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  • #12
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    "The best values today are often found in the stocks that were once hot and have since gone cold"

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    • #13
      BFL is not yet updated with Sep results.
      "The best values today are often found in the stocks that were once hot and have since gone cold"

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      • #14
        This is the updated TTM earnings for the 3 poultry stocks.
        Have a look at the free cash flow/share.
        Amazingly very high.

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        "The best values today are often found in the stocks that were once hot and have since gone cold"

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        • #15
          Love to see poultry doing a run in one of these days. If mangi can provide some support to boost their earnings
          "The best values today are often found in the stocks that were once hot and have since gone cold"

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          • #16
            Its time we do a review on this sector. Shares have been trading at lower multiples and need not stay that way too long. Maize importation has picked up, relecting production cost stayed low as a result. Improved per capita consumption is another plus. Favourable Retail average selling prices may too have contributed in 2018.
            prices of poultry tend to peak in Nov and Dec should augur well for the stakeholders.
            with local feed ingredients is on the rise, and impact of sena disruption will play positive to importers due ro scarcity in local market, hence importing quality feed at cheaper prices.
            "The best values today are often found in the stocks that were once hot and have since gone cold"

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            • #17
              Poultry exports have grown in great number %. Can this year budget provide incentives to bring the much needed dollar earnings. Imports do not see marked increase, hence no threat.
              "The best values today are often found in the stocks that were once hot and have since gone cold"

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              • #18
                Contrary to my expectations feed ingredients maize importation is on the lower, but soybeans picked up this year. Any reason for lower imports. And yet BFL and GRAN and TAF done better YoY. DoC production is also on the rise.
                what could be the game changer this year ro have favourable earnings to these chicken stocks.
                "The best values today are often found in the stocks that were once hot and have since gone cold"

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