Zambeef Products Share Discussion Threads

[macc2] 27/4/2012 14:40

No progress with the tax issue then.

[macc2] 26/4/2012 18:16

Thanks tenapen

[tenapen] 26/4/2012 17:04

Financial Half-Year end Date: Mar 31, 2012



Maybe June when they are released !

[macc2] 26/4/2012 11:57

Anyone know when we can expect 2011 results?

[tenapen] 25/4/2012 06:47

Cattle futures climbed 0.3 percent in Chicago following a 2.6 percent drop yesterday after a case of bovine spongiform encephalopathy was reported in the U.S. Corn rose 0.4 percent.


bovine spongiform encephalopathy = Mad Cow

[tenapen] 20/4/2012 15:34

Posted on Thursday, 19 April 2012 15:02
Zambeef finds more ways to take a bigger bite
By Gemma Ware

Zambeef used to be just that, a beef company. "Beef contributed 80-90 percent of our income 10 years ago. Now it's about 25 percent," says Yusuf Koya, executive director of the Zambian agribusiness firm.

Cont...

[tenapen] 19/4/2012 19:38

Supermarket chain Shoprite to open a store in DRC.

Shoprite also see scope for 700 stores in Nigeria.

That is a lot of Growth for Zambeef, IF they get the butchery outlets !.

-----------------------------------



Posted on Thursday, 19 April 2012 15:02
Zambeef finds more ways to take a bigger bite
By Gemma Ware

The Southern African agribusiness company is looking to Nigerian cattle and Zambian palm oil to diversify and grow its operations.

Cont...

[tenapen] 13/4/2012 06:39

Vegetable oil supplies face 'serious imbalance'

The vegetable oil sector faces a "serious imbalance" thanks to demands from an increasingly large, and wealthy population, at a time of constrained production prospects, given a slowdown in oil palm plantings.

Cont...

[tenapen] 06/4/2012 14:10

Retailers' Strategies in Sub-Saharan Africa

Posted on April 5, 2012 by prosumerzen


Analyst Insight by Cedric Bra, Retailing Analyst

South African retailers are looking to expand northwards, while companies such as Kenyan-based Nakumatt Holdings Ltd and Zambian-based Zambeef Retailing Ltd are searching for opportunities in high growth markets and are investigating the strategies being employed by their larger South African competitors. Together these retailers highlight the opportunities provided by the countries in question but also the different methods being used to expand in their target markets.

Cont...

Meanwhile, Zambeef Plc is a food producer and grocery retailer operating 103 food specialist retailers in Zambia with a total turnover of US$162 million in 2010. It also provides fresh meat to Shoprite supermarkets in the country and in Nigeria, which is the company's top priority outside its home market. The company has obtained a lease on 287 hectares of farmland north of Lagos which it will use to centralise its production and supplies to Shoprite in the country. Zambeef has in-store butcheries in 20 Shoprite stores in Zambia. The company benefits from its integrated business model and Zambia's specialisation in cereal and meat production that it can leverage in a country such as Nigeria, with a huge population but low agricultural output. This is a case in point of how a modern food supplier can be successful and benefit from other retailers' expanding store networks.

Cont...

[tenapen] 02/4/2012 14:55

for information only

If anyone is buying ZAM after the DM tip yesterday and would like to cast their eye over a mini ZAMBEEF, Agriterra (AGTA) is worth a look.



Agriterra - African corn and beef with a dash of oil (AGTA)

[tenapen] 02/4/2012 13:33

With a possible ! doubling of profits, Im hoping the Dividend is increased in line.

[nw99] 02/4/2012 08:10

Stock was at 60p recently before the tax problems

[tenapen] 01/4/2012 19:05

MIDAS SHARE TIPS: Undervalued UK small cap Zambeef takes aim at big profits from Africa's growing wealth

AIM-listed Zambeef Products is perfectly positioned to benefit from Africa's growing wealth and could double profits this year. Bold investors can buy into this undervalued stock, says Midas.

Read more:

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We are on the front page of Sharecast with the above tip. Bodes well for next week.

[tenapen] 27/3/2012 16:21

26th March 2012, by Agrimoney.com

Zambia's 'protein deficit' a boon for meat groups

Cont...

However, this decline has stored up "pent-up demand", rather than reflecting a cultural issue, and leaves Zambeef, with 31% of the domestic beef market, besides operations in Ghana and Nigeria, well positioned to exploit a change in diet.

'Deficit protein markets'

"Zambians historically consumed a larger proportion of meat in their diet," Panmure analyst Damian McNeela said.

"Zambeef 's investment programme to increase supply to these deficit protein markets... should allow it to capitalise on these fundamental consumption growth trends, delivering significant earnings growth."

The broker, initiating coverage on Zambeef with a "buy" rating and a price target of 45p, forecast that Zambeef's earnings would near-treble between 2011 and 2014.

The shares, which floated in London last June, closed unchanged at 36p.

Panmure Gordon's assessment included a 2p cut to its price target to allow for a failure in a dispute with tax authorities over a $10.7m which they claim remains unpaid on oilseed activities.

Cont...

[tenapen] 03/3/2012 11:21

Out of Africa
ALEX BRUMMER

Could Africa be the new Asia? Many investment experts are starting to think it could.

Thames River, part of F&C, notes that over the last decade six of the world's fastest growing economies have been in Africa, growth is running at 6pc and trade with the rest of the world has jumped by 200 per cent.

And governance looks to be improving. Many UK firms including Diageo, Barclays and SAB Miller see it this way. Time for a fresh look.

[jonwig] 02/3/2012 16:31

Thanks tp - it's consistent, anyway!

My Africa exposure will be funds only for quite some time!

[tenapen] 29/2/2012 06:42

Not o/t at all IMO.
You put your finger on the problem peartreegardens. There are only three African Agri companys out there for us to take a look at. If this sectors comes into fashion, any buying of stock will be so consentrated that there should be a move up for all three !. A couple of weeks ago the FT ran a line on agta / zam / lonr and i see that Moneyweek have writen about both lonr and for agta, both writing to the possitive. Good luck.

[peartreegardens] 28/2/2012 20:18

tenapen/jonwig

many thanks for your responses

I have bought small amounts of ZAM and AGTA. I was initially attracted here by the fact that Zambia seemed to be pretty stable (for Africa) and business friendly, but I guess the urge to get your hands on some more cash is too strong for politicians to bear (not just an african dilemma - George Osbourne hasn't been averse to doing much the same with North Sea oilers of course!).

Still think this will turn out to be ok. Certainly in terms of how they have dealt with copper miners, the Zambian government seems to be more on the pragmatic end of the taxation/nationalisation debate going on in sub saharan africa currently.

I am still waiting for someone to form a diversified company playing on the whole spectrum of African growth. Thanks for your suggestions Jonwig, will take a look. LONR would be my absolute ideal, if it weren't for the 'spivs and charlatans' running it imo. Apologies if slightly o/t, but I suspect many interested here will also have an interest/holding in the other companies mentioned.

Cheers

[tenapen] 28/2/2012 17:45

Re Lonzim,

The shareholders have today also approved the change of name to Cambria Africa plc. The Company's stock exchange symbol is to be changed to CMB and is expected to become effective on AIM on 28 February 2012.

[jonwig] 28/2/2012 08:28

Yes, Edmonds did some dodgy stuff with O&G is (?) Sudan with the company which changed its name to Agriterra. I don't remember the details.

You could say SAB MIllar and Old Mutual are good Africa plays. Investec maybe.

At the wild end, Masawara and Lonzim.

I suppose with ZAM, the market will know the outcome of the tax argument before it's announced.

[peartreegardens] 28/2/2012 00:28

Hi Jonwig/tenapen

I am aware of the reasons why people don't like Leni, but why do you not trust Edmonds? Would appreciate any background.

Other than this, AGTA and LONR, are there any other plays on African growth? Not interested in managed funds.

tia

[tenapen] 18/2/2012 13:06

Hi Jonwig,
I am no fan of Leni or Edmonds but they offer investment into the African sector i like, Agriculture. So along with ZAM i will continue to play the long game and have my fingers crossed.

Best Wishes.

[jonwig] 18/2/2012 08:24

tenapen - thanks, I've just read it and added a comment at the foot of the article.
I could have been more forthright, but didn't want to be too frank in the FT about my views on lenigas and Edmonds!

I'm still out, but if I wait for 30p I might never get it!