[ADVERT]
Share Name Share Symbol Market Type Share ISIN Share Description
Total Produce Plc LSE:TOT London Ordinary Share IE00B1HDWM43 ORD EUR0.01 (CDI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 165.00 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food & Drug Retailers 4,535.1 62.8 8.4 20.9 640

Total Produce Share Discussion Threads

Showing 551 to 575 of 850 messages
Chat Pages: 34  33  32  31  30  29  28  27  26  25  24  23  Older
DateSubjectAuthorDiscuss
29/9/2016
08:23
Big jump this morning. QP
quepassa
30/8/2016
14:43
Looking to break out from a charting perspective. ...
loafingchard
30/8/2016
07:59
stellar results 150 target imo
hardupfedup
30/8/2016
07:40
-Superb results. -Interim divi up 10%. - This normally is a reliable forecaster for a similar or higher increase in final dividend. - Very strong OUTLOOK -Now Targeting INCREASED FULL YEAR EARNINGS AT TOP END OF FORECAST -REMAINS ACQUISITIVE, EXPANSIONARY and GROWTH ORIENTED. The biggest Company few have heard of on AIM. Still off the UK radar. New all-time highs being achieved. ALL IMO. DYOR. QP
quepassa
16/8/2016
12:41
Strong. The North American businesses will revalue very buoyantly into Euro's. ALL IMO. DYOR. QP
quepassa
12/7/2016
07:49
Health foods, naturals and organics appear to be an unstoppable consumer trend. Danone have just paid a hefty $12.5bn for Whitewave. A very interesting 4 minute video interview on CNBC talking about the market for health foods and organics. http://www.cnbc.com/2016/07/07/danone-to-buy-whitewave-foods.html All bodes well for the industry backdrop and consumer trends in Total Produce's chosen market areas. ALL IMO. DYOR. QP
quepassa
20/6/2016
16:05
Profit taking... Investors putting money into FTSE100 which could rally big time, if EU vote is Remain.
gateside
20/6/2016
13:14
Why the 10%+ drop?
thales1
20/6/2016
13:01
Why the 10%+ drop?
thales1
06/6/2016
18:37
2016 – The Great Irish Share Valuation Project (Part II): Company: Total Produce (TOT:ID) Last TGISVP Post: Here (former holding, also see here & esp. here) Market Cap: EUR 538 M Price: EUR 1.69 For such a dull stock originally, Total Produce has had an incredible run…actually quadrupling in the last 3-4 years! All despite the fact its fundamentals haven’t really changed – management continues to make 1-2 acquisitions a year (generally buying a 35-65% stake), adjusted EBITA margins remain in the 1.8-1.9% range, and earnings continue to grow at an average 9% clip in the last few years. Fortunately, I managed to capture a major portion of this revaluation…and to enjoy seeing so many investors only become interested after the stock doubled/tripled!? [Tom Claugus of GMT Capital (one of Jack Schwager’s new Market Wizards) has been building a 9% stake since late-2014, while Daniel Gladis of Vltava Fund now lists it as a top 5 position after (presumably) building his stake since late-2013]. But TOT management really takes the cake here: They finally pulled the trigger on a €20 million share buyback towards the end of last year…yup, I kid you not, the buyback actually came AFTER the share price quadrupled!?! And no, it’s not like there was some kind of prior financial constraint – management actually wallowed in €100 million+ of surplus cash for the past few years. Granted, I always had a pretty dim view of TOT’s capital allocation strategy anyway…but this must surely be the stupidest management decision I’ve seen in a long time. Anyway, FY-2015 results confirm a 1.9% adjusted EBITA margin – but if we allow for an average 19% minority interest in profits, this is equivalent to an underlying 1.5% margin, which deserves a 0.15 P/S multiple. And with a mere €18 million of net debt outstanding, we can adjust for cash (& investment property), plus an incremental debt adjustment – noting actual finance expense paid of €7.2 million, we could comfortably add another €49 million of debt, but let’s haircut that by our usual 50%. In terms of earnings, we can award a bit of a premium to TOT’s growth rate, recognising the underlying stability of the business (but not forgetting management’s poor capital allocation record) – a notch higher (for a 12.0 P/E ratio) now seems in order – and noting the Progressive Produce acquisition early this year & the recent trading update, using the top end of the €0.105-115 EPS range also seems appropriate: (EUR 0.115 Pros Adj Dil EPS * 12.0 P/E + (3,454 M Revenue * 0.15 P/S + 142 M Cash/Inv Property + 49 M Debt Adjustment * 50%) / 318 M Shares) / 2 = EUR 1.77 Total Produce is now fairly-valued. But there’s an obvious value-enhancing event still lurking on the horizon…a potential re-merger with Fyffes (FFY:ID). I mean, how ludicrous is it seeing two Irish fruit & veg companies (with basically the same €0.5 billion market caps) compete with each other, with both dead-set now on buying their way (however quixotically) into the North American market – the cost savings & revenue synergies to be harvested from, say, a nil-premium merger are blindingly obvious. But expecting something so rational from the TOT management team may be asking too much…we may have a very reluctant bride & groom on our hands still. Price Target: EUR 1.77 Upside/(Downside): 4% For related links/graphs/files, and more TGISVP analyses/price targets: Google the Wexboy investment blog.
wexboy
25/5/2016
11:07
What more can you ask for? Total Produce have today increased their earnings guidance for the full year. The management are gradually building this Company into a very important global distributor of fresh food. Moreover, Total Produce describe themselves today as being in a " strong financial position" and still on the acquisition trail. ALL IMO. DYOR. QP
quepassa
26/4/2016
14:42
Irish exchange is more liquid as well as tighter spread .
loafingchard
12/4/2016
22:36
The company is listed on both the London exchange and the Irish. IG quote both. Bid/offer spread appears tighter on the Irish. What are the arguments for buying one rather than the other?
grabster
11/4/2016
09:26
This week's Investors Chronicle runs a feature on Irish stocks. Total Produce gets a brief mention. "Fyffes isn't the only agriculture producer flying high on Ireland's equity markets. Since floating in 2007, Total Produce has seen its share price rise steadily as it's recycled strong cash flows into acquisitions to build up a leading position in global fresh fruit and vegetable markets". Page 23. Cannot disagree with a word of that! ALL IMO. DYOR. QP
quepassa
03/3/2016
10:52
Yes , reads well. Happy with that , happy to hold .
loafingchard
03/3/2016
10:11
All the shares bought back can only leave the free shares in tighter hands.
battlebus2
03/3/2016
10:10
There she blows QP, excellent results and a bit more to come in the share price IMV.
battlebus2
03/3/2016
08:15
Trying to buy in size electronically. No quote available at this time from my online broker. Maybe a "pop" is in store. ALL IMO. DYOR. QP
quepassa
03/3/2016
07:04
Phenomenal results. Dividend up 15% Commenting on the results, Carl McCann, Chairman, said: “Total Produce has delivered a very strong performance in 2015. Total revenue has grown 10.4% to €3.45 billion with a 12.0% increase in adjusted earnings per share to 10.58 cent. ALL IMO. DYOR. QP
quepassa
02/3/2016
09:29
SP indicating that expectations are good - hope no disappointment
18bt
02/3/2016
09:17
Results Thursday. Expecting good figures and increase in dividend. - Fingers crossed. Good to see share price shooting up ahead of results since the Jan/Feb general market slump. Total Produce remains one of my personal Hidden Gems of the Year on AIM for 2016. ALL IMO. DYOR. QP
quepassa
29/2/2016
16:22
does the Morrison/amazon deal have any effect here --- price indicates something (apart from run up to results)
hardupfedup
26/2/2016
22:10
Probably a mistake and should read 112 instead. Results date announced. Looking forward to those.
battlebus2
26/2/2016
20:40
Whats with all the end of day deals on this stock, last 3 days. One deal today at 122p,can that be right?
2breakout
25/2/2016
13:45
I make that new highs :))
battlebus2
Chat Pages: 34  33  32  31  30  29  28  27  26  25  24  23  Older
ADVFN Advertorial
Your Recent History
LSE
TOT
Total Prod..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20211021 15:55:03