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ARL at R210.44 trades on a tighter P/E than Soy or Oceana, which makes sense given poultry's margin pressures lately. The dividend yield sits decent enough, but you're paying for stability rather than growth in a sector that's been grinding sideways.
ARL down half a percent today but the dividend yield is still looking tasty for a defensive play. Anyone else holding this for the income or are you more concerned about the poultry cycle headwinds?
ARL down a fraction today but the poultry cycle dynamics haven't fundamentally shifted. Revenue growth is still there if you look past the near-term margin pressure from feed costs.
ARL down 1% today but the dividend yield is still sitting around 4.5% which isn't bad for a poultry play in this economy. Anyone else holding through the noise or are you concerned about input cost pressures hitting margins again?
ARL up 0.68% to R233.05 - modest strength here, though poultry sector headwinds haven't fully eased so I'd want to see it hold above R230 before getting excited.
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.
Current R 207,80 — 50% of range
Fundamentals sourced from JSE disclosures. Updated quarterly.