x 0

In all likely behavour, it will test around 34 before moving upwards nearer August , when the fishing season ends. You think the invisible had collected enough, bearing in mind shares owned by listed entities cannot be moved.

Isolator is hoping and praying. Has never seen facts or basis posted.

We should be here to help each other, at all we want to make some money however small it maybe.

Isolator ( Date: 04-Jun-2014 09:53) Posted:

I am not hoping.... It will charge up.... This is uptrend

SLPY69 ( Date: 04-Jun-2014 09:41) Posted:

There are a few reports that said It is time for BB to move up. It is just not the time for the BB to move forward yet.

Isolator, understand you are hoping the fish will charge up, nah ... usually the market is down on Wednesday. Haha ... don' t ask me why ?
Be prepared to wait ....

Happy Fishing.

x 0

If you believe in the longer term like I do, especially with Temasek enhancements, why not look at the company' s warrants.

No time premium. Olam dividends will be adjusted for as capital distributions(see last adjustment).

Cheap entry.

Only problem Temasek and Management got so much that there is little liquidity.But that is not a problem if you are prepared to hold

FATABA ( Date: 02-Jun-2014 17:21) Posted:

Olam.....: ))

Whatever, it has stay above 2.23 price offer by Temasek side.....and now with below 20% scripts in circulation, into a cash positive positve, lower interest cost due to Temasek backing. further expecting a better quarters ahead ( oh and any potential buy over of companies to its portfolio ...Temasek has lot of $$) .. we can all guess where this counter will go over the longer term.

bishan22 ( Date: 31-May-2014 18:40) Posted:

This wise guy knew something before the closing price. Let see Monday whether the price can hold.

x 0

Withdrawal from the pollock business affected the whole group.

Two positives:

The Ngs will have to depend on their fortune on CF. They are the only Big Brother and has to create value for Group Funding, I expect rerating with Improved CF results. If they dont push, who will? Certainly no one in the available free float will dare.

The cash release from Russia will stand CF in good financial health.

Negatives fish is a gamble.....anchovy is full of bones.

I wish you stay calm and be more focus like the Lady with the fat ginger cat.

The retail players are more seasoned than you think. It was reported here that Star and Mano own millions?

earlybird14 ( Date: 30-May-2014 09:51) Posted:

Actually, I am negative on this company.

After acquisition Copeinca, it shall be 1 + 1 = 2 effect which the revenue and profit shall be x 2 and profit shall be made for serving the loan, especially the few hundreds million notes with 9.75% interest they issued few years ago for the Russian Pollock Contract.

Some contributor contribute the news state they have lose this business and plan to shut down the factory in Qing Dao, the revenue also show a huge drop in the this division which i believe the news is truth.

Now, basically China Fishery is highly depend on the operation from the Peru Anchovy which is very high risk too. News has come out to state the catch is slow which imply the quota may be cut in the next fishing season. No matter how much price the fish oil or fish meal can go up, cutting down the volume will has great impact to the company like what happen 2 years ago.

However, all these doesn' t reflect on the share price trading recently. But in long term, this stock is a high risk stock due to the uncertainty.

All the best to who vested.

JMS213 ( Date: 30-May-2014 09:31) Posted:

Not sure about you, as far as I am concern they are cash rich now. Equilibrium is UP trend

Whether 50c .... 70c it shall surely come. It is a matter of time.

Earlybird14, they are not concern about the loan. You should inquire what is their next game plan ? Something BIGGER maybe

Think about it from business point of view. Equilibrium is UP trend

x 0

Trading pattern looks insider. Logically nothing to do with Fish as it is not halted. Anyone knows what happen to HK Company

T2LE56 ( Date: 29-May-2014 17:01) Posted:

You are right. I think tomorrow there will be a trading halt.

x 0

News Release

China Fishery revenue increases 20.1% through strong contribution from Peruvian Fishmeal Operations

 Revenue from combined Peruvian Fishmeal Operations up 5.4 times

 Gross profit up 21.9%

 Successful completion of re-financing for the Group

 Focus on consolidation, to achieve higher efficiency of expanded operations

Singapore, 12 May 2014 &ndash Leading global industrial fishing company, China Fishery Group

What are you talking about?

earlybird14 ( Date: 28-May-2014 15:50) Posted:

Last 4 years, 2nd quarter result announced on 8 to 12 May without delaying. Now is 28 May. This is not a good sign of delaying report announcement.

x 0

Conterno recalled that for this first season of the year the fishing quota was set at 2.5 million tonnes, of which until now only 530,000 tonnes have been fished.

" At the rate we are moving, we will reach 1.9 million tonnes. The first season will be fair," she predicted.

earlybird14 ( Date: 28-May-2014 17:01) Posted:

This imply the catch volume may be low which bring up the price. So it is uncertain.

x 0

China" Peruvian Fishmeal " Cash Market by Ports #22

China main ports	Peruvian fishmeal	Week 22 RMB Price	Week 21 RMB Price	Changes RMB Price
Dalian	Super Prime 68%	11,500	11,200	+ 300/mt
Dalian	Standard 65%	10,500	10,000	+ 500mt
Tianjin	Super Prime 68%	11,500	11,200	+ 300/mt
Tianjin	Standard 65%	10,500	10,000	+ 500mt
Shanghai	Super Prime 68%	11,400 &ndash 11,500	11,000	+ 400/mt
Shanghai	Standard 65%	10,400	9,900	+ 500mt
Huangpu	Super Prime 68%	11,400 &ndash 11,500	11,000	+ 400/mt
Huangpu	Standard 65%	10,400	9,900	+ 500mt
Remark : - The prices are an indication investigated by ChinaFeedOnline.com (CFO) port agents and price changes is weekly basis. - exchange rate: US$1 : RMB 6.2 (about)

Leongsan ( Date: 27-May-2014 10:43) Posted:

Home - Sign in - Join Now - Chinese Version

Home> Fishmeal/Oil/Aqua-> Peru Price-> Detail

Select ColumnFishmeal/Oil/AquaGrain/Meal/OilFeed AdditivesAnimal/Pro/Fat/Dairy

China Peruvian Fishmeal RMB Price Report Week 21

2014-05-20 14:50:47.0 ChinaFeedOnline.com - CFO China Fishmeal Exclusive Report J W Xie

China" Peruvian Fishmeal " Cash Market by Ports #21

China main ports	Peruvian fishmeal	Week 21 RMB Price	Week 20 RMB Price	Changes RMB Price
Dalian	Super Prime 68%	11,200	10,200 &ndash 10,300	+ 1,000/mt
Dalian	Standard 65%	10,000	9,300	+ 700mt
Tianjin	Super Prime 68%	11,200	10,200 &ndash 10,300	+ 1,000/mt
Tianjin	Standard 65%	10,000	9 300	+ 700mt
Shanghai	Super Prime 68%	11,000	10,100 &ndash 10,200	+ 900/mt
Shanghai	Standard 65%	9,900	9,200	+ 700mt
Huangpu	Super Prime 68%	11,000	10,100 &ndash 10,200	+ 900/mt
Huangpu	Standard 65%	9,900	9,200	+ 700mt
Useful information: - The prices are an indication investigated by ChinaFeedOnline(CFO)China port agents and price changes is weekly basis. - exchange rate: US$1 : RMB 6.2 (about)

x 0

Look at your CDP, NOT PHILIPS unless margined.

freeman_5js ( Date: 28-May-2014 14:35) Posted:

Thanks! tat is wht i thout so too. but my philip account still shows the shares when i click into my portfolio.

duran123 ( Date: 27-May-2014 18:25) Posted:

Your shares should have been suspended from trade and subsequently deducted from your account before money is being cashed in.

x 0

Home - Sign in - Join Now - Chinese Version

Home> Fishmeal/Oil/Aqua-> Peru Price-> Detail

Select ColumnFishmeal/Oil/AquaGrain/Meal/OilFeed AdditivesAnimal/Pro/Fat/Dairy

China Peruvian Fishmeal RMB Price Report Week 21

2014-05-20 14:50:47.0 ChinaFeedOnline.com - CFO China Fishmeal Exclusive Report J W Xie

China" Peruvian Fishmeal " Cash Market by Ports #21

China main ports	Peruvian fishmeal	Week 21 RMB Price	Week 20 RMB Price	Changes RMB Price
Dalian	Super Prime 68%	11,200	10,200 &ndash 10,300	+ 1,000/mt
Dalian	Standard 65%	10,000	9,300	+ 700mt
Tianjin	Super Prime 68%	11,200	10,200 &ndash 10,300	+ 1,000/mt
Tianjin	Standard 65%	10,000	9 300	+ 700mt
Shanghai	Super Prime 68%	11,000	10,100 &ndash 10,200	+ 900/mt
Shanghai	Standard 65%	9,900	9,200	+ 700mt
Huangpu	Super Prime 68%	11,000	10,100 &ndash 10,200	+ 900/mt
Huangpu	Standard 65%	9,900	9,200	+ 700mt
Useful information: - The prices are an indication investigated by ChinaFeedOnline(CFO)China port agents and price changes is weekly basis. - exchange rate: US$1 : RMB 6.2 (about)

x 0

Pacific Andes says it will keep buying pollock on spot, as sources say Qingdao plant up for demolition

Share

Print Email Share on Facebook Share on Twitter Share on LinkedIn

As reported, organic fishmeal is in demand and price is going up. For your reading pleasure ....

Hayduk aims to quadruple premium, organic fishmeal production

April 24, 2014, 4:10 pm

Alicia Villegas

Flush with a new $150 million loan, Peruvian anchovy catcher and producer Pesquera Hayduk is focusing efforts on substantially upping its value-added fishmeal production.

This will involve boosting production of premium and organic fishmeal for niche markets, Hayduk' s CEO Walter Martinez told Undercurrent News.

Martinez said Hayduk, which secured an eight-year $150m syndicated loan in February, is investing $7m to improve its vessels' cooling systems and install new technology in its fishmeal plants.

Fishmeal is no longer a commodity, said the executive, as international certifying bodies can measure its nutrients, such as specific amino acids or omega 3, verifying and highlighting its benefits.

" This leads us to change our strategy to differentiate ourselves and be more aggressive to reach niche markets," Martinez told Undercurrent.

The planned increase is not negligible.

For 2014, Hayduk expects to increase its premium fishmeal volumes to 10,000-15,000 metric tons, which is at least a four-fold increase from the previous year.

In 2013, premium fishmeal sales already more than doubled to 2,300t &ndash 142% up year-on-year.

That said the increases are from a very small base &mdash Hayduk only launched its premium fishmeal offer in 2012. At just 950t, it accounted for only 0.01% of the company&rsquo s total fishmeal production that year.

The same year, prime and super prime fishmeal accounted for 60% of Hayduk' s total fishmeal production, at 20,395 metric tons and 25,603t respectively, according to its annual report.

The progressive increase of premium fishmeal output involves a push to maximize the value of production.

" Prices for premium are higher than super prime fishmeal, as this product has higher protein content and more freshness," Martinez said.

Super prime fishmeal from Peru is currently trading at around $1,600 to $1,620 per metric ton, according to industry suppliers.

" Ten years ago selling prime or super prime fishmeal was tough, even markets like China preferred to buy standard. However, selling standard fishmeal is more difficult today," Martinez said.

" Chinese companies have realized it is better to use higher quality fishmeal."

Super prime fishmeal' s main markets are Asia and Europe.

High hopes for organic fishmeal

Hayduk started producing organic fishmeal, a high-end product with natural antioxidants thanks to Rosemary herb, in the second half of 2013

After reaching sales of 1,050t, the group expects to increase production this year as clients start learning the benefits of our product, Martinez said.

The brand new product has great demand in Italy and England niche markets and its price reaches $70 to $100 above super prime fishmeal.

" [Organic fishmeal] is being requested by the European and the US market, given its health benefits and product safety. There is a tendency to change uses, considering the levels of amino acids and nutritional characteristics found only in anchovy," Martinez said.

x 0

organic fishmeal WHAT does it mean? All the ikan bilis are caught from the ocean?

HYPE angmoh style.

SLPY69 ( Date: 01-May-2014 21:53) Posted:

As reported, organic fishmeal is in demand and price is going up. For your reading pleasure ....

Hayduk aims to quadruple premium, organic fishmeal production

April 24, 2014, 4:10 pm

Alicia Villegas

Flush with a new $150 million loan, Peruvian anchovy catcher and producer Pesquera Hayduk is focusing efforts on substantially upping its value-added fishmeal production.

This will involve boosting production of premium and organic fishmeal for niche markets, Hayduk' s CEO Walter Martinez told Undercurrent News.

Martinez said Hayduk, which secured an eight-year $150m syndicated loan in February, is investing $7m to improve its vessels' cooling systems and install new technology in its fishmeal plants.

Fishmeal is no longer a commodity, said the executive, as international certifying bodies can measure its nutrients, such as specific amino acids or omega 3, verifying and highlighting its benefits.

" This leads us to change our strategy to differentiate ourselves and be more aggressive to reach niche markets," Martinez told Undercurrent.

The planned increase is not negligible.

For 2014, Hayduk expects to increase its premium fishmeal volumes to 10,000-15,000 metric tons, which is at least a four-fold increase from the previous year.

In 2013, premium fishmeal sales already more than doubled to 2,300t &ndash 142% up year-on-year.

That said the increases are from a very small base &mdash Hayduk only launched its premium fishmeal offer in 2012. At just 950t, it accounted for only 0.01% of the company&rsquo s total fishmeal production that year.

The same year, prime and super prime fishmeal accounted for 60% of Hayduk' s total fishmeal production, at 20,395 metric tons and 25,603t respectively, according to its annual report.

The progressive increase of premium fishmeal output involves a push to maximize the value of production.

" Prices for premium are higher than super prime fishmeal, as this product has higher protein content and more freshness," Martinez said.

Super prime fishmeal from Peru is currently trading at around $1,600 to $1,620 per metric ton, according to industry suppliers.

" Ten years ago selling prime or super prime fishmeal was tough, even markets like China preferred to buy standard. However, selling standard fishmeal is more difficult today," Martinez said.

" Chinese companies have realized it is better to use higher quality fishmeal."

Super prime fishmeal' s main markets are Asia and Europe.

High hopes for organic fishmeal

Hayduk started producing organic fishmeal, a high-end product with natural antioxidants thanks to Rosemary herb, in the second half of 2013

After reaching sales of 1,050t, the group expects to increase production this year as clients start learning the benefits of our product, Martinez said.

The brand new product has great demand in Italy and England niche markets and its price reaches $70 to $100 above super prime fishmeal.

" [Organic fishmeal] is being requested by the European and the US market, given its health benefits and product safety. There is a tendency to change uses, considering the levels of amino acids and nutritional characteristics found only in anchovy," Martinez said.

x 0

For the benefit of all interested investors, I will make this comment even if it annoy some.

This share will only go up because it is making money from fishing. The cf fleet and Russia ops are in limbo and it will be good news if cf gets all the money back and make some on spot trading.

Who will push the share up because of the Carlyle warrants is pure speculation.

This anchovy quota and the selling price, together with costing savings from the combined Peru operations that Ng is to deliver, will set the price of the shares. Profits plus rerating is what I am buying into.

stockpicker ( Date: 14-Apr-2014 10:44) Posted:

Think all that excitement is for Copeninca' s 250 mil bond holders. The stock price of CF showed little or no excitement. Not sure what was the interest rate for the bridging loan. Think the last loan for acquiring Copenica was around 8%. If this bridging loan is below 7%, it will be a cause for celebration. With Moody and Fitch just downgraded the Copeninca' s senior notes as well as CF in Feb and Mar, think the interest rate of the bridging loan would be higher than the last loan. China Fish must show results in the coming months to prevent further downgrades for the Agencies and reduce the interests to be paid for future loans otherwise, they are heading for more difficult times especially when the general consencus is for interest rates around the Globe to hike in 2015.

x 0

Also ikan Bilis ?

JMS213 ( Date: 13-Apr-2014 12:51) Posted:

*** Annus Mirabilis ***

in Latin means

*** A Wonderful Year ***

Blanchard ( Date: 13-Apr-2014 01:41) Posted:

2013 :

2014 : ***Melius***

x 0

Pray and hope coming quota exceed 2mil ton and fish meal stays around RMB10,000 per ton at Dalain.Flying fish on little free float.

I wonder if this is the reason Carlyle got the 96mil free warrant

RoundRound ( Date: 13-Apr-2014 10:00) Posted:

China Fishery was a good stock 3 to 4 years ago but over the years, its revenue and profit margin keep thinning and then its right issue last year lay rest to its current price.

It is heavily weighed down by it massive gearing, yes it have got it refinanced but that is for 2 years or so only and the interest rate it is paying is sucking up much of any profit it can make.

Unless it can go back to its glory days when it is making hundreds of million dollar (S$, not RMB) and paying dividend of as much as over 5 cents a share, then this share is going to suffer when interest rate rise in the coming years.

x 0

Has to be next week, HOPING ABOVE 2.5mil tons

T2LE56 ( Date: 12-Apr-2014 14:14) Posted:

09 days before the fishing season starts on the 23 April 2014, any idea when they are supposed to release the quota for the season or already announced ? Anybody ..... please share.

IFFO WELCOMES PERUVIAN ANCHOVY QUOTA

Tuesday, October 8, 2013

The news of an increase in the Peruvian anchovy quota for the second fishing season starting in November has been welcomed by IFFO, the international marine ingredients trade organisation. Stable biomass has enabled the Peruvian Ministry of Production to announce that the industrial anchovy fishing quota for the north-central fishing area will be 2.3 million tonnes for the November 2013 to January 2014 fishing season. Peruvian anchovy is the world' s largest fishery and it has two fishing seasons each year - with the first for north-central usually running from May to July, and the second running from November to the end of the following January.

The 2.3 million tonne quota is about 12 per cent higher than that for the first season of 2013 and more than 180 per cent higher than the 810,000 tonnes for the equivalent season of 2012.

This new quota brings the fishery back into historically normal quota ranges after the 68 per cent quota reduction imposed for last year' s second season.

Deputy Minister of Fisheries, Paul Phumpiu said the new quotas was a responsible quota intended to ensure the recovery of the biomass of the pelagic resource, established on the basis of a series of recommendations from the Instituto del Mar del Peru (IMARPE). Its latest survey determined the biomass at 10.3 million tonnes in the north-central area (5.3m 2012) and 1.87 million tonnes in the southern zone.

In addition, the Government indicated that the anchovy capture season in the south area of Peru will have a quota of 430,000 tonnes, following 400,000 tonnes for the first season of 2013, and will run from late October until March 2014. Total annual quotas for this zone have remained around 700,000 to 850,000 for the whole year for several years.

IFFO' s Director General, Andrew Mallison said: " We are very pleased to hear of increased quota based on sound science from IMARPE and the precautionary approach. The Government has also announced that surveillance systems will be strengthened on landings, discards, juvenile catch, by catch of other species and the anchovy reproductive process. It looks very much like the newly announced quotas are more in keeping with traditional historical figures and reflect the success of the emphasis on the long-term sustainability of this important marine resource."

x 0

Peru moves anchovy fishing season forward due to El Nino

Share

Print Email Share on Facebook Share on Twitter Share on LinkedIn

Pacific Andes says it will keep buying pollock on spot, as sources say Qingdao plant up for demolition

Pacific Andes says it will keep buying pollock on spot, as sources say Qingdao plant up for demolition

You may also like:

As reported, organic fishmeal is in demand and price is going up. For your reading pleasure ....

Hayduk aims to quadruple premium, organic fishmeal production

As reported, organic fishmeal is in demand and price is going up. For your reading pleasure ....

Hayduk aims to quadruple premium, organic fishmeal production

09 days before the fishing season starts on the 23 April 2014, any idea when they are supposed to release the quota for the season or already announced ? Anybody ..... please share.

IFFO WELCOMES PERUVIAN ANCHOVY QUOTA

Peru moves anchovy fishing season forward due to El Nino

You may also like: