GRAN and TAFL

NZ BOY · 26 Re: GRAN and TAFL Tue Jun 23, 2015 9:01 am

NZ BOY

Moderator

Posts : 2891
Join date : 2013-02-28

bandara 123 wrote:GRAN will follow TAFL. Once TAFL reach Rs70 mark, GRAN will come to Rs55 -Rs60 levels.

This is going to be a chicken run.

Yesterday Foreign bought TAFL more than 260,000 shares

stockback · 27 Re: GRAN and TAFL Thu Jun 25, 2015 3:01 am

stockback

Senior Vice President - Equity Analytics

Posts : 2945
Join date : 2012-02-19

today TAFL check 70.00 level

any idea....

bandara 123 · 28 Re: GRAN and TAFL Thu Jun 25, 2015 6:15 am

bandara 123

Manager - Equity Analytics

Posts : 288
Join date : 2012-09-09

GRAN selling is around Rs50 area is almost drying up. Yesterday more than 15,000/ buyer was at Rs50.0 level at the time of the closing. Coz if any body wants to sell he or she would have match Rs50.0 yesterday.

This will up for a run atleast Rs5.0 or more in coming days. BFL went Rs124 levels from Rs115 and TAFL went to Rs68 levels from Rs60 levels withing few days period.

VALUEPICK · 29 Re: GRAN and TAFL Thu Jun 25, 2015 4:10 pm

VALUEPICK

Expert

Posts : 3326
Join date : 2014-02-26

This group should become one of the bullish groups in the market in the remaining stages of current bull market due to their strong outlook. However momentum wise and personality wise this time there will be gap among poultry related stocks. I think investors are waiting for further confirmation from BFL. Once they release next attractive quarterly earnings their prices will go up further. GRAN has its own personality. Recently it had big breakout. TAFL is completely different from both BFL and GRAN this time. TAFL already broke its 52 high again and again. It is still very attractive on valuation and growth.

Each company has their market share locally. They have their own loyal customers. In addition, they have customers internationally as well. Which company will have more opportunity in the future? Which company will make use of opportunities wisely? Which company will increase share holder value in the future? All of above have ability to do that. Which one will create more shareholder value? I like to go behind company which can make more shareholder value in the future. Finally beauty of poultry stocks is they have more value and growth.

It is time to go behind Investors are getting in stocks.

Good luck!

Senior Citizen · 30 Re: GRAN and TAFL Thu Jun 25, 2015 5:58 pm

Senior Citizen

Senior Manager - Equity Analytics

Posts : 569
Join date : 2014-11-15

VP,
All wheat flour millers and imports are going to see a drop in prices. This is due to the Indian MAGGI fiasco.

The millers will dump the wheat to the closest ports since the logistics are a crucial factor and the expiry time for wheat is less due to the packaging.

now, how the demand and supply between the Middle east and Asia will behave is difficult to fathom.

need study and inquiry!

VALUEPICK · 31 Re: GRAN and TAFL Fri Jun 26, 2015 11:44 am

VALUEPICK

Expert

Posts : 3326
Equity Stars : 11489
Reputation : 347
Join date : 2014-02-26

Senior Citizen wrote:VP,
All wheat flour millers and imports are going to see a drop in prices. This is due to the Indian MAGGI fiasco.

The millers will dump the wheat to the closest ports since the logistics are a crucial factor and the expiry time for wheat is less due to the packaging.

now, how the demand and supply between the Middle east and Asia will behave is difficult to fathom.

need study and inquiry!

SC

You are thinking out of the box. Yes. I am studying grain market these days. Still Indian grain prices are higher than global prices. As a result of this their export such as soya bean, maize and wheat are plummeting there. Some of their main buyers have found attractive grain suppliers from other regions. This situation also will benefit some grain elevators. This is going to be good period for grain elevators. We saw some volatility in both stocks and commodities in this month. Indian exporters are also losing their competitiveness due to high logistics costs and ground level transaction costs.

Between 2005-06 and 2012-13, India’s maize exports soared over ten-fold. That was a good time. The landed price of Indian maize at ports in Indonesia, Vietnam or Malaysia was US$300 or Rs 16,300 per tonne then. But since last year, the tide has turned as global maize prices have crashed along with other commodities. At current landed cost is US$195-200 per tonne in south-East Asia. The drying up of exports has, in turn, impacted crop prices. What will happen to gold and grain when USD becomes strong in 2016 and 2017/18? There could be further sell off in gold and grains.

Senior Citizen · 32 Re: GRAN and TAFL Fri Jun 26, 2015 12:27 pm

Senior Citizen

Senior Manager - Equity Analytics

Posts : 569
Equity Stars : 5389
Reputation : 9
Join date : 2014-11-15
Location : Timbuktu

Thanks,

You seem to be in top of the subject of these commodities. Good to know. Can check with you on some issues!!!
Thanks, VP

VALUEPICK · 33 Re: GRAN and TAFL Sat Jun 27, 2015 1:15 am

According to FAO Aggregate rice production in 2015 forecast to recover from last year’s drought-reduced level. FAO forecasts the 2015 aggregate rice production to rebound by 21 percent to 4.1 million tonnes. According to the Latest official estimates harvest of 2015 main season MAHA maize crop, in mid-April is 277 336 tonnes, up 29 percent from the 2014 same season level. FAO forecasts the 2015 aggregate maize production at 300 000 tonnes, 15 percent above the 2014 bumper output. Rice imports in the 2015 marketing year are forecast at 150 000 tonnes, a considerable 75 percent decrease from last year’s high level. Sri-Lankan Grain Inventory is also increasing. It will increase further after YALA season thanks to good weather.

stockback · 34 Re: GRAN and TAFL Fri Jul 03, 2015 6:04 pm

stockback

Senior Vice President - Equity Analytics

Posts : 2945
Equity Stars : 9159
Reputation : 61
Join date : 2012-02-19

TAFL is best stock in the market now.

any ideas...

bandara 123 · 35 Re: GRAN and TAFL Thu Jul 23, 2015 6:34 am

bandara 123

Manager - Equity Analytics

Posts : 288
Equity Stars : 4823
Reputation : 3
Join date : 2012-09-09

Don't under estimate GRAN & TAFL. These two will deliver best ever quarterly results for June 2015.

These two still trading at attractive price levels and release of June results will take GRAN towards Rs70 levels and TAFL towards Rs85 - Rs90 levels.

Do not miss this golden opportunity.

peacockman · 36 Re: GRAN and TAFL Thu Jul 23, 2015 8:47 am

peacockman

Assistant Vice President - Equity Analytics

Posts : 808
Equity Stars : 4678
Reputation : 5
Join date : 2015-06-17

Gran has broken out 52 weeks high yesterday : 58.5

VALUEPICK · 37 Re: GRAN and TAFL Mon Jul 27, 2015 4:57 pm

VALUEPICK

Expert

Posts : 3326
Equity Stars : 11489
Reputation : 347
Join date : 2014-02-26

peacockman wrote:Gran has broken out 52 weeks high yesterday : 58.5

As a top animal feed producer in Sri-Lanka, GRAN should benefit lot due to lower prices in maize, soya bean and other raw materials including oil and gas when compare with corresponding last year. In addition, YALA harvest is about to begin and we should see higher harvest thanks to good weather in Sri-Lanka.

Maize (corn) Monthly Price - Sri Lanka Rupee per Metric Ton

http://www.indexmundi.com/commodities/?commodity=corn&months=60¤cy=lkr

Soya bean prices

http://www.indexmundi.com/commodities/?commodity=soybean-meal&months=12¤cy=lkr

Poultry (chicken) Monthly Price - Sri Lanka Rupee per Pound

http://www.indexmundi.com/commodities/?commodity=chicken&months=360¤cy=lkr

peacockman · 38 Re: GRAN and TAFL Mon Jul 27, 2015 5:46 pm

peacockman

Assistant Vice President - Equity Analytics

Posts : 808
Equity Stars : 4678
Reputation : 5
Join date : 2015-06-17

VALUEPICK wrote:

peacockman wrote:Gran has broken out 52 weeks high yesterday : 58.5

As a top animal feed producer in Sri-Lanka, GRAN should benefit lot due to lower prices in maize, soya bean and other raw materials including oil and gas when compare with corresponding last year. In addition, YALA harvest is about to begin and we should see higher harvest thanks to good weather in Sri-Lanka.

Maize (corn) Monthly Price - Sri Lanka Rupee per Metric Ton

http://www.indexmundi.com/commodities/?commodity=corn&months=60¤cy=lkr

Soya bean prices

http://www.indexmundi.com/commodities/?commodity=soybean-meal&months=12¤cy=lkr

Poultry (chicken) Monthly Price - Sri Lanka Rupee per Pound

http://www.indexmundi.com/commodities/?commodity=chicken&months=360¤cy=lkr

Dear V.P,
I think the share quantity is a barrier to GRAN. We know the share volume is 60 millions. (But BFL is 16 milli & TAFL is 23 mill...) If it tries to rise up, the sellers will come like crows....
they less 10 cents or 20 cents from others... I think share volume is a main reason to BFL is in 133 & GRAN is in 58!
what do you think about this?

nimantha80 · 39 Re: GRAN and TAFL Mon Jul 27, 2015 5:48 pm

nimantha80

Senior Vice President - Equity Analytics

Posts : 2348
Equity Stars : 8371
Reputation : 49
Join date : 2012-10-12

today also TAFL artificial selling at 75.

chamil1 · 40 Re: GRAN and TAFL Mon Jul 27, 2015 5:50 pm

chamil1

Manager - Equity Analytics

Posts : 210
Equity Stars : 3664
Reputation : 11
Join date : 2015-06-15

VALUEPICK wrote:

peacockman wrote:Gran has broken out 52 weeks high yesterday : 58.5

As a top animal feed producer in Sri-Lanka, GRAN should benefit lot due to lower prices in maize, soya bean and other raw materials including oil and gas when compare with corresponding last year. In addition, YALA harvest is about to begin and we should see higher harvest thanks to good weather in Sri-Lanka.

Maize (corn) Monthly Price - Sri Lanka Rupee per Metric Ton

http://www.indexmundi.com/commodities/?commodity=corn&months=60¤cy=lkr

Soya bean prices

http://www.indexmundi.com/commodities/?commodity=soybean-meal&months=12¤cy=lkr

Poultry (chicken) Monthly Price - Sri Lanka Rupee per Pound

http://www.indexmundi.com/commodities/?commodity=chicken&months=360¤cy=lkr

http://forum.srilankaequity.com/t38034p25-gran-tafl-bfl#275979

kassachandi · 41 Re: GRAN and TAFL Tue Jul 28, 2015 7:54 am

kassachandi

Assistant Vice President - Equity Analytics

Posts : 976
Equity Stars : 4888
Reputation : 11
Join date : 2014-08-15

Gran better than tafl.bt wait u can collect at lower today and tomorrow with credit clearance happening

kassachandi · 42 Re: GRAN and TAFL Wed Jul 29, 2015 11:20 am

kassachandi

Assistant Vice President - Equity Analytics

Posts : 976
Equity Stars : 4888
Reputation : 11
Join date : 2014-08-15

GRAN will reach 70 before the release of their quarterly reports

nis2010 · 43 Re: GRAN and TAFL Wed Jul 29, 2015 11:24 am

nis2010

Senior Manager - Equity Analytics

Posts : 535
Equity Stars : 4143
Reputation : 7
Join date : 2015-04-26

kassachandi wrote:GRAN will reach 70 before the release of their quarterly reports

gran ending his bullish run going to steady around 65-66

kassachandi · 44 Re: GRAN and TAFL Wed Jul 29, 2015 11:32 am

kassachandi

Assistant Vice President - Equity Analytics

Posts : 976
Equity Stars : 4888
Reputation : 11
Join date : 2014-08-15

It will move again.Its cooling down like yesterday.It will touch 68-69 tommorow

VALUEPICK · 45 Re: GRAN and TAFL Wed Jul 29, 2015 11:34 am

VALUEPICK

Expert

Posts : 3326
Equity Stars : 11489
Reputation : 347
Join date : 2014-02-26

peacockman wrote:

VALUEPICK wrote:

peacockman wrote:Gran has broken out 52 weeks high yesterday : 58.5

As a top animal feed producer in Sri-Lanka, GRAN should benefit lot due to lower prices in maize, soya bean and other raw materials including oil and gas when compare with corresponding last year. In addition, YALA harvest is about to begin and we should see higher harvest thanks to good weather in Sri-Lanka.

Maize (corn) Monthly Price - Sri Lanka Rupee per Metric Ton

http://www.indexmundi.com/commodities/?commodity=corn&months=60¤cy=lkr

Soya bean prices

http://www.indexmundi.com/commodities/?commodity=soybean-meal&months=12¤cy=lkr

Poultry (chicken) Monthly Price - Sri Lanka Rupee per Pound

http://www.indexmundi.com/commodities/?commodity=chicken&months=360¤cy=lkr

Dear V.P,
I think the share quantity is a barrier to GRAN. We know the share volume is 60 millions. (But BFL is 16 milli & TAFL is 23 mill...) If it tries to rise up, the sellers will come like crows....
they less 10 cents or 20 cents from others... I think share volume is a main reason to BFL is in 133 & GRAN is in 58!
what do you think about this?

Dear Peacockman

I hope your stocks are doing well now. I was following your stocks as well as you were one of the bullish persons in this market.

Currently for some reasons TAFL has more momentum than BFL and GRAN. It had consistent performance even during difficult period. It was able to maintain quarterly EPS of over 2 and yearly EPS over 7 during last two financial years? In addition, it has the highest ROE in the group.

Future earnings should decide their individual momentum next. Which one will have more momentum in the coming months, quarters and years? It depends on the performance of each company, demand for their stocks and other local and international factors. This group is one of the undervalued bullish groups in the market and their stock prices will adjust according to their attractive earnings and according to the stages of bull market in the coming months and quarters.

What we should see in stocks (companies)

Future attractive earnings

Momentum

Strong uptrend

Higher ROE

Great value now and in the future

Strong outlook

Strong management

If we see all of above in a company that we follow then we should grab their shares from our both hand.

After doing some home work try to buy stocks that you know very well and business that you can understand. This bull market has more legs.

Good luck!

peacockman · 46 Re: GRAN and TAFL Wed Jul 29, 2015 1:47 pm

Thanks Dear VP!
We are travelling in your path....
Today we know, TAFL, GRAN & BFL have jumped over their earlier 52 weeks high!
Good Day!
Good Trade!!

kassachandi · 47 Re: GRAN and TAFL Wed Jul 29, 2015 3:39 pm

kassachandi

Assistant Vice President - Equity Analytics

Posts : 976
Equity Stars : 4888
Reputation : 11
Join date : 2014-08-15

[size=33]Grain Elevators could grow revenue by 10.4 pct: SC Securities[/size]

July 29, 2015 (LBO) – Ceylon Grain Elevators PLC (GRAN.N), Sri Lanka’s largest operator in the poultry industry, could grow revenue by 10.4 percent and net profit by 12.2 percent annually in the next four years, according to a research report by SC Securities.
This would give the share a 12-month price target of 70 rupees. The company was trading at 65 rupees, up 4.5 percent, on Wednesday.
According to SC Securities, rising consumer demand due to revised public sector salaries and higher per capita income should drive the top line. The surge in tourist arrivals may also contribute to stronger consumer demand for its products.
“We expect the price ceiling imposed on a Kg of chicken to be lifted in the forth coming period, with this the large scale broiler farms would ramp up the production triggering more demand for feed and DOC,” they said.
Ceylon Grain Elevators and its subsidiaries manufacture feeds under the Prima and Farmer’s Choice brands. They operate poultry breeder farms and engage in processing, packaging and retailing of poultry and other meat products.
One of its subsidiaries is Three Acre Farms PLC (TAFL.N).
Among the downside factors, the stockbroking firm noted that a depreciation of the rupee increases costs as more than 50 percent of raw materials are imported.
The re-banning of food maize importation could also drive maize prices up, while outbreaks of disease could affect its stock of day old chicks.
SC Securities currently has a ‘buy’ recommendation for the stock.

kassachandi · 48 Re: GRAN and TAFL Wed Jul 29, 2015 3:40 pm

kassachandi

Assistant Vice President - Equity Analytics

Posts : 976
Equity Stars : 4888
Reputation : 11
Join date : 2014-08-15

This will touch 70 very soon. Then will break 75 barrier after the reports released

anges · 49 Re: GRAN and TAFL Wed Jul 29, 2015 4:47 pm

anges

Assistant Vice President - Equity Analytics

Posts : 749
Equity Stars : 5242
Reputation : 25
Join date : 2012-12-04

with the favourable conditions should do very well gran rs 90, tafl 100-110 bfl 200 ! this is my prediction do your own analysis before you buy !

peacockman · 50 Re: GRAN and TAFL Wed Jul 29, 2015 9:48 pm

peacockman

Assistant Vice President - Equity Analytics

Posts : 808
Equity Stars : 4678
Reputation : 5
Join date : 2015-06-17

anges wrote:with the favourable conditions should do very well gran rs 90, tafl 100-110 bfl 200 ! this is my prediction do your own analysis before you buy !

If a stable government takes the power in hand GREG TAFL & BFL may break out All Time High of them!

kassachandi · 51 Re: GRAN and TAFL Wed Jul 29, 2015 9:57 pm

kassachandi

Assistant Vice President - Equity Analytics

Posts : 976
Equity Stars : 4888
Reputation : 11
Join date : 2014-08-15

What is ur target price Mr peacockman for GRAN after release of their quarterly reports ?

Yahapalanaya · 52 Re: GRAN and TAFL Wed Jul 29, 2015 10:32 pm

Yahapalanaya

Senior Vice President - Equity Analytics

Posts : 1817
Equity Stars : 5497
Reputation : 93
Join date : 2015-06-07
Location : North America

GRAN is going to lead chicken industry!
Very Happy

kassachandi · 53 Re: GRAN and TAFL Wed Jul 29, 2015 11:33 pm

kassachandi

Assistant Vice President - Equity Analytics

Posts : 976
Equity Stars : 4888
Reputation : 11
Join date : 2014-08-15

67 possible tomorrow

nis2010 · 54 Re: GRAN and TAFL Thu Jul 30, 2015 2:05 am

nis2010

Senior Manager - Equity Analytics

Posts : 535
Equity Stars : 4143
Reputation : 7
Join date : 2015-04-26

kassachandi wrote:67 possible tomorrow

where it's going to end ?? scratch

peacockman · 55 Re: GRAN and TAFL Thu Jul 30, 2015 7:26 am

peacockman

Assistant Vice President - Equity Analytics

Posts : 808
Equity Stars : 4678
Reputation : 5
Join date : 2015-06-17

kassachandi wrote:What is ur target price Mr peacockman for GRAN after release of their quarterly reports ?

We know GRAN has 60 millions shares. so, If somebody won't try to sell some less levels, it may touch 80 levels easily!
But it is depending on the share volumes.

Sponsored content

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Latest topics

GRAN and TAFL

26 Re: GRAN and TAFL Tue Jun 23, 2015 9:01 am

NZ BOY

27 Re: GRAN and TAFL Thu Jun 25, 2015 3:01 am

stockback

28 Re: GRAN and TAFL Thu Jun 25, 2015 6:15 am

bandara 123

29 Re: GRAN and TAFL Thu Jun 25, 2015 4:10 pm

VALUEPICK

30 Re: GRAN and TAFL Thu Jun 25, 2015 5:58 pm

Senior Citizen

31 Re: GRAN and TAFL Fri Jun 26, 2015 11:44 am

VALUEPICK

32 Re: GRAN and TAFL Fri Jun 26, 2015 12:27 pm

Senior Citizen

33 Re: GRAN and TAFL Sat Jun 27, 2015 1:15 am

VALUEPICK

34 Re: GRAN and TAFL Fri Jul 03, 2015 6:04 pm

stockback

35 Re: GRAN and TAFL Thu Jul 23, 2015 6:34 am

bandara 123

36 Re: GRAN and TAFL Thu Jul 23, 2015 8:47 am

peacockman

37 Re: GRAN and TAFL Mon Jul 27, 2015 4:57 pm

VALUEPICK

38 Re: GRAN and TAFL Mon Jul 27, 2015 5:46 pm

peacockman

39 Re: GRAN and TAFL Mon Jul 27, 2015 5:48 pm

nimantha80

40 Re: GRAN and TAFL Mon Jul 27, 2015 5:50 pm

chamil1

41 Re: GRAN and TAFL Tue Jul 28, 2015 7:54 am

kassachandi

42 Re: GRAN and TAFL Wed Jul 29, 2015 11:20 am

kassachandi

43 Re: GRAN and TAFL Wed Jul 29, 2015 11:24 am

nis2010

44 Re: GRAN and TAFL Wed Jul 29, 2015 11:32 am

kassachandi

45 Re: GRAN and TAFL Wed Jul 29, 2015 11:34 am

VALUEPICK

46 Re: GRAN and TAFL Wed Jul 29, 2015 1:47 pm

peacockman

Thanks Dear VP!We are travelling in your path....Today we know, TAFL, GRAN & BFL have jumped over their earlier 52 weeks high!Good Day!Good Trade!!

47 Re: GRAN and TAFL Wed Jul 29, 2015 3:39 pm

kassachandi

48 Re: GRAN and TAFL Wed Jul 29, 2015 3:40 pm

kassachandi

49 Re: GRAN and TAFL Wed Jul 29, 2015 4:47 pm

anges

50 Re: GRAN and TAFL Wed Jul 29, 2015 9:48 pm

peacockman

51 Re: GRAN and TAFL Wed Jul 29, 2015 9:57 pm

kassachandi

52 Re: GRAN and TAFL Wed Jul 29, 2015 10:32 pm

Yahapalanaya

53 Re: GRAN and TAFL Wed Jul 29, 2015 11:33 pm

kassachandi

54 Re: GRAN and TAFL Thu Jul 30, 2015 2:05 am

nis2010

55 Re: GRAN and TAFL Thu Jul 30, 2015 7:26 am

peacockman

56 Re: GRAN and TAFL

Sponsored content

New topics

Thanks Dear VP!
We are travelling in your path....
Today we know, TAFL, GRAN & BFL have jumped over their earlier 52 weeks high!
Good Day!
Good Trade!!