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BFL.N0000 (Bairaha Farms PLC)

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by Yin-Yang on Fri May 20, 2016 4:35 pm

A bigger dividend.

Can we expect the same in Earnings?
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Interim Financial Statement 31-03-2016

Post by Rana on Fri May 20, 2016 5:16 pm

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by CK on Fri May 20, 2016 5:29 pm

Yin-Yang wrote:A bigger dividend.

Can we expect the same in Earnings?

Yes
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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Fri May 20, 2016 5:46 pm

The first note of this thread shows that the company was affected by flood in 2006 era..

Now we have to think about future earnings...

Can someone update about affect of flood to poultry sector farms...?

I have concern about future FMCG sector
   1. Increasing taxes shrink disposable income
   2. Flood afftect
   3. If  other necessary food items prices like rice and vegetables go up due to flood effect, that shrink the disposable income of chicken...

Anyway 2015 was really good for FMCG and BFL was one winner of that.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by Yin-Yang on Fri May 20, 2016 6:50 pm

Personal view on New BFL results:

They have reported steady earnings, shows some setting of a long term business growth.

However, it is flat considering short term trend.
So, in my view, the results do not suggest any steep price drop or any aggressive run in the short run.

However, may offer some trading opportunities if the flood causes some panic selling.
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Re: BFL.N0000 (Bairaha Farms PLC)

Post by The Alchemist on Fri May 20, 2016 8:39 pm

Yin-Yang wrote:Personal view on New BFL results:

However, may offer some trading opportunities if the flood causes some panic selling.

how about "panic buying" ! (the stock, not chicken)

the flood and impact zones have potential to severely restrict supply via disease (bio security), flooding of farms, etc. interesting to find out weather listed company farms have been effected (have not seen any disclosure like LION). a lot of smallholder outgrowers have their farms located in Puttalam & Kurunegala Coconut triangle area. also, we still do know the impact & extent of damage  on the general food supply chain in the next few months. demand on all food stuff will rise due to supply constraints. all the supermarkets are getting cleaned out by the guardian angels for charity purposes for the displaced. the Monsoon is just getting started, so how long will this last ?

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by Yin-Yang on Fri May 20, 2016 10:16 pm

The Alchemist wrote:
Yin-Yang wrote:Personal view on New BFL results:

However, may offer some trading opportunities if the flood causes some panic selling.

how about "panic buying" ! (the stock, not chicken)

the flood and impact zones have potential to severely restrict supply via disease (bio security), flooding of farms, etc. interesting to find out weather listed company farms have been effected (have not seen any disclosure like LION). a lot of smallholder outgrowers have their farms located in Puttalam & Kurunegala Coconut triangle area. also, we still do know the impact & extent of damage  on the general food supply chain in the next few months. demand on all food stuff will rise due to supply constraints. all the supermarkets are getting cleaned out by the guardian angels for charity purposes for the displaced. the Monsoon is just getting started, so how long will this last ?

You're demonstrating the thinking pattern of a seasoned player Al. (of course, you are)

If it happens, we should see a 'whipsaw' movement in BFL. (A sharp drop followed by a sharper rise). First, the market will get panicked thinking the industry is badly affected and start selling without thinking twice; followed by the discovery, drop in supply will present higher demands and better margin for the survived suppliers.
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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 8:51 am

BFL has recorded the best ever year for them and in this forum Small deserve credit for identifying this gem .

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 8:52 am

Revenue was growing steadily fitting into a straight line of growth.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 8:53 am

Net Assets shows a sudden up trend and prudential management of the company since I was studying this company in 2006 has paid dividends for the management.


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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 8:55 am

Company faced good and bad years in its life and the EPS represent these threat and opportunities

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 8:58 am

2016 was the third best year for Net Profit Margin

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 9:01 am

The prudent management keeps most of its earnings and pay dividends. It is not a share for dividend hunters yet those who held since 2009 would be happy for dividends as per growth in capital. Thus the management of the company has kept its investors happy.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Thu Jul 21, 2016 9:04 am

Food and Beverage industry got a good year for 2015/16.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by sashimaal on Mon Jan 30, 2017 4:24 pm

Bairaha Farms December profit up 43% over healthy sales
2017-01-30 08:49:23 0 53


Sri Lanka’s pioneer chicken processing firm, Bairaha Farms PLC, posted a net profit of Rs.14.82 cents a share or Rs.237.1 million for the December quarter (3Q17), which generally sees higher sales due to festive demand.
According to the interim financials filed with the Colombo bourse, the poultry firm increased its net profit by as much as 43.2 percent from a year ago on sales of Rs.1.13 billion, which grew by little
under 7percent.
For the nine months ended December 31, 2017, the group made a net profit of Rs.38.48 a share or Rs.615. 7 million, up 36 percent year-on-year (YoY). The sales grew by a healthy 11 percent YoY to Rs.3.26 billion.

Chicken has long been a price controlled item in Sri Lanka. According to analysts, price controls have weakened the local poultry industry’s potential
for growth.

Bairaha Farms CEO Yakooth Naleem sees immense potential to expand the local poultry sector as the per capita poultry consumption is around 9 kilograms—relatively low compared to most of the East Asian countries.The regulations on the poultry industry were further tightened when the budget 2017 said the chicken farmers must sell at least 40 percent of their produce in the ‘whole chicken’ form at the controlled price of Rs.420. Finance Minister Ravi Karunanayake then threatened to import poultry if price controls were not adhered to.
The chicken farmers were earlier selling chicken parts at market prices to bypass the controlled price as they were hit by supply side constraints relating to higher cost of animal feed.

Sourcing of raw materials for animal feed has long been a challenge for Bairaha Farms as well as for the industry in general because animal feed has to be imported at higher prices due to delays in
obtaining permits.

“Our suggestion is to guarantee a mutually-agreed reasonable price to the local maize farmers so that the entire Maha maize crop could be purchased directly by the feed-millers. Thereafter, feed-millers should be permitted to import the balance requirement before the next Maha season, without authorities imposing any undue restrictions,” Bairaha Farms Group Chairman, Prof. M.T.A. Furkhan stated.

Bairaha Farms in June commissioned a new feed-mill as a joint venture. The feed-mill is expected to allow the company to have the total integration in the poultry production operations.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by Future123 on Mon Jan 30, 2017 7:28 pm

The chicken prices in poultry shops been reduced to Rs. Rs. 420/KG. This used to be over Rs. 520/KG in November and December. Similarly, the prices of eggs also reduced considerably. What's the reason for this sudden decrease?

This decrease in prices might have an impact on the bottom lines of GRAN, BFL and TAFL.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Tue Jul 11, 2017 5:39 pm

2017

BFL has completed another splendid year.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Tue Jul 11, 2017 5:40 pm

PAT has remained higher consecutively for last two years.

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Tue Jul 11, 2017 5:41 pm

Company reported highest ever EPS extending the FMCG growth...

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by CK on Tue Jul 11, 2017 6:32 pm

Thanks YK. See the sleeping giant? Very Happy
These days less talking chicken and this is the time for me to collect..
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Re: BFL.N0000 (Bairaha Farms PLC)

Post by yellow knife on Tue Oct 31, 2017 9:42 am

Performance of BFL could not exceed the expectations.

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Column16 Months 20176 Months 2016Variance%
Revenue2,032,084,6572,124,760,428-4.36
Gross Profit491,197,854646,299,852-24.00
Net Profit190,966,689378,551,953-49.55

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by malanp on Tue Oct 31, 2017 7:07 pm

People who sold today are winners..

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Re: BFL.N0000 (Bairaha Farms PLC)

Post by CK on Tue Oct 31, 2017 7:16 pm

malanp wrote:People who sold today are winners..
May be right . This can come down further....may be around 120...
But longterm people can avg down as they will defenitly recover in future .
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Re: BFL.N0000 (Bairaha Farms PLC)

Post by seek on Sun May 27, 2018 10:39 pm

Malanp has been survived. Now BFL at 120. In addition to low consumer demand the sector has to address flood damages as well. Interesting to see next two quarters.

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