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AUTHOR
DATE
SUBJECT
18
member
1/03/19 6:18AM
Re: When to go long?
17
I wouldnt go long yet... Ballpark I’d say normalized net income of $175mm *10 is fair value, so would have to be trading at some meaningful discount to this for me to buy. These cycles tend... login to read the rest
Hi,
For those of you that seem to have extensive knowledge on this industry, when do you go long?
Using your normalized profit per unit, and the company's SGA guidance of $213m for 2019 combined with a... login to read the rest
one thing you didn’t address is the Woody Breast problem which gets back to genetics. Talking to the suppliers and reading industry trade tags, it does seem we have reached a (perhaps temporary) genetic... login to read the rest
My instinct is to be favorably predisposed to your argument. This is a spread business where you try to squeeze out a margin between volatile commodity inputs and commodity outputs, and profits have been abnormally... login to read the rest
At least since 2011 the industry has not gotten more concentrated (which was the last big crash and the last year I have good data for) and may even be slightly less concentrated. This is... login to read the rest
recognizing this is an inherently volatile business, has there been some structural change in the poultry industry due to consolidation, where producers can manage margins better, being more disciplined on adding supply when prices are... login to read the rest
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