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FBR/Famous Brands Limited


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#21 gamma

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Posted 22 September 2014 - 09:52 AM

Agree the cautionary is still active, the deal with Thrupps & Total is too small to affect earnings that a cautionary is required.

 

 

Spoke to their investor relations department and they confirmed it is still active.


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#22 Saints

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Posted 22 September 2014 - 09:36 AM

Agree the cautionary is still active, the deal with Thrupps & Total is too small to affect earnings that a cautionary is required.


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#23 chrisp

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Posted 22 September 2014 - 08:07 AM

Is FBR still under cautionary or was the Total-Thrupps announcement it? Hardly a big deal to warrant a cautionary..

I believe the cautionary is still active


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#24 gamma

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Posted 21 September 2014 - 11:18 PM

Is FBR still under cautionary or was the Total-Thrupps announcement it? Hardly a big deal to warrant a cautionary..


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#25 gamma

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Posted 19 August 2014 - 02:46 PM

Possibly...or finally entering the Chicken segment...Chicken Licken maybe or possibly... let me rather not say the 'N' word on here..


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#26 Bandido

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Posted 19 August 2014 - 02:25 PM

FBR  is probably buying Ocean Basket


Edited by Bandido, 19 August 2014 - 02:26 PM.

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#27 Hooligan

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Posted 19 August 2014 - 01:58 PM

clearly 'someone' has info...

 

Good to see my 2nd favorite company is up to their usual M&A antics. Been a bit quiet since the Biggs deal. 

Now you know for a deal to have a material impact on FBR it's likely big (much bigger than Biggs ;)

Must be, well the share price is moving up and I see net buyers so this should hopefully be good news? 

 

A little concerned as this is 8% of my portfolio, and I also have a long CFD on the side from 99.


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#28 Saints

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Posted 19 August 2014 - 01:09 PM

Yep for a cautionary to be issued means it is significant. We have not seem one of these from FBR in a while so definitely something juicy in the offering.
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#29 gamma

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Posted 19 August 2014 - 11:56 AM

Huge volumes through yesterday...in excess of 780,000 shares.

And today this

http://www.sharenet....19104000&seq=20

 

Share price moving up - anyone have any info on this?

 

 

clearly 'someone' has info...

 

Good to see my 2nd favorite company is up to their usual M&A antics. Been a bit quiet since the Biggs deal. 

Now you know for a deal to have a material impact on FBR it's likely big (much bigger than Biggs ;)


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Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#30 Hooligan

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Posted 19 August 2014 - 11:45 AM

Huge volumes through yesterday...in excess of 780,000 shares.

And today this

http://www.sharenet....19104000&seq=20

 

Share price moving up - anyone have any info on this?

 


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#31 Hooligan

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Posted 07 August 2014 - 05:49 PM

Directors have been selling this in the past month.

Another one through today.

This does raise some concern as a results update is expected in a month or 2.

 

 


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#32 gamma

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Posted 17 July 2014 - 05:01 PM

Hope they haven't bitten off more than they can chew!

 

I back them. These guys are all ex-SAB and we know how SAB did in emerging markets.


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#33 Procrastinator

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Posted 17 July 2014 - 04:57 PM

Still have this in my LTP - looks like its consolidating, its done nothing for the year.
 
Any view on what Mr Biggs will add from a performance perspective?


Hope they haven't bitten off more than they can chew!
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Where did those damn 10 baggers go?

#34 Hooligan

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Posted 17 July 2014 - 04:17 PM

Still have this in my LTP - looks like its consolidating, its done nothing for the year.

 

Any view on what Mr Biggs will add from a performance perspective?


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#35 Saints

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Posted 19 May 2014 - 09:34 PM

The rest of Africa is the one to watch for here as a huge middle class evolves and as some African countries now enjoy better growth prospects than our own FBR can only get stronger. I was interested to read that growth in India is expected to slow for FBR, I had high hopes that India's huge population would drive volumes.

A great set of results and a great dividend to add to the cash reserves for the new listings coming to the market.
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#36 Saints

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Posted 19 May 2014 - 09:32 PM

The rest of Africa is the one to watch for here as a huge middle class evolves and as some African countries now enjoy better growth prospects than our own FBR can only get stronger. I was interested to read that growth in India is expected to slow for FBR, I had high hopes that India's huge population would drive volumes.

A great set of results and a great dividend to add to the cash reserves for the new listings coming to the market.
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#37 gamma

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Posted 19 May 2014 - 07:29 PM

http://www.moneyweb....hoes-of-bidvest

 

inklings of things to come. we only getting started...


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#38 gamma

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Posted 19 May 2014 - 01:29 PM

Audited results for the year ended 28 February 2014

Financial highlights
Revenue up 12% to R2.83 billion
Operating margin at record high of 20.0% up from 18.5%
Profit before tax up 23% to R567 million
Headline earnings per share up 20% to 406 cents
Dividend up 20% to 300 cents per share

Market capitalisation exceeds milestone R10 billion

 

GROUP PERFORMANCE
Famous Brands’ stated goal is to become Africa’s first choice integrated branded food services franchisor by 2015
by building capability across our brands, logistics and manufacturing operations, providing a holistic solution
to the Group’s investment partners and consumers. It is therefore satisfying to report on a year which featured
not only strong results but also substantial progress made on the programmes which will achieve this goal and
drive the Group’s future growth trajectory.

 

Pushing that operating margin up by 7.5% relative to last year is why I rate FBR's management so highly. They growing the company on the top end and leveraging that brilliantly. SAB through and through. 

 

The other interesting point in the report is that the genius of this business model is the way they are able to control their franchisee costs by allowing margin compression on the manufacturing side. This allows them to bubble wrap their franchisees in a way that competitors will struggle to do over the long term, which ultimately will allow them to take more share and drive more top line growth. 


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Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#39 gamma

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Posted 19 May 2014 - 07:16 AM

Audited results for the year ended 28 February 2014

Financial highlights
Revenue up 12% to R2.83 billion
Operating margin at record high of 20.0% up from 18.5%
Profit before tax up 23% to R567 million
Headline earnings per share up 20% to 406 cents
Dividend up 20% to 300 cents per share

Market capitalisation exceeds milestone R10 billion

 

GROUP PERFORMANCE
Famous Brands’ stated goal is to become Africa’s first choice integrated branded food services franchisor by 2015
by building capability across our brands, logistics and manufacturing operations, providing a holistic solution
to the Group’s investment partners and consumers. It is therefore satisfying to report on a year which featured
not only strong results but also substantial progress made on the programmes which will achieve this goal and
drive the Group’s future growth trajectory.


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Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.

#40 gamma

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Posted 05 May 2014 - 06:31 PM

we can expect a decent dividend as well. Handy cash to have to consider some of the new listings of late

 

Yes, I'm expecting a div around 168-176c

up 18-25%.


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Do not try and bend the market. That's impossible. Instead... only try to realize the truth. Then you'll see, that it is not the market that bends, it is only yourself.





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