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ARL's been grinding higher despite tough poultry economics, and at current levels the dividend yield is starting to look interesting for patient holders. The real question is whether input costs stay reasonable and the company can keep market share without constant price wars, be
ARL up 1.43% today on what looks like steady demand, but that P/E is still stretched relative to the sector average and poultry input costs remain a wild card. The dividend yield keeps it interesting for income players, though I'd need to see better margin protection before getti
arl still sitting at r234.00 and poultry demand hasn't really picked up despite the rand weakness helping exports. feed costs are the killer right now, margin compression looks real when you compare it to the last two years. if they can get costs under control next quarter this could run but right now it's just treading water.
ARL sitting at R234.00 and getting hammered on feed costs like every other chicken producer but at least they've got decent retail distribution locked in. Problem is margin squeeze isn't going away anytime soon, rand weakness makes imported stuff expensive. Long term if they can push through to better volumes and hold market share, could be lekker but not buying here, waiting to see next quarterly numbers first.
ARL sitting at R234.00 is decent value if you look at where the broiler cycle is heading, but honestly the margin pressure from feed costs hasn't eased much. Need to see them land a proper retail contract or foodservice deal to justify holding through the next quarter, otherwise just sideways chop. Once the deals start flowing then it will run, simple as that.
ARL closed at R248.97, basically sitting on R250 resistance. Seems to mirror the broader industrials weakness but fundamentals havent changed, long-term view still intact. Compare this to other logistics plays getting hammered, ARL's got the balance sheet to ride it out. Don't even check the SP, come back in 6 months.
R248.97 is holding above 240 support pretty well. Revenue growth is there but margins got squeezed last quarter. Long term the logistics footprint looks decent if they can sort out the cost structure.
Well looky look, closed at R248.97 so we're basically sitting on that R250 level. Company's been generating decent cash flow and the dividend's solid compared to peers, but sentiment keeps getting hammered by macro stuff. Long term thesis still makes sense if they can execute on expansion, just gotta stomach the volatility.
ARL's interim results landed today and the market took a 2.88% hit, but the real question is whether management can rebuild margins in the second half given the tough input cost environment that's been strangling poultry producers. The dividend declaration suggests they're still
Down 3.75% on interim results release. ARL management needs to justify why poultry margins compressed further when feed costs have stabilised, because this looks like operational underperformance masking itself as commodity headwinds.
Down 3.79% on interim results and that's warranted given the margin compression in poultry operations. Trading at what looks like a reasonable multiple if feed costs stabilize, but management needs to articulate a credible strategy for protecting volumes in a brutally competitive
ARL slipping 1.09% today, but the poultry story remains intact with rising African demand for affordable protein pushing volumes across the continent, so I'm viewing this dip as a potential entry point rather than a red flag.
Everyone's worried about the drop but chicken demand isn't going anywhere, reckon ARL is oversold at these levels. The market's being too pessimistic if you ask me.
ARL dropped 0.67% today but I'm not stressed about it, these chicken and meat companies always bounce back when people need to eat. Our stokvel been holding this one long-term so a small dip like this is just noise.
ARL's modest pullback to R24,235 hardly reflects the structural headwinds in poultry margins and the company's persistent exposure to input cost volatility that keeps ROIC depressed relative to cost of capital.
Topped up my ARL position today after that 3.32% run because the poultry exposure gives me some inflation hedge for the retirement bucket, and at these levels the dividend yield is looking more attractive for the medium term.
ARL dropped 1.14% today to R24775, anyone else noticing the chicken prices still haven't come down at Pick n Pay even with these numbers? Makes me wonder if the margin pressure is real or just temporary.
ARL down 0.62% to R25,293 - chicken producers getting squeezed again by input costs. This margin compression isn't stopping anytime soon.