BFC is good company, bought today at 0.405

relaxchair

这应该在短期看是个利好。也影响了今日股价的逆势上扬表现。

现在的回调位置不好说。上周叮当分析说了0.505~0.510今天已经到了。如果在这个位置挂单买入的同学，若现在还没有抛，那应该至少有8%的浮利（现价bid 0.555, offer 0.560，如果0.555-0.510/0.510=8.8%,未算手续费）。恭喜！

至于上周还讨论过的0.485和之下的股价，现在可能要修正了。得看看这两天股价的走势和未来几天大盘的变化。

还望LZ， victor-cn，找回PIN, 还有叮当猫等大家收盘来分析了

relaxchair

victor_cn 发表于 2016-1-18 12:08
出消息了，大神快来分析一下

不是大神，班门弄斧，抛砖引玉而已。

个人觉得这个消息：

短期是利好。股价上面已经反应了。

长期要看销售额。卖不动还是个死。

操作建议：
逢高减磅，锁定利润。仓位灵活，逢低吸纳。

留一部分仓位锁死不动。剩下的波段操作。该股在新年至今的表现很稳。对大盘跌的反应比其他股轻很多，甚至经常逆势上扬，是一个短线吐金的好股票。

victor_cn

relaxchair 发表于 2016-1-18 12:32
短期是利好。股价上面已经反应了。

长期要看销售额。卖不动还是个死。 ...

短线卖压挺重的，看来还得在0.5以上调整一段时间

Anihc

心里怕怕。。。0.54 卖出

zombie186

Release Date: 18/01/16 11:43
Summary: Beston enters into JV with Hong Kong based Sunwah Group


BESTON GLOBAL FOOD COMPANY LTD ESTABLISHES JOINT VENTURE COMPANY
WITH HONG KONG BASED SUNWAH GROUP

Beston Global Food Company Ltd (BFC) announces that it has entered into a Joint
Venture with the Sunwah Group (“Sunwah”) in Hong Kong for the marketing and
distribution of BFC food and beverage products in Hong Kong, Macau and certain parts of
Southern China.

In announcing the Joint Venture, the Chairman of BFC, Dr Roger Sexton said that the
arrangements which have been putin place, “filled a gap” in the company’s Asian
distribution platform.

“We are strong in China and the ASEAN region with our own on-the-ground marketing
and distribution teams but we lacked a direct presence in Hong Kong and Macau,” Dr
Sexton said.

Sunwah is one of the largest importers and distributors of food stuffs in Hong Kong, and
Macau and has a long standing specialisation in seafood products, in the region. The
company was founded in 1957 and now operates one of the most comprehensive
logistics and door-to-door delivery services in Hong Kong with services to major hotels,
supermarkets, air-catering companies, theme parks, fast food chains and restaurants.
Sunwah also owns and operates restaurants in Hong Kong and the People’s Republic of
China including the Nishimura Japanese Restaurant chain.

Dr Sexton said that through its long established network of contacts in Hong Kong, BFC
had identified and considered a number of different potential joint venture partners in
Hong Kong but after an extensive evaluation process had decided to enter into a Joint
Venture with Sunwah. This was not only because of the substantial capabilities and
highly regarded track record of Sunwah but also because of its focus on business culture,
strong ethical practices and community engagement, all of which aligns with the focus
and objectives of BFC.

The Chairman of the Sunwah Group, Dr Jonathan Choi, said that Sunwah was very
pleased to have formed a formal association with the Beston Global Food Company as
the joint venture recognised, and capitalised on, the relative strengths of the two
companies.

“Beston has a wide variety of premium quality food and beverage products which are in
high demand in Asia. Sunwah has a strong distribution business in Hong Kong and
Macau, which has earned a reputation over a period of more than 50 years for the
provenance of its products and the quality of service provided to its customers. We share
a lot in common. It is a perfect marriage” Dr Choi said.

“Sunwah is very active in both the business and the broader communities in which it
operates as I am a firm believer in companies contributing to the societies where they
have enjoyed success. I am pleased that the principals of BFC share the same values”.
The joint venture will operate as a special purpose company in Hong Kong with 51% of
the shares held by Sunwah and 49% by BFC. Sunwah is responsible, under the terms of
the joint venture, for utilising its existing distribution channels to market and sell BFC
sourced food and beverage products in Hong Kong, Macau, Guangdong and Jiangsu
provinces of the PRC. BFC is responsible for providing products from its food and
beverage portfolio to the joint venture, along with any supporting product information or
technical expertise as may be required from time to time.

Dr Sexton said that the Joint Venture Company will work closely with the BFC China
team based in Dalian to maximise the outcomes from their respective efforts to grow the
market for BFC products in Hong Kong/Macau and Greater China.

relaxchair

zombie186 发表于 2016-1-18 15:11
Release Date: 18/01/16 11:43
Summary: Beston enters into JV with Hong Kong based Sunwah Group

股价已经反应过了，最高到0.555，现在回到0.515啦

louisliuau

zombie186 发表于 2016-1-18 15:11
Release Date: 18/01/16 11:43
Summary: Beston enters into JV with Hong Kong based Sunwah Group

这个消息不错。看来公司慢慢在布局啦。

relaxchair

今天的走势实在是太难看了，借利好上涨去打压股价，还收到几乎最低，好长一根上影线，实在是对信心的摧毁打击啊 主力，你这究竟是几个意思嘛！

叔在0.485, 0.455接着等您，要不愿下0.505也行。叔就用现有的筹码继续陪着你玩

relaxchair

zombie186 发表于 2016-1-18 15:11
Release Date: 18/01/16 11:43
Summary: Beston enters into JV with Hong Kong based Sunwah Group

lz，有空给分析分析吧

carollxq

都不轻易发言了。

zombie186

relaxchair 发表于 2016-1-18 16:28
lz，有空给分析分析吧

今天没怎看，收市是十字星。兄弟多少钱入的，这几天有没有短线突击啊。

relaxchair

zombie186 发表于 2016-1-19 00:17
今天没怎看，收市是十字星。兄弟多少钱入的，这几天有没有短线突击啊。 ...

你是忙着赚钱呐 有空得回来看看你的bfc啊

昨天的收市技术图确实比较难看的。尤其在一个市场潜在利好发布后，还是盘中回落，我觉得不管什么动机，但是主力去打击散户
持股信心的目的肯定达到了。

我入的价位高，一直在0.505～0.510。

短线突击必须滴，昨天0.505/0.510开盘成交～0.545出。不过是纯粹运气好，上周五挂的买单忘记撤了。

zombie186

与梵同一，自我平静，他不忧伤，不渴望，平等看待一切众生，达到对梵的最高崇拜。

如您的股票跌了，请不要忧桑

relaxchair

After Instinet Australia loaded up 5.2m at average of 52c during last Monday and Tuesday,
Pershing bought 3.95m at average price of 53.62c last Thursday.


http://hotcopper.com.au/threads/ ... 821218#.Vp15K-h95hE

relaxchair

挂0.515待成交中，今天大盘若涨，再收次麦

zombie186

relaxchair 发表于 2016-1-19 10:56
挂0.515待成交中，今天大盘若涨，再收次麦

兄弟，预祝你再次与白狼牵手凯旋归来。

zombie186

Beston Foods targets Hong Kong, Macau
Jan. 19, 2016, 5 a.m.







NEWLY emerged food business Beston Global Foods has embarked on a joint venture with a Hong Kong-based company to help it access the nooks and crannies of Southern China region.

The Sunwah Group will take on the marketing and distribution of Beston’s products which include Australian meat, dairy, seafood.

Beston’s chairman Dr Roger Sexton said the joint venture would “fill a gap” in the company’s Asian distribution platform.

“We are strong in China and in the South-East Asian region with our own on-the-ground marketing and distribution teams but we lacked a direct presence in Hong Kong and Macau,” Dr Sexton said.

The joint venture will operate as a special purpose company in Hong Kong with 51 per cent of the shares held by Sunwah and 49pc by Beston.

Beston listed on the Australian Stock Exchange in August, 2015. The company began with a modest organic dairy investment in South Australia and a stake in the lucrative southern rock lobster export trade earlier that year.

Within months it expanded to include beef processing ties in Victoria, two mainstream dairy factories and several dairy farms and buying into a specialist food ingredients and research business in Sydney.

The company's board includes some high profile agribusiness names - GrainCorp chairman, Don Taylor, former Elders and Santos chairman and Flinders University chancellor Stephen Gerlach, and investment banker, wine company boss and IOOF Holdings chairman, Roger Sexton.

zombie186

louisliuau 发表于 2016-1-18 15:41
这个消息不错。看来公司慢慢在布局啦。

欢迎您的光临，同喜。

再次感谢各位兄弟姐妹对本贴的大力支持！

relaxchair

zombie186 发表于 2016-1-19 10:59
兄弟，预祝你再次与白狼牵手凯旋归来。

借你吉言。今天得分外小心。搞不好被咬一口

zombie186

Australian technologies tackle food counterfeiting in regional markets
January 18, 2016

Imitation might be the sincerest form of flattery, but for many food companies that are sourcing their manufactured products in the boarder Asia region, a nasty bi-product has been the illegal copying of product lines. This can undermine the brand and the reputation of its products in those markets and Australia.

When thinking of counterfeits, the first things that often comes to mind are handbags, clothes and DVDs bought on holidays in the backstreets of many Asian holiday destinations. However, food counterfeiting has become more sophisticated and now occurs in food products. This is an alarming concern for many Australian companies, especially since many buyers are now purchasing the products online. A recent report from the China’s Ministry of Commerce showed that in the second half of 2014, nearly 40 per cent of products sold online were counterfeits.

Australian food producers are however fighting back with new technologies as their weaponry.



Case study 1: Beston Global Foods

Beston Global Foods, which was established three years ago and has invested in the growing demand for Australian-sourced fish and dairy foods in Asian countries, has announced the development of a mobile app by which a customer can scan products in order to reveal origin and safety information.

Named OZIRIS, it has been designed specifically to combat both counterfeiting as well as food safety risks of consuming a copy product.

The app is expected to be available from late January/early February 2016 with the technology also becoming available for other food companies to purchase rights to use on their products too.


Beston founder and Chairman, investment banker Dr Robert Sexton, who is also chairman of a $3.1 billion ASX-listed financial product group IOOF, said he “believed that its technologies were a worl- first in combining food traceability with anti-counterfeiting.”

zombie186

Throwback Thursday: BFC and the ‘White Gold Rush’
07/01/2016

Back in September we bought to your attention a little company called Beston Global Food Company (ASX:BFC). You can read what we wrote then here, but in summary this is a company that offers investors access to a broad range of agricultural assets including seafood and dairy. The group is more a property management company, as opposed to an operationally active agricultural player.

If like me you bought back then you’d currently be sitting on 50% more money. Well done!

Now it hasn’t been smooth sailing the entire time. October saw the group pull out of a planned purchase of the Weneeda Dairy Farm which formed part of the original IPO. This spooked some investors and the price of the stock was adversely affected. However following the low resulting from the failed purchase BFC has rocketed up the market.

More recently management announced to the market that in addition to the asset management strategy, they were launching an offshoot called Beston Technologies Pty Ltd (wholly owned by ASX:BFC) to manage a new application. This app, which was awarded patent approval will track and trace fresh produce from source to plate to counteract the growing trend of ‘counterfeit’ produce.

This technology will be leveraged to guarantee existing customers that the products they are buying are in fact of high quality, and are sourced as per the labelling. Further still a ‘fee’ will be applied to other producers wishing to employ the same technology. Yeah that’s right, another revenue stream. One can speculate that the establishment of the ‘offshoot’ Beston Technologies could prepare it for sale down the track.

The assets/brands which BFC own involve several dairy farms, but most importantly in the current market environment is the infant formula. I would be expecting this segment of the business will drive strong returns. There is also a meat (Scorpio Foods) business unit which can expect to capitalise from the growing demand and increasing value from Asia.

It’s worth noting that a business that exports a significant amount stands to benefit from the low Aussie dollar.

Moving forward I expect that the decision to withdraw from the Weneeda Dairy Farm purchase will leave funds available for investment elsewhere. There is a real chance that any movement in this space could further accelerate the rise in the stock’s value.

Like I said in the first article linked above, this remains a good long term stock. It caterers perfectly to the demand placed on Australia to be Asia’s ‘Food Bowl’. Despite the short term gain, I won’t be selling this stock anytime soon. We called BFC early, want to be first in getting our next great tip? Subscribe below today.

relaxchair

昨日0.515入未出，今明日可能会触摸前期高点，0.545~0.565

relaxchair

难道是个安静寂寞的周三？

zombie186

relaxchair 发表于 2016-1-20 09:59
昨日0.515入未出，今明日可能会触摸前期高点，0.545~0.565

恭喜，今天会继续上升的。

前阵子在0.620左右买入的科技股，今天因为季度收入增长达34%至10.1百万而开始上扬，和众兄弟姐妹分享一下！

katysail

zombie186 发表于 2016-1-20 10:16
恭喜，今天会继续上升的。

前阵子在0.620左右买入的科技股，今天因为季度收入增长达34%至10.1百万而开始 ...

敢问是哪个股啊

zombie186

katysail 发表于 2016-1-20 10:33
敢问是哪个股啊

TMP

relaxchair

今天BFC的走势是几个意思啊？进攻前的蛰伏？

看来昨天买入的要平价陪手续费走人了。不然就得往里面填钱。一边是纪律，一边是诱惑

WACT

relaxchair 发表于 2016-1-20 14:48
今天BFC的走势是几个意思啊？进攻前的蛰伏？

看来昨天买入的要平价陪手续费走人了。不然就得往里面填钱。 ...

我在等价格掉下来，你往下打一打吧。

relaxchair

hotcopper上某人对BFC的分析，有些缩写和算法不太看的动，帖过来，高人请指点一下吧？

BFC confirmed at the end of November that they still expect a dividend of 1.5-2.0c at a payout ratio of 60-85%.

This implies NPAT of at least $6.41M (1.5c at 85% payout ratio) which would be a P/E of ~29.

At the high end, it would imply NPAT of $12.11M (2c at 60% payout ratio), which would be a P/E of ~15.

BFC estimated (according to AGM presentation) that they will earn $0.6M NPAT for the month of November 2015. Even if NPAT remained flat at $0.6M a month across 12 months, that's still $7.2M NPAT (P/E ~26).

http://hotcopper.com.au/threads/ ... 833233#.Vp8E0uh95hE

relaxchair

WACT 发表于 2016-1-20 14:59
我在等价格掉下来，你往下打一打吧。

0.515买单太多了。我那点量，打下去如雨点落入沙哈拉