Total Produce Share Discussion Threads

[hardupfedup] 12/12/2013 10:52

2 big buys showing today at top end of the money -- normally very low volumes.

[hardupfedup] 12/12/2013 10:50

que -- yes steady eddy this one for me

[quepassa] 12/12/2013 05:49

This share has gained approaching 100% this year and no-one has noticed.

When was the last time you saw them mentioned in the press? And yet you are most likely to be eating their produce every day!

ALL IMO> DYOR.

QP

[quepassa] 29/11/2013 08:17

The thing about this stock is that it just creeps up when no-one is looking.

It has gone up around 80% over the last year.

The company is massive for AIM but no-one has heard about it.

Attractive yield.

A great business model and the industry back-drop is favourable with a seemingly positive trend to healthier eating.

I can see this share doubling again over the next twelve months.

If you are new to Total Produce, be prepared to be surprised by the scale of their operations:-





ALL IMO> DYOR.

QP

[mozy123] 18/11/2013 21:09

Why has the company for such a small pe ratio 6 times?

Yields 2% covered 4 times

Sits on 105mil euros in cash

Its a solid company for sure but why not use the cash or return it?

Divi could be 5% and still covered!

[quepassa] 29/10/2013 12:32

On July 23rd, Davy stockbrokers gave a rating of OUTPERFORM citing them as a specialist B2B operator with a low-risk business model. And continuing that stock remains mispriced given consistent delivery of returns and that the group continues to be mispriced.

I concur.

Since that time stock up 10-15% and likely, in my view, to go significantly higher.

The stock will also benefit from it being listed on AIM and where these stocks can now be included in ISA's.

Good to see the stock edging up slowly.

The Company needs to do much more amongst the UK investing communities to raise their profile which is so hidden.

ALL IMO. DYOR.

QP

[wexboy] 27/10/2013 23:11

Total Produce – A Fresh Perspective

hxxp://wexboy.wordpress.com/2013/10/25/total-produce-a-fresh-perspective/

[quepassa] 19/9/2013 07:46

They need to join the exodus and move their main listing from Ireland to London.

In my view, this is a major factor in the somewhat lethargic share price performance of a very strongly performing Total Produce.

ALL IMO. DYOR.

QP

[18bt] 03/9/2013 07:40

Have held these since demerger but never joined this BB. Good interims which look like leading to further growth in the share price Upgraded forecasts for the full year. It's a food company, but a growth one and a PE for the current year of around 8.5x still looks good value IMHO.

[quepassa] 03/9/2013 06:12

Absolutely stunning Interims figures today from expansionary Total Produce.

Big increase in Revenues.

Massive hike in interim dividend by 7.5%.

This stock is further set in my view for strong performance.

ALL IMO. DYOR.

QP

[slinkychris] 27/8/2013 20:50

QP, What results are expected on 3rd Sept? Like the stock but has very little volume traded.

[quepassa] 11/8/2013 06:48

Edging up.

QP

[quepassa] 08/7/2013 15:48

Not forgotten.

QP

[quepassa] 14/5/2013 16:29

Nice buy of 23,000 shares shown after hours today.

Volumes on AIM for this stock picking up.

Market cap of some £210m will support greater AIM volumes in due course as name recognition widens in UK market.

Total Produce are currently covered by Davy, Goodbody and NCB all of which are Dublin-based.

ALL IMO. DYOR.

QP

[quepassa] 14/5/2013 12:09

In March, Total Produce gave their full-year prelims.

some highlights

Revenue +11% to Euro2.8bn

EBITDA +18% to Euro 70m

Total Dividend +10% to Euro 2.08 cents per share

Profit Befor Tax Euro 27m

link to 2012 prelims:-



ALL IMO. DYOR.

QP

[quepassa] 10/5/2013 11:15

An AIM listed Company with a TURNOVER of Euro2.81 BILLION ( yes 2.81billion euro ).

Dividend Yield 3%

PROFIT BEFORE TAX Euro 37 million.

Is this perhaps the biggest AIM listed Company that no-body has ever heard of?

With their growth and industry consolidation strategy, TOTAL PRODUCE ( jointly listed on Irish Stock Exchange and AIM ) is in a strong position to expand internationally.

If you eat fresh fruit and vegetables, you have without doubt eaten produce which has passed through TOTAL PRODUCE which has some 90 storage/warehouse distribution facilities in some 20 countries and is Market leader in UK, Spain, Ireland and Northern Europe.

Get to know TOTAL PRODUCE in less than 3 minutes:-

Watch this unmissable corporate video on TOTAL PRODUCE's website




ALL IMO. DYOR.

QP

[wexboy] 10/4/2013 02:40

2013 – The Great Irish Share Valuation Project (Part X)

I take a look at Total Produce, plus a batch of other Irish stocks:



Cheers,

Wexboy

[wipo1] 13/7/2012 11:36

I am a bit disapointed with the poor share price performance the last couple of months,drifting down on no news. Anyone any ideas, is it eurozone or just don't like a business with wafer thin margins? Wholesalers usually have small margins,although booker cash&carry seems to have had a re-rating of late.


Wexboy are you still in any thoughts?

p.s maybe eurozone(weak euro) no helping?

[wipo1] 14/3/2012 23:43

wow thanks for the info Grignor. Directors putting their money where their mouth is - thats what i like to see. This stock could be 50p and still not look expensive,If the market does not re-rate this stock then I am sure someone else will. even mbo possible?

[grigor] 14/3/2012 14:51

Some impressive director buys got my attention

[wipo1] 07/3/2012 09:51

thanks for the input wexboy, I think we will get up to 50p here slowly but surelly

[wexboy] 06/3/2012 12:17

Hi folks,

Take a look at my pre- and post-results blogs on Total Produce. Added to my TOT stake again ahead of the results, and the numbers didn't suggest any big change in my Fair Value Price Target for Total Produce:



Cheers,

Wexboy

[wexboy] 31/12/2011 13:38

Hi Folks,

I've included TOT in my Baker's Dozen for 2012 – see my latest blog post on:

wexboy.wordpress.com

Best of luck in the New Year!

Wexboy

[wexboy] 11/11/2011 14:30

Folks,

I've posted on here before, and just wanted to alert the board that I've just launched a new value investing blog. My most recent post is about, yes you guessed it...Total Produce! If you have a chance, please check it out, and if you like the blog any recommendations/referrals/links would be greatly appreciated! - here's the address:

wexboy.wordpress.com

Thanks & Cheers,

Wexboy