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Tag Archives: Net Interest/EBITA

Total Produce – Eat More Fruit!

26 Monday Dec 2011

Posted by Wexboy in Uncategorized

≈ 2 Comments

Tags

Capespan, Net Interest/EBITA, Price/Sales, Total Produce, value investing

Total Produce (TOT:ID)

  • Mkt Price:  EUR 0.38
  • Mkt Cap:  EUR 125.4 mio
  • Net Int/EBITA%:  8.7%
  • P/E:  5.3
  • P/S:  0.05
  • Yield:  4.7%      

With two recent deal announcements, I decided to take another look at my TOT valuation, following on from here and here.

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The Worm in the Greencore (I)

06 Tuesday Dec 2011

Posted by Wexboy in Uncategorized

≈ 5 Comments

Tags

Ballymaloe relish, Charlie Haughey, exceptionals, Greencore, Net Interest/EBITA, Operating FCF, Tesco, Total Produce, Uniq

Greencore Group plc (GNC:ID or GNC:LN)

  • Mkt Price:  EUR 0.645
  • Mkt Cap:  EUR 248.2 mio
  • P/E:  4.0   (well, sorta…based on 2011 Cont Adj EPS)
  • P/S:  0.19
  • Div Yield:  8.4%      

I’ve been champing at the bit for the latest Greencore results, which just came out today. They’re always enjoyable to review, and a real boost to my day. Gee, I wish I could live in Greencore’s happy world forever. It’s amazing how wonderful a picture they can paint in the pages of their annual report. Um, I mean the front pages of the report. Perhaps errant husbands or wives should commission and present their spouses with an annual report each year? With a Nov year-end, of course, so it’s always the best present under the Xmas tree. Jesus, we’d never hear of another divorce ever..!

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Total Produce – So, What You Buy Down The Market?

26 Saturday Nov 2011

Posted by Wexboy in Uncategorized

≈ 6 Comments

Tags

Bidvest, Capespan, IFG Group, Net Interest/EBITA, pdosullivan, Price/Sales, PSG Group, share buyback, Total Produce, Zeder

Total Produce (TOT:ID)

  • Mkt Price:  EUR 0.39
  • Mkt Cap:  EUR 128.7 mio
  • Net Int/EBITA%:  9.0%
  • P/E:  5.6
  • P/S:  0.05
  • Div Yield:  4.6%      

Time to update my recent Total Produce post. First, a shout out to Philip at pdosullivan who emailed me to highlight Total’s increased stake in Capespan Group Ltd. There are some good follow-up comments here also. A good spot – I looked some years back, and somehow concluded Total’s shareholding was in a Capespan sub. rather than the parent company?! Based on this, I mistakenly decided not to revisit this as a component of my TOT investment analysis. Then again, the lack of transparency and disclosure from Total regarding this shareholding is rather infuriating.

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Total Produce (TOT:ID) – A Fruity Delight?

10 Thursday Nov 2011

Posted by Wexboy in Uncategorized

≈ 10 Comments

Tags

Balmoral International Land, DCC, Fyffes, Greencore, Margin of Safety, Net Interest/EBITA, pdosullivan, Total Produce, value investing, valuestockinquisition

Total Produce (TOT:ID)

Mkt Price:  EUR 0.39

Mkt Cap:  EUR 128.7 mio

Net Interest/EBITA%:  9.0%

P/E Ratio:  5.6

P/S Ratio:  0.05

Dividend Yield:  4.6%      

Fair Value:  EUR 0.882

Upside Potential:  126%

Total Produce is Europe’s premier fresh produce provider. Growing, sourcing, importing, packaging, distributing and marketing over 200 lines of fresh fruits, vegetables and flowers, the Total Produce group distributes some 250 million cartons of fresh produce annually to the retail, wholesale, foodservice and processing sectors across 19 countries in Europe.

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