Share Name Share Symbol Market Type Share ISIN Share Description
Zambeef Prod. LSE:ZAM London Ordinary Share ZM0000000201 ORD ZMW0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 13.25p 13.00p 13.50p 13.50p 13.25p 13.25p 125,101 14:00:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 169.1 9.6 3.9 3.4 32.86

Zambeef Prod. Share Discussion Threads

Showing 901 to 924 of 925 messages
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DateSubjectAuthorDiscuss
07/6/2017
11:17
I wonder if the fall armyworm outbreak affected soya prices. The prices quoted in the report look to have fallen a bit more than soya quoted on other markets, which have largely been flat for 3 years, although spiking a bit last spring to summer, before easing again. The infestation could lead to worse quality, perhaps? I am surprised there is no mention as to whether they have avoided the attack or not, as it has affected many African nations, with Zambia one of the first to receive widespread damage. I was hoping to hear their take on things. http://www.nasdaq.com/markets/soybean.aspx?timeframe=3y
aleman
07/6/2017
07:42
Poor results - Foward projections poor - Justified (imo) markdown before opening.
pugugly
09/5/2017
16:46
At least 2 of the farms for sale Chiawa and Sinazonge - Looks as though ZAM may be trying to stay on as managers etc - Click on pictures on Knight Frank web site http://www.knightfrank.co.uk/en/properties/residential/for-sale/zambia/all-types/all-beds
pugugly
09/5/2017
16:15
Thanks catsick.
spooky
09/5/2017
12:58
It was in the property section, it was knight frank zambia listing it , you can find it if you google
catsick
09/5/2017
12:42
I don't know if this is significant but it is probably a good idea to monitor. Http://agrinatura-eu.eu/2017/05/maize-scientists-vow-to-intensify-research-on-armyworm-invasion-in-africa/
aleman
09/5/2017
10:43
Which section of the FT?
spooky
09/5/2017
07:42
Interestingly in this weeks weekend FT I saw one of the zambeef farms advertised for sale, they are looking to sell farms with 4k irrigated ha of land for 50m usd this is about half of the irrigated row crop land or 1/4 of the row crop land total, this would pretty much pay off all the expensive debts or allow them to redeem the prefs without reducing pnl, the farms will be generating a lower rate of return than the debt cost and seems to be a very decent premium to book value so should be a good trade if they find a decent buyer.
catsick
10/4/2017
12:34
So I am not sure if this is that relevant to zam but anecdotal evidence from an old mining friend is that things in the congo at the moment are going nuts with a huge cobalt boom, apparently the only place on earth with any unmined capacity in cobalt is the drc/zambia copperbelt and there is not enough cobalt in the world being mined to make the batteries for the tesla megafactory so there is huge money being offered to long in the tooth geologists to go risk life and limb prospecting for cobalt, after the copper bust that hurt the zam economy it would seem that zam and drc are at the center of the worlds automotive needs ! I am sure that being the Walmart of zambia may not be a bad thing ....
catsick
05/4/2017
12:40
Should be getting a trading update soon ahead of the interims, over the period the fx has been very stable so it will be a very clean way to compare with last years interims, hopefully some nice growth and pnl will be evident, The absence of external shocks should mean the management have been focused on growing the business and making some cash, these shares should be shown to be waaay undervalued..
catsick
23/3/2017
16:43
Well, recent news has been more promising and the currency has been strengthening slightly of late, which generally helps. I'm not too worried. I'm more nervous about US and UK stocks where consumer credit markets have started deteriorating and there are some signs it is leading to economic weakness. ZAM might be a safe haven from turmoil here later this year. I don't think I'd enourage anyone to buy a lot, though. It's still Africa!
aleman
23/3/2017
16:32
Chart beginning to look a bit ominous, could do with an update but there isn't one due for possibly a month.
spooky
23/3/2017
16:24
Looks like somebody has put a prearranged £half-million deal through the market at lunchtime.
aleman
16/3/2017
12:28
Yes not a lot of new info other than that they are producing now at commercial volumes from 2,800 ha, its a bunch of capital they have stuck into this with no returns to date, would be good to get some guidance on how much cash they think they can make from this business it should be highly profitable with a big advantage in the domestic market.
catsick
14/3/2017
18:10
Commercial palm oil production has now started.
boonboon
11/2/2017
21:35
Zambian economy recovering well, main export is copper which is surging higher, the main problem which caused the devaluation and zambeefs woes was all driven by the copper price collapse, things on that front seem much more stable and we should see very strong growth this year .
catsick
12/1/2017
14:34
The cap is 60m or 80m if you take the 100m of prefs into account there are 300m shares and 100m of the pref thingies out to cdc , I think it is still too small for most instos given how hard it has been for me to put together my small position there just are too few shares available , the company itself however is not too small it is 1pct of the gdp of zambia , if the shares were trading at 1 pound then all of a sudden it would be on a lot more radar screens and the company could support that valuation !
catsick
12/1/2017
14:20
Interestingly, 20p would give a market cap of £51m. Some investment funds have a £50m market cap threshold. It might encourage some institutinos to dip a toe in.
aleman
12/1/2017
14:12
Definitely not a lot of stock around.
spooky
12/1/2017
14:06
If this one can break 20p, it looks likely to get to 30p pretty quickly as there was hardly any volume in that range going down. The shares are creeping up on little news so a small piece of decent news might do it.
aleman
12/1/2017
13:11
Spent some time going through the ann report today, there is a lot of interesting info in there, for a 60m market cap company it really is an impressive well run business growing at a very healthy rate, that growth has been hidden by the rapid ccy devaluation but over the next couple of years we should see a very nice growth story pan out, Cdc must be pretty happy with the investment, they have bolstered the board with some smart looking neds and seem to be encouraging good governance and a push for international standards in quality. After all this I spent the morning trying to buy some more shares, all to no avail, even trying to pay the ask in small size failed to get me any shares, There seem to be none on offer at the moment ...
catsick
03/1/2017
12:30
Only little moves every now and then but the last month has seen a nice rise such that ZAM is threatening a new 2+ year high.
aleman
03/12/2016
12:24
tenapen - a company disappointing the market within a year of listing? Quelle surprise! That's why it's best to buy later when the price has fallen a lot. The company has grown a lot since then and the share price has fallen 3/4. The problem is working out the value of that growth through all the currency variation and some equity dulution. Therein lies the challenge.
aleman
03/12/2016
10:22
Aleman - agreed. For this year other things being equal we will have higher profit because Zamchick and Zamhatch are 100% owned with lower borrowing costs offset by the dilution of the extra shares issued to CDC. In addition if there is a dividend declared to ordinary shareholders there will an equivalent dividend for the preference shares; this will then be deducted in calculating earnings per share attributable to ordinary sharesholders. Based on that working on the US dollar numbers I get a figure of approx. 4 cents so the 2.72p for 2017 does look conservative (2017 forecast was the equivalent of 4 cents before the results). It has probably been reined in a little because of the change in the US mood with the strength of the dollar and expected impact on emerging economies - the kwacha has fallen since September though should be helped going forward if the recent rise in copper is sustained.
valhamos
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