MORI Morixe

[rusell007]

NUEVO ACUERDO CON MORIXE:

El acuerdo incluye un convenio para que el nuevo joint-venture provea a Morixe Hermanos, también controlada por el
empresario, de un volumen mínimo de 2400 toneladas anuales de papas pre-fritas durante, por lo menos, seis años.
Además, firmó acuerdos de licencia para que Morixe use la marca Rapipap (en el segmento retail) y AMSA pueda utilizar la etiqueta Morixe (food service).

El volumen podrá ampliarse a un 25% de la capacidad de producción anual, con eventuales ampliaciones de las líneas de
elaboración.

[lagasale]

https://www.cronista.com/informaciongra ... -0036.html

YYY esto se puede llegar a descontrolar

[Ramona1984]

https://www.cronista.com/informaciongra ... -0036.html

[Tecnicalpro]

Lamb Weston Forms New Joint Venture in Argentina to Serve South American Market
October 15, 2019 04:15 PM Eastern Daylight Time
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today that it has formed a joint venture with Sociedad Comercial del Plata in Argentina to serve the nearly 2-billion-pound South American market. Each partner will own 50% of the new joint venture, Lamb Weston Alimentos Modernos S.A. Terms of the agreement were not disclosed.

“We are honored to partner with Lamb Weston. We share the same values and business principles, as well as our passion for product quality and first class service to our customers”

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Lamb Weston Alimentos Modernos S.A. will sell frozen potato products under the Rapipap and Morixe brands and will operate a manufacturing facility in Munro, Buenos Aires, Argentina, with annual capacity of approximately 130 million pounds of finished goods.

“Our joint venture partner has more than 30 years of experience in the South American market, and we’re confident their depth of knowledge of the region combined with our operational expertise will allow us to expand and better serve our customers,” said Tom Werner, CEO, Lamb Weston. “South America is a strategic and growing market, and this joint venture will allow us to produce quality fries in Argentina and serve the broader South American region with an established partner.”

“We are honored to partner with Lamb Weston. We share the same values and business principles, as well as our passion for product quality and first class service to our customers,” said Ignacio Noel, President, Sociedad Comercial del Plata. “Lamb Weston is one of the world’s leading suppliers of frozen potato products, bringing to the joint venture operational excellence and best practices.”

With this announcement, Lamb Weston independently and through joint ventures operates 27 manufacturing facilities worldwide.

About Lamb Weston

Lamb Weston, along with its joint venture partners, is a leading supplier of frozen potato, sweet potato, appetizer and vegetable products to restaurants and retailers around the world. For more than 65 years, Lamb Weston has led the industry in innovation, introducing inventive products that simplify back-of-house management for our customers and make things more delicious for their customers. From the fields where Lamb Weston potatoes are grown to proactive customer partnerships, Lamb Weston always strives for more and never settles. Because, when we look at a potato, we see possibilities. Learn more about us at lambweston.com.

About Sociedad Comercial del Plata

Sociedad Comercial del Plata (SCP) is a holding company with more than 9,800 shareholders and industrial activities in energy, materials of construction, agribusiness, rail transport, entertainment and real estate. SCP controlled companies have more than 1,400 employees in Argentina. Founded in 1927, SCP shares are listed in the Buenos Aires Stock Exchange – ticker symbol COME – and in the Six Swiss Exchange (Zurich). Learn more about SCP at www.scp.com.ar.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the federal securities laws. Words such as “expect,” “will,” “expand,” and variations of such words and similar expressions are intended to identify forward-looking statements. Examples of forward-looking statements include, but are not limited to, statements regarding the Company’s anticipated benefits of the acquisition and the Company’s business outlook and prospects. These forward-looking statements are based on management’s current expectations and are subject to uncertainties and changes in circumstances. Readers of this press release should understand that these statements are not guarantees of performance or results. Many factors could affect the Company’s actual financial results and cause them to vary materially from the expectations contained in the forward-looking statements, including those set forth in this press release. These risks and uncertainties include, among other things: the Company’s ability to successfully execute its long-term value creation strategies; risks associated with acquisitions, including the Company’s ability to complete acquisitions or integrate acquired businesses; its ability to execute on large capital projects, including construction of new production lines; the competitive environment and related conditions in the markets in which it and its joint ventures operate; political and economic conditions of the countries in which it and its joint ventures conduct business and other factors related to its international operations; disruption of its access to export mechanisms; its debt levels; the availability and prices of raw materials; changes in its relationships with its growers or significant customers; the success of its joint ventures; actions of governments and regulatory factors affecting its businesses or joint ventures; the ultimate outcome of litigation or any product recalls; levels of pension, labor and people-related expenses; its ability to pay regular quarterly cash dividends and the amounts and timing of any future dividends; and other risks described in the Company’s reports filed from time to time with the Securities and Exchange Commission. The Company cautions readers not to place undue reliance on any forward-looking statements included in this press release, which speak only as of the date of this press release. The Company undertakes no responsibility for updating these statements, except as required by law.

[sebara]

Comienza el ejercicio 2019/20 con un saldo negativo de -19,74 millones de pesos. El 2018/19 perdía -45,39 millones de pesos. Perjudicado, claramente por los costos financieros.
Las ventas acumulan 808,76 millones de pesos, un 115,2% de incremento con respecto al 1Q 2018/19. Los costos de ventas acumulados son por 634,45 millones de pesos subiendo un 99,7% en el interanual. El %EBITDA sobre ventas que comienza acumular es del 9%, el año pasado a esta altura era del 7%.
La producción propia tuvo un incremento interanual del 45,54%, el despacho aumento un 68,32% en el interanual, de harinas se despachan el 85,2% y se incrementó el despacho en un 46,82%, la exportación en volúmenes de harina solo el 1,7%, y subió el volumen de exportación en un 8,3. Sin embargo hace poco tiempo comenzaron a exportarse otras categorías (papas pre fritas, aceites, acetos, etc), teniéndose acuerdos de comercio exterior con sur de Brasil, Uruguay, Bolivia y Paraguay, donde se exporta el 52,64% de lo fabricado.
Los gastos de administración, comercialización y otros fueron por 151 millones de pesos y se incrementaron un 91,5%. Los mayores incrementos fueron de fletes y acarreos con un incremento del 181%. El sub-rubro sueldos y jornales bajaron un -3,2% en el interanual.
Los gastos financieros fueron muy negativos, a causa del perjuicio (absorbiendo casi dos utilidades) originado por la diferencia de cambio con -75,9 millones de pesos contra un saldo negativo de -93,3 millones de pesos del ejercicio 2018/19. La deuda en moneda extranjera es alrededor del millón de dólares (599,2 millones de pesos), en moneda nacional 2012 millones de pesos (la suma de créditos, préstamos, deudas comerciales corrientes y no corrientes)
Como hechos posteriores al balance se pagaron dividendos el 02/10 $0,05 por VN $1 (11,1 millones de pesos). Además se celebró un contrato con la empresa Alimentos Modernos S.A. (para la fabricación de papas fritas congeladas con un volumen minimo de 24000 toneladas anuales)
Las perspectivas principalmente en desarrollar estrategias para no sufrir con los embistes de la devaluación del tipo de cambio. Además consolidando la producción ya que se encuentra la marca Morixe en 11 de las 12 las cuentas nacionales de comercio mayorista y minorista con más de 10.000 puntos de ventas. Las exportaciones a nivel facturación aumentó 15 veces por los diferentes representantes exclusivos para Brasil, Paraguay, Uruguay y Bolivia. Culmina, el presidente, hablando sobre los precios ya que, para Noel, no es ético hablar de una empresa que progrese bajo una sociedad que se empobrece.
La liquidez bajó de 1,76 a 1,13. La solvencia subió de 0,32 a 0,45.
El VL es de 2,61. La Cotización es de 3,45
La perdida por acción que comienza acumular es -0,09.

[Ramona1984]

Tremendo, Lamb Weston pelea mano a mano con McCain a nivel mundial.

[Tecnicalpro]

[obekiko]

hola, para los que trabajan directamente con el banco, saben como es el pago de dividendos, hay q llamar al banco o los cargan solo? hasta ahora a mi no me depositaron nada.
Saludos!

Hola los acreditan en la C. de Ahorro, pero por las dudas llama a tu agente del banco para que los apuren a los del sector Inversiones que, ha veces, son remolones.-

[6cilindros250]

hola, para los que trabajan directamente con el banco, saben como es el pago de dividendos, hay q llamar al banco o los cargan solo? hasta ahora a mi no me depositaron nada.
Saludos!

[lagasale]

se viene la harina con levadura Morixe?

Hay bastante guita metida en nuevos desarrollos y marcas por lo que pude ver en el balance.

[lagasale]

se viene la harina con levadura Morixe?

[Tecnicalpro]

[AlanT]

Epa, epa.. multiplicó por 10 lo que exporta?

[Piplin]

https://inversor.sba.com.ar
entra al PUC y ves los movimientos

Saludos

gracias, ya la vi!!!

[Tecnicalpro]

como ven si le pagan, por el portafolio? o directamente con el operador?

https://inversor.sba.com.ar
entra al PUC y ves los movimientos

Saludos