Total Produce Share Discussion Threads

[battlebus2] 04/3/2014 07:10

•
Total revenue (1) up 13.0% to €3.2 billion


•
Adjusted EBITDA(1) up 6.7% to €74.1m


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Adjusted EBITA(1) up 9.4% to €58.7m


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Adjusted profit before tax (1) up 12.5% to €52.9m


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Adjusted fully diluted EPS (1) up 10.5% to 8.77 cent


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Final dividend up 10.0% to 1.66 cent

[quepassa] 26/2/2014 11:45

Concur with the 30% upside for Total Produce as mentioned in Wexboy's always highly readable and informative blog.

Depending on TOT's figures to be released on Tuesday 4th. March, upside may indeed be higher than 30% in my view.

ALL IMO. DYOR.
QP

[loafingchard] 26/2/2014 10:31

Thanks wexboy for the update , may take some profit here before long . Good luck with your holding .

[wexboy] 26/2/2014 03:05

2014 – The Great Irish Share Valuation Project (Part III)

Company: Total Produce

Prior Post(s): 2012 & 2013

Ticker: TOT:ID

Price: EUR 0.94

There's actually been no changes to my TOT analysis/price target since this updated Oct-2013 post. For easy reference, here's my fair value calculation:

(EUR 0.088 * 11 P/E + (3,074 M Revenue * 0.125 P/S + 100 M Cash/Investments) / 330 M Shares) / 2 = EUR 1.22

Despite doubling in past 16 months, Total Produce still offers some decent upside. I actually added to my position last month, once TOT broke clear of its EUR 0.83-0.88 resistance zone. The stock's been slow to build on its gains since, but final results are due in a couple of weeks & there's little in the way of technical resistance overhead (aside from the psychological EUR 1.00 level).

Price Target: EUR 1.22

Upside/(Downside): 30%

_

See the Wexboy investment blog for links, charts, full post, etc.

[quepassa] 06/2/2014 15:41

This share just keeps on creeping up.

But when you look at what they are doing, is it surprising?

Just look for example at what they are achieving on logistics for fresh produce at their Swedish associate company, Everfresh.

Click on the Everfresh video link for Helsingborg Investment:-




ALL IMO. DYOR.
QP

[quepassa] 13/1/2014 09:37

Up 100% over the last year.

QP

[hardupfedup] 21/12/2013 13:12

thanks for info que

[quepassa] 20/12/2013 19:26

Gamechanger!!

This will focus more institutional interest onto Total Produce.

After hours announcement that well-regarded Sparinvest a/s have taken a 3.95% investment in TP. Link to the web-site:-



This stock has great potential.

ALL IMO> DYOR.

QP

[blapighead] 12/12/2013 18:55

yes big volume today just been looking at the charts, interesting as year end is at the end of this month mmmmmm........

[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 08:46

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 08:40

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 07:12

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 21:50

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

[quepassa] 11/8/2013 07:48

Edging up.

QP

[quepassa] 08/7/2013 16:48

Not forgotten.

QP

[quepassa] 14/5/2013 17:29

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 13:09

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