BAIRAHA FARMS PLC (BFL.N0000)

The best part about the BFL madness came when Tubal made a comment about bird flu, Lol. the poor guy got jumped on.

Well EPS of 35 is on target and demand far out weighs supply....this will only increase. I think it's very realistic to expect BFL to settle around Rs. 600 or more....they have invested in new venttures as well. since they are debt free and cash rich they can look at looking in to more ventures or sharing the good times with the share holders via a bonus issue, something to keep in mind however is external shock like bird flu etc . at these levels it's very attractive.

Rajitha PE of 30 and 50 means the counter is over valued and hence not many people will buy unless there is avery good reason...i.e stellar growth in the form of a take over or a bonus issue etc.

Or a typical PCH scenario....

The facts presented by many including my self PE 15 to 20 with eps of approx Rs.35 is quite reasonable.

Risk is something we all have to take in to account when trading in any security be it internal or external. I also agree that if there is a break out of bird flu yes the chickens will suffer as a result specailly BFL as it is illiquid...Just like Plantations have their wage issues and are effected by weather patterns etc.

mono wrote:The best part about the BFL madness came when Tubal made a comment about bird flu, Lol. the poor guy got jumped on.

Oh yes, mono. I never thanked you for jumping into my rescue.

Exactly what I said in the PCH post....the zombie mentality where everything seems blurred....No sense can be driven in to people who are over whelmed by greed and who are hero worshipping a person or persons....any one seen to be going against theri beleifs are treated as traitors or conspiracy theorists. Tubal and Mono were at the receiving end .....PCH and BFL became a religion and MW was their god...nothing could stand in between.

spot on $$$ , hero worship is not really advisable when it comes to investing! The same can be said about getting married to your stocks. When I started investing a while back, I made that mistake with a few stocks and ended up in a real tight situation. It was simply because I failed to recognize the writing on the wall. I can see quite a few people doing that now.

tubal wrote:spot on $$$ , hero worship is not really advisable when it comes to investing! The same can be said about getting married to your stocks. When I started investing a while back, I made that mistake with a few stocks and ended up in a real tight situation. It was simply because I failed to recognize the writing on the wall. I can see quite a few people doing that now.

My beef is with the term 'expert' and all sycophantic fever that goes with it. it's far healthier to organize a community as a bunch of ordinary people learning how to invest, without having a group of people who are the leader with another group as followers.

Whatever it is, people made good money from his advise. He is a person who should in a forum. like that. I feel he is heer too, but in different names.

BFL whatever said, looks risky at this stage. Anyhow, it will be pushed beyond Rs.600

Hey yall, I just poped in man! Should start with a reply to a BFL thread since it's my favorite from 97 rupees! LOL! IMO I think BFL will stay at this level for sometime and will move on, but better look at GRAN at these levels! People are still buying at 210+

Btw I'm having a paper at 2 so have to go! :/ Wish me luck yall!

Are they hit by floods? where is their maize cultivation?

BFL
It was massively undervalued.I think it must trade around 600
Achievements

INFORMATION

March 2010

Bairaha Group becomes the largest and leading producer of broiler day-old-chicks.

November 2009

Bairaha Farms PLC. wins the Bronze award of the annual report in the Food & Beverage sector in the Annual Report Award Competition 2009 organized by Institute of Charted Accountants of Sri Lanka

November 2009

Fortune G-P Farms (Lanka) Ltd., has exported two consignments of Broiler Breeder Parent chicks to Nepal. This company is a member of the Bairaha Group. Fortune G-P Farms (Lanka) Ltd is one of the only two companies in Sri Lanka which produces Broiler Breeder Parent chicks.

August 2009

*

Bairaha Farms PLC. was adjudged the winner of the Silver Award in the category of Manufactures and Consumer Products awarded by Sri Lanka Malaysia Business Council.
*

Bairaha Farms PLC. was adjudged the joint winner of the Bronze Award in the category of Retailers of Finished Products awarded by Sri Lanka Malaysia Business Council.
*

Fortune G-P Farms (Lanka) Ltd. was awarded the Gold Award in the Medium category for Input Supplier (Poultry) awarded by National Agribusiness Council at the Agri-Business Awards-2009.

http://www.bairahalk.com/achievements.php

News & Event
2010-03-20 We are the largest
Bairaha Group becomes the largest...

2009-11-20 Award for Annual Report
Bairaha Farms PLC. wins the Bronze award of the annual report

2009-08-20 Awards 2009
Bairaha Farms PLC. was adjudged the winner of the Silver Award...

2009-06-20 Export of Broiler Breeder Parent chicks
Fortune G-P Farms (Lanka) Ltd., has exported two consignments of Broiler Breeder Parent chicks

http://www.bairahalk.com/news.php

Certifications & Accreditation
http://www.bairahalk.com/certifications.php

Group Activities

The core activities of the Group are vertically integrated poultry farming, chicken processing and manufacturing of pre-cooked meats and in particular of the followings.

* Breeding poultry and operating of hatcheries for the production and sales of both parent and commercial broiler day-old-chicks.
* Operating hundreds of outgrower farms as well as few large scale own broiler farms.
* Processing, distributing and selling of packeted whole broiler chicken and broiler chicken portions (cut-ups).
* Manufacturing, distributing and selling of pre-cooked meats including chicken sausages, chicken meat balls, chicken sandwich slices and marinated chicken.
* Importing and distributing, as the exclusive local agent, the world-renowned ‘Antec’ brand disinfectants from DuPont Animal Health Solutions of USA.
* Marketing and selling of other products for poultry farming, including sales of hypromeal (produced by recycling the by-products of poultry processing) to feed millers.
http://www.bairahalk.com/groupactivities.php

I brought BFL around 416
now 380
what shuld i do ??
hold or sell or sell part of my BFL????
can you give me some advice??
when will market recover???

mjrocker wrote:I brought BFL around 416
now 380
what shuld i do ??
hold or sell or sell part of my BFL????
can you give me some advice??
when will market recover???

Not only BFL, entire market is down. This is not the time to sell. Hold it if you have holding power.

mjrocker wrote:I brought BFL around 416
now 380
what shuld i do ??
hold or sell or sell part of my BFL????
can you give me some advice??
when will market recover???

be patient............only 13 days to go in this month..........
wait...........

Your cost is not much compare with lot of people.

Lot of people bought BFL when it was 450+ also.

If u have holding power hold it. u'll get good return.

Monster wrote:

mjrocker wrote:I brought BFL around 416
now 380
what shuld i do ??
hold or sell or sell part of my BFL????
can you give me some advice??
when will market recover???

Not only BFL, entire market is down. This is not the time to sell. Hold it if you have holding power.

When the market goes down, the manipulative Culprits who inflated the market in the first place along with its allies, and also innocent parties goes down with it.
Down is down. Overvalued , undervalued does not make a difference in such markets. If you see potential in this shares as a medium term investment it is best not to sell in market which might bot be kind to any. If you are short term it is a different game which I am not expert.

BFL is a good stock no doubt but I personally feel that it was being pushed due to alot of speculation. I agree that they have been granted a tax free plant etc.. but the consumption of chicken also need to gain 100% or more for the share price to be in par with the market trend.
I hope it goes back up to expected levels.

Don't know why I got negative reputation but what I meant was "I hope it goes back up to expected levels" which is 400+

don't worry only few days to end this month and it will pickup to the level you want within a week in a bullrun.

In my line Poultry group will have a massive mega rally before 20th April'2011, lead by BFL & followed by TAFL & GRAN.
Expect to break,
BFL to break Rs.600/- Plus,
TAFL to break Rs.300/-
GRAN to break Rs.350/- plus

A good example of what happens when people buy stock on retail speculation rather than fundamentals. Sorry to say you likely bought BFL at way too high. Don't sell now, the least you can do is try not to lose a penny. I'm sure at some point in the future more retail buyers will come in and jack the price up - you may then want to sell at a suitable profit before you get burned like so many others did on this stock in the past.

nathanfornash wrote:A good example of what happens when people buy stock on retail speculation rather than fundamentals. Sorry to say you likely bought BFL at way too high. Don't sell now, the least you can do is try not to lose a penny. I'm sure at some point in the future more retail buyers will come in and jack the price up - you may then want to sell at a suitable profit before you get burned like so many others did on this stock in the past.

How can you say BFL is not a fundamentally strong share?

mjrocker wrote:I brought BFL around 416
now 380
what shuld i do ??
hold or sell or sell part of my BFL????
can you give me some advice??
when will market recover???

If you have the buying power try to buy some more for less ( to average the cost)
If you only have the holding pwoer then try to hold it for sometimes.
If you have to clear any credit then obviously you have to sell some.

Monster wrote:

nathanfornash wrote:A good example of what happens when people buy stock on retail speculation rather than fundamentals. Sorry to say you likely bought BFL at way too high. Don't sell now, the least you can do is try not to lose a penny. I'm sure at some point in the future more retail buyers will come in and jack the price up - you may then want to sell at a suitable profit before you get burned like so many others did on this stock in the past.

How can you say BFL is not a fundamentally strong share?

Ya , worth an explanation....

@ nathanfornash , hw can you say in past this stock gave losses to you? don't tell factless stories. and hw can u say this is not fudamentally strong? before say anything go and see their final statements.

Why market going down like this?And what is BFL base level if BFL went down to 320 if will undervalued as for there 3rd q report,

mjrocker wrote:Why market going down like this?And what is BFL base level if BFL went down to 320 if will undervalued as for there 3rd q report,

2-3 weeks back, 400 was considered as support level for this stock...but with the way the prices coming down daily, it is very difficult predict the base level. If somebody wants to collect, he should start collecting gradually.

BFL is the largest day old chick producer in SL. Chicken consumption in Sri Lanka is expected to increase 8kg from 5kg per person.Its already at its optimum capacity and expansion plans underway to increase capacity by half with a total investment of USD 3.2 mn.This allows them to sell more chicken and increase its market share.

ROE of the company is 55.76 showing the groups longterm competitivenes. Qtr 2 Qtr Earnings growing showing its durable comp. advantage. the growth in earning will add up and increse the underlying value of the Business. Solid cash flow and strong cash position gives more investment opportunities and barriers to entry to others. cashflow per share is 31.04.

The new BOI project to expand capacity is with a 10 year tax holiday which will reduce the tax/revenue % and increase its bottom line.

It has already become a high flying share, and should go further high

BFL is one of the meat farms which received BOI approval. It will utilize the latest technology in meat production such as these.

Good Luck

PLs don't upload these type of videos. Please.

wiser wrote:PLs don't upload these type of videos. Please.

Agree with wiser.