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Krynt
@Krynt
6Mo·

Archer Daniels

What is the general feeling of well-being here regarding $ADM (-0,9 %) ?

5
9 Commentaires
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Sansebastian@Sansebastian
6Mo
The performance speaks against an investment for me
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Krisztian@Krisztian99
5Mo
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
5Mo
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_
5Mo
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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Ruben Schoff@Sand
5Mo
@Kamahl_ I have a similar view and would also like to get on board. Do you know whether the problems with the incorrect accounting have been resolved? They stated the wrong amount in 2024 or glossed over the figures? Thank you already.
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Peter A.@Kamahl_
5Mo
@Sand the accounting problems are apparently not yet 100% solved, but only affect the Nutrition division, which is very small compared to the others
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Seventrader@7Trader
6Mo
Is only on the watchlist
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Peter A.@Kamahl_
5Mo
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
5Mo
Would like to buy my first tranche for under 40 euros. Nice divi and already came back very strong.
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