Food Production equity research

Explore the most viewed and latest equity research and media content for companies within the Food Production sector. Stocks operating in this sector provide services ranging from agriculture & fishing to general food production.

Food Production equity research

Explore the most viewed and latest equity research and media content for companies within the Food Production sector. Stocks operating in this sector provide services ranging from agriculture & fishing to general food production.

  • 15 Jul 19

Cenkos: Finsbury Food Group Plc - Strong H2/19A

Finsbury Food has followed a robust H1/19A to finish the year slightly above our revenue forecasts. Group sales for FY19A increased 3.8% to £315.3m with sales in H2/19A being particularly strong, increasing 11.7% YoY. Organic sales growth grew 3.1% to £299.3m with H2/19A sales increasing 5.7% on a like-for-like basis.

Companies: Finsbury Food Group
  • 17 Jul 19

Cenkos: Venture Life Group Plc - Strong commercial development

Venture Life Group Plc has reported strong commercial developments across all three strands of its business - UK direct, international distributors and customer manufacturing. This announcement has seen the growth of UK distribution points for the newly acquired Dentyl and UltraDEX, new international product launches take place and new manufacturing agreements signed. This clearly demonstrates Venture Life delivering strong commercial progress in-line with the its organic strategy. This announcement is also timed with the commencement of a 10-day UltraDEX sampling campaign in London. We maintain our Buy recommendation.

Companies: Venture Life Group
  • 17 Jul 19

LIBERUM: Hotel Chocolat* - Beating expectations; trading accelerating in H2

Trading in the second half of FY19E has accelerated to sales growth of 16% vs. 13% in H1. This is a very impressive performance and sets HOTC in stark contrast to the broader retail sector.

Companies: Hotel Chocolat Group
  • 17 Jul 19

Small Cap Feast

Voyager AIR The Company will focus on the acquisition, leasing and management of primarily widebody aircraft, with asset management services to be provided by Amedeo Limited the IPO will comprise a Placing and Offer for Subscription of Shares to raise up to approximately US$200m. Roxi Music UK music streaming service plans London IPO as it goes up against Spotify. They have appointed investment bank Arden Partners for an initial public offering (IPO) on the London Stock Exchange later this year.

Companies: AOR MIRA CYAN ITX HOTC BRK RBD WINK MXCT AAOG

  • 02 Jul 19

Where’s the Value?

Warren Buffett once said that as an investor, it is wise to be ‘fearful when others are greedy and greedy when others are fearful’. Fear is not in short supply right now.

Companies: OPM ALU ANCR BLV CONN CRC FDL GATC HAT LEK MMH MCB MWE NXR NTBR NOG PAF PEG RFX SRC TEF TEG TPT VTU WYN XLM

  • 02 Jul 19

THE MONTHLY July 2019

When advisers first start looking at business relief (BR) products, there is much to take in: the rules governing such products; the investment strategies being used; and what the investment risk is. It is easy to lose sight of the fact that, for non-AIM products, the investment is being made directly into a company or partnership, rather than a fund. It is, therefore, essential that governance is part of the diligence process.

Companies: AVO AJB AGY ARBB CLIG DNL DPP FLTA GTLY KOOV LWRF MCL MUR NSF OXB PCA PHP RE/ REDX RMDL STX SIXH TRX TON SHED VAL VTA W7L

  • 17 Jul 19

Carr's Group - Strength through diversification

Diversification both inside and outside the agriculture sector means that Carr’s Group continues to trade in line with management expectations for FY19 despite the unusually mild UK winter and spring. We leave our estimates and indicative valuation of 184p per share unchanged.

Companies: Carr's Group
  • 28 May 19

LIBERUM: Hotel Chocolat* - A global brand offering top-line and margin expansion

The strength and depth of management on display at the HOTC CMD was very impressive. We heard from operations where there is a flexible and well-thought through 10-year roadmap on how to meet the demands of growth but deliver margin gains in a sustainable and responsible way.

Companies: Hotel Chocolat Group
  • 05 Feb 19

THE MONTHLY February 2019

This Investment Research Paper addresses the issue of renewable power generation in the UK and in mainland Europe, which – after the deep-seated financial crisis of 2008/09 and the ensuing recession – now has better prospects of achieving critical mass. It also considers investment perspectives.

Companies: OPM AVO AJB AGY ARBB AVCT DISH BUR CLIG CSH DNL DPP GTLY GDR HAYD KOOV MCL MUR NSF OXB PCA RE/ REDX STX SCE SIXH TRX TON VAL VTA W7L

  • 25 Sep 18

LIBERUM: Hotel Chocolat* - Going global off a very solid foundation

FY18 results are c.4.5% ahead of expectations. The bigger news is the announcement of global expansion into the US and Japan following on recently from the development agreement for Scandinavia.

Companies: Hotel Chocolat Group
  • 27 Jul 18

LIBERUM: Hotel Chocolat* - Strategic agreement maximises growth opportunity in Nordics

Hotel Chocolat has signed a development agreement for Scandinavia. As part of the agreement with Retail Brands, an operator of International retail brands in the Nordics, they will take over the operations of Hotel Chocolat’s three Danish stores, and Hotel Chocolat will supply goods on wholesale terms, with a royalty levied on sales.

Companies: Hotel Chocolat Group
  • 04 Jul 19

Carr's Group - Entry into nuclear defence segment

Carr’s Group has announced the acquisition of Cumbria-based NW Total Engineered Solutions for a total cash consideration of up to £9.6m. The acquisition fulfils management’s ambition of taking the Engineering division into the nuclear defence segment. We expect it will be earnings enhancing from FY20 onwards and raise our indicative valuation from 182p/share to 184p/share.

Companies: Carr's Group
  • 09 Jul 19

LIBERUM: Science in Sport* - A very well executed H1, with plenty more catalysts in H2

H1‘19 has been transformational for the group delivering on the promises from PhD and delivering an acceleration in trading at SiS. This not only leaves us confident in the strategy but places SiS in stark contrast to the broader retail market underpinning our view that brands that continue to innovate, and resonate should grow strongly.

Companies: Science In Sport
  • 12 Apr 17

Venture Life Products

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  • 11 Mar 19

Origin Enterprises CEO, Tom O'Mahony*

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  • 12 Apr 17

Venture Life Investors Overview

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  • 01 Feb 19

Contact Science in Sport* - Capital Markets Day

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  • 30 Apr 19

Venture Life Group (VLG) 2018 results

venture-life-group-vlg-2018-results-30-04-2019
  • 04 Jan 16

Company Overview

company-overview-04-01-2016
  • 13 Jul 15

Executive Interview - Cooks Global Foods

executive-interview-cooks-global-foods-13-07-2015
  • 05 May 15

Overview of the business with CEO Dennis Melka

overview-of-the-business-with-ceo-dennis-melka-05-05-2015
  • 11 Nov 14

Executive Interview - Carr’s Milling Industries

executive-interview-carr-s-milling-industries-11-11-2014
  • 15 Oct 14

Executive Interview - Carr’s Milling Industries

executive-interview-carr-s-milling-industries-15-10-2014
  • 30 Apr 19

Venture Life Group (VLG) Overview & investment case

venture-life-group-vlg-overview-investment-case-30-04-2019
  • 21 Sep 16

Interim Results: 30 June 2016

interim-results-30-june-2016-21-09-2016
  • 16 Sep 15

Product Update

product-update-16-09-2015
  • 20 Dec 12

Analyst Interview - Devro

analyst-interview-devro-20-12-2012
  • 23 Jan 19

Contact General Retailers - Rating recovery amidst downgrades

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Latest Content

Venture Life Group

Cenkos: Venture Life Group Plc - Strong commercial development

Venture Life Group Plc has reported strong commercial developments across all three strands of its business - UK direct, international distributors and customer manufacturing. This announcement has seen the growth of UK distribution points for the newly acquired Dentyl and UltraDEX, new international product launches take place and new manufacturing agreements signed. This clearly demonstrates Venture Life delivering strong commercial progress in-line with the its organic strategy. This announcement is also timed with the commencement of a 10-day UltraDEX sampling campaign in London. We maintain our Buy recommendation.

 View

  • 17 Jul 19
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Hotel Chocolat Group

LIBERUM: Hotel Chocolat* - Beating expectations; trading accelerating in H2

Trading in the second half of FY19E has accelerated to sales growth of 16% vs. 13% in H1. This is a very impressive performance and sets HOTC in stark contrast to the broader retail sector.

 View

  • 17 Jul 19
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AOR MIRA CYAN ITX HOTC BRK RBD WINK MXCT AAOG

Small Cap Feast

Voyager AIR The Company will focus on the acquisition, leasing and management of primarily widebody aircraft, with asset management services to be provided by Amedeo Limited the IPO will comprise a Placing and Offer for Subscription of Shares to raise up to approximately US$200m. Roxi Music UK music streaming service plans London IPO as it goes up against Spotify. They have appointed investment bank Arden Partners for an initial public offering (IPO) on the London Stock Exchange later this year.

 View

  • 17 Jul 19
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Carr's Group

Carr's Group - Strength through diversification

Diversification both inside and outside the agriculture sector means that Carr’s Group continues to trade in line with management expectations for FY19 despite the unusually mild UK winter and spring. We leave our estimates and indicative valuation of 184p per share unchanged.

 View

  • 17 Jul 19
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Finsbury Food Group

Cenkos: Finsbury Food Group Plc - Strong H2/19A

Finsbury Food has followed a robust H1/19A to finish the year slightly above our revenue forecasts. Group sales for FY19A increased 3.8% to £315.3m with sales in H2/19A being particularly strong, increasing 11.7% YoY. Organic sales growth grew 3.1% to £299.3m with H2/19A sales increasing 5.7% on a like-for-like basis.

 View

  • 15 Jul 19
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Suedzucker

Not yet the end of the crisis

As expected, the company released Q1 results which seemed under pressure. The Sugar division was still the major black spot, but the Fruit division was also disappointing. However, the revenues and operating results of the Special Products and CropEnergies divisions were boosted.

 View

  • 11 Jul 19
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Science In Sport

LIBERUM: Science in Sport* - A very well executed H1, with plenty more catalysts in H2

H1‘19 has been transformational for the group delivering on the promises from PhD and delivering an acceleration in trading at SiS. This not only leaves us confident in the strategy but places SiS in stark contrast to the broader retail market underpinning our view that brands that continue to innovate, and resonate should grow strongly.

 View

  • 09 Jul 19
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Dekeloil Public

VSA Morning Agri Comment

Côte d'Ivoire agricultural company DekelOil Public Limited (DKL LN)# has begun construction of its cashew processing project at Tiebissou in central Côte d'Ivoire, which is due to become its second operational agricultural project in-country.

 View

  • 09 Jul 19
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Dekeloil Public

VSA Morning Agri Comment

Côte d'Ivoire agricultural company DekelOil Public Limited (DKL LN)# has announced a production update for H1 2019. • Fresh Fruit Bunches (FFB) Collected: 131,917t, +37% YoY (H1 2018: 96,195t) • Crude Palm Oil (CPO) Production: 28,934t, +30% YoY (H1 2018: 22,242t) • CPO Sales: 26,702t, +20% YoY (H1 2018: 22,271t) • Average CPO Selling Price: €505/t, -8% YoY (H1 2018: €549/t)

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  • 04 Jul 19
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Carr's Group

Carr's Group - Entry into nuclear defence segment

Carr’s Group has announced the acquisition of Cumbria-based NW Total Engineered Solutions for a total cash consideration of up to £9.6m. The acquisition fulfils management’s ambition of taking the Engineering division into the nuclear defence segment. We expect it will be earnings enhancing from FY20 onwards and raise our indicative valuation from 182p/share to 184p/share.

 View

  • 04 Jul 19
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