LANKA MILK FOODS (CWE) PLC (LMF.N0000)

Mithooshan · 51 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sat Oct 31, 2020 1:40 pm

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Wonderer wrote:

Mithooshan wrote:Research Report

Target Value Posted by LSE In Twitter - Rs.164

https://mobile.twitter.com/LSE75837719/status/1319317463356502017

*These are just supporting documents. Consider this and other information you found and researched before making a decision

Good Luck !

Thank you. Could you please share the research report with a higher resolution? Hard to view it. Thanks again.

I am extremely sorry @Wonderer. Even i was looking for a better copy of the scanned document but was unable to find one.

Refer this page as well -
https://www.theequitycheck.com/forum/main-forum/32293-lmf-community/page25#post41239

MarketResearch · 52 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Wed Nov 04, 2020 2:16 pm

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See the trading pattern of LMF today.
Collecting...

judecroos · 53 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Wed Nov 04, 2020 2:48 pm

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MarketResearch wrote:See the trading pattern of LMF today.
Collecting...

Yes I noted very well because I have collected a lot from 5th Oct. and as I heard this is a cash cow. I feel definitely this will break the 135+ level during this month. But this is not a buy or sell recommendation. Smile

DKbogols · 54 Lanka Milk Foods PLC - CWE (LMF.N0000) Fri Nov 06, 2020 3:45 pm

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LMF is another great counter which will report extraordinary results for H1. Sustainable businesses with lot of future potential. Can easily reach beyond 200 levels within 1 year. Open for discussion.

judecroos · 55 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Fri Nov 06, 2020 9:44 pm

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judecroos wrote:

MarketResearch wrote:See the trading pattern of LMF today.
Collecting...

Yes I noted very well because I have collected a lot from 5th Oct. and as I heard this is a cash cow. I feel definitely this will break the 135+ level during this month. But this is not a buy or sell recommendation.

Only 1Rs to the 1st run target. It happened very early so the second run would be 154+ when the QFR is out. Let's see next week.

Rational Investor · 56 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sat Nov 07, 2020 12:23 am

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LMF is having the NAV of Rs211/- with doubling their dairy production with import restriction imposed by the government this seems to capitalise the market share as per the http://www.dailymirror.lk/business-news/LMF-Group-eyes-to-double-milk-production-with-completion-of-Rs-3bn-dairy-farm/273-195661

for me this should trade above Rs200/- kind of a HAYC pattern share and next week you will see the real colors of it with super quarterly results.

I am expecting EPS Rs 5/- ++++

DKbogols · 57 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Fri Nov 13, 2020 10:43 am

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Super results by LMF as expected!

judecroos · 58 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Fri Nov 13, 2020 10:50 am

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DKbogols wrote:Super results by LMF as expected!

This is originally posted by SHARK.
[size=13]Today, 10:25 AM[/size]

Ideal opportunity for EPF,SLIC and ETF to enter at your levels!
Worth telling them.

We reminded but no state funds in the Top20.
ARRC is in and few HNWIs.

They grabbed the opportunity.
LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 3 Fetch?id=43262&d=1605243206

Liquidity is up too.
Still available for State funds to negotiate and grab from the 2, if remaining qtys havent gone through.

Similar to APLA, LMF will run.

Quarterly results is impressive. Mind you this is without DIST and MELS dividends. They have good hold that can increase the EPS through Other Income.
Further this is the 2nd Q in a row to come closer to 2Bil TO.

GL

dakzsl · 59 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Fri Nov 13, 2020 12:07 pm

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ANC also mentioned specifically on the milk production during last interview and sure there will be more positives for LMF. Today might be the last chance to pick below 150 having superb results during last quarter

bGuom · 60 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Fri Nov 13, 2020 12:48 pm

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dakzsl wrote:ANC also mentioned specifically on the milk production during last interview and sure there will be more positives for LMF. Today might be the last chance to pick below 150 having superb results during last quarter

What about profit taking and technical indication of price correction.

MaJa · 61 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sat Nov 14, 2020 7:27 am

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Yeh , correct.
Earnings are good, But it only justifies current prices

dakzsl · 62 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sun Nov 15, 2020 7:47 am

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as per ANC's remarks coming budget will keep the import ban and provide incentives for the industries like milk production which can save a lot to the country and improve the balance sheet and locals. this will take the LMF to the next level soon.

arun.cse · 63 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Mon Jan 25, 2021 12:38 pm

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short term 300+

ColomboCSE · 64 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Mon May 31, 2021 11:18 pm

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දැන් හැරී එයාගේ කොම්පැනි හරියට බලන්නේ නැ වගේ මට පෙන්නේ. LMF එකත් මේපාර ගොඩ ගිහින් තියන්නේ Tax එකෙන්.
LMF එකේ තියන ප්‍රඩ්ට් සෙට් එකට මාර්කට් එකේ හොද ඩිමාන්ඩ් එකක් තියනවා. එක්කෝ හැරී බලන්නේ නැ... නැත්තනම් උඩ කට්ටිය ( Question

)ගේ පර්ශ්නයක් තියනවා.

කට්ටිය මොකද හිතන්නේ

Eranga87 · 65 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Thu Jun 03, 2021 2:25 pm

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It seems to have in investment opportunity in LMF. pending dividend as well.

Mr. X · 66 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Thu Jun 03, 2021 2:51 pm

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Eranga87 wrote:It seems to have in investment opportunity in LMF. pending dividend as well.

yes collected some and averaged... lets see.

keeper · 67 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Thu Jun 03, 2021 7:13 pm

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ColomboCSE wrote:දැන් හැරී එයාගේ කොම්පැනි හරියට බලන්නේ නැ වගේ මට පෙන්නේ. LMF එකත් මේපාර ගොඩ ගිහින් තියන්නේ Tax එකෙන්.
LMF එකේ තියන ප්‍රඩ්ට් සෙට් එකට මාර්කට් එකේ හොද ඩිමාන්ඩ් එකක් තියනවා. එක්කෝ හැරී බලන්නේ නැ... නැත්තනම් උඩ කට්ටිය ( )ගේ පර්ශ්නයක් තියනවා.

කට්ටිය මොකද හිතන්නේ

Revenue eka wadiwena pramaneta wada Cost of sales wadi wela thiyenawa.
Other operative income & Finance income ekai nisa last year ekata wada profit wadi wela thiyenawa,
kohoma unath Mr.Harry share holderslata salakanawa madi,Dividend eka Rs.2.50 kma dei.

keen · 68 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Fri Jun 04, 2021 12:29 am

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Flat revenue with those quoters but cost of sales improved. Director fee or something increase!! Want to think twice!!!!

C.THARANGA · 69 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sun Jun 06, 2021 3:01 pm

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Eranga87 wrote:It seems to have in investment opportunity in LMF. pending dividend as well.

yes,, got it @151.. seeking again collect lowest. how much you expect minimum.

buddikasmart · 70 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sun Jun 06, 2021 3:41 pm

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LMF will pass Rs.220/- with their 3billion investment... wait and see... Very Happy

Harry Jayawardena-controlled Lanka Milk Foods (CWE) PLC (LMF) is planning to increase milk production from next year onwards with the completion of the construction of its Rs.3 billion dairy farm by end of first quarter next year, which can accommodate 2000 milch cows while doubling its yogurt production capacity.

The new dairy farm is set to come into operation under United Dairies Lanka (Pvt) Ltd. (UDL), a subsidiary established in 2018 with the focus of increasing the dairy production in LMF dairy farms with ultra-modern facilities for cattle and dairy production.

“The new project to double the milk production is envisaged to be completed by end of 1Q 2021. The new project will be consisting of 4 large cow sheds (which can accommodate 500 cows each), 2 most modern milking parlours and an environment-friendly world class slurry management system,” LMF Group Executive Director, C. R. Jansz told the company’s shareholders in its latest annual report.

Mr. X · 71 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Fri Jun 18, 2021 12:15 pm

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If prices revised... good for investors and but burden for people in Sri Lanka....

dakzsl · 72 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Fri Jun 18, 2021 12:20 pm

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https://www.ft.lk/top-story/Full-cream-milk-powder-importers-await-nod-for-critical-price-hike/26-719206#

what will be the impact on LMF if the government gives node to increase Milk powder prices? but with the recent fule hike possibility is limited as i feel.

SAGA · 73 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Fri Jul 16, 2021 10:16 pm

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on 14th Directors bought 2 Mn shares.Watch out for significant increase.

SAGA · 74 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sat Jul 17, 2021 5:28 pm

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Pls find the below link for LMF historical tradings for last month. Highlighted is the day where Directors bought 2 Mn.It seems upward price trend after that.

https://www.youtube.com/watch?v=hxgkdbtF1F4

anushka18f · 75 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sat Jul 17, 2021 8:59 pm

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LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 3 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

buddikasmart · 76 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sun Jul 18, 2021 4:44 pm

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Next couple of week price will increase with the best quarterly result. First quarter EPS should be 10+. Very Happy

Harry82 · 77 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Mon Jul 19, 2021 5:05 am

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Today may be the LMF Day??
Must pass Rs 200.00 within this month

Mr. X · 78 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sat Aug 14, 2021 11:20 am

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Good dividend income... good performance..

https://cdn.cse.lk/cmt/upload_report_file/486_1628851929917.pdf

blindhog · 79 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sat Aug 14, 2021 11:49 am

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Negative Cashflow. Something not right

Mr. X · 80 Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sat Aug 14, 2021 2:39 pm

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blindhog wrote:Negative Cashflow. Something not right

Less collection in trade receivable and investment in PPE. together almost 500mn out lfow..

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LANKA MILK FOODS (CWE) PLC (LMF.N0000)

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