tejo
10 Apr 2015
Cargill reports increased demand for animal protein To-day's FT has article about Cargill reporting better results as a result of increased demand for animal protein Can only help Anpario and ECO Animal Health imho
sage in the hills
10 Mar 2015
Re: Rise Today Hardboy and Oxonoxon .... but India Capital Growth (IGC) has been even stronger over the same period as NII ....SAGE
II Editor
10 Mar 2015
NEW ARTICLE: Anpario: Potential to pay for "The natural animal feed additive manufacturer’s full-year results show again it’s capable of growing while investing in three big untapped markets.Anpario reported sales up 2% in its full-year results to December 2014. Using constant ..."[link]
tejo
04 Mar 2015
Re: finals Agree -excellent company in right place at the right time. Watch the small cap funds to up as indeed I did this morning.
Hardboy
04 Mar 2015
Finals look good - with the promise of far better to come this year. At 290 the PE is 16.9, which is not cheap, but for a company growing EPS at over 20% a year, with the market growth potential this has, I think there is far more upside than downside.
II Editor
16 Jan 2015
NEW ARTICLE: Best of the boards: Quindell, Afren and Sirius Minerals "This week's edition focuses on the discussion boards of three AIM-listed firms - Quindell, Afren and Sirius Minerals. Quindell's board was given a re-jig and Sirius Minerals had to pull its port application to refine its proposal. And Afren, the ..."[link]
Hardboy
10 Dec 2014
Re: Rise Today "new India investment trust" - I hold them too - stellar performance since April!
Oxonoxon
09 Dec 2014
Re: Rise Today Or looking at the volume yet more fuel to the fire about how tightly this is held. This is the only stock I own that I wish was in my SIPP. That and two funds new India investment trust and Qatar investment holdings both of which I firmly believe in as a very long term macro play on emerging economies
Hardboy
09 Dec 2014
Rise Today Big Rise today when markets are in free fall - someone must have heard I was sniffing around!!
JIGSAW47
09 Dec 2014
As with Eco Animal that has just produced good results and from which Ampario was split off several years ago, the products are difficult to compete with due to tight regulatory controls and the long time it takes to get the necessary approvals Country by Country. But with a relatively fixed overheads, both Ampario and Eco Animal have the potential to have an accelerated and upward curve in profitability and the free cash flow to pay increasing dividends. The shares are close-held by institutions and directors with a limited free float, hence little movement in share price between announcements. I am a mid/long term holder in both companies and have been increasing my stake and remain confident for the future.
Oxonoxon
08 Dec 2014
Re: Opinions Sought My opinion fwiwUp well over 200% since I invested. Debt free profitable company pays a small divi and has enormous potential in a very segmented market so could easily become a takeover target. Mgmt seem good and well grounded. Fish feed seems to be going nowhere but a sideline frankly. Tiny free float hence volatile sp but see comment about this being a great investment if sentiment changes.
paraguay63
08 Dec 2014
Re: Opinions Sought There is only a finite amount of resources in the world at the moment. If Ampario can supply feed that by example makes farmed fish grow quicker etc... then this can only be positive to ensuring population growth can be sustained. Always be a demand.
Hardboy
08 Dec 2014
Re: Opinions Sought P63: "the phrase 'Overshoot Day'"OK I understand the phrase, but do not, at first view understand the relevance
paraguay63
08 Dec 2014
Re: Opinions Sought I would ....Look up the phrase 'Overshoot Day' -
paraguay63
08 Dec 2014
Re: Opinions Sought Hardboy...I've had these for a while and I've no concerns with MD not buying in. Take a look a RNSs and you'll see FD has bought in a couple of times at the 230-250 mark. Reality is Ampario are in a good space, there are more of us, eating more and we need to develop ways to increase yields across all foods. When I originally bought in (several years ago) the talk then was business would attract likes of Cargill in time. I still think that is the case. FTR - I work in the food industry
