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Ostatnia publikacja z gazety Parkiet
INDUSTRIAL MILK COMPANY - CZ I - w drodze na GPW
REKLAMA
Trzy flagi - złoto, drewno, mleko
(...) Podobna, przedłużająca się konsolidacja w pobliżu szybko zdobytych szczytów, ma miejsce również na wykresie ukraińskiej spółki IMCompany [IMC]. Trójkąt zwyżkujący zamknął notowania w przedziale między ~10zł a ~10,30zł i technicznie rzecz biorąc lada moment powinniśmy spodziewać się rychłego wybicia górą i nowych szczytów. (...)
"24.07.2014
IMC: 55% of winter wheat harvested, yield corresponds to the plan
On July 4th IMC started harvesting of winter wheat. As of July 22, 55% of the area under wheat was harvested. The crop yield on harvested area was 5.09 t/ha, which corresponds to the plan on wheat yields in IMC in 2014.
This year, as in previous years, IMC's yield is above average yield in Ukraine. At the moment, the result of IMC is above than the average for Ukraine by 45%. According to the Ministry of Agrarian Policy and Food of Ukraine, the average yield of winter wheat in Ukraine as of July 22 was 3.49 t/ha."
http://imcagro.com.ua/index.php/en/press-center/news
IMC: 55% of winter wheat harvested, yield corresponds to the plan
On July 4th IMC started harvesting of winter wheat. As of July 22, 55% of the area under wheat was harvested. The crop yield on harvested area was 5.09 t/ha, which corresponds to the plan on wheat yields in IMC in 2014.
This year, as in previous years, IMC's yield is above average yield in Ukraine. At the moment, the result of IMC is above than the average for Ukraine by 45%. According to the Ministry of Agrarian Policy and Food of Ukraine, the average yield of winter wheat in Ukraine as of July 22 was 3.49 t/ha."
http://imcagro.com.ua/index.php/en/press-center/news
no i? bo nie kumam, co z tego miałoby wyniknąć?"24.07.2014
IMC: 55% of winter wheat harvested, yield corresponds to the plan
On July 4th IMC started harvesting of winter wheat. As of July 22, 55% of the area under wheat was harvested. The crop yield on harvested area was 5.09 t/ha, which corresponds to the plan on wheat yields in IMC in 2014.
This year, as in previous years, IMC's yield is above average yield in Ukraine. At the moment, the result of IMC is above than the average for Ukraine by 45%. According to the Ministry of Agrarian Policy and Food of Ukraine, the average yield of winter wheat in Ukraine as of July 22 was 3.49 t/ha."
http://imcagro.com.ua/index.php/en/press-center/news
INDUSTRIAL MILK COMPANY SA Disposal of a substantial block of shares of Industrial Milk Company S.A.
The Board of Directors of Industrial Milk Company S.A. (hereinafter the Company) informs that it has received the following notification from MetLife Powszechne Towarzystwo Emerytalne (formerly Amplico PTE S.A.):
"MetLife Otwarty Fundusz Emerytalny (formerly Amplico OFE) represented by MetLife Powszechne Towarzystwo Emerytalne S.A. (formerly Amplico PTE S.A.) has sold shares of Industrial Milk Company S.A., whose registered office is located in Luxemburg (hereinafter the Company) that gives the Fund less than 5% of the total number of votes on the General Meeting.
Reducing the threshold of 5% of the shares took place on the Warsaw Stock Exchange on the 16th of September 2014. Before reducing Fund held 1 609 412 shares which accounted for 5,14% of the Company's share capital and gave right to 1 609 412 votes on the General Meeting which was 5,14% of the total number of votes on the General Meeting.
Currently the Fund is the owner of 1 509 412 shares which is 4,82% of the Company's share capital and gives right to 1 509 412 votes on the General Meeting which is 4,82% of the total number of votes on the General Meeting".
Legal grounds: Article 70.1 of the Act on Public Offering, Conditions Governing the Introduction of Financial Instruments to Organized Trading, and Public Companies dated 29 July 2005.
The Board of Directors of Industrial Milk Company S.A. (hereinafter the Company) informs that it has received the following notification from MetLife Powszechne Towarzystwo Emerytalne (formerly Amplico PTE S.A.):
"MetLife Otwarty Fundusz Emerytalny (formerly Amplico OFE) represented by MetLife Powszechne Towarzystwo Emerytalne S.A. (formerly Amplico PTE S.A.) has sold shares of Industrial Milk Company S.A., whose registered office is located in Luxemburg (hereinafter the Company) that gives the Fund less than 5% of the total number of votes on the General Meeting.
Reducing the threshold of 5% of the shares took place on the Warsaw Stock Exchange on the 16th of September 2014. Before reducing Fund held 1 609 412 shares which accounted for 5,14% of the Company's share capital and gave right to 1 609 412 votes on the General Meeting which was 5,14% of the total number of votes on the General Meeting.
Currently the Fund is the owner of 1 509 412 shares which is 4,82% of the Company's share capital and gives right to 1 509 412 votes on the General Meeting which is 4,82% of the total number of votes on the General Meeting".
Legal grounds: Article 70.1 of the Act on Public Offering, Conditions Governing the Introduction of Financial Instruments to Organized Trading, and Public Companies dated 29 July 2005.
http://www.imcagro.com.ua/images/docs/P ... tation.pdf
Prezentacja z Listopada 2014.
Aktualna sytuacja i perspektywy.
Prezentacja z Listopada 2014.
Aktualna sytuacja i perspektywy.
IMC zwiększa sprzedaż zbóż
MR 09-02-2015, ostatnia aktualizacja 09-02-2015 12:20
Ukraińska grupa rolnicza w ubiegłym roku starała się zneutralizować spadek cen surowców rolnych zwiększeniem wolumenu produkcji o 27 proc.
Osiągnięte przez IMC w 2014 r. wolumeny sprzedaży w segmencie zbóż i roślin oleistych wzrosły o 72 proc. do 648,7 tys. ton. Zdaniem spółki zwiększenie obrotów jest rezultatem przede wszystkim 2,5-krotnego wzrostu sprzedaży kukurydzy (głównej uprawy IMC) do 505,6 tys. ton., co jest efektem poprawy wydajności i zwiększenia areału upraw.
Produkcja mleka w gospodarstwach rolnych IMC w 2014 r. wyniosła 22,5 tys. ton (spadek o 5 proc. w porównaniu z 2013 r.) Obniżenie produkcji mleka spowodowane jest realizacją projektu optymalizacji pogłowia *** mlecznego i związanym z tym ubojem najmniej produktywnych zwierząt (12 proc. całej populacji). W wyniku optymalizacji średnia wydajność w segmencie mleczarskim IMC wzrosła do 5,4 ton od 1 krowy dojnej (wzrost o 2 proc. w porównaniu z 2013 r.) Nieznacznie, bo o 3 proc., spadł też wolumen sprzedaży mleka (do 21,7 tys. ton, co było konsekwencją zmniejszenia produkcji.
- Mimo niestabilnej i trudno przewidywalnej sytuacji makroekonomicznej na Ukrainie, konsekwentnie zwiększamy wolumeny produkcji i sprzedaży kluczowych dla spółki upraw. Udało się nam osiągnąć wydajność zbiorów powyżej pierwotnego planu. Obecnie aktywnie przygotowujemy się do nadchodzącej kampanii siewnej: dokonujemy napraw maszyn, zakupujemy nasiona, środki ochrony roślin, nawozy, oraz organizujemy dla pracowników produkcyjnych specjalistyczne szkolenia w zakresie technologii produkcji roślinnej i obsługiwania nowoczesnych maszyn rolniczych - mówi Alex Lissitsa, prezes IMC.
Od początku roku akcje IMC podrożały o 2,3 proc., ale ostatnie 12 miesięcy przyniosło spadek notowań o prawie jedną trzecią. Obecna kapitalizacja spółki to 182 mln zł.
MR 09-02-2015, ostatnia aktualizacja 09-02-2015 12:20
Ukraińska grupa rolnicza w ubiegłym roku starała się zneutralizować spadek cen surowców rolnych zwiększeniem wolumenu produkcji o 27 proc.
Osiągnięte przez IMC w 2014 r. wolumeny sprzedaży w segmencie zbóż i roślin oleistych wzrosły o 72 proc. do 648,7 tys. ton. Zdaniem spółki zwiększenie obrotów jest rezultatem przede wszystkim 2,5-krotnego wzrostu sprzedaży kukurydzy (głównej uprawy IMC) do 505,6 tys. ton., co jest efektem poprawy wydajności i zwiększenia areału upraw.
Produkcja mleka w gospodarstwach rolnych IMC w 2014 r. wyniosła 22,5 tys. ton (spadek o 5 proc. w porównaniu z 2013 r.) Obniżenie produkcji mleka spowodowane jest realizacją projektu optymalizacji pogłowia *** mlecznego i związanym z tym ubojem najmniej produktywnych zwierząt (12 proc. całej populacji). W wyniku optymalizacji średnia wydajność w segmencie mleczarskim IMC wzrosła do 5,4 ton od 1 krowy dojnej (wzrost o 2 proc. w porównaniu z 2013 r.) Nieznacznie, bo o 3 proc., spadł też wolumen sprzedaży mleka (do 21,7 tys. ton, co było konsekwencją zmniejszenia produkcji.
- Mimo niestabilnej i trudno przewidywalnej sytuacji makroekonomicznej na Ukrainie, konsekwentnie zwiększamy wolumeny produkcji i sprzedaży kluczowych dla spółki upraw. Udało się nam osiągnąć wydajność zbiorów powyżej pierwotnego planu. Obecnie aktywnie przygotowujemy się do nadchodzącej kampanii siewnej: dokonujemy napraw maszyn, zakupujemy nasiona, środki ochrony roślin, nawozy, oraz organizujemy dla pracowników produkcyjnych specjalistyczne szkolenia w zakresie technologii produkcji roślinnej i obsługiwania nowoczesnych maszyn rolniczych - mówi Alex Lissitsa, prezes IMC.
Od początku roku akcje IMC podrożały o 2,3 proc., ale ostatnie 12 miesięcy przyniosło spadek notowań o prawie jedną trzecią. Obecna kapitalizacja spółki to 182 mln zł.
http://forsal.pl/artykuly/863057,imc-sp ... -roku.html
Inflacja i dewaluacja Hrywny w 2014-2015 przysłużyła się dobrze spółce.
Inflacja i dewaluacja Hrywny w 2014-2015 przysłużyła się dobrze spółce.
IMC
WITH RESPECT TO PEOPLE AND LAND
Kyiv, May 15, 2015
About results of the 1st quarter of 2015: growth of profit
In the first quarter of 2015 the Revenue of IMC amounted to USD 32.2 mln. (-19% yoy).
96% of the Revenue (USD 31.0 mln, -16% yoy) was obtained in crop farming segment; 4% of the Revenue (USD 1.2 mln, -57% yoy) was obtained in dairy farming segment.
The fall in corn prices by 15% yoy was the main reason for the decline in revenue of crop farming segment in the first quarter of 2015. In Q1 2015 IMC actively sold significant stocks of corn harvested in 2014. 198.8 ths tonnes of grains, oilseeds and potatoes (+ 3% yoy) were sold in Q1 2015, including 191.7 ths tonnes of corn (+ 5% yoy).
The decrease of revenue of dairy farming segment was associated with decline of milk prices in dollar equivalent by 56%, as a result of the devaluation of the Ukrainian currency (hryvnia).
At the same time devaluation of the hryvnia has led to a decrease in cost of sales by 52%, resulting in increase of Gross profit of IMC by 30% in Q1 2015 compared to the same period of 2014 up to USD 13.9 mln, growth of Operating profit by 38% to USD 7.9 mln and growth of EBITDA by 5% to USD 9.9 mln.
Net cash flow from operating activities in Q1 2015 amounted to USD 12.6 mln.
Due to the devaluation of the hryvnia in Q1 2015 IMC received net foreign currency exchange loss to the amount of USD 28.8 mln. The main part of this loss (USD 28.1 mln) is non-cash loss attributable to the revaluation of the USD-debt of Ukrainian enterprises of IMC, which is held in accordance with the accounting requirements of IFRS. In fact IMC bears no losses associated with the presence of USD-debt at Ukrainian enterprises of the company, as IMC has export USD-revenue from sales of its products, which is used to repay and service the debt. In Q1 2015 the export USD-revenue of IMC was 84% of the total revenue for the period.
Taking into account the above-mentioned net foreign currency exchange loss, in Q1 2015 Net loss of IMC amounted to USD 25.0 mln.
Excluding net foreign currency exchange loss, Net profit of IMC in Q1 2015 amounted to USD 3.8 mln.
The devaluation of the hryvnia has led to a formal impairment of assets of IMC in the Consolidated Balance Sheet in dollar equivalent. As a result, in the Consolidated Balance Sheet of IMC as of March 31, 2015 the Effect of foreign currency translation in the amount of USD 112.3 mln was reflected (the amount was mainly caused by the formal impairment of fixed assets of IMC), which led to a negative value of the Equity in the Consolidated
Balance Sheet of IMC in the dollar equivalent to the amount of USD 14.8 mln. During 2015 IMC plans to reevaluate its fixed assets in order to reflect their real market value in the Consolidated Balance Sheet taking into account the devaluation of the hryvnia has occurred. As a result, the formal impairment of fixed assets of IMC will be offset that will significantly improve the Equity of IMC in the Consolidated Balance Sheet in dollar equivalent.
Following the announced plans to reduce the company's debt in 2015, in the first quarter of 2015 IMC repaid debts in the amount of USD10 mln.
"The first quarter of 2015 for IMC was characterized by active sales of corn stocks harvested in 2014, annual trainings and certification of personnel of the company, preparation for the spring sowing campaign and the completion of the restructuring process carried out by IMC. Despite the decline in revenue in the 1st quarter of 2015 compared to the 1st quarter of 2014, related to the drop in world prices for grain, operating profit of IMC has grown substantially due to the export orientation of IMC and the positive impact of the devaluation of the hryvnia on the financial results of export-oriented companies", - said Alex Lissitsa, CEO of IMC.
For more information about IMC please visit our web-site: www.imcagro.com.ua
WITH RESPECT TO PEOPLE AND LAND
Kyiv, May 15, 2015
About results of the 1st quarter of 2015: growth of profit
In the first quarter of 2015 the Revenue of IMC amounted to USD 32.2 mln. (-19% yoy).
96% of the Revenue (USD 31.0 mln, -16% yoy) was obtained in crop farming segment; 4% of the Revenue (USD 1.2 mln, -57% yoy) was obtained in dairy farming segment.
The fall in corn prices by 15% yoy was the main reason for the decline in revenue of crop farming segment in the first quarter of 2015. In Q1 2015 IMC actively sold significant stocks of corn harvested in 2014. 198.8 ths tonnes of grains, oilseeds and potatoes (+ 3% yoy) were sold in Q1 2015, including 191.7 ths tonnes of corn (+ 5% yoy).
The decrease of revenue of dairy farming segment was associated with decline of milk prices in dollar equivalent by 56%, as a result of the devaluation of the Ukrainian currency (hryvnia).
At the same time devaluation of the hryvnia has led to a decrease in cost of sales by 52%, resulting in increase of Gross profit of IMC by 30% in Q1 2015 compared to the same period of 2014 up to USD 13.9 mln, growth of Operating profit by 38% to USD 7.9 mln and growth of EBITDA by 5% to USD 9.9 mln.
Net cash flow from operating activities in Q1 2015 amounted to USD 12.6 mln.
Due to the devaluation of the hryvnia in Q1 2015 IMC received net foreign currency exchange loss to the amount of USD 28.8 mln. The main part of this loss (USD 28.1 mln) is non-cash loss attributable to the revaluation of the USD-debt of Ukrainian enterprises of IMC, which is held in accordance with the accounting requirements of IFRS. In fact IMC bears no losses associated with the presence of USD-debt at Ukrainian enterprises of the company, as IMC has export USD-revenue from sales of its products, which is used to repay and service the debt. In Q1 2015 the export USD-revenue of IMC was 84% of the total revenue for the period.
Taking into account the above-mentioned net foreign currency exchange loss, in Q1 2015 Net loss of IMC amounted to USD 25.0 mln.
Excluding net foreign currency exchange loss, Net profit of IMC in Q1 2015 amounted to USD 3.8 mln.
The devaluation of the hryvnia has led to a formal impairment of assets of IMC in the Consolidated Balance Sheet in dollar equivalent. As a result, in the Consolidated Balance Sheet of IMC as of March 31, 2015 the Effect of foreign currency translation in the amount of USD 112.3 mln was reflected (the amount was mainly caused by the formal impairment of fixed assets of IMC), which led to a negative value of the Equity in the Consolidated
Balance Sheet of IMC in the dollar equivalent to the amount of USD 14.8 mln. During 2015 IMC plans to reevaluate its fixed assets in order to reflect their real market value in the Consolidated Balance Sheet taking into account the devaluation of the hryvnia has occurred. As a result, the formal impairment of fixed assets of IMC will be offset that will significantly improve the Equity of IMC in the Consolidated Balance Sheet in dollar equivalent.
Following the announced plans to reduce the company's debt in 2015, in the first quarter of 2015 IMC repaid debts in the amount of USD10 mln.
"The first quarter of 2015 for IMC was characterized by active sales of corn stocks harvested in 2014, annual trainings and certification of personnel of the company, preparation for the spring sowing campaign and the completion of the restructuring process carried out by IMC. Despite the decline in revenue in the 1st quarter of 2015 compared to the 1st quarter of 2014, related to the drop in world prices for grain, operating profit of IMC has grown substantially due to the export orientation of IMC and the positive impact of the devaluation of the hryvnia on the financial results of export-oriented companies", - said Alex Lissitsa, CEO of IMC.
For more information about IMC please visit our web-site: www.imcagro.com.ua
-
zniwiarski
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- Posty: 111
- Rejestracja: 19 cze 2012 00:08
Zboża w górę. Kukurydza w USA bo za dużo deszczy, pszenicaw Europie bo za mało wody
http://www.ft.com/cms/s/0/9764cb56-1c02 ... z3eORsePOO
A w piątku spory wolumen i przyjemne wybicie.
http://www.ft.com/cms/s/0/9764cb56-1c02 ... z3eORsePOO
A w piątku spory wolumen i przyjemne wybicie.
REKLAMA
Kto jest online
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