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Messages - jaDEB

Pages: 1 ... 214 215 [216] 217 218 ... 304
3226
Off topic / Live chat
« on: September 18, 2014, 04:55:55 pm »
NPN :)

3227
Shares / Re: Harmony (HAR)
« on: September 18, 2014, 03:43:39 pm »
 :whistle:

3228
Off topic / Live chat
« on: September 18, 2014, 02:43:32 pm »
APN just brought out good results. Does look good long term. Note lot of income from outside RSA, thus rand strenght could bring it down some (bit)

3229
Shares / Re: Pulverized Sand Box
« on: September 18, 2014, 10:35:03 am »
SGL -  :whistle:  :question:

3230
Shares / Re: Compagnie Financiere Richemont (CFR)
« on: September 18, 2014, 09:59:35 am »
@ Peter01 , Maybe to late for short ?

3231
Shares / Re: Pulverized Sand Box
« on: September 18, 2014, 09:54:02 am »
Tencents -  ::)
NPN -  8)
OCE -  ??? Frikkin come on.....go up. I wanna buy NPN.

3232
Off topic / Live chat
« on: September 18, 2014, 09:27:50 am »
Yes, he is not posting as often, but does come online every now and then..

3233
Off topic / Live chat
« on: September 16, 2014, 04:50:27 pm »
jaDEB it is Tuesday as doubts crept in about a turnaround plan that has seen the stock double in value this year

3234
Off topic / Live chat
« on: September 16, 2014, 12:47:24 pm »
Why is Telkom down so much ? Divvie ?

3235
Shares / Re: Pulverized Sand Box
« on: September 16, 2014, 09:38:34 am »
Clover -

COMMENTARY

OPERATIONAL REVIEW
 :'( The year under review proved exceptionally challenging for consumers, producers and the dairy industry as a whole. Against a backdrop of a
weakening rand, rising CPI and high food inflation, these systemic issues were further impacted by one of the most protracted series of industrial
actions in our democracy's history.  :frustrated:  :frustrated:

The net effect was a decrease in earnings per share of 30,8 cents, down 23,1% and a decrease in headline earnings per share of 17,2 cents, some
14,3% lower than the comparative year.

For Clover, the following factors impacted on the business:

   - Costs: We experienced strong overall inflationary cost pressures, especially on packaging and ingredient costs (which are dollar-based).
     In addition, we increased the price we pay for raw milk to ensure on-farm sustainability.
     These cost increases could not immediately be recovered due to a very constrained trading environment and weakened discretionary
     consumer spend which necessitated a gradual price increase strategy.
   - Lower sales volumes as a result of further selling price increases;
   - The erosion of sales volumes due to rising inflation, especially in the non-alcoholic beverages segment; and
   - A milk shortage during the winter following Clover's rebalancing of its milk purchasing agreements in preparation for its exit from
     supplying raw milk at cost to Danone Southern Africa on 1 January 2015.

Lets hope this is not going to happen to my fishies - OCE ....

3236
Off topic / Live chat
« on: September 16, 2014, 09:23:21 am »
To Start the day ... :)

3237
Shares / Re: Pulverized Sand Box
« on: September 16, 2014, 09:15:09 am »
Tencent -  >:(
NPN -  :(
OCE - Please go up, so I can sell and Buy more NPN

3238
Shares / Re: Pulverized Sand Box
« on: September 15, 2014, 02:23:31 pm »
Oil -  ???
OCE -  >:(
Tencent -  8)
Naspers -  :-X

3239
Off topic / Live chat
« on: September 15, 2014, 01:00:07 pm »
Portugal / Greece / African Bank - all look the same to me :)

3240
Off topic / Live chat
« on: September 15, 2014, 11:58:50 am »
SAB doing better in Greece since Orca moved there :)

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