gamesinvestor
18 Sep 2017
Sold Taken a 30% profit off the table here.I'm sure it's a good long term investment, but I see that the companies growth is slow and it has grown profits without a significant revenue hike in the last years.The product differentiation, as pointed out by Smiling, is also unclear.Nice return though in just over 12 months.Games -- Moving more into cash with a view to reducing number of holdings and looking for good entry points on bigger companies.
Kool Keith
15 Sep 2017
Re: Question explains the drop Good Luck
smilingmickey1
15 Sep 2017
Re: Question IN the absence of finding what I was looking for in the product lines (ie competitive advantage) I've decided to sell with a small loss. SM
smilingmickey1
04 Sep 2017
Re: Question Games,I'll do my best!SM
JIGSAW47
04 Sep 2017
The recently appointed Chairman is very shrewd and experienced in this area and is also the Chairman and founder of Eco Animal in much the same product area and also two VCTs.I am a shareholder of longstanding in both companies and remain very encouraged by their specialist products that are very difficult to copy and get regulatory approval (typically ten years).I believe above average growth in sales and profits is a reasonable expectation in both companies.
gamesinvestor
04 Sep 2017
Re: Question SM -- It would be good if you could do some digging and post up anything you find on here -- I'm quite busy at the mo, but will keep looking as this is about 1.3% of my wad.On this point :-""Companies who have more sizable R & D budgets to develop better performing products. """The additives business is probably not the main focus, but a divisional part of, the larger businesses and therefore isn't the be all and end all for the large players.Hopefully, and I'm guessing here of course, they can still carve out a small niche that grows, because of the shift away from anti-biotics, that will be very profitable for them -- and USGames
smilingmickey1
04 Sep 2017
Re: Question Thanks for your comments Games and Cool Keith,I made a small investment here. My plan would be to understand the business a bit better before taking a bigger position.The track record of the Company seems good, and there is certainly some vigour being injected by the new CEO into sales and marketing. I'm just having some trouble understanding how they are able to compete with Companies who have more sizable R & D budgets to develop better performing products. SM
gamesinvestor
03 Sep 2017
Re: Question "I'd be very interested to learn from those who have been following this Company longer than me if Anpario have some products/technology which differentiates them from their Competitors."Mickey, It's a good point -- the answer isn't entirely clear in that there are many competitors, some huge.What Anpario has managed to achieve is 3 strong brand areas that seem to sell well and these can stick and grow. In doing that, I would imagine (as ANP is so small) that they become a pain in the axs for some of the big guys who decide to buy them out.That's one scenarion of course, the other factor is that Anpario have somewhat simplified their operation by divesting animal feed which is a bulk operation and lower margin, higher staff dependent and more cumbersome operation.They did this in favour of investing more heavily in sales of the additives which sell on a higher margin and potentially offer higher brand differentiation.It's high risk, but Anpario has a few good things -- a reasonable record, no debt and a huge market that it only needs a few % of to grow.Games
Kool Keith
01 Sep 2017
Re: Question Good starting point.[link]
smilingmickey1
01 Sep 2017
Question I'd be very interested to learn from those who have been following this Company longer than me if Anpario have some products/technology which differentiates them from their Competitors.
Kool Keith
28 Aug 2017
Re: McDonald's .... a quick google and they sell 37 million nuggets a DAY that's 4m chickens Not sure how up to date that is though!
Kool Keith
28 Aug 2017
Re: McDonald's Nice find (again) games, thanks for sharing.Could be a nice little earner this one already up 35% on original investment. No debt and only around 100 employees
gamesinvestor
28 Aug 2017
McDonald's [link] is requiring suppliers of chicken meat to begin phasing out the use of antibiotics defined by the World Health Organisation as “highest priority critically important antimicrobials”"""Games
JIGSAW47
29 Jun 2017
AGM The announcement was limited, but the atmosphere at the AGM today was "bullish" and hence the 10p subsequent price rise no doubt reflected this
Hardboy
29 Jun 2017
AGM Statement Frustratingly brief, and with no figures; but "Strong sales growth" is a pleasing phrase. Specially when costs are in £ and most income is not.
