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  1. #431
    Dilettante
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    Deleted ..............
    Last edited by iceman; 22-11-2021 at 10:04 PM.

  2. #432
    percy
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    Quote Originally Posted by Sideshow Bob View Post
    https://farmersweekly.co.nz/s/fw-art...TGGZ2COEKF5FSE

    Bodes well for SFF, especially given relative performance over recent years.
    Certainly does,thanks for posting.
    .

  3. #433
    Guru
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    Quote Originally Posted by percy View Post
    Certainly does,thanks for posting.
    .
    With strong markets, large processing share of the beef market and likely better logistics with Kotahi, then would definitely expect another strong result, with the year ending 31/12.

    Hopefully we see buying support from farmers (and others) leading up until Christmas - returns for farmers would have been fantastic over the last couple of years once included the supplier premium (plus of course capital growth and ordinary dividends).

    Potentially it is the 3rd year of excellent profits, and still trading at a PE of under 3.5.

    Would mean they essentially earned their market cap in the last 3 years........!!! And a good chunk of the cash has stayed in the business.....

  4. #434
    percy
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    Quote Originally Posted by Sideshow Bob View Post
    With strong markets, large processing share of the beef market and likely better logistics with Kotahi, then would definitely expect another strong result, with the year ending 31/12.

    Hopefully we see buying support from farmers (and others) leading up until Christmas - returns for farmers would have been fantastic over the last couple of years once included the supplier premium (plus of course capital growth and ordinary dividends).

    Potentially it is the 3rd year of excellent profits, and still trading at a PE of under 3.5.

    Would mean they essentially earned their market cap in the last 3 years........!!! And a good chunk of the cash has stayed in the business.....
    Just keep rolling out your posts..
    Love them...lol.

  5. #435
    Dilettante
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    The prices and general market conditions seem pretty favourable in Simon Limmer's newsletter this week. Been trying to post a link to it but something goes funny with it !
    But basically both beef & lamb prices are up on the good prices last year, quite significantly. :-)
    Last edited by iceman; 23-11-2021 at 03:10 PM. Reason: change

  6. #436
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    15,099

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