Primary Recommendations

MP Evans - Massive eps upgrades as palm oil prices soar

May 2022

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

With commodity prices raging higher I took up an invitation to catch up with Peter Hadsley-Chaplain and Matthew Coulson, respectively Chairman and CEO of palm oil producer, MP Evans, just after a record set of results including a near-three-fold rise in eps to 115.6p and a large upgrade for this year.I previously met Hadsley-Chaplain way back in December 2007, when Gordon Brown was still Prime Minister, with my main write-up at 386p and follow-ups in December 2010 at 441p and March ’18 at 752p all showing terrific gains. It is a fascinating business. At that original meeting Hadsley-Chaplain stated the group’s long-term objective was to increase its planted area from 18,000 ha to 70,000 ha and it’s made significant progress, incre ...

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Brickability - Brick “factor” makes 14 acquisitions since IPO, 70% forecast eps growth

MP evans (December 2024)

MP Evans - Investors valuing its palm oil plantations at 40% discount in spite of growth (June 2024)

MP Evans (November 2022)

MP Evans (August 2022)

MP Evans - Palm oil business to double production by 2025 (March 2018)

MP Evans - Rejects 740p a share offer (January 2017)

MP Evans (July 2013)

MP Evans (January 2013)

MP Evens (December 2012)

MP Evans - Trading at 34% discount to NAV (June 2012)

MP Evans - H1 profit up 86% (November 2011)

MP Evans - On track for big production increase (July 2011)

MP Evans - Rise in palm oil prices and planted up area to drive eps upgrades (December 2010)

MP Evans - Higher prices offset lower production (June 2008)

MP Evans - Expanding palm oil producer (December 2007)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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