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

02 May 18

The Monthly

Prior to the financial crisis of 2008/09, it was widely believed in the stock market that certain sectors – most notably utilities, pharmaceuticals, food retailing and tobacco – were far less vulnerable to market downturns.

Companies: OPM ABZA AVO AGY APH ARBB AVCT BNO BUR CMH CLIG COS DNL EVG GTLY GDR INL KOOV MCL MUR NSF OXB NIPT PHP RE/ REDX SCLP SCE SIXH TRX TON VAL

15 Nov 17

You win some, you lose some…

Zambeef has announced FY2017 results that are slightly better than our recently revised forecasts. Unfortunately a number of factors result in a material downgrade for FY2018. Further, joint-CEO Carl Irwin is leaving to be replaced by Tim Pollock, currently a non-exec, from CDC Group plc.

Companies: Zambeef Products

04 Apr 18

The Monthly

This month’s feature article is the first publication of the 2017 global pharmaceutical industry statistics from which the global and US rankings of the top 15 drug companies are derived. Comparisons are made with historical data to show how different company strategies have evolved. In addition, an analysis of the evolution of biopharmaceuical drugs has been made, together with a key sub-set, namely drugs derived from antibody technology, which now represent 12% of the entire market. Two more drugs joined the $100bn club in 2017.

Companies: OPM ABZA AVO AGY APH ARBB AVCT BNO BUR CMH CLIG COS DNL EVG GTLY GDR INL KOOV MCL MUR NSF OBT OXB NIPT PHP RE/ REDX SCLP SCE SIXH TRX TON VAL

16 May 18

Solid performance

Despite the challenging economic and political environment in Italy during Q118, Centrale del Latte d’Italia’s (CLI) price increases, implemented mostly during Q217, continued to drive revenue growth. We should see the effect of this subside during Q218 as we start to cycle a full year of price increases. Vegetable-based drinks and the export business continued to witness excellent growth, albeit from a low base. At this early stage, we leave our FY18 forecasts unchanged, and our fair value remains at €3.30 per share.

Companies: CENTRALE DEL LATTE DI TORINO

12 Apr 17

Venture Life Products

12 Apr 17

Venture Life Investors Overview

13 Jul 15

Executive Interview - Cooks Global Foods

05 May 15

Overview of the business with CEO Dennis Melka

20 Dec 12

Analyst Interview - Devro

21 Sep 16

Interim Results: 30 June 2016

16 Sep 15

Product Update

04 Jan 16

Company Overview

Latest Content

STCK GETB LSAI POLX MOGP PIL AGM NTOG FBT SLE

Small Cap Breakfast

Block Energy— UK based oil exploration and production company whose main country of operation is the Republic of Georgia. Raising £4m. Mkt cap £9.3m. Due early June. Codemasters Group— video game developer and publisher, specialising in high quality racing games. Offer TBA. Seeking £15m in primary. Due 1 June. Strongbow Exploration (TSX:SBW) intends to dual list on AIM. Holds rights to the South Crofty underground tin mine, a former producing tin mine located in the towns of Pool and Camborne, Cornwall . The project is estimated to require the Company to raise £25 million over the next 18 months to progress to a production decision. Offer TBS. Due June. Maestrano Group, a software company with operations in Australia (main country of operation), the UK, US and the UAE, is looking to join AIM. Offer TBC, expected late May. Yew Grove REIT—newly formed Company will pursue its investment objective by investing in a diversified portfolio of Irish commercial property. Offer TBA. Due Late May Team17 Group -video games label and creative partner for independent developers. 2017 revenues of £29.6m and Adjusted EBITDA of £12.9m. Raising £45.1m primary and £62.5m secondary at 165p. Mkt Cap £216.6m. Expected 23 May 2018

View

22 May 18
-
-

Venture Life Group

Northland Capital Partners Limited Morning Report

VENTURE LIFE GROUP (VLG.L)

View

21 May 18
-
-

Suedzucker

FY in line, FY18/19 is expected to be very challenging for sugar

The FY results were broadly in line with analyst consensus. FY18/19 should be very challenging for the Sugar segment, however, Special Products and Fruit segments are expected to mitigate the drag. We appreciate management’s active approach in a very difficult trading environment.

View

17 May 18
-
-

CENTRALE DEL LATTE DI TORINO

Solid performance

View

16 May 18
-
-

IFP NMRP LME IGAS MSYS CLL GWI VLG FFI TYR

Small Cap Breakfast

Team17 Group -video games label and creative partner for independent developers. Since 2014, delivered a revenue CAGR of 69% (31 December 2015 to 31 December 2017), with revenues of £29.6m and Adjusted EBITDA of £12.9m. Offer TBA Serinus Energy -international upstream oil and gas exploration and production company. Its principal assets are located in Romania (development phase) and Tunisia (production phase). Raising c.£10m. Offer TBA. Due mid May.

View

09 May 18
-
-

MTFB VLG N4P

Northland Capital Partners Limited Morning Report

MOTIF BIO (MTFB.L) | VENTURE LIFE GROUP (VLG.L) | N4 PHARMA (N4P.L)

View

09 May 18
-
-

Nestle

Coffee wars: Nestlé and Starbucks form a global coffee alliance

Nestle will pay Starbucks $7.15bn to have perpetual rights to market Starbucks’ products around the world outside Starbucks’ coffee shops. The business has annual sales of $2bn. The agreement is subject to customary regulatory approvals and is expected to close by the end of 2018. About 500 Starbucks employees will join Nestle. This transaction will not affect Nestlé’s share buy-back programme.

View

07 May 18
-
-

BNOAVONCMHCHHRE/SCEMPACNICLOXBARBBSIXHTONAPHMURAGYGOALEKTRTNCLIGMARSINLGDRCVSGTRXSCLPBAGCOSABDPOPMAVODNLKOOVNIPTABZANSFREDXEVGVALGTLYPHPAVCTMCLACRLGYMBURPLUSBOODPZMMX

Kerry Group

Q1 looks ok

Q1 update: Volumes were up by +3.7%, with pricing up +0.9%. On a reported basis, revenue was flat +0.1% (FX: -8.4% translation, net acquisitions: +4%). By segment, T&N recorded +4.3% in volumes whereas Consumer Foods were up +1.6%. T&N volumes by region: Americas +2.9%, Europe +3.9%, APMEA +9.7%. The group’s margin was flat: +20bp for T&N and -60bp for Consumer Foods (impacted by sterling, as expected). FY guidance is maintained.

View