Zambeef Products Share Discussion Threads

[tenapen] 15/11/2013 15:59

Part of an interview !!! from the Boss


hxxp://www.cnbcafrica.com/video/?bctid=2835327455001



Also Zambeefs web-site header updated with the award speech.

[tenapen] 11/11/2013 20:58

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Favorite new hashtag RT @jamonandreasen Buying Zambeef ($ZFPPF) this morning so I can be #RichLikeSteve. Thanks for the rec, guys!

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AS posted on twitter.

[megordon] 11/11/2013 12:04

Duplicated entry - slow internet.

[megordon] 11/11/2013 12:04

Sounds good to me Cyfran, in for 10k to test the water, also holding OBT, think these companies have a great market and should both do very well. I also reckon these have been oversold and have now bottomed out, not extremely cheap on this years earnings maybe, but having a good market for their goods should see them rise again rapidly.
Damage is no worse than an outbreak of foot and mouth, bse, etc, farming has to survive or people starve - simples, this will fly again very soon, better to be in now than pay twice the price next month, IMHO.

[cyfran101] 11/11/2013 00:50

Well the beef division is 20% of revenue and 20% of profits. The share price has halved. I acknowledge the currency downgrade but is the decline mainly just fear of how far this goes? I'm not hearing or expect to hear anything that would affect the shoprite presence so feels overdone?Could be a good opportunity to pick up a few before the results.

[tenapen] 09/11/2013 08:43

hxxp://ukzambians.co.uk/home/2013/11/09/zambeef-ceo-scoops-top-african-award/

ZAMBEEF CEO SCOOPS TOP AFRICAN AWARD

Cont...


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Now lets hope he gets the share price moving higher.

[multibagger] 02/11/2013 07:02

The appeal decision on the tax issue is overdue - maybe there will be news of that in results announcement.

[tenapen] 01/11/2013 17:31

2nd half results due on tuesday 26 Nov. They had better be good or we are looking at ZAM being a penny share !.

:-/

hxxp://www.investorease.com/company.php?disp=forth

[tenapen] 30/10/2013 16:13

I still hold ... sadly.

RE the fall of yesterday and today may be down to Zambia being downgraded by Standard & Poor to 'negative' from 'stable'.

hxxp://ukzambians.co.uk/home/2013/10/30/magande-reacts-on-standard-poors-down-rating-of-zambia/

[pugugly] 30/10/2013 09:45

multibagger: Thanks for that. Agreed re the potential for the business which is why I am looking.

What is view of debt level ? $128.4M in 2012 With the recent problems I could see this increasing rather than falling as suggested in the Ireland note of June 11th.

(or would you rather chat offline ?) R.

[multibagger] 30/10/2013 09:08

The business is sound and fundamentally nothing wrong with the sector / company. Negative sentiment around the company with the meat "scandal" is the issue as is the overhanging appeal re the tax.

If the tax appeal is successful, that may herald an improvement in sentiment as would improving quarterly figures - as sales had dropped. I have sold out but remains on my radar for a re-entry point. Good luck :)

[pugugly] 30/10/2013 09:02

Anyone still following - This appears to be a slow moving train wreck.

Any ideas as to where the share price will stop ?

[tenapen] 08/10/2013 17:40

Zambia Woos U.S. Investors With Bank to Beef Depositary Receipts
By Matthew Hill - Oct 7, 2013

Bank of New York Mellon Corp. is selling American depositary receipts for three Zambian companies as U.S. investors tap growth in Africa's biggest copper producer.

Cont...

[multibagger] 21/9/2013 18:02

Ideawatch/Vision Statement in Harvard Business Review,Oct 2013, Page 35

Seven reasons why Africa's time is now...Jonathan Berman (author of Success in Africa: CEO Insights from a Continent on the Rise)

1. It's a huge market opportunity
52 cities with more than 1 million population
Urban population will reach 50% by 2030
African middleclass bigger than India's
By 2020, half of african households will have discretionary spending power

2. It's increasingly stable
Debt and inflation have decreased significantly
Number of political coups have precipitously declined since 1990
Political reform underway (Polity IV index as a measure)

3. It will soon have the world's largest workforce
African workforce will swell by 163m this decade
By 2050, will account for over 25% of world's workers

4. Mobile is exploding
Mobile penetration which is 78% today will reach 84% by 2015
Mobile internet traffic will grow 25 fold in next four years
Smartphones are only 3% of the African market today and will be just 15%
in 2015

5. Intra-African trade is its infancy
Only 11% of Africa's trade takes place within its own borders
New crop of Pan African companies and leaders are changing that equation

6. Twenty percent of government spending goes on education
Nearly twice what the OECD spend on (11%)
Primary school enrollment reached 76% in 2008, up 14 points in a decade
Secondary school enrollment reached 35%, grew by 10 points
Education is a crucial factor whether the rapidly expanding workforce is a boon or a bane

7. It contains most of the world's uncultivated arable land
590m hectares in Sub Saharan Africa
300m hectares in Latin America

[tenapen] 20/9/2013 18:12

hxxp://ukzambians.co.uk/home/2013/09/20/zambeef-leads-the-way-in-african-business/

ZAMBEEF LEADS THE WAY IN AFRICAN BUSINESS

Cont...

[tenapen] 20/9/2013 16:20

My hope of the dividend being re - introduced this year look to be dashed. But i like the word 'expand' just as much, :)

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Zambia Zambeef To Invest $250 Million to Expand Operations


By Nicholas Bariyo
Special to DOW JONES NEWSWIRES

KAMPALA Uganda--Zambia's largest meat products company, Zambeef Products PLC (ZAMBEEF.ZM) will invest some $250 million to step up locally-sourced produce following a suspension of beef and poultry imports from Europe over concerns of contamination, a company spokesman said Friday.

Cont...

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hxxp://ukzambians.co.uk/home/2013/09/19/zambeef-to-set-up-us250-million-hatchery-in-mpongwe/

Zambeef to set up US$250 million hatchery in Mpongwe

Cont...

[tenapen] 19/9/2013 06:53

Multibagger,
Thanks for the OBT pointer and Good Luck with it.

c 9m shares traded here yesterday 8-). Something more than a forth coming trading update going on !!!. Interesting times.

[multibagger] 18/9/2013 07:27

Thanks tenapen for your research and post - much appreciated. OBT has had some good news today - I am very keen on agribusiness in the African continent as there is loads of potential. Looking at AGTA as well, but not bought as yet. Good luck :)

[tenapen] 17/9/2013 19:24

Hi All,
I have been wondering why the ZAM share price as been on the rise this last week / 10 days! is it because President SATA's political party was beaten in a local election reciently !. Is it a bit of buying before ZAM release their 'year end trading update' which was on the 28 September last time !. It cann't be because soft commodities prices are rising, they are'nt. With a internet trawl giving up no clues i looked on Twitter to find a few interesting posts. On the 15th September (2 days ago) A Dr.Zunga posted "turnover in Zambeef west Africa operations increased by 55% last year". Late on the 16th Zambeef Products PLC wrote "Zambeef group operations in Nigeria and Ghana continue to expand, making it one of Zambi's most successful". Reads good and so i look forward even more to the trading update, possibly next week. :).

Best Wishes

[tenapen] 04/9/2013 20:15

Zambeef to the rescue again !

hxxp://www.znbc.co.zm/?p=2021


but are they appreciated by the Zambian people ?

[tenapen] 30/8/2013 06:37

hxxp://ukzambians.co.uk/home/category/economy/

ZAMBEEF EXPORTS HELP BOOST NATIONAL EARNINGS

Edible oils, stock feed and leather generate foreign exchange income Zambeef Products looks set to generate record export earnings this year, making it one of the single largest foreign exchange earners for the country. The agribusiness conglomerate, which is a member of the Zambia Development Agency's (ZDA) elite Million Dollar Club of leading exporters, has [...]

Cont...

[multibagger] 17/8/2013 21:01

You are absolutely right...and there I was thinking we may have turned the corner. Let us hope sentiment improves....

[tenapen] 17/8/2013 13:48

hxxp://www.times.co.zm/?p=25906

More Zambeef products burnt

By MOFFAT CHAZINGWA -
ANOTHER batch of withdrawn imported Zambeef meat products weighing over 60,000 kilogrammes was yesterday destroyed in the presence of authorities.

Cont...

"It's heartbreaking because its' a lot of products that we are destroying ...

Cont...


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Hi Multibagger, It will not help sentiment !

[multibagger] 16/8/2013 18:18

Anyone aware of the reason for the sharp drop today ?

[multibagger] 15/8/2013 07:13

Hi tenapen,the long term prospects for vertically integrated agribusinesses in the developing world are massive. It just depends how quickly they can scale up and how quickly the business and infrastructure environment can keep up where they operate.

IMHO, companies like ZAM would be of takeover interest to large multinationals....they appear to have a strong brand, footprint of interest in Africa with its changing demographics and economic profile and the Directors do not hold too many shares.

We will be rewarded one way or the other...just need a bit of patience :)