Has any numbers expert looked into this company? I took a small position in my portfolio in hopes of the international oat boom. From what I understand, gluten-free oats are a Finnish specialty.
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Oats are naturally almost gluten-free.
Oats are gluten-free, but producing them so purely that no foreign species have been mixed in is what makes it special, allowing them to be sold as gluten-free. Such precise production may not exist anywhere else but Finland.
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Excellent, good information. So, this method must be brought to the forefront in advertising, along with the information you’ve provided, because oats are very competitive worldwide.
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Smart Money 1/20 says Inderes will start monitoring Raisio. Waiting for the full report.
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I’m excitedly waiting to see which direction the course takes. However, I own it long-term, and if the price comes down, I’ll add more to my portfolio.
The financial statement release is today, and its impact on the share price has been negative, at least today.
The proposed dividend of €0.13 might be a contributing factor, along with slightly weaker key figures at the end of the year. Brexit regulations seem to have had a significant impact here. In my opinion, 2019 was good overall. I am optimistic about the future, even though there are (as always) uncertainties. My view is that it’s possible to capitalize on this trend with the current offering; the strategy moving forward is clear, and the potential for acquisitions in the background also adds to expectations. I added more today during the dip.
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The investments are still in progress, so there’s nothing special happening here.
If EPS is 0.16, then we are around P/E 22… a bit too much atm? Or how high can EPS climb from there?
The operating profit percentage is at a good level in every aspect. It could always be better, but if it stays at that level, the business makes sense.
Today, we’ve added another new company to our coverage.
Raisio’s comprehensive initiation of coverage report can be read via this link.
It was a pleasure to delve into a completely new company again and expand our understanding of the Finnish food market.
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I believe in Raisio in the long run. It has started to clarify its operations and cut down on excessive growth.
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Good, this report has been needed, thanks!
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{“content”:“I haven’t read much of the report yet, but it immediately grated on me that it’s not geographically dependent, yet for example in Q4 we saw what Great Britain does to the result. They were up against an utterly miserable comparison period and the result was pathetic.\n\nWhat about Russia? Last year, Q3 and Q4 were hampered by the import ban on Benella’s side, which left a big hole in fish feeds.\n\nIn my opinion, it’s quite risky if we forget about the coronas. The situation in Britain, Russia, plus the harvest season.\n\nEDIT. Great that it finally came into my watch list though, thanks. 
”,“target_locale”:“en”}
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You can now register for Raisio’s virtual Annual General Meeting: https://ir.innovatics.fi/ir/fi/raisio/Agm/Registration/2020_1/Accept
Gluten-free products are increasingly common worldwide as awareness of gluten-free, celiac disease, and FODMAP needs grows. My understanding is that Raisio produces something for Schär, but I don’t know about Semper. Schär and Semper are sold in every grocery store globally, and based on empirical observations, their offerings have grown and diversified in recent years.
I should read more about Raisio, as plant-based, gluten-free, and plant protein have been strong long positions for me for decades.
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The price of Raisio is nicely rising today, against the current. I wonder who might be behind that VON broker. It’s a new acquaintance for me, at least.
Raisio’s Q1 earnings report shows quite tasty figures. I’m eagerly awaiting Inderes’ comment to see if they share the same view. The company itself feels “boring,” but I guess it doesn’t matter how it makes its business profitable.
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It might be boring, but the strategy, products, and operational execution are really strong. It’s been on my radar for a while and waiting became costly, but today, I finally opened a position for my long-term portfolio.
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Yes, in light of the Q1 figures, one can look to the future with a fairly calm mind.
I am positively looking forward to seeing in which direction development continues (and with what gradient) once the new product development and production facility is up and running.
At that point, the risks are probably related to how well product development succeeds and how consumers are found for the new production facility’s capacity?
What other Raisio-specific risks do you currently see?