GRAN vs TAFL vs BFL - Is history going to repeat again?

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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby SHARK » Mon May 08, 2017 10:33 pm

Thanks Daham.
Appreciate your time in TEC.
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby PAT » Tue May 09, 2017 2:28 am

SHARK wrote:some will try to sell as its the end of the world
some smart players will collect given the bargain/discount its trading
some will stay without doing anything


Very correct......

but share price may come down towards Rs 70/= in the coming days/ weeks...... *-:)
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby Rapaport » Tue May 09, 2017 3:21 am

SHARK wrote:The Growth is in tact.
CoS was high in Feb.... but Mar & April in decline over February. Thats Good.

Can Government allow without restrictions to import sans intermediaries.


Govt will struggle to allow unrestricted imports putting local farmers into agitation given that there is a drought and low volume of maize produced. Its political. I think the government instead allowed the MRP of chicken to float so that poultry farmers dont suffer...

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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby Blue Whale » Tue May 09, 2017 5:27 am

PAT wrote:
SHARK wrote:some will try to sell as its the end of the world
some smart players will collect given the bargain/discount its trading
some will stay without doing anything


Very correct......

but share price may come down towards Rs 70/= in the coming days/ weeks...... *-:)


I think there is a good possibiliyy.

Thanks
BW :D
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby SHARK » Tue May 09, 2017 8:57 am

Rapaport wrote:
SHARK wrote:The Growth is in tact.
CoS was high in Feb.... but Mar & April in decline over February. Thats Good.

Can Government allow without restrictions to import sans intermediaries.


Govt will struggle to allow unrestricted imports putting local farmers into agitation given that there is a drought and low volume of maize produced. Its political. I think the government instead allowed the MRP of chicken to float so that poultry farmers dont suffer...

Cheers

land is free, water is free, fertiliser free තව වෙන මොනවද ඕන කියන්නෙ. state should either direct some other means of living or educate how to efficiently cultivate and reduce cost.
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby lukedesilva » Tue May 09, 2017 9:27 am

Most of the money is made by middlemen with political connections not the farmers. But the poultry lobby has pull their socks and make a case or go in for Maize outgrowing in a big way.

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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby lukedesilva » Tue May 09, 2017 9:29 am

GRAIN has 2.7Bn, they have access to international expertise through their parent. Why not grow their own Maize.

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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby traderchandi » Tue May 09, 2017 9:46 am

As i said GRAN getting hammered

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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby Blue Whale » Tue May 09, 2017 9:57 am

Yes . Seems that it is crawling down to 60's ne :(
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby PAT » Tue May 09, 2017 9:58 am

Blue Whale wrote:Yes . Seems that it is crawling down to 60's ne :(


:(
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby PAT » Tue May 09, 2017 10:01 am

PAT wrote:
SHARK wrote:some will try to sell as its the end of the world
some smart players will collect given the bargain/discount its trading
some will stay without doing anything


Very correct......

but share price may come down towards Rs 70/= in the coming days/ weeks...... *-:)


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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby Shadow walker » Tue May 09, 2017 10:05 am

Blue Whale wrote:Yes . Seems that it is crawling down to 60's ne :(


:ymdaydream:
Successful Investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time .. ;)


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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby Blue Whale » Tue May 09, 2017 10:08 am

Wait something unexpected too can happen.
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby Shadow walker » Tue May 09, 2017 10:33 am

Blue Whale wrote:Wait something unexpected too can happen.


10.30 - 828 000 shares traded.. most of the selling orders coming from local retailers .. ලෝක විනාසෙ ලගයි වගේ හිතිලද දන්නෙ නැ කට්ටියට.. :-?
Successful Investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time .. ;)


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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby lukedesilva » Tue May 09, 2017 12:10 pm

What a day of chasing and catching chicken. Net full.

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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby Contra » Tue May 09, 2017 12:14 pm

I can remember GRAN hit all time high that is Rs.265 somewhere in 2010 or 2011. If I am correct at that time it didn’t have quarterly EPS over 5. They had brief period of quarterly EPS around 3 or 4.They also didn’t have this much of cash and had some debt in their book as well.

But BFL was able to report quarterly EPS over 7 at that time. Maximum Quarterly EPS reported by TAFL was around 6 at that time in one or two quarters. But they had mountain of debt in their book and it was a dark horse at that time. After that TAFL maintained more consistency in their earnings and became a fast grower. Even in difficult period it reported EPS around 8 annually when commodity market was in bubble stage. It is surprise to see even with short term issues especially in January and February 2017 of this year it managed to report EPS of around 8 in this quarter. I expected around 7 or 8 from TAFL. I believe BFL should produce quarterly EPS more than corresponding previous year.We will wait and see. Their EPS for quarter ended 31/03/16 was 7.79. If they report EPS around 8 sometimes there may be good demand for TAFL.

Which poultry company will have more growth in the coming quarters and years?

Things to consider:

In bull market share prices will stay strong and in bear market share prices will stay low
Company, stock market, politics and the economy are four different things.

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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby Blue Whale » Tue May 09, 2017 1:09 pm

Contra wrote:I can remember GRAN hit all time high that is Rs.265 somewhere in 2010 or 2011. If I am correct at that time it didn’t have quarterly EPS over 5. They had brief period of quarterly EPS around 3 or 4.They also didn’t have this much of cash and had some debt in their book as well.

But BFL was able to report quarterly EPS over 7 at that time. Maximum Quarterly EPS reported by TAFL was around 6 at that time in one or two quarters. But they had mountain of debt in their book and it was a dark horse at that time. After that TAFL maintained more consistency in their earnings and became a fast grower. Even in difficult period it reported EPS around 8 annually when commodity market was in bubble stage. It is surprise to see even with short term issues especially in January and February 2017 of this year it managed to report EPS of around 8 in this quarter. I expected around 7 or 8 from TAFL. I believe BFL should produce quarterly EPS more than corresponding previous year.We will wait and see. Their EPS for quarter ended 31/03/16 was 7.79. If they report EPS around 8 sometimes there may be good demand for TAFL.

Which poultry company will have more growth in the coming quarters and years?

Things to consider:

In bull market share prices will stay strong and in bear market share prices will stay low


Same as my view but the thing is most of the investors don't have the patience for a solid investment.
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby Investor from 1985 » Tue May 09, 2017 1:30 pm

Blue Whale wrote:Wait something unexpected too can happen.


Possibilities are very high not only here other threads like my favorite horse two ..... \m/
Attitude determines how well you do it. :)

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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby SHARK » Tue May 09, 2017 8:48 pm

This reminds me of TJL @35 and moved up the ladder to 41 :)
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby SHARK » Wed May 17, 2017 11:27 pm

So lets talk about Chicken Shares.......
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby SHARK » Wed May 17, 2017 11:31 pm

When ASI was 6000 GRAN was 65.... When 6600 it moved to 82 and Now ASI is 6700 GRAN is 67 ......

Whats going ON folks....

Today same NIGHTMARE on TAFL and BFL .....

TAFL we could say atleast performed well with trying circumstances....

BFL report not out...... but down......
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby SHARK » Wed May 17, 2017 11:37 pm

Dont SELL your poultry stocks members ..... Some can not suppress it forever.........

Dont panic members on these 3 valuable stocks. TRADING at ridiculously LOW PE.

Just buy or average it.

Soon the BEAST will be UNLEASHED.

Bring it ON ..... I am waiting to collect more ...... :)

I will point out 2 RANGES when suitable time come one by one.
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby SHARK » Wed May 17, 2017 11:45 pm

with all positive and what i hear is that importation of maize is being streamlined ..... සියඹලා මල්ලේ ඇත්තෙම නැද්ද ?
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby Blue Whale » Wed May 17, 2017 11:48 pm

Shark shall we keep these three for a while with out talking.

The answer for your question is very simple and straight forward.

if I give the answer of one retail investor gave to me today at trading floor then you can think the fate of these three.

"මචන් මේක තියන් ඉදල මට ඇති වෙලා. මම ගත්තෙ 75ට ඒත් කරන්ඩ දෙයක් නෑ. මම ගත්තු 5000ම 68ට හලල අද LADV ටික්ක ගත්ත. මගේ ඇඩ්වයිසර් කිව්ව 4.50 ට දෙන්න පුලුවන් කියල"

Thanks
BW
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Re: GRAN vs TAFL vs BFL - Is history going to repeat again?

Postby SHARK » Wed May 17, 2017 11:53 pm

Poultry Stocks are trading based on PAST... not on FUTURE .......

Max Retail Price - Removed
Importation of Raw Materials - Streamlined and In progress (Need Confirmation on completion) (May be Research company can confirm) Will update this week.
Only issue is Contraction of Consumer Spending ...... - Rates Coming down, FM has indicated taxes to come down.... and we can see in the upcoming budget for confirmation....
Exports are given TAX rebates
What else you need....... my friend.....
Price is what you pay. Value is what you get.”


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