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.

Food Production equity research

10 Mar 19

THE MONTHLY March 2019

In the investment world, before MiFID II, essentially every institution talked to every broker, and the whole, professional market could see every research note and the forecasts in detail. This was the ‘Age of Consensus’. Everyone had the same information (well, everyone except retail investors), and this transparency helped share price formation and liquidity

Companies: OPM AVO AJB AGY ARBB AVCT CMH CSH DNL GTLY GDR KOOV MCL OXB RE/ REDX STX SCE SIXH TRX TON VAL VTA W7L

12 Mar 19

LIBERUM: PureCircle* - 1H results reflect transition to Reb M

1H19 sales down 5%, a $24m inventory writedown, but adjusted EBITDA +49% illustrate the rapid shift PureCircle is making to its new, higher margin product range based around Reb M (derived from PureCircle's proprietary StarLeaf stevia variety). Customers are quickly reformulating existing products based on Reb A to the better-tasting Reb M.

Companies: PureCircle

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

19 Mar 19

PureCircle - Growing pains

PureCircle’s H119 results highlight the ongoing evolution in the company: sales declined 5%, partly due to phasing of deliveries, but also due to adoption of the superior-tasting, higher-margin Reb M product cannibalising the base business. Gross margins were up 240bp as a result of Reb M contributing positively to the mix. The innovation pipeline continues to strengthen and the company is well positioned to capitalise on the continued shift away from sugar and towards natural sweeteners.

Companies: PureCircle

03 Jul 17

The Monthly July 2017

As we approach 3rd January 2018 and the coming into force of the MiFID II legislation which changes the landscape for research, we are beginning to see some of the practical implications and complications. Brokers are in the early stages of working out how to structure charging for research, asset managers have already begun cutting their brokers’ lists and a model code of conduct for Research Payment Accounts for institutions has been published.

Companies: ABZA AGY APH ARBB AVCT BUR CMH CLIG COS DNL EVG MCL MUR NSF ODX PPH YGEN PHP PURP RE/ SCLP SPH VAL OXB

29 Jan 19

Cenkos: Venture Life Group Plc - Strong trading update

Venture Life Group has announced a strong trading update for the year to 31 Dec 2018. Revenues are expected to be £18.7m (Cenkos est. £18.4m) and adjusted EBITDA is expected to be in-line with expectations (Cenkos est £2.3m). Additionally, the company has announced several commercial updates relating to UltraDEX and the recently acquired Dentyl range. 2018 was clearly a tough year for retail and consumer goods, further emphasising the strength of the group and ability of management to deliver. We maintain our Buy recommendation.

Companies: Venture Life Group

12 Apr 17

Venture Life Investors Overview

11 Mar 19

Origin Enterprises CEO, Tom O'Mahony*

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12 Apr 17

Venture Life Products

04 Jan 16

Company Overview

16 Sep 15

Product Update

13 Jul 15

Executive Interview - Cooks Global Foods

05 May 15

Overview of the business with CEO Dennis Melka

11 Nov 14

Executive Interview - Carr’s Milling Industries

15 Oct 14

Executive Interview - Carr’s Milling Industries

20 Dec 12

Analyst Interview - Devro

21 Sep 16

Interim Results: 30 June 2016

01 Feb 19

Contact Science in Sport* - Capital Markets Day

Premium

23 Jan 19

Contact General Retailers - Rating recovery amidst downgrades

Premium

Latest Content

PureCircle

PureCircle - Growing pains

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19 Mar 19
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FRAN EVRH WALG CRU EMAN EKF STAF CTR HDD ALS

Small Cap Feast

Techniplas –global producer and support services company providing highly engineered and technically complex components, making the supply chain to original equipment manufacturers more efficient. FYDec17 rev $515m. Diaceutics, a data analytics and implementation services company which services the global pharmaceutical industry, is looking to join AIM late March, offer TBC.

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13 Mar 19
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PureCircle

LIBERUM: PureCircle* - 1H results reflect transition to Reb M

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12 Mar 19
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ARYZTA

Starting the business's stabilisation

Encouraging H1 FY19 results, which reassure about the company’s ability to stabilise its business, but it is too early to think about the beginning of a reasonable recovery.

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12 Mar 19
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Origin Enterprises

LIBERUM: CEO Video - Origin Enterprises, Tom O'Mahony

In these five videos Origin Enterprises CEO, Tom O'Mahony discusses Origin’s strong start to 2019, how Brexit will affect arable farming in the UK, what attracted the company to the Fortgreen acquisition in Brazil, how is the strategy in Poland & Romania evolving and what investors should expect from the Capital Markets Day on 8th May.

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11 Mar 19
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Premium

Origin Enterprises

Origin Enterprises CEO, Tom O'Mahony*

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11 Mar 19

OPM AVO AJB AGY ARBB AVCT CMH CSH DNL GTLY GDR KOOV MCL OXB RE/ REDX STX SCE SIXH TRX TON VAL VTA W7L

THE MONTHLY March 2019

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10 Mar 19
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Origin Enterprises

LIBERUM: Origin Enterprises* - Encouraging set of 1H19 results

A solid set of figures from Origin in line with our estimates, with strong underlying growth added to by the maiden results from the recently acquired Brazilian business, Fortgreen. The latter will improve the seasonality of Origin, as highlighted by Brazil generating 60% 1H19 profits although it will only contribute c.10% profits on a full year basis.

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