Agriculture, Retail, Zambeef Products PlcJune 11, 2017

ZAMBEEF – 2017 HALF YEAR REVIEW
In the first week of June 2017, Zambeef published its half year results. Shareholders were keen to see how the company had performed post the publication of its 2016 annual report. We reviewed the 2016 annual report and were keen to assess how the company was doing in the first 6 months. Its chairman, Dr. […]

Agriculture, Marketing, RetailApril 28, 2017

Chickens in Market Research
Many companies in Zambia often miss the opportunities that market research gives. Some even convince themselves that it’s either unnecessary or too expensive to undertake. They would rather take their chances in the market. However, those that do make the decision to actually use market research will find themselves only tapping into a fraction of […]

Retail, Zambia Sugar PlcApril 27, 2017

Zambia Sugar at PAAR with Value in 2016
There was little sweetness in the ZamSugar board chairman’s statement that after 20 years of paying consistent dividends, shareholders would not be receiving a dividend for the company’s 2016 performance. Fidelis Banda, its chairman, had forewarned investors in the company that 2016 would pose different challenges ranging from power interruptions to irrigation issues,force majeure situations

Agriculture, Zambeef Products PlcApril 6, 2017

The Anatomy of Zambeef’s 2016 Half Year Review
“Doctor TFHZPC, we have a Zambian patient at reception who would like to see you. His symptoms include desire for aggressive growth through expansion by micro outlets. He currently exhibits growth through acquisitions. His desire for value is unabated.” – Nurse “I have been looking at your file patient ‘Z’. You have not been doing too […]

Agriculture, Zambeef Products PlcMarch 26, 2017

Zambeef aggressively feeding the nation..and literally growing value
Just had a quick look at the Zambeef Financials (2013-15) and quiet impressive. Aside from their acquisitions and haircuts received from exchange losses that may cloud the accounts over the last 2 financial years, financial management is sound in my opinion. No apparent risk of default on obligations (although they have a cocktail of instruments […]

Agriculture, Retail, Zambia Sugar PlcMarch 26, 2017

Growing Sweet Value in Zambia the ZamSugar Way
As I swift through the sweet Managing Director’s statement in ZamSugar’s 2016 Annual Report, I cannot help but feel excited for newly appointed Rebecca Katowa. She takes over a sweet company that is literally sweetening value from Mazabuka…much to the delight of shareholders.   The last two financial years faced the wrath of falling commodity […]

Finance, Zambeef Products PlcMarch 9, 2017

ZAMBEEF – Going Bold with a Cleaner Balance Sheet
Zambeef’s 2016 annual report is aptly titled “A bold retail strategy for African growth”. This places some distance between this statement and their original mantra and company logo of “Feeding the Nation” (Zambia at the time). But why did they become so bold? Through vertical integration. As their profile states, they have been able to […]

Agriculture, Retail, Zambeef Products PlcMarch 6, 2017

ZAMBEEF – 2016 Half Year Review
As the 2016 Zambian presidential election results strolled in, many of our readers were busy tucking into Zambeef’s products. The quality of their products resonates with their 2016 half year performance. What stood out from the interim report is how well the vertically integrated company performed operationally. They continue to focus on their core business […]