6Mon·

Archer Daniels

What is the general feeling of well-being here regarding $ADM (-1.82%) ?

9 Comments

Sansebastian@Sansebastian

6Mon

The performance speaks against an investment for me

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Krisztian@Krisztian99

6Mon

I see it as an essential business which is fairly priced. It's also a boring company that's why nobody really is interested. There will be no 10x of earnings, no AI involved which changes the world etc.

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M_Dx@M_Dx

6Mon

Very good stock, I like to stay invested and occasionally buy more. I don't care if they are down 10/20/30% in the meantime. They are systemically relevant in the food sector

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Peter A.@Kamahl_

5Mon

Assuming net income continues to fall to 1 billion, the share price will probably fall a little further. But we are currently in a negative food cycle. They will very likely reach the 4 bn net income again by 2030 (similar to 2022 and 2023). At a P/E ratio of 15, where the shares belong, that is a market cap of 60 bn. That means that the current market cap of 20 bn will be 3x in the next 5-10 years. In the meantime, you are pocketing a 4-5% dividend. Not a bad risk ratio in my eyes. If the share falls further, I will buy more.

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View all 2 further answers

Seventrader@7Trader

6Mon

Is only on the watchlist

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Peter A.@Kamahl_

6Mon

Just a classic cyclical. I bought my first position a few months ago and always buy more as long as it drops. So in the long term I expect my 8-10% return (dividend, buybacks, multiple expansion) with manageable risk.

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Ruben Schoff@Sand

5Mon

Would like to buy my first tranche for under 40 euros. Nice divi and already came back very strong.

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