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LANKA MILK FOODS (CWE) PLC (LMF.N0000)

+12
vijay singh
stockchaser
hammurabi
CSEdeSILVA
SL-INVESTOR
ColomboCSE
soileconomy
buddikasmart
Eranga87
LAMDA
Runnerx
Harry82
16 posters

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26LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Mon Sep 05, 2022 11:42 pm

buddikasmart


Manager - Equity Analytics
Manager - Equity Analytics

.



Last edited by buddikasmart on Mon Sep 05, 2022 11:53 pm; edited 1 time in total

27LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Mon Sep 05, 2022 11:47 pm

buddikasmart


Manager - Equity Analytics
Manager - Equity Analytics

Laughing Laughing Laughing
Expansion project phase 01 (Ambewela new farm)commenced its operations in April 2022. Phase 2 (Pattipola new farm) will complete in October 2022.
Horata phase 1 open karalane....  Basketball
Eps 20+ quarterly.. cheers cheers

28LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Wed Sep 07, 2022 12:35 pm

Eranga87


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

29LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Wed Sep 07, 2022 12:35 pm

Eranga87


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

30LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Fri Sep 09, 2022 10:48 pm

vijay singh


Manager - Equity Analytics
Manager - Equity Analytics

yes I watched both videos, super duper stock , it will hit asap.

31LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Thu Dec 29, 2022 3:23 pm

buddikasmart

buddikasmart
Manager - Equity Analytics
Manager - Equity Analytics

Very Happy

32LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Hidden value of LMF Wed Aug 16, 2023 12:22 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

LMF-owns 150 m shares of MELS..That's 3.5 shares for 1 LMF SHARES
       -owns 44 m shares of DIST...Thats around 1 share for 1LMF SHARES.
       -They added 2000 cows more last year to increase milk production.
 For me ....this counter carries lot of value than current market price of 165.

33LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Wed Aug 16, 2023 4:26 pm

atdeane


Senior Equity Analytic
Senior Equity Analytic

celtic tiger wrote:LMF-owns 150 m shares of MELS..That's 3.5 shares for 1 LMF SHARES
       -owns 44 m shares of DIST...Thats around 1 share for 1LMF SHARES.
       -They added 2000 cows more last year to increase milk production.
 For me ....this counter carries lot of value than current market price of 165.
Yes. I was also hoping so. But the earnings werent that good. Wasnt it

34LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Wed Aug 16, 2023 7:27 pm

blindhog


Senior Equity Analytic
Senior Equity Analytic

cost of sale too high compare to chicken. if you look at WATA.N dairy segment you can get an idea.

35LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Thu Aug 17, 2023 2:23 am

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

atdeane wrote:
celtic tiger wrote:LMF-owns 150 m shares of MELS..That's 3.5 shares for 1 LMF SHARES
       -owns 44 m shares of DIST...Thats around 1 share for 1LMF SHARES.
       -They added 2000 cows more last year to increase milk production.
 For me ....this counter carries lot of value than current market price of 165.
Yes. I was also hoping so. But the earnings werent that good. 

You are right. but
When LMF at 165 09/22...MELS at 55 and DIST at 15 . Today its 80 and 25. That's where the real value added to this share .

36LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Thu Aug 17, 2023 2:28 am

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

blindhog wrote:cost of sale too high compare to chicken. if you look at WATA.N dairy segment you can get an idea.
Good point...but LMF get profit from dried milk powder and dividend from MELS and DIST.

37LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Thu Aug 17, 2023 2:46 am

soileconomy

soileconomy
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

NAV -Rs 384 as at 30/06/2023
Fairly illiquid .
If they close down their main stream of business (milk )
They can survive on dividend income alone.
Can consider as
Investment Holding Company???

38LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Wed Nov 15, 2023 6:42 am

soileconomy

soileconomy
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

ColomboCSE wrote:
soileconomy wrote:LMF should go for a share split to increase liquidity .
Cannot trust HJ

agreed! my main disappointment is their Administrative Expenses  LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 1f62au
Ultimately HJ has done it.
Share split declared.
1 for 10
Good move for liquidity

Beyondsenses likes this post

39LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sun Dec 10, 2023 5:46 pm

buddikasmart

buddikasmart
Manager - Equity Analytics
Manager - Equity Analytics

Net Assets Value 500/=+ share price will rapidly go up with share split.. wait until collection is over..

40LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Sun Dec 10, 2023 8:43 pm

Harry82

Harry82
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

My view
LMF 
chance to up 100% from Rs 235.00
Wait one month

41LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Mon Dec 11, 2023 6:16 am

soileconomy

soileconomy
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

They might keep the dividend policy unchanged.
Similarly MELS  and DIST.

42LANKA MILK FOODS (CWE) PLC (LMF.N0000) - Page 2 Empty Re: LANKA MILK FOODS (CWE) PLC (LMF.N0000) Mon Dec 11, 2023 9:38 am

A+


Manager - Equity Analytics
Manager - Equity Analytics

LMF review

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