Long term shareholders have made a gain of 2% per year over half a decade. If the fundamental data continues to indicate long term sustainable growth, the current sell-off could be an opportunity worth considering.
MGP Ingredients outperformed Wall Street's estimates this quarter, with its premium branded spirits portfolio growing by 50% YoY. However, its full-year revenue guidance missed expectations. Overall, shareholders should feel optimistic. The stock is up 2.2% after reporting.
MGP's President and CEO, David Bratcher, believes that Pasagic's experience and strategic view of the business will be critical in driving the next phase of growth for MGP.
The Chairman of MGP Board, Karen Seaberg, has expressed satisfaction with the David's appointment to the board and is confident in the continued growth of MGP under his leadership.
Due to its lower PE ratio and promising profit outlook, it seems apt to augment holdings in MGPI stock. The prospective profit scenario is not fully reflected in the present share price, indicating it's not too late to invest.
The war has triggered a huge spike in wheat prices, with Russia and Ukraine among the biggest exporters of the commodity. Many countries have banned wheat, as well as other food exports as a result of the Ukraine crisis. “As the war continues, there is a growing likelihood that food shortages, particularly of grains and vegetable oils, will become acute, leading more countries to turn to restrictions on trade,” sai...
What happened? When Russia, the world's largest exporter of wheat, attacked Ukraine, the world's fifth-largest exporter of wheat earlier this year, the world's global food supply chain had a backup plan in place. That plan just fell through. Over the weekend, India, the world's second-largest producer of wheat announced it was banning wheat exports last Saturday. So what? In common belief, a shortage, in the sense of an excess of demand over supply, is t...
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JKgoPro :
worlds like very shortage of food still people keen for war. who actually suffer, the poor
Wheat jumped by the exchange limit after India’s move to restrict exports, exposing just how tight global supplies are after the war in Ukraine and threatening to drive up food prices even more. The government will suspend overseas sales to manage its food security, according to a notification dated May 13. This drew criticism from the agriculture ministers of the Group of Seven nations, who said that such measures make the world’s ...
MGP Ingredients股票讨论区
5年来营收除2019年外增长了4年,平均增速17.6%,营业利润除2019年外增长了4年,平均增速28.4%,净利润平均增速21.3%。2022年利息费用占营业利润的3.7%,利息负担很轻。毛利率近5年从22.2%提高到了32.4%,净资产收益率从20%波动下降到15.6%。
2023前3季度营收增长5.2%,营业利润增长7.4%,净利润受减值影响萎缩了11.9%。
5年来资产负债率从27.5%提高到35.6%。 商誉在2021年大幅增长,说明有收购行为,这解释了这两年营收和利润的高速增长,通常收购驱动的增长时间有限,并且后续可能有减值压力,这在2023年3季度体现了出来。
应收的比例和增速比较正常,但是存货增长过快,目前已经接近营收的一半,可能和业务范围改变相关。商誉及其他无形资产占净资产的72.6%,长期借款占净资产的38%,实际杠杆率极高。库存股很少,股本近些年没什么变化。
目前现金0.28亿,流动比率5.6,速动比率1.7,都比较健康。...
“As the war continues, there is a growing likelihood that food shortages, particularly of grains and vegetable oils, will become acute, leading more countries to turn to restrictions on trade,” sai...
When Russia, the world's largest exporter of wheat, attacked Ukraine, the world's fifth-largest exporter of wheat earlier this year, the world's global food supply chain had a backup plan in place. That plan just fell through.
Over the weekend, India, the world's second-largest producer of wheat announced it was banning wheat exports last Saturday.
So what?
In common belief, a shortage, in the sense of an excess of demand over supply, is t...
The government will suspend overseas sales to manage its food security, according to a notification dated May 13. This drew criticism from the agriculture ministers of the Group of Seven nations, who said that such measures make the world’s ...
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