Am Wachstum der Weltbevölkerung verdienen

Schade das sich keiner mit dem Thema China und Agraraktien beschäftigt. Versteht ihr die Logik dahinter nicht. Das kann gar nicht schiefgehen.  

Achtung heute gibt es vielleicht gute Einstiegsgelegeheiten. Abschreibung auf lange vor sich hergeschobene Good Will Positionen der Tochter PGW, die noch aus Zeiten vor Agria stammten. Eventuell verstehen das einige falsch, glaube ich aber nicht.

For the fiscal year ended June 30, 2013, PGW reported operating earnings before interest, tax and depreciation (Operating EBITDA) of NZ$45.8 million and a net loss of NZ$306.5 million. The net loss reported by PGW includes a goodwill impairment charge of NZ$321.1 million. This goodwill was primarily due to an accounting entry from the 2005 merger of PGG and Wrightson. A number of factors, including PGW's share price, slower than expected recovery and a range of external variables, led the board of directors of PGW to conclude that a write-down of historic goodwill was appropriate. Excluding the impact of this non-cash charge, PGW would have reported net income of NZ$14.6 million. The goodwill write-down has no impact on PGW's operations or cash flow. PGW's fiscal year operating cash flow was NZ$39.3 million.

http://finance.yahoo.com/news/...listed-subsidiary-pgg-123000728.html  

Good Will bereinigt, Abschreibungen getätigt, alles wie erwartet.
Umsatz in China verdoppelt, hohe Brutto Margen. Es hätte ruhig mehr sein können.
Ich könnte mir vorstellen das die Kurse weiter zurückgehen.
Ich bleibe mit meinen restlichen Aktien drin, und werde  falls der Kurs richtig absackt, kaufen. Ansonsten bleibt abzuwarten was man von Neuigkeiten von PGW hört.
Für interessierte, auf sharetrader.nz unter PGW suchen  

Bin immer noch investiert. Ich bin davon überzeugt das Agria und auch CGA sehr langfristig agieren und auch an der NYSE weiter gelistet bleiben wollen. Es gab genug Gelegenheiten zu delisten. Mitte Januar könnte es hier spannend werden. Leider hat der Kurs keine Rücksetzer mehr gezeigt.  

Die Bedeutung der chinesischen Agrarindustrie wird immer wichtiger:

SHANGHAI — CHINA announced last week that it would loosen its famous “one-child” policy, enforced since 1980. The world’s most controversial birth-control policy, initially imposed as an emergency measure at the start of the economic reforms of Deng Xiaoping, seems to finally be on its way out, more than a generation later.

 

Seed am Freitag plus 40% vor den Zahlen. Agria kommt mitte Februar. Mein Tipp nächste Woche erstmal die 1,80$. Viel Spaß beim zuschauen.
 

Falls Ihr Euch wundert was im October war. Mir ist nur bekannt das Muddy Waters mal wieder über einen Chinesen gelästert hat, und zwar über NQ. Nun scheint sich mal wieder herauszustellen das das alles dummes Zeug war.
Am 8.1 Januar kommen die ZAhlen von Seed. Bei Agria müssen wir noch bis Mitte Februar warten. Der Grund ist die komplexe Struktur, da 90% der Assets in Neu Seeland , Australien liegen.
 

>>Normally we have -- in terms of EBITDA [proper] unit for the seed and grain business about 30% in the first half and about 70% in the second half.<<

 

Heute 3000 für 1,3699 gekauft. Agria ist auf den richtigen Weg. Das zweite Halbjahr soll besser werden wie das erste. Kapazitätsausbau kommt noch hinzu:

>>3. We built two modern corn seed conditioning and packaging plants in Xinjiang and Henan provinces, each with a capacity of 20 tons per hour.
4. We have more than 1,500 hectares of seed production in Xinjiang and Gansu provinces, which are reliable and sustainable for high quality seed production.
<<  

Ich rechne mit einem deutlichen Anstieg ab July. Dieses Jahr habe ich noch keine negativen Nachrichten für PGW aus Australien gehört. Der Neuseeländische Markt läuft auch gut, und durch die Kapazitätserweiterungen in China und die bisherigen Wachstumsraten könnte der Turnaround geschafft sein.  

Financial Highlights for the fiscal year ended June 30, 2014:

Consolidated revenue was $1.0 billion for the fiscal year ended June 30, 2014, a 9% increase from $940.2 million for the fiscal year ended June 30, 2013. All business segments contributed to revenue growth, with strong performance in the Crop Protection, Nutrients and Merchandise segment and the Rural Services segment.
Operating profit was $34.7 million, representing an increase of 62% from $21.4 million in fiscal 2013. Operating profit growth was mainly driven by increased gross profit.
Net profit was $26.1 million, compared to net loss of $199.4 million in fiscal 2013. The turnaround was primarily due to the absence of material impairment charges in 2014, as compared to the one-time goodwill impairment charge of $140.8 million and the provision for impairment of land use rights and non-current prepayments of $57.0 million made in 2013.
Net profit attributable to shareholders was $5.9 million, compared to net loss attributable to shareholders of $137.2 million in fiscal 2013.

Mr.
Alan Lai, Agria's Executive Chairman, commented, "We continue to pursue our vision of establishing Agria as a major global agricultural leader. Our leadership positions in key product categories in Asia-Pacific and South America are the foundation for future growth, as we continue to focus on our global integration and strategies. Our improved results this year indicate the strength of this foundation. Solid revenue growth and improved profitability are signals that our products meet the needs of farmers and ranchers within our current footprint. We are confident that we can realize global synergies as we expand into new growing regions around the world."Mr. Lai continued, "During the year we re-organized the business to focus on key product categories that we intend to offer globally over time. Each segment demonstrated revenue growth and greatly improved operating profit. Within each segment, we grew by focusing on better meeting customer needs, developing new value-added technologies, and nurturing a passionate and technically sound team with global vision and execution capabilities. These timeless business values define Agria and will be the basis of our success for years to come."
Business Highlights
The Company experienced growth across all business segments during the fiscal year ended June 30, 2014. Seed and Grain revenue grew 3% with operating profit up 22%. Crop Protection, Nutrients and Merchandise revenue grew 14% with operating profit up 22%. Rural Services revenue grew 12% with operating profit up 34%.
The following table summarizes the results of business segments for the fiscal year ended June 30, 2014.



   Revenue          §Operating Profit
      2014                2013                2014                2013                    §
   US$'000             US$'000             US$'000             US$'000          §
Seed & Grain 384,930 375,096 23,523 19,226
Crop Protection, Nutrients & Merchandise 406,327 357,315 23,185 18,977
Rural Services 232,314 207,783 21,794 16,243
 Corporate                   -                   -             (33,850         )   (33,069         )§
     Total           1,023,571             940,194              34,652              21,377§
As of June 30, 2014, cash and cash equivalents were $14.0 million. Total debt was $118.0 million, representing a decrease of 30% since June 30, 2013.
Seed and Grain
Seed and Grain generated revenue of $384.9 million and operating profit of $23.5 million in fiscal year 2014, representing year-over-year increases of 3% and 22% respectively. This segment contributed 37% to consolidated revenue. Revenue growth was driven by a 27% increase in grain sales and a 17% increase in revenue from seeds in New Zealand. Favorable trading conditions in New Zealand resulted in a greater volume sold of proprietary grasses, maize, and Cleancrop™ Brassica system. In Australia, a higher volume of proprietary products was sold. The higher volumes combined with revised discounts and rebate programs resulted in greater overall profitability.
Crop Protection, Nutrients, and Merchandise
Crop Protection, Nutrients and Merchandise generated revenue of $406.3 million and operating profit of $23.2 million, representing year-over-year increases of 14% and 22% respectively. This segment contributed 40% to consolidated revenue. Improved performance resulted from initiatives to develop better technical expertise and customer service skills within the sales force, combined with enhancements to logistics systems.
Strong sales growth also reflected higher confidence in the dairy sector, increased investment by farmers in fruit production, and market share growth in key value-added categories related to agronomy inputs, in particular agricultural chemicals and fertilizers.
Rural Services
Rural services generated revenue of $232.3 million and operating profit of $21.8 million, representing year-over-year increases of 12% and 34% respectively. This segment contributed 23% to consolidated revenue.
Due to the completion of the Vietnam export contract last year, Livestock revenue decreased by 20% to $63.8 million. Despite a decline in the volume of sheep sold, average unit price increased from the previous year. The Company increased its dairy market share, a result of ongoing efforts to improve the quality and capacity of the livestock representative force. Finally, cattle and dairy prices on average were higher than the previous year, and remained firm throughout the year. This mix of impacts netted out to increased Livestock operating profit.
Other sectors in Rural Services with notable revenue growth include Irrigation and Pumping (up 44%), Wool (up 31%), and Real Estate (up 27%).
Irrigation and Pumping operating profit grew by 34%. The Company expanded its presence across all of New Zealand via the acquisition of a complementary irrigation and pumping business. Results were also enhanced by strong demand created by wind damage experienced by many clients in New Zealand's Canterbury region.
Real Estate experienced an exceptionally good year with operating profit up 187%, due mainly to successful transactions for a number of large farms and a farm portfolio. Activity was driven by strength in the dairy sector. Agria's agent force expanded during the year, and demonstrated better productivity due to improved knowledge and experience.
Higher revenue from Wool was driven by strong growth in export sales and higher wool price.
New Reporting Conventions Reflect Global Operations
With this report, Agria Corporation changed the presentation currency of its consolidated financial statements from Chinese Renminbi ("RMB") to the U.S. dollar. The Company believes that the U.S. dollar is more appropriate than the Chinese RMB for presenting its performance and financial position, due to the global nature of its operations, the worldwide recognition of the U.S. dollar, and the greater ease in making direct comparisons with industry peers and other US-listed companies. Agria has evolved from a China-based company into a group with global reach. The Company has a presence in various countries including New Zealand, Australia, Uruguay, Brazil and Argentina, as well as exposure to customers in 47 countries across every continent through its international trading and seed multiplication businesses.
The consolidated financial statements of the Company for the fiscal years ended June 30, 2013 and 2014 have been prepared in accordance with International Financial Reporting Standards ("IFRS") as issued by the International Accounting Standards Board("IASB").

 

Hatte mal 55.000 Stück, bin dann runter auf und halte jetzt 3000 Stück.
Die Abschreibung von Landnutzungsrechten hatte mich damals stark irritiert.
Obwohl durch das NZ Geschäft ein Betrug ausgeschlossen ist.

Hier die letzten Meldungen:

 

Es war ja absehbar das Agrias Kursverlauf knapp über der Greze von 1$ verlaufen wird. HAtte zwischenzeitlich keinemehr. Vor zwei Woche habe ich aber bei 0,95 5000 Stück gekauf. Es ist nicht mein erstes "Going Privat". Ich bin mir sicher das das Übernahmeangebot vom BOD akzeptiert wird, und das der Deal geräuschlos über die Bühne geht.
Es wird zur ZEit kräftig manipuliert. Immer wieder sehen wir Werte von 90 bis 98 cent. Allerdings ist es schwer, dann 5000 Stück zu bekomen. Alles andere lohnt nicht. Spesen sind sonst zu hoch. ICh lass die einfach liegen und gehe davon aus das die Enschädigung im Juni/Juli auf dem Konto ist. Immer dran denken Agria ist Mehrheitsaktionär bei PGW(NZ).  

Bion bei 1.05 mit den 5000 raus. Warte jetzt bis der Kurs unter 70 cent ist. Gestern über 90% vom Tagesumsatz waren Leerverkäufe.  

Agria hat seit einigen Wochen einen Aktienkurs von unter 1$ . Das bedeutet das ein Qualitätsmerkmal für das Börsenlisting nicht mehr erfüllt ist. Deshalb, und weil das Unternehmen nach eigenen Angaben massiv unterbewertet ist, wurde ein Rückkaufprogramm angekündigt:

https://finance.yahoo.com/news/...ces-10-million-share-114019046.html

Des weiteren wurde die Prognose für AGRIAS Cashcow PGW angehoben.
PGW macht eine Milliarde Umsatz:
http://finance.yahoo.com/news/...-pgg-wrightson-raises-120000771.html

Kauflimits sollte zwisch 89 cent und 91 cent liegen. Es ist immer wieder mit Manipulationen zu rechnen. Die letzten Tage wurde dieser Wet massiv geshortet. Agria hat schon öfters mit dieser
Marke gekämpft, bisher kam es dann immer wieder zu Spikes bis 1,8%
Hier ein Link zu den Shortquoten der letzten Tage:
http://regsho.finra.org/regsho-Index.html
 

HAt einer von Euch diese LEiche im Depot?