oil price and its saturated fat content, in relation to, for example olive oil, might have been drawbacks that could have been mentioned in the podcast as could their dependence on a single country with capricious tax policies on export of palm oil at times.
On the other hand, olive oil is threatened by climate change with poor harvests pushing up prices and MPE is both expanding its hectares and will benefit, should there be sufficient rainfall, from incrementally increasing crops over the next 4-5yr as their more recently planted crop matures.
we're told that relations with major shareholder KLK are completely amicable. |
Very enjoyable podcast Mark. I first invested in MPE back in August 2023 after listening to one of your previous podcasts I've added to my holding numerous times since. Looking forward to your follow up on the plantation. Cheers |
It would be interesting to know the relative requirements of synthetic fertilizer for each type of oil.
Mark gets a bit muddled between acres and hectares about 10 minutes into the podcast. |
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