been thinking for a while these were overpriced considering the state of the cattle market!
oh, but they are a value added company and that will shield them, right?!
I said some time ago I suspected they would be too slow moving when meat prices dropped and may find they're a bit uncompetitive...I hope not, though I have long been a critic of their move into a lot of the value added businesses, whilst neglecting their core strengths.
But long term value here (or perhaps better soon) but the market is populated by a fair few like that at present! seems like I have a good few of them.
Ann: Change in substantial holding, page-15
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$1.38 |
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Mkt cap ! $831.8M | |||
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