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% 12.25p 12.00p 12.50p - - - 0 05:30:37
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 169.1 9.6 3.9 3.2 30.38

Zambeef Prod. Share Discussion Threads

Showing 926 to 948 of 950 messages
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DateSubjectAuthorDiscuss
26/7/2018
08:53
Interesting to see this new cdc non exec appointment, very experienced guy joining and he has already bought 375k shares with his own money, very encouraging....
catsick
18/6/2018
16:02
Bought an initial 25k at 10.3p and will buy more if the research justifies it.
callumross
18/6/2018
09:24
Any chance you could provide a link to the broker note, catsick? Been considering an investment in this one for a while but would like to research in a bit more detail first.
callumross
12/6/2018
09:07
Bullish write up out by fincap, they have a 20p target and say they are using very conservative assumptions, wont need much to get this moving, results are very good despite all sorts of one off issues .
catsick
06/6/2018
10:53
yes, the f and m outbreak has cost them around $800k. Cholera negligible costs. The 90% sale of the palm business has reduced debt $16m post period. And the huge discount to asset value provides downside protection. If they get a couple of decent trading periods, these will fly.
cjohn
06/6/2018
07:29
These zam results are pretty good, especially given what looked like a profit warning, in the half they generated good profits despite dealing with cholera, foot and mouth , collapsing global crop prices and managed to crank out good growth and improved margins, they seem set up for a blazing second half and at some point this retail business will be throwing off huge cashflow ...
catsick
15/4/2018
09:14
So foot and mouth will have a one-off impact on one part of the business. The dairy business accounts for around $14m out of ZAM's total $200m turnover. It's pushed the share price down 10%, but there is clear value on asset and trading grounds at this bargain level. Trading at around 0.16 PTBV.
cjohn
10/4/2018
01:11
I think a re rate is going to have to wait until there is clarity on the foot and mouth spread, it sounds like the retail side is going gangbusters, cobalt and copper prices will create a boom in the region which should be very strong for the retail side, also the trade war with the us may firm up some crop prices, maybe planting more soybeans may be the way forward?
catsick
09/4/2018
07:40
This should re rate now
imjustdandy
07/4/2018
08:49
Didn't think disposal would have gone through but $16m in the bank now as well.
imjustdandy
07/4/2018
08:42
Political situation now clear, co now focussed on core business. 20p easy
imjustdandy
20/11/2017
23:05
Wonder how the turmoil in zim will effect them, new leadership who can stabilize and bring in investment would be a bonus but you never can tell what chaos could also ensue
catsick
15/11/2017
07:12
Results out and as expected pretty so so, the retail business doing well and growing but all the profits wiped out by the poor soft comod pricing and disease, we have to hope that at some point both sides of the business are doing will in sync, I will hold out for that day as the business seems very well supported by cdc given the staff exchanges going on ...
catsick
13/9/2017
11:17
Having said that, they have made very scant return for the money invested in palm oil.
cjohn
11/9/2017
09:51
Thankyou Valhamos for your clarificiation. This puts a better shine on the deal. I forgot it might be a gross assets figure. The positive from the deal is that - bar the loss of the second loan - they have escaped a huge drain on cash.
cjohn
07/9/2017
15:17
Agreed about the inter company loan, but the $19m on 30/09/16 balance sheet for Zamplam quoted in the announcement is for gross assets not net book value (the announcement is rather misleading in this respect). From the accounts (note 15) we know net assets were US$8.3m at 30/09/16 ($19m less $10.7) however inter company loans had increased to $14.3m as at 1 June 2017 so net book value could be even lower now. Against that although there is a possible extra $2m consideration there is also the requirement for Zambeef to write off the second inter company loan of $2.5m to the extent required by shareholder contributions for the next 3 years.
valhamos
07/9/2017
12:05
Correct me if I'm wrong, catsick, but BEFORE the deal goes through, Zambeef converts its ZMW104.6m/$11.8m intra-company loan to Zampalm into Zampalm shares. These shares are then included in the sale. So for assets valued on the balance sheet at $17.1m (90% of $19m) Zambeef receives $16m - $11.8m = $4.2m, with another possible $2m to come. I am not currently tempted here. I don't trust the book values for the land and biological assets. And it seems to me that any cash generated is going to be used up in capex. Be very grateful to hear your views.
cjohn
06/9/2017
14:46
Over 20k hectares sold at around $800 per hectare or £300 per acre. Is land that cheap out there?
aleman
06/9/2017
14:41
But it does gain the award for my biggest losing position this year out of the over 100 shares/bonds i hold ....
catsick
06/9/2017
14:36
Actually not so terrible, selling a non income producing business for half the market cap and close to book while the shares are at a big discount to book is bearable, the growth part if the business is doing well and poor crop prices are creating a short term problem ... given the current share price I dont think its that bad ....
catsick
04/9/2017
21:00
US trade bodies pledge support to Zambian companies September 4, 2017124 views Share on Facebook Tweet on Twitter The World Trade Center Los Angeles (WTCLA) and the Los Angeles County Economic Development Corporation (LAEDC) have pledged to help Zambian companies to explore markets in the United States of America. WTCLA International Trade Manager Michael Smith says the LAEDC is determined to provide business assistance through market research to Zambian businesses wishing to locate or expand operations in Los Angeles County. “The LAEDC stands ready to help Zambian companies build capacity to allow them to tap into the U.S market in sectors such as agriculture, manufacturing, construction, and technology skills transfer,” he said. The Corporation is the largest County economy in the U.S. with the Gross Domestic Product (GDP) of over 640 billion United States Dollars. To this end, the USA Firm based in the US of California State says it is planning to visit Zambia next year to explore areas of investment in the country. He further urged the Embassy of Zambia in Washington D.C to avail WTCLA with detailed specifics of projects seeking investment in various sectors in order to position Zambia as a choice of investment destination. WTCLA is an affiliate of the LAEDC and is Los Angeles County’s leading promoter and facilitator of global connections and inbound foreign direct investment. Mr. Smith said this during a trade discussion meeting with Zambia’s Honorary Consul and Chief of Post in California Robert Sichinga Jnr, Embassy of Zambia in Washington D.C First Secretary Trade Charity Zulu and her Tourism counterpart Marsha Chipasha Holdway in Los Angeles. And Mr. Sichinga also called on the LAEDC to identify companies in Los Angeles that will help Zambian companies add value to most of its products to increase on exports. He observed that Los Angeles County is leading in sectors similar to those that Zambia has targeted as part of its growth of non-traditional exports and its Job Creation and Industrialization Strategy. He further called for the expertise of the LAEDC to help package Zambia in a way that appeals to the Los Angeles based investor. And Ms. Zulu said Zambia has launched the seventh national development plan that has outlined key areas of investment in the country. “Zambia’s manufacturing sector has considerable investment potential, as the country is relatively well endowed with raw materials and as such value addition, as well as technology transfer, is key,” she added. She further added that Zambia among other interventions is also exploring ways of the use of alternative and renewable energy to meet the country’s energy deficit. Meanwhile, Mrs. Holdway also urged the (WTCLA) to help identify companies in the film and digital industry to partner with film makers in Zambia to raise the country’s tourism profile.
value viper
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
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