Total Produce Share Discussion Threads

[badger8888] 02/7/2020 09:17

You are correct, we will go the same was as Fyffes. The all-time high was E2.57, we are a long way off that figure. Hopefully we will be much nearer that figure before we are taken out.

[quepassa] 02/7/2020 07:50

When they say satisfactory results in their encouraging Trading Update, I personally interpret that as good/very good.

With Total Produce, it is my belief that this is a classic case where the value of the parts is vastly greater than the value of the whole.

This will not have gone unnoticed to other players in the sector.

Long-term hold and eventually expect the same fate to befall them as Fyffes which was taken over in 2017.


ALL IMO. DYOR.
QP

[18bt] 02/7/2020 07:29

Seemingly another solid update. The historic PER is under 8x and that is churlish for a defensive share. It ought to have a higher profile for a company capitalised at over £400m. But as there are only 2 posters on this Board, it will probably just continue being off radar and producing a very small dividend which is incredibly well covered. Don't like the Irish tax witholding on the divi tho. At these levels I can't see a real reason to sell other than I can't see it going anywhere.

[quepassa] 05/3/2020 09:02

Excellent results.
Buoyant outlook.

Brexit not an issue.
Covid 19 expected to be of minimal impact.

Astonishing growth in sales.

ALL IMO. DYOR.
QP

[18bt] 05/3/2020 07:54

Growth completely under the radar. Historic PER of less than 9x. But growth heavily dependent on Dole which is not controlled. Hence I suspect div increased at a lot less than earnings. Good cashflow generation.

[18bt] 05/3/2020 07:54

Growth completely under the radar. Historic PER of less than 9x. But growth heavily dependent on Dole which is not controlled. Hence I suspect div increased at a lot less than earnings. Good cashflow generation.

[battlebus2] 04/3/2020 17:39

Still a holder and noted the strength during the recent sell off. A great company if conditions including weather are correct. Last update was positive so 🤞 nothing has changed since then.

[18bt] 04/3/2020 09:58

Results out tomorrow - seems to be off everyone's radar - still some Brexit risk and no real forecasts out there, but still potential for it to generate good cash.

[eentweedrie] 29/8/2019 07:50

not bad - would be interested to see reported figures too

[quepassa] 15/3/2019 13:03

seems to me that Total Produce has had an enormous amount of Brexit-related political risk taken out of it yesterday as the prospect of a no-deal Brexit seems collectively unwanted by either The House of Commons or Brussels.

[quepassa] 07/3/2019 07:47

Steady as she goes.

A tougher last year with integration of Dole and geo-political challenges, against wich TP performed very credibly. -And indeed giving a modest but welcome increase in shareholder dividend.

A strong growth path, robust and reliable revenues and profitability in a product area of fresh produce which is gaining increasing consumer ground over processed food-stuffs.

A core long-term hold.

ALL IMO. DYOR.
QP

[18bt] 07/3/2019 07:36

Results sem to have beaten the paltry number of forecasts out there and mid single digit growth for 2019. More than happy to hold even in chaotic Brexit - they are well used to dealing with world tariffs.

[quepassa] 05/3/2019 11:10

Agreed.

-Caught in the ill-founded Ireland general Brexit-related sell-off.

-Also caught temporarily in the USA downdraft last year over some short-lived salmonella scare on fresh lettuce/salads.


Total Produce completely innocent and faultless on both accounts.


Market sell-off offers exceptional value in my opinion for fast expanding Total Produce.

ALL IMO. DYOR.
QP

[18bt] 05/3/2019 10:53

Results on Thursday - no forecasts seem to be avaailable, but 12x historic PER. These could be due a bounce if it continues its growth record

[essential] 08/2/2019 08:21

Just bought into these. Defensive share and looking strong technically

[jon123] 29/11/2018 09:00

not sure if to stick or twist here could fall a lot further in this market

[eentweedrie] 24/8/2018 15:46

looking like the right time to buy prior to results

[battlebus2] 22/8/2018 18:56

Results next Thursday then.

[quepassa] 30/7/2018 16:43

1.Full clearance on important Dole acquisition just received from Brussels.

Excellent news.



2. I also have to believe that consumer demand for salad produce and for fresh fruit/veg produce this hot summer season must be extremely buoyant and pointing to very good trading.

ALL IMO. DYOR.
QP

[badger158] 17/5/2018 21:27

Let's get the AGM out of the way first

[battlebus2] 17/5/2018 10:14

I’d suggest we may see another acquisition 🤔

[petes5] 17/5/2018 09:44

Interesting sector at the moment. Look at Ocado today.

[18bt] 17/5/2018 09:38

Why the weakness? Another fund raising or just lack of news flow?

[hardupfedup] 14/5/2018 07:29

yes totally agree qp