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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » Future of LLUB

Future of LLUB

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1Future of LLUB Empty Future of LLUB Wed Apr 24, 2013 9:51 pm

taniya1111


Manager - Equity Analytics
Manager - Equity Analytics
LLUB has produced very good results in 31.3.2013 quarter. But i am confused a bit about their future. According to sources they are going to shift their plant which cost about 2 billion SLR. What would happen to their future growth from this movement ?
Will they be able to maintain their growth against IOC and other competitors ?
Experts views are needed. Thinking to buy LLUB after analyzing about the company well.

2Future of LLUB Empty Re: Future of LLUB Wed Apr 24, 2013 10:38 pm

keeper

keeper
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
LLUB's future is clear...,Business activities is well,that share price is increasing everyday...

3Future of LLUB Empty Re: Future of LLUB Thu Apr 25, 2013 12:55 am

salt

salt
Vice President - Equity Analytics
Vice President - Equity Analytics
Keeper is simple as usual. But, this is not simple as you think. There is a detailed report by JBS, if you are customer, you get it free. That's very detailed but no updates
Anyway, this plant relocation would lower there cost of production. Plant has life of about 20 years, no no significant addition to depreciation. Profitability should improve. Yes, competition has been growing... Market also continue to add numbers... So, there are adding top line with lower market share.

It's a channel business...it's a volume game as margins are homogenous
It's a marketing business ... Caltex has placed themselves well.... It's like Coke.

4Future of LLUB Empty Re: Future of LLUB Thu Apr 25, 2013 7:53 am

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics
@salt wrote:Keeper is simple as usual. But, this is not simple as you think. There is a detailed report by JBS, if you are customer, you get it free. That's very detailed but no updates
Anyway, this plant relocation would lower there cost of production. Plant has life of about 20 years, no no significant addition to depreciation. Profitability should improve. Yes, competition has been growing... Market also continue to add numbers... So, there are adding top line with lower market share.

It's a channel business...it's a volume game as margins are homogenous
It's a marketing business ... Caltex has placed themselves well.... It's like Coke.

salt if you can please upload the particular report you mentioned. I am not a customer of JBS AND NO access to teir reports. thanks

5Future of LLUB Empty Re: Future of LLUB Thu Apr 25, 2013 11:29 am

keeper

keeper
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@salt wrote:Keeper is simple as usual. But, this is not simple as you think. There is a detailed report by JBS, if you are customer, you get it free. That's very detailed but no updates
Anyway, this plant relocation would lower there cost of production. Plant has life of about 20 years, no no significant addition to depreciation. Profitability should improve. Yes, competition has been growing... Market also continue to add numbers... So, there are adding top line with lower market share.

It's a channel business...it's a volume game as margins are homogenous
It's a marketing business ... Caltex has placed themselves well.... It's like Coke.

Salt,I don't know about that report,If you can upload that report well

6Future of LLUB Empty Re: Future of LLUB Thu Apr 25, 2013 4:25 pm

salt

salt
Vice President - Equity Analytics
Vice President - Equity Analytics
That's proprietary research. I am sorry i can't

7Future of LLUB Empty Re: Future of LLUB Thu Apr 25, 2013 4:56 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics
@salt wrote:That's proprietary research. I am sorry i can't
I couldn't understand why some brokers restrict their report for very few. This may be the reason for their very low popularity.

8Future of LLUB Empty Re: Future of LLUB Fri May 24, 2013 2:00 pm

kingraj1

kingraj1
Senior Equity Analytic
Senior Equity Analytic
@keeper wrote:LLUB's future is clear...,Business activities is well,that share price is increasing everyday...

keeper the soothsayer Very Happy Very Happy Very Happy

9Future of LLUB Empty Re: Future of LLUB Fri May 24, 2013 7:44 pm

traderathome

traderathome
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Good if a correction takes place...and some consolidation for some time

10Future of LLUB Empty Re: Future of LLUB Fri May 24, 2013 10:23 pm

keeper

keeper
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@kingraj1 wrote:
@keeper wrote:LLUB's future is clear...,Business activities is well,that share price is increasing everyday...

keeper the soothsayer Very Happy Very Happy Very Happy
I'm return for one post.....Thanks king..Because you reminded my name,But i'm not a soothsayer, It's my analysis.......How ever when this time i don't send post,Because as my post,some people said "Keeper is promoter"and this website admins had locked my account for short time

11Future of LLUB Empty Re: Future of LLUB Sat May 25, 2013 7:23 am

econ

econ
Global Moderator
This share is overpriced. NAVPS is only 33.. currently trades at 300..PBR = 9..
beside that vehicle market is declining day by day with high taxes.

12Future of LLUB Empty Re: Future of LLUB Sat May 25, 2013 8:48 am

Gaja


Associate Director - Equity Analytics
Associate Director - Equity Analytics
@econ wrote:This share is overpriced. NAVPS is only 33.. currently trades at 300..PBR = 9..
beside that vehicle market is declining day by day with high taxes.

Also they are doing a construction now for that they plan to use the internally generated funds, which means will decrease the dividend payout for the short period of time.

13Future of LLUB Empty Re: Future of LLUB Sat May 25, 2013 10:14 am

taniya1111


Manager - Equity Analytics
Manager - Equity Analytics
Thanx for your valuable ideas and information.
I studied a bit about this share and identified that their management is brilliant as it always has the support from chevron USA. They are implementing so many things to reduce the cost and trying to expand domestic network and exports as well. Next two years will probably be a difficult period for the company as it has a relocation plan to be completed in 2014. But it seems after the year 2015 their business would be more comfortable than this.
The profitability always depend on world fuel prices, Vehicle taxes, Rain and so many things but i think the management is capable of increasing the profitability though they have so many challenges. Their products are way above the average standard, they always go with research and developments to enhance the quality of product which is not done well by their competitors , LIOC, CPC and other competitors are not good in long term planing. their management is not like llub management as you can see it with their results. Some make losses as well. So i think analysing this share with PER, PBV is completely incorrect. Go through their business, management, future plans etc... chevron USA is always behind them.

14Future of LLUB Empty Re: Future of LLUB Tue Apr 15, 2014 1:07 pm

VALUEPICK

VALUEPICK
Expert
Expert
Will there be competition for their business in the future? Ideas welcome.

Sponsored content


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