Total Produce Share Discussion Threads

[quepassa] 01/2/2018 07:38

Ahead of guidance in their Trading Update.

A significant $150m Placing to support the stunning acquisition of 45% of Dole with the right to buy Dole out completely within the next five years.

There is no stopping the growth and ambitions of Total Produce with another phenomenal acquisition of a major , well-known and highly regarded brand name Distributor.

Very good news all round in my view.


ALL IMO. DYOR.
QP

[hardupfedup] 01/2/2018 07:32

wow -- lot to take in this morning --

[hardupfedup] 19/1/2018 10:05

dropped off a bit...

[grabster] 18/12/2017 20:29

Are people here comfortable with the debt and gearing stats? Observations welcome.

[loafingchard] 22/11/2017 13:08

Anyone else buying the breakout?

[hardupfedup] 22/11/2017 12:02

223.5 now lol

[quepassa] 22/11/2017 09:45

All-time-high at 220p Offer.

Up 50% over 12 months.

Very impressive.

Core holding in fresh produce and a fast expanding company in a hot sector.

ALL IMO. DYOR.
QP

[battlebus2] 03/11/2017 07:25

Yes great move again QP. 👍

[quepassa] 03/11/2017 07:09

Expansion continues apace. Total Produce are getting bigger and bigger. This is turning into a major international company .

The Fresh Connection:




Would it surprise me if, in the fullness of time, Total Produce bought out the other 50%? - No!


Great. And great to be invested with such an expanding Company.

ALL IMO. DYOR.
QP

[hardupfedup] 31/8/2017 08:23

stellar company

[battlebus2] 31/8/2017 06:48

Very pleased QP, lots more to come here imv

[grabster] 31/8/2017 06:47

Share price has doubled over the past two years - and has done so with a much steadier, more even-paced price chart than many. I continue to hold.

[quepassa] 31/8/2017 06:25

Astonishingly strong results:

Today's interim's:


1 Interim Dividend UP 10% to .8906p

2 PBT UP 39% to Euro 35.4m

3. Revenue UP 12.2% ro Euro 2,15bn


STRONG OUTLOOK and RECONFIRMATION with TARGET EARNINGS in UPPER HALF

Emphasis on global expansion.

Excellent all round.

ALL IMO. DYOR.
QP

[18bt] 31/8/2017 06:22

Strong revenue and profit growth in interims. However, cash outflow due to acquisitions shows just how important these are to TOT. Interestingly they have de-risked their DB pension scheme my making an ETV to members. PER is high, but happy to hold for the moment as like the € exposure.

[18bt] 23/8/2017 14:18

Basem, which figures are you lookingat for no growth in EPS - there was certainly 15 to 16 and also forecasted growth for the next 2 years in €. Forecasted earnings range announced at AGM providing some comfort over analysts forecasts. PER of 19x does look toppish but is also complicated by the non-consolidated investments.

[grabster] 23/8/2017 13:47

Total Produce plc confirms that it will release its interim results for the six months to 30 June 2017 on Thursday, 31st August 2017 at 7am.

[basem1] 26/7/2017 22:57

Just researching this, why is there no year on year growth in eps ? Surely the share price shouldn't be rising as it is for static earnings. Is a PE of 19ish not up with events here ? The chart is saying take a position but the fundamentals are showing red flags. Happy to be persuaded.....

[battlebus2] 26/7/2017 21:46

Oh I know as FFY was a top holding of mine and they paid a healthy premium too...

[quepassa] 26/7/2017 21:13

Indeed.Indeed.

The Amazon t/o of Whole Foods will put a rocket under the sector.


GMT is a hedge fund and they are an aggressive investor. They don't have such a big (indirect) stake for a lazy investment and likely expect big things in my view.

Link to their website here:

hXXps://gmtcapital.com/


However, perhaps even more interesting is what another Hedge Fund, Highfield Capital said yesterday about Amazon's t/o of Whole Foods. Here is an article:-

hXXp://uk.businessinsider.com/amazon-deal-for-whole-foods-true-genius-hedge-fund-2017-7?r=US&IR=T


The FRESH PRODUCE sector is IN PLAY. It will be an M&A field day.

With a very strong UK/European and USA footprint, Total Produce will be under scrutiny in my view. Remember its one-time sister company, Fyffes was taken over by Sumitomo just 6 months ago.


Personally expecting Total Produce share price to rise precipitously now as a result of massive sector interest.

ALL IMO> DYOR.
QP

[battlebus2] 26/7/2017 19:54

Interesting after hours holdings notification

[quepassa] 17/7/2017 07:51

The offer has hit £2 this morning.

Good going.

Food sector is very hot with Amazon entering the fray with recent purchase.

ALL IMO. DYOR.
QP

[battlebus2] 14/7/2017 15:47

Indeed 🤞

[hardupfedup] 14/7/2017 13:28

2 pound calling.......