FSF - Fonterra Shareholders Fund

Started by Left Field, May 17, 2024, 08:32 AM

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Left Field

#195
Sep 02, 2026, 09:13 AM
"The difficulty lies not in new ideas... but in escaping from old ideas." (J M Keynes.)

LoungeLizard

#196
Sep 02, 2026, 09:20 AM
Quote from: Left Field on Sep 02, 2026, 09:13 AMNice upgrade today.....more good news to come...

https://api.nzx.com/public/announcement/478985/attachment/476027/478985-476027.pdf

Yes, good start to the new look Fonterra. Looks like a healthy full year dividend coming...

seaweed

#197
Sep 02, 2026, 10:52 AM Last Edit: Sep 02, 2026, 11:13 AM by seaweed
Quote from: Left Field on Sep 02, 2026, 09:13 AMNice upgrade today.....more good news to come...

https://api.nzx.com/public/announcement/478985/attachment/476027/478985-476027.pdf
Maybe another 35c div like last year 8)  Thank you FSF for paying me all up div $2.75c since last Oct 2025 and another div coming soon.

Left Field

#198
Sep 03, 2026, 07:51 AM Last Edit: Sep 03, 2026, 09:36 AM by Left Field
Quote from: seaweed on Sep 02, 2026, 10:52 AMMaybe another 35c div like last year 8)  Thank you FSF for paying me all up div $2.75c since last Oct 2025 and another div coming soon.

The one-off $2.00 divvy was a great excuse to add FSF to my portfolio (replacing A2)  and I'm now holding at 10% as a long term hold,  anticipating future dividends around 8% pa. (although a regular repeat of the  previous  37% divvy would be nice - 😊 )
"The difficulty lies not in new ideas... but in escaping from old ideas." (J M Keynes.)

Tim nice but dim

#199
Sep 03, 2026, 12:55 PM
Quote from: LoungeLizard on Sep 02, 2026, 09:20 AMYes, good start to the new look Fonterra. Looks like a healthy full year dividend coming...

Dividend prediction from FSF announcement & history.

Full year earnings 70c (they stated top of range)
Dividend policy 80% (this is from last 2 years)
Total div 56c
Remove interum 56 - 24 = 32 cents.

Considering this excludes all Mainland earnings for the year thats a great result for holders compared to the final div last year of 35 cents.

Left Field

#200
Sep 07, 2026, 05:29 PM
Nice to see FSF on the leader board today up 4%. TA looking auspicious.

Onwards & upwards.
"The difficulty lies not in new ideas... but in escaping from old ideas." (J M Keynes.)

Tim nice but dim

#201
Sep 07, 2026, 05:45 PM
Quote from: Left Field on Sep 07, 2026, 05:29 PMNice to see FSF on the leader board today up 4%. TA looking auspicious.

Onwards & upwards.

Miles said that EPS would return to pre Mainland Sale levels within 2 years. I must admit that I was very skeptical, however the last announcement from FSF shows they are already close to achieving this already (only 6 months in). Mr Market has now had 2 bites at digesting the last announcement, perhaps the third will follow when the final results are released in a couple of weeks.

LoungeLizard

#202
Sep 18, 2026, 04:06 PM
FSF continuing their good run ahead of results next Thursday. Up to $8.16. Those who cashed the $2 divvy but stayed the course are literally laughing all the way to the bank. Should be a good divvy coming and the long term prospects of the new-look Fonterra appear to be strong. A keeper.

Left Field

#203
Sep 18, 2026, 04:18 PM Last Edit: Sep 19, 2026, 04:50 PM by Left Field
Quote from: LoungeLizard on Sep 18, 2026, 04:06 PMFSF continuing their good run ahead of results next Thursday. Up to $8.16. Those who cashed the $2 divvy but stayed the course are literally laughing all the way to the bank. Should be a good divvy coming and the long term prospects of the new-look Fonterra appear to be strong. A keeper.

FSF has been a great addition to my now v well diversified portfolio and like you say - "a keeper."

Well done holders.

ps Friday Index rebalancing day...... lots of interesting  end of day trades.
"The difficulty lies not in new ideas... but in escaping from old ideas." (J M Keynes.)

seaweed

#204
Sep 22, 2026, 01:33 PM Last Edit: Sep 22, 2026, 05:04 PM by seaweed
Anyone notice FSF hit $8.40 for a short time at 12.15pm today. SP has recovered quite well in last 5 months from the $2.40c div pay out     

Left Field

#205
Today at 09:05 AM
Wow, holders have done well....

https://api.nzx.com/public/announcement/480427/attachment/477680/480427-477680.pdf

• Total cash returns to shareholders1: $19.6 billion
• FY26 total cash dividends, fully imputed: 73 cents per share, up from 57 cents
• 2025/26 final Farmgate Milk Price: $9.69 per kgMS
• 2025/26 final Organic Milk Price: $14.13 per kgMS
• Total Group:
o Operating profit: $3.4 billion, up 97.6% on prior year, including a $1.2 billion Mainland
divestment benefit
o Profit after tax: $2.6 billion, up 142%
• Underlying business:
o Operating profit: $1.8 billion, up 23.6% on prior year
o Earnings of 71 cents per share, up 17 cents
o Return on capital: 14.2%, up from 11.7%
• FY27 forecast underlying earnings range: 65-85 cents per share

Onwards & upwards.
"The difficulty lies not in new ideas... but in escaping from old ideas." (J M Keynes.)

LoungeLizard

#206
Today at 09:58 AM

"One year ago, we set a target for earnings to return to FY25 levels within three years if the Consumer and associated businesses were divested," says Mr Allen.
 
 "I'm pleased to share that our team's focused execution of strategy in FY26 has got us to that target already, with underlying operating profit for our continuing business of $1.8 billion and profit after tax of $1.2 billion, equivalent to 71 cents per share."

Shareholders have certainly done well in staying the course. The $2 dividend was free money and now the business is back to where it was before the divestment. I can see FSF being $10 per share in the not to distant future.
 
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