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

04 Nov 19

THE MONTHLY November 2019

The trade-off in the risk/reward for gold and gold mining equities is improving, as central banks push the current iteration of the post-World War II Bretton Woods financial order towards its limits.

Companies: AVO AJB AGY ARBB BUR CLIG DNL DPP FLTA GTLY GDR MCL MUR NSF PCA PIN SRE PHP RE/ RECI RMDL STX SCE TON SHED VTA W7L

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 STU GATC HAT LEK MMH MCB MWE NXR NTBR NOG PAF PEG RFX SRC TEF TEG TPT VTU WYN XLM

20 Nov 19

LIBERUM: Origin Enterprises - Water-logged UK fields trigger profit downgrade

Origin Enterprises's 1Q20 trading update confirms wet weather in the UK has prevented farmers planting winter crops. There will consequently be a shift towards lower-yielding spring-planted crops in 2020 which typically attract reduced agronomic spend by farmers.

Companies: Origin Enterprises

16 Sep 19

Cenkos: Finsbury Food Group Plc - FY19A Annual results

A strong H2/19A meant Finsbury reported LFL revenue growth of +4% for the year, outpacing the market. FY19A was largely in line with our expectations, and we leave FY20E forecasts broadly unchanged. A heavy capex period is reaching an end, resulting in rising FCF for investors (c18% FCF yield for FY20E). Buy.

Companies: Finsbury Food Group

04 Jan 16

Company Overview

11 Mar 19

Origin Enterprises CEO, Tom O'Mahony*

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20 Dec 12

Analyst Interview - Devro

01 Feb 19

Contact Science in Sport* - Capital Markets Day

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12 Apr 17

Venture Life Products

15 Oct 14

Executive Interview - Carr’s Milling Industries

12 Apr 17

Venture Life Investors Overview

13 Jul 15

Executive Interview - Cooks Global Foods

30 Apr 19

Venture Life Group (VLG) 2018 results

30 Apr 19

Venture Life Group (VLG) Overview & investment case

21 Sep 16

Interim Results: 30 June 2016

05 May 15

Overview of the business with CEO Dennis Melka

11 Nov 14

Executive Interview - Carr’s Milling Industries

16 Sep 15

Product Update

23 Jan 19

Contact General Retailers - Rating recovery amidst downgrades

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Latest Content

Origin Enterprises

LIBERUM: Origin Enterprises - Water-logged UK fields trigger profit downgrade

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20 Nov 19
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FOG TPFG DNL FIF BREE GRL AVO INFA EMH

Small Cap Feast

The Pebble Group, a provider of products, services and technology to the global promotional products industry, announces its intention to seek admission of its shares to trading on the AIM market of the London Stock Exchange, which is expected to take place in early December 2019.The Group delivered revenue of £99.8m in the year ended 31 December 2018.No mention of bottom line and a suggestion that funds raised would provide an exit to private equity shareholders and the repayment of debt. Offer TBA. Longboat Energy raising £10m. Expected admission November 2019. The company has been established by the former management team of Faroe Petroleum to create a new full-cycle North Sea oil and gas company .The strategy to achieve this will initially be through the acquisition of assets where the management team can add value through subsurface and operational improvements, follow-up deal opportunities and nearfield exploration; and by value creation through the drill bit.

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20 Nov 19
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Carr's Group

Carr's Group - Engineering growth continues

Carr’s Group delivered a 7.0% increase in adjusted profit before tax during FY19 despite adverse weather conditions in both the US and the UK, which affected demand for feed blocks, animal feed and fuel. The profit growth was attributable to a strong performance from the Engineering division. We leave our FY20 and FY21 estimates broadly unchanged, nudge our indicative valuation up 6p to 190p/share and present FY22 estimates for the first time.

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11 Nov 19
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Kerry Group

The end of the year should go well

The 9m results proved, once again, the predictability and the toughness of Kerry’s business model. We see the same scenario as other previous quarters: Taste & Nutrition continues to be solid, pushed up by innovations and acquisitions, while the Consumer Foods division is still challenging. “Very important to the overall strategy”, to quote management, M&A is still on the table.

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06 Nov 19
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AVO AJB AGY ARBB BUR CLIG DNL DPP FLTA GTLY GDR MCL MUR NSF PCA PIN SRE PHP RE/ RECI RMDL STX SCE TON SHED VTA W7L

THE MONTHLY November 2019

The trade-off in the risk/reward for gold and gold mining equities is improving, as central banks push the current iteration of the post-World War II Bretton Woods financial order towards its limits.

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04 Nov 19
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Ebro Foods

Strong boost to its results… and its net debt

The group reported a strong set of Q3 FY19 results, beating analysts’ expectations on the bottom line. Ebro’s investments finally pushed up growth… as well as the group’s debt.

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31 Oct 19
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PureCircle

LIBERUM: PureCircle* - Update on FY19 results release & suspension of share listing

PureCircle has announced it has made good progress on the investigation into a potential non-cash accounting issue relating to the classification and valuation of inventory. While the investigation is still not complete, current indications are that the aggregate amount of the issues identified will be significantly less than the US$30m announced on 20 September 2019.

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29 Oct 19
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PLUS HWG SIS

LIBERUM: UK Small & Mid Cap Dispatches

Plus500, Harworth Group, Science in Sport, SMID Market Highlights

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29 Oct 19
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Suedzucker

FY19/20 guidance boost, thanks to ethanol environment

Suedzucker increased its operating result outlook due to the further very positive ethanol market environment. We are likely to raise our estimates for FY19/20.

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25 Oct 19
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Danone

FY19 sales growth revised downward

Danone reported Q3 sales figures below consensus expectations and now targets lower full-year sales growth from 3% to between 2.5% and 3%. The operating margin target is unchanged at above 15%. However, we note some positive points anyway, especially in Early Life Nutrition in China.

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