Russische Plünderer in Georgien - 500 Beiträge pro Seite

[SchlimmerSilberfinger]

Scheinbar stimmen die Gerüchte über russische Plünderungen in Georgien und die Russkis fressen denen dort wirklich alles weg. Anders wäre mir dieser unverhältnismäßige Einbruch von WBD in den letzten Tagen sonst nicht erklärbar.

Viel zu hören oder zu lesen gibt es von der Aktie, respektive ADR, ja nicht. Und das macht die Sache so verdächtig wie interessant.

[mhh]

Antwort auf Beitrag Nr.: 34.799.202 von SchlimmerSilberfinger am 21.08.08 18:47:05

Was hat Wimm-Bill-Dann mit Georgie zu tun?

[SchlimmerSilberfinger]

Antwort auf Beitrag Nr.: 34.800.009 von mhh am 21.08.08 19:56:19

Ganz einfach: Die russischen Herrn Soldaten dürften im Moment auswärts speisen, während zu Hause der Joghurt von WBD sauer wird!

[pennyjoe]

.

und sonst hast du keine probleme

.

[SchlimmerSilberfinger]

Antwort auf Beitrag Nr.: 34.810.575 von pennyjoe am 22.08.08 13:42:20

Doch, aber die passen hier nicht her. Abgesehen davon, erwarte ich mir keine brauchbaren Antworten!

[SchlimmerSilberfinger]

Es gibt doch was Neues seit heute Morgen NY Lokalzeit:


Press Release Source: Wimm-Bill-Dann Foods OJSC

Wimm-Bill-Dann Foods Announces Second Quarter 2008 Conference Call and Web Cast
Friday August 22, 8:30 am ET


MOSCOW--(BUSINESS WIRE)--Wimm-Bill-Dann Foods OJSC (NYSE: WBD) will host a conference call and Web cast on Thursday, August 28, 2008 at 5 PM Moscow Time, 2 PM London Time and 9 AM New York Time, to discuss the Company's second quarter 2008 financial results. Hosting the call will be Tony Maher, Chief Executive Officer, and Dmitry Ivanov, Chief Financial Officer.
The conference call will also be broadcast live through a link on the Wimm-Bill-Dann Web site at http://www.wbd.com. Please go to the Web site at least 15 minutes prior to the call to register, download, and install any necessary audio software.

If you are not able to access the live Web cast, dial in information is as follows:

U.S. [phone]

U.K. [phone]

Moscow [phone]

Passcode 7920541

For your convenience, the conference call can be replayed in its entirety beginning 2 hours after the call has ended on August 28, 2008 through September 11, 2008. If you wish to listen to the replay of this conference call, dial in information is as follows:

U.S. [phone]

U.K. [phone]

Moscow 810 800 2501 1012

Passcode 7920541

About Wimm-Bill-Dann Foods OJSC

Wimm-Bill-Dann Foods OJSC was founded in 1992 and is the largest manufacturer of dairy products and a leading producer of juices and beverages in Russia and the CIS. The company produces dairy products (main brands include: Domik v Derevne, Neo, 2Bio, 33 Korovy, Chudo and more), juices (J7, Lubimy Sad, 100% Gold), Essentuki mineral water and Agusha baby food. The company has 37 manufacturing facilities in Russia, Ukraine, Kyrgyzstan, Uzbekistan and Georgia with over 19,000 employees. In 2005, Wimm-Bill-Dann became the first Russian dairy producer to receive approval from the European Commission to export its products into the European Union.

In 2007, Standard & Poor's Governance Services confirmed WBD's Corporate Governance Score (CGS) 7+ (7.7 accordingly on the Russian national scale), which makes the Company's score the highest rating in Russia. The increase in the score reflects the effective work of the Board of Directors and, in particular, the real influence of independent directors in the decision-making process and the adherence of the controlling shareholders to the highest standards of corporate governance.



Contact:
Wimm-Bill-Dann Foods OJSC
Natalya Belyavskaya
Yauzsky Boulevard, 16, Moscow
Phone: [phone]
Fax: [phone]
e-mail: [e-mail]

--------------------------------------------------------------------------------
Source: Wimm-Bill-Dann Foods OJSC

[SchlimmerSilberfinger]

Na bitte, geht ja: Fast schon +10% heute in den USA!

http://finance.yahoo.com/q/bc?s=WBD&t=5d&l=on&z=m&q=l&c=

[ernie070781]

Kann mir mal jamdn erklären warum die Aktie an einem Tag 20% steigt ihne das es eine einzige neue Nachricht gibt?
Gruß Ernie

[ernie070781]

bin ich der letzte ü+berlebende in der diskussion. verstehe das nicht die aktie verdreifacht sich und kein mensch redet drüber. naja vielleicht ist das ganz gut so. wenns alle mitbekommen haben gehts bestimmt wieder in die andere richtung. also falls noch jemand ein paar aktien hat oder welche habenw ill schreibt doch bitte mal was.

[ernie070781]

bin ich denn hier wirklich alleine oder wie?

[ernie070781]

Wimm-Bill-Dann to Open Georgia Plant
12 August 2009
By Nadia Popova / The Moscow Times
Wimm-Bill-Dann, Russia’s biggest dairy and baby food producer, will open a plant in Tbilisi in late September, spokeswoman Marina Kagan said Tuesday.
Wimm-Bill-Dann has invested about $500,000 in modernizing the 80-ton-a-day plant, which will be the company’s 38th production site, Kagan said at a news conference.

“We hope that our Caucasian milk, kefir, sour cream and chocolate-glazed curd bars will help improve relations between Russia and Georgia,” she said. The company’s chairman, David Yakobashvili, was born in Georgia.

Wimm-Bill-Dann bought the plant, the third-largest dairy producer in Georgia, in October 2007 and has been modernizing it since then. The plant’s products will be sold locally and exported to Azerbaijan and Armenia. The raw milk will be purchased from Georgian farmers.

Wimm-Bill-Dann, which among other products makes Chudo brand yogurts and J7 juices, is expecting sales volumes for its dairy products to fall no more than 3 percent year on year in the second quarter, up from 6 percent in the first quarter, Kagan said. “We have seen some stabilization on the dairy market. Consumption has stopped falling,” she added.

Vladimir Labinov, head of the Russian Dairy Union, said Tuesday that dairy consumption rose 2.5 percent for the first half of the year. Consumption rose 5 percent throughout 2008. “Milk is the cheapest source of protein, so people don’t refuse buying it even during a crisis,” Labinov said.

Consumers, however, are becoming more cautious about which dairy products they buy. “They have switched to cheaper brands and basic products like cottage cheese and drinking milk rather than desert yogurts,” said Natalya Smirnova, a consumer analyst at UralSib.

And among the inexpensive brands, those seen as Russian-made have an advantage during the lean times. “Our yogurt volumes are growing, as consumers prefer Russian brands to the foreign ones and are trying to cut their spending,” Kagan said.

“This factor is more psychological, however, as foreign dairy producers have their production sites in Russia,” she said.

Danone, Ehrmann and Campina are Wimm-Bill-Dann’s major foreign competitors on the Russian market.

Wimm-Bill-Dann’s net profit for the first quarter dropped by 70 percent to $12.6 million, which Wimm-Bill-Dann attributed to the ruble devaluation.

The company will disclose it’s financial results for the second quarter early next month, Kagan said.

[ernie070781]

Super Zahlen heute und immer noch ist keiner hier im Chat. Ich vertsehe das nicht. Meld sich doch mal jemand. Kann doch nicht sein das ich hier der einzige Aktionär bin.

[ernie070781]

Ich finde es ja gut das die Perle scheinbar noch keiner gefunden hat, aber ein bisschen unterhaltung wäre nicht schlecht.

[ernie070781]

Wimm-Bill-Dann Foods OJSC [NYSE: WBD] today announced its financial results for the third quarter and nine months ended September 30, 2009.

Highlights for the third quarter and nine months of 2009

Group gross margin improved to 36.0% in the third quarter of 2009 compared to 33.7% in the third quarter of 2008, and to 34.6% in the first nine months of 2009 from 32.2% in the same period last year
EBITDA1 margin improved significantly to 16.8% in the third quarter of 2009 compared to 14.1% in the third quarter of 2008, and 15.5% in the first nine months of 2009 from 12.9% in the same period last year
Operating profit margin increased by 290 basis points to 12.5% in the third quarter of 2009, and by 230 basis points to 11.1% in the first nine months of 2009
Group revenue in US dollars decreased 27.3% year-on-year to US$1,595.6 million in the first nine months of 2009, driven by ruble devaluation, and partially offset by stronger mix
Net income in US dollars increased 43.5% year-on-year to US$44.5 million in the third quarter of 2009
On a constant currency basis, (in rubles) net income almost doubled in the third quarter of 2009 compared to the third quarter of 2008, and increased by 33.1% year-on-year in the first nine months of 2009
Operating cash flow rose 12.8% year-on-year to US$190.0 million in the first nine months of 2009
"In the beginning of 2009 Wimm-Bill-Dann pledged profitable growth despite strong macro-economic headwinds. The third quarter once again demonstrated the viability of our approach, the resilience of our brands and our business model," said Tony Maher, Wimm-Bill-Dann's Chief Executive Officer.

"We have once again delivered strong results in all three business segments. For almost two years now Wimm-Bill-Dann has been demonstrating margin improvement and market share gains. This is no small achievement and is a result of our continued focus on streamlining our business and enhancing consumer loyalty. Group gross margins increased 230 basis points year-on-year to 36.0%. It also improved for each of the business segments, reaching 32.6% in dairy, 40.1% in beverages and 49.7% in baby food. Our EBITDA margin reached 16.8% in the third quarter of 2009, driven by further efficiency improvements and seasonally lower input costs. Our net profit in the third quarter grew 43.5% year-on-year and almost doubled in rubles."

"Our healthy operating cash flow of US$190.0 million allowed us to be creative in marketing and aggressive in sales," Tony Maher added.

Key Financial Indicators for the nine moths and 3Q 2009 vs. 2008


9M 2009 9M 2008 Change 3Q 2009 3Q 2008 Change
US$ 'mln US$ 'mln US$ 'mln US$ 'mln

Sales 1,595.6 2,194.1 (27.3%) 524.1 702.1 (25.3%)
Dairy 1,115.4 1,630.0 (31.6%) 368.7 524.6 (29.7%)
Beverages 303.4 372.5 (18.5%) 93.6 113.5 (17.6%)
Baby Food 176.8 191.6 (7.8%) 61.9 64.0 (3.3%)
Gross profit 551.9 707.0 (21.9%) 188.6 236.6 (20.3%)
Gross margin, % 34.6% 32.2% 240 bp 36.0% 33.7% 230 bp
Selling and distribution expenses 272.3 365.7 (25.5%) 87.8 124.6 (29.6%)
General and administrative expenses 97.1 136.5 (28.8%) 33.3 39.6 (16.0%)
Operating income 177.1 193.6 (8.5%) 65.3 67.6 (3.4%)
Operating margin, % 11.1% 8.8% 230 bp 12.5% 9.6% 290 bp
Financial expenses, net 31.8 36.5 (12.9%) 5.9 24.7 (76.0%)
Net income 109.4 109.6 (0.1%) 44.5 31.0 43.5%
EBITDA 246.6 282.7 (12.8%) 88.2 98.9 (10.8%)
EBITDA margin, % 15.5% 12.9% 260 bp 16.8% 14.1% 270 bp
CAPEX excluding acquisitions 76.8 158.9 (51.7%) 30.9 47.7 (35.2%)

Dairy

Sales in US dollars in the Dairy Segment decreased 31.6% to US$1,115.4 million in the first nine months of 2009 from US$1,630.0 million in the first nine months of 2008. This was driven primarily by the negative exchange rate. The average dollar selling price declined 25.1% to US$1.05 per 1 kg in the first nine months of 2009 from US$1.40 per 1 kg in the same period last year. The gross margin in the Dairy Segment increased significantly to 31.1% in the first nine months of 2009 from 29.1% in the same period last year, driven by lower costs and improved sales mix. The gross margin improved to 32.6% in the third quarter of 2009 from 30.8% in the third quarter of 2008, and from 31.4% in the second quarter of 2009.

Beverages

Sales in US dollars decreased 18.5% to US$303.4 million in the first nine months of 2009 compared to US$372.5 million in the first nine months of 2008. This was driven by the negative exchange rate and partially offset by good volume growth. The average dollar selling price decreased 20.7% to US$0.75 per liter in the first nine months of 2009 from US$0.95 per liter in the same period last year. The gross margin in the Beverage Segment increased to 39.2% in the first nine months of 2009 from 38.6% in the same period last year, due to improved efficiency and lower concentrate costs.

Baby Food

Sales in US dollars in the Baby Food Segment decreased 7.8% to US$176.8 million in the first nine months of 2009 from US$191.6 million in the same period last year due to the unfavorable exchange rate, offset by strong volume growth. The average dollar selling price decreased 25.7% to US$1.76 per kg in the first nine months of 2009 from US$2.37 per kg in the first nine months of 2008. The gross margin in the Baby Food Segment increased to 49.0% in the first nine months of 2009 from 46.6% in the first nine months of 2008.

Key Cost Elements

In the first nine months of 2009, selling and distribution expenses decreased 25.5% year-on-year to US$272.3 million. Sales and distribution expenses as a percentage of sales increased to 17.1% in the first nine months of 2009, compared to 16.7% in the same period of 2008, driven by advertising and marketing expenses, which increased, as a percentage of sales, to 6.0% from 4.4%. General and administrative expenses decreased 28.8% year-on-year to US$97.1 million in the first nine months of 2009. General and administrative expenses, as a percentage of sales, stood flat year-on-year at 6.2%.

Operating profit in US dollars decreased 8.5% year-on-year to US$177.1 million in the first nine months of 2009. Operating profit margin improved to 11.1% in the first nine months of 2009 from 8.8% last year. EBITDA in US dollars declined 12.8% year-on-year to US$246.6 million. EBITDA margin improved significantly to 15.5% in the first nine months of 2009 compared to 12.9% in the same period last year, and 16.8% in the third quarter of 2009 from 14.1% in the third quarter of 2008.

In the first nine months of 2009, financial expenses declined 12.9% to US$31.8 million compared to US$36.5 million in the same period of 2008. This was mainly due to a decrease in interest expense, offset partially by currency remeasurement loss. In the first nine months of 2009, interest expense amounted to US$22.8 million compared to US$35.2 million in the first nine months of 2008. In the first nine months of 2009, currency remeasurement loss was US$10.2 million compared to loss of US$3.9 million in the same period last year.

Our effective tax rate decreased to 24.1% in the first nine months of 2009 from 28.5% in the same period of 2008.

Net Income

In the third quarter of 2009, net income in US dollars increased 43.5% to US$44.5 million from US$31.0 million in the same period last year. Net income in US dollars decreased 0.1% to US$109.4 million in the first nine months of 2009 from US$109.6 million in the first nine months of 2008 as a result of ruble devaluation.

On a constant currency basis (in rubles), net income increased by 33.1% year-on-year in the first nine months of 2009, and almost doubled in the third quarter of 2009 year-on-year.

Debt and Cash Flows

As of the end of the first nine months of 2009, our net debt decreased by 21.1% year-on-year to US$312.6 million.

Our operating cash flow increased 12.8% to US$190.0 million in the first nine months of 2009 from US$168.5 million in the same period of 2008. Free cash flow grew to US$104.0 million in the first nine months of 2009 from US$14.6 million in the same period last year.

Attachment A

Reconciliation of EBITDA and EBITDA margin to US GAAP Net Income

EBITDA is a non-U.S. GAAP financial measure. The following table presents reconciliation of EBITDA to net income (and EBITDA margin to net income as a percentage of sales), the most directly comparable U.S. GAAP financial measure.

9 months ended 9 months ended
September 30, 2009 September 30, 2008
US$ 'mln % of sales US$ 'mln % of sales

Net income 109.4 6.9 % 109.6 5.0 %
Add: Depreciation and amortization 69.4 4.4 % 89.1 4.1 %
Add: Income tax expense 35.0 2.2 % 44.8 2.0 %
Add: Interest expense 22.8 1.4 % 35.2 1.6 %
Less: Interest income (3.7 ) (0.2 )% (4.3 ) (0.2 %)
Add: Currency remeasurement (gains)/losses, net
10.2 0.6 % 3.9 0.2 %
Add: Bank charges 2.1 0.1 % 2.0 0.1 %
Add: Noncontrolling interests 0.9 0.1 % 2.7 0.1 %
Add: Other 0.5 0.03 % (0.3 ) (0.01 %)
.
EBITDA 246.6 15.5 % 282.7 12.9 %

EBITDA represents net income before interest, income taxes and depreciation and amortization, adjusted for interest income, currency remeasurement gains, bank charges and other financial expenses and minority interest. EBITDA margin is EBITDA expressed as a percentage of sales.

We present EBITDA because we consider it an important supplemental measure of our operating performance. In particular, we believe EBITDA provides useful information to securities analysts, investors and other interested parties because it is used in the "debt to EBITDA" debt incurrence financial measurement in certain of our financing arrangements.

EBITDA has limitations as an analytical tool, and you should not consider it in isolation, or as substitute for analysis of our operating results as reported under U.S. GAAP. Moreover, other companies in our industry may calculate EBITDA differently or may use it for different purposes than we do, limiting its usefulness as a comparative measure.

EBITDA also should not be considered as an alternative to cash flow from operating activities or as a measure of our liquidity. In particular, EBITDA should not be considered as a measure of discretionary cash available to us to invest in the growth of our business.

Wimm-Bill-Dann Foods
Condensed Consolidated Balance Sheets
(Amounts in thousands of U.S. dollars)


September 30, December 31,
2009 2008
(unaudited) (audited)
Assets
Current assets:
Cash and cash equivalents $
205,947
$ 277,252
Trade receivables, net 123,154 125,453
Inventory 217,033 225,950
Taxes receivable 35,372 64,916
Advances paid 17,734 14,834
Deferred tax asset 13,876 11,828
Other current assets 15,563 14,708
Total current assets 628,679 734,941

Non-current assets:
Property, plant and equipment, net 671,926 692,277
Intangible assets, net 41,331 34,999
Goodwill 106,176 108,748
Deferred tax asset - non-current portion 2,464 1,484
Other non-current assets 3,376 4,516
Total non-current assets 825,273 842,024
Total assets $ 1,453,952 $ 1,576,965
Wimm-Bill-Dann Foods
Condensed Consolidated Balance Sheets (continued)
(Amounts in thousands of U.S. dollars, except share data)


September 30, December 31,
2009 2008
Liabilities and equity
Current liabilities:
Trade accounts payable $
98,728
$ 133,886
Advances received 6,430 8,342
Short-term debt 29,453 74,910
Long-term notes payable, current portion 100,430 159,153
Taxes payable 15,953 18,984
Accrued liabilities 50,338 33,864
Other payables 30,147 43,073
Total current liabilities 331,479 472,212

Long-term liabilities:
Long-term loans 284,896 327,157
Long-term notes payable 86,401 88,494
Other long-term payables 7,841 10,048
Deferred taxes - long-term portion 22,161 22,754
Total long-term liabilities 401,299 448,453
Total liabilities 732,778 920,665


Equity
Shareholders' equity:
Common stock: 44,000,000 shares authorized and issued with a par value of 20 Russian rubles; 42,338,527 shares outstanding as of September 30, 2009 and 43,725,535 shares outstanding as of December 31, 2008 29,908 29,908
Share premium account 164,132 164,132
Treasury stock, at cost (33,870 ) (3,014 )
Accumulated other comprehensive loss:
Currency translation adjustment (28,175 ) (17,214 )
Retained earnings 580,040 470,625
Equity attributable to shareholders of WBD Foods 712,035 644,437

Equity attributable to noncontrolling interests 9,139 11,863
Total equity 721,174 656,300
Total liabilities and equity $ 1,453,952 $ 1,576,965
Wimm-Bill-Dann Foods


Condensed Consolidated Statements of Income and Comprehensive Income (unaudited)
(Amounts in thousands of U.S. dollars, except share data)

Nine months ended
September 30,
2009 2008

Sales $ 1,595,599 $ 2,194,132

Cost of sales (1,043,665 ) (1,487,084 )

Gross profit 551,934 707,048

Selling and distribution expenses (272,303 ) (365,745 )
General and administrative expenses (97,099 ) (136,455 )
Other operating expenses, net (5,427 ) (11,221 )

Operating income 177,105 193,627

Financial income and expenses, net (31,788 ) (36,513 )
Income before provision for income taxes 145,317 157,114

Provision for income taxes (34,958 ) (44,830 )

Consolidated net income $ 110,359 $ 112,284

Net income attributable to noncontrolling interest (944 ) (2,712 )

Net income attributable to WBD Foods shareholders $ 109,415 $ 109,572

Net income per common share attributable to WBD Foods shareholders - basic and diluted $ 2.55 $ 2.49

Weighted average number of common shares outstanding, basic and diluted 42,917,970 44,000,000
Wimm-Bill-Dann Foods

Condensed Consolidated Statements of Cash Flows (unaudited)
(Amounts in thousands of U.S. dollars)

Nine months ended
September 30,
2009 2008
Cash flows from operating activities:
Consolidated net income $ 109,415 $ 109,572
Adjustments to reconcile consolidated net income to net cash provided by operating activities 79,521 105,235
Changes in operating assets and liabilities 1,082 (46,350 )
Net cash provided by operating activities 190,018 168,457

Cash flows from investing activities:
Cash paid for acquisition of subsidiaries, net of cash acquired (1,947 ) (700 )
Cash paid for property, plant and equipment (86,100 ) (155,313 )
Proceeds from disposal of property, plant and equipment 1,747 -
Other investing activities 304 2,140
Net cash used in investing activities (85,996 ) (153,873 )

Cash flows from financing activities:
Proceeds from bonds and notes payable, net of debt issuance costs 96,945 207,476
Short-term loans and notes, net (184,257 ) (60,542 )
Repayment of long-term loans and notes (29,585 ) (307,182 )
Proceeds from long-term loans, net of debt issuance costs 5,663 268,970
Repayment of long-term payables (7,626 ) (11,256 )
Dividends paid (544 ) (118 )
Cash paid for treasury stock acquisition (33,870 ) -
Net cash provided by (used in) financing activities (153,274 ) 97,348

Impact of exchange rate differences on cash and cash equivalents (22,053 ) 8,239
Net increase (decrease) in cash and cash equivalents (71,305 ) 103,693
Cash and cash equivalents, at beginning of period 277,252 33,452
Cash and cash equivalents, at the end of period $ 205,947 $
137,145


Some of the information contained in this press release may contain projections or other forward-looking statements regarding future events or the future financial performance of Wimm-Bill-Dann Foods OJSC, as defined in the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. We wish to caution you that these statements are only predictions and that actual events or results may differ materially. We do not intend to update these statements to conform them to actual results. We refer you to the documents Wimm-Bill-Dann Foods OJSC files from time to time with the U.S. Securities and Exchange Commission, specifically, the Company's most recent Form 20-F. These documents contain and identify important factors, including those contained in the section captioned "Risk Factors" in our Form 20-F, that could cause the actual results to differ materially from those contained in our projections or forward-looking statements, including, among others, potential fluctuations in quarterly results, and risks associated with our competitive environment, acquisition strategy, ability to develop new products or maintain market share, brand and company image, operating in Russia, volatility of stock price, financial risk management, and future growth.

NOTES TO EDITORS

Wimm-Bill-Dann Foods OJSC was founded in 1992 and is the largest manufacturer of dairy products and a leading producer of juices and beverages in Russia and the CIS. The company produces dairy products (main brands include: Domik v Derevne, Neo, 2Bio, 33 Korovy, Chudo and more), juices (J7, Lubimy Sad, 100% Gold), Essentuki mineral water and Agusha baby food. The company has 37 manufacturing facilities in Russia, Ukraine, Kyrgyzstan, Uzbekistan and Georgia with over 16,000 employees. In 2005, Wimm-Bill-Dann became the first Russian dairy producer to receive approval from the European Commission to export its products into the European Union.

In 2009, Standard&Poor's Governance Services confirmed WBD's governance, accountability, management, metrics, and analysis (GAMMA) score "GAMMA- 7+". The score reflects the effective work of the Board of Directors and, in particular, the real influence of independent directors in the decision-making process and the adherence of the controlling shareholders to the highest standards of corporate governance.

1 Note: See Attachment A for definitions of EBITDA and EBITDA margin and reconciliations to net income.


Contacts:

Wimm-Bill-Dann Foods OJSC
Natalya Belyavskaya, [phone]
Fax: [phone]
[e-mail]
or
Marina Kagan, [phone]
Fax: [phone]
[e-mail]




© 2009 Business Wire


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[ernie070781]

Langsam wird der Wert teuer. Kann es sein, dass sich wegen dem hohen KGV keiner um den Tital kümmert?

[goetz12]

Antwort auf Beitrag Nr.: 38.578.545 von ernie070781 am 16.12.09 15:37:26

War mal teurer. Umgekehrt ist es doch: je höher das KGV, desto mehr Interesse!

[ernie070781]

Antwort auf Beitrag Nr.: 38.578.644 von goetz12 am 16.12.09 15:46:06

Ich werd verrückt. Bist du auch investiert? Dachte schon ich bin der einzige deutsche der hier investiert ist.

[goetz12]

Antwort auf Beitrag Nr.: 38.578.644 von goetz12 am 16.12.09 15:46:06

Ist heute eingebrochen. Bei der Kälte in Moskau sollte das Eis aber eigentlich halten.

[ernie070781]

Ist wegen Goldman Sachs eingebrochen. War aber zu erwarten. Irgendwann musste es ja mal weider runter gehen. Habe meinen einsatz mehr als verdoppelt. Da hätte ich dieses Jahr im Lenben nicht mehr mit gerechnet.

[ernie070781]

FRANKFURT (MarketWatch) -- Russian dairy and beverages producer Wimm-Bill-Dann Foods /quotes/comstock/13*!wbd/quotes/nls/wbd (WBD 21.66, -0.14, -0.64%) was downgraded to equal-weight from overweight at Morgan Stanley on Friday. The broker cited greater risks from milk regulation combined with the stock reaching its $22.10 price target. "We are concerned about the likely new minimum raw milk price of 11 rubles per liter," Morgan Stanley said.

[goetz12]

Antwort auf Beitrag Nr.: 39.067.588 von ernie070781 am 05.03.10 11:51:53

Absatz hält sich aber gut, die Produkte sind gefragt, wegen Qualität und Preis-Leistungsverhältnis. Ausserdem gute Position in verschied. Post-Soviet Staaten. Also dranbleiben, irgendwie.

[ernie070781]

Antwort auf Beitrag Nr.: 39.097.034 von goetz12 am 09.03.10 19:12:18

Hab schon 2008 gekauft. Ich steige also nicht freiwillig aus.

[ernie070781]

Antwort auf Beitrag Nr.: 39.100.042 von ernie070781 am 10.03.10 07:11:18

Wimm-Bill-Dann launches $10m milk filling line in Omsk



Global grocery products manufacturer Wimm-Bill-Dann has put into commission a $10m milk plastic bottles filling line at its plant in Omsk, the company reports.

The line, supplied by French manufacturer Sidel, is reportedly to fill one-liter, 0.95-liter and 0.29-liter plastic vessels with milk and milk products.

The line’s projected capacity is 150 tons of processed milk daily.

[ernie070781]

Schöner Anstieg mal wieder. Was haltet ihr davon das Danone ausgestiegen ist?

[goetz12]

Antwort auf Beitrag Nr.: 40.271.559 von ernie070781 am 06.10.10 09:44:51

wo steht das sie ausgestiegen sind?

[ernie070781]

Antwort auf Beitrag Nr.: 40.284.940 von goetz12 am 07.10.10 21:02:55

Hier stehts. Seit dem das bekannt ist steigt die Aktie komischerweise.

12.08.2010 07:54
Danone steigt bei russischem Milchproduzenten Wimm-Bill-Dann aus
DJ Danone steigt bei russischem Milchproduzenten Wimm-Bill-Dann aus

PARIS (Dow Jones)--Der französische Nahrungsmittelkonzern Danone steigt beim russischen Milchproduzenten Wimm-Bill- Dann aus. Wimm-Bill-Dann kaufe den Anteil des Pariser Konzerns von 18,4% für 470 Mio USD zurück, teilte die Danone SA am Donnerstag mit. Nachdem Danone einen Kontrollanteil an der russischen Unimilk erworben hatte, kommt der Schritt nicht überraschend.

[goetz12]

Antwort auf Beitrag Nr.: 40.289.483 von ernie070781 am 08.10.10 14:45:52

Gut. Das kannte ich auch schon. Für mich ist die Frage, ob Danone seinen Anteil auch schon verkauft hat. Erstmal war der Kurs runtergegangen und jetzt steigt er seit ein paar Tagen. Kann mir das auch nicht erklären, weil ich keine Angaben zur Geschäftsentwicklung oder zum Verkauf gefunden habe. Vielleicht möchte Danone vor dem Verkauf den Preis höher sehen oder es hat sich der Käufer für das Paket gefunden? Allgemein scheint es für die Lebensmittelhändler in Russland nicht so schlecht zu stehen. X5 hat auch einen stabilen Kursanstieg zu verzeichnen, ist aber eine etwas andere Sparte. Also vielleicht unterbewertet gewesen nach der Verkaufankündigung von Danone. Ausserdem haben sich die Lebensmittelpreiserhöhungen in RU anscheinend durchsetzen lassen können. Die Marge stimmt also noch.

[goetz12]

Antwort auf Beitrag Nr.: 40.290.169 von goetz12 am 08.10.10 16:04:14

Sehe jetzt , dass der Preis schon vereinbart war. Aber solange das Geschäft durch ist, habe ich da noch meine Zweifel.

[ernie070781]

Antwort auf Beitrag Nr.: 40.290.216 von goetz12 am 08.10.10 16:09:19

Wir haben mittlerweile ein KGv von fast 30. Ich denke das war es erst mal mit den Kursanstiegen. Hast du vielleicht eine Übersicht in welchen Ländern wie viel Umstz gemacht wird?

[goetz12]

Antwort auf Beitrag Nr.: 40.297.332 von ernie070781 am 11.10.10 10:01:00

Nein, aber das waere ein Grund warum es denen besser als anderen geht:
DJ Wimm-Bill-Dann Sees Drought Hitting Russia Milk Price In Nov
05.10.10 13:35:38- DJPN

MOSCOW (Dow Jones)--Russian milk prices will only register the full effect of
extreme heat and drought in November, a director at dairy producer OAO
Wimm-Bill-Dann (WBD) said Tuesday.

Wimm-Bill-Dann, which raised prices for its retail dairy products earlier this
year and has imported raw milk from the U.S. amid shortages, will seek to keep
the milk price under control and convince the government to lower duties on
European dairy products, director David Iakobachvili told Dow Jones Newswiers
at an investment conference in Moscow.

Russian milk prices are among the world's highest following a shortage of raw
milk in late 2009 and early 2010. The heat and drought over the summer not only
drove up the prices of the grain fed to dairy cows but also reduced the
animals' natural yield.

Moscow grocer Seventh Continent (SCON.RS) in August temporarily stopped
selling dairy products from Danone SA (BN.FR), as well as its Russian partner,
Unimilk (KUNM.RS), after recent price hikes for their dairy products. -By Ira
Iosebashvili and William Mauldin, Dow Jones Newswires; [phone],
[e-mail]

[goetz12]

Antwort auf Beitrag Nr.: 40.297.332 von ernie070781 am 11.10.10 10:01:00

Auf Seite 9 des Annual Reports bei wbd.ru steht etwas dazu.

[ernie070781]

Antwort auf Beitrag Nr.: 40.308.878 von goetz12 am 12.10.10 21:45:15

Ich hoffe die erkennen früh genug, dass sich die Zukunft in Ländern wie Indien und China abspielen wird. Ich wollte meine Anteile n ämlich noch ein paar Jahre halten. Das der Kurs wegen den Nachrichten steigt, wäre doch ein bisschen komisch. Wenn die Milchpreise steigen wäre das ja für WBD eigentlich schlecht. Die werden die Preissteigerungen nicht komplett an den Verbraucher weiter geben können. Danone darf im moment nichts verkaufen? Oder habe ich da was falsch verstanden?

[goetz12]

Antwort auf Beitrag Nr.: 40.308.878 von goetz12 am 12.10.10 21:45:15

Bei geschätzten 300 Mill. Bevölkerung in der GUS reicht das als Markt erst mal für die nächsten paar Jahre - Schuster blebe bei deinen Leisten. In Indien ist es für Milch vielleicht sogar zu warm?
WBD hat einige Flächen unter Bearbeitung, deshalb ist steigender Preis gut. Würde aber gerne wissen, wieviel Hektar das sind , oder Kühe! Ab und zu kommt mal eine Nachricht, dass sie wieder einen Betrieb gekautt haben....

[ernie070781]

Antwort auf Beitrag Nr.: 40.310.794 von goetz12 am 13.10.10 10:28:57

Ja ich denke auch das die Firma die nächsten Jahre noch Potential hat. Wobei ich denke das mit der Aktie ja langsam mal Feierabend sein sollte. Bei einem Molkereiproduzent so ein hohes KGV ist eigentlich nicht gerechtfertigt. Es sei denn die heben ihre Prognosen an.

[goetz12]

Antwort auf Beitrag Nr.: 40.311.672 von ernie070781 am 13.10.10 11:58:42

Stimmt!

[ernie070781]

Antwort auf Beitrag Nr.: 40.316.698 von goetz12 am 13.10.10 21:18:25

Das darf nicht wahr sein. Ich hatte gehofft das es noch ein bisschen dauert. Weiß einer wie genau das jetzt läuft. Werden die Anteile in Pepsi Anteile getauscht, oder ist das ein Bar Angebot?


Pepsico übernimmt Wimm-Bill-Dann mehrheitlich

Donnerstag, 2. Dezember 2010 um 12:54

(Instock) Pepsico (NYSE: PEP) will in einem ersten Schritt 66 Prozent des russischen Lebensmittel- und Getränkeproduzenten Wimm-Bill-Dann (NYSE: WBD) von den Großaktionären kaufen. Kostenpunkt: 3,8 Milliarden US-Dollar. Der Konzern wird insgesamt mit 5,4 Milliarden Dollar bewertet. Je ADR-Aktie zahlt Pepsico 33 Dollar. Schlußkurs am Mittwoch: 24,50 Dollar. Langfristig wollen die Amerikaner Wimm-Bill-Dann vollständig übernehmen

[ernie070781]

Das darf nicht war sein. Ich dachte es dauert noch ein bisschen. Weiß jemand wie das jetzt läuft? Kann man AKtien tauschen, oder wird das bar gemacht? Wäre für mich ärgerlich, weil ich alles Abgeltungssteuerfrei gekauft habe.

Pepsico übernimmt Wimm-Bill-Dann mehrheitlich

Donnerstag, 2. Dezember 2010 um 12:54

(Instock) Pepsico (NYSE: PEP) will in einem ersten Schritt 66 Prozent des russischen Lebensmittel- und Getränkeproduzenten Wimm-Bill-Dann (NYSE: WBD) von den Großaktionären kaufen. Kostenpunkt: 3,8 Milliarden US-Dollar. Der Konzern wird insgesamt mit 5,4 Milliarden Dollar bewertet. Je ADR-Aktie zahlt Pepsico 33 Dollar. Schlußkurs am Mittwoch: 24,50 Dollar. Langfristig wollen die Amerikaner Wimm-Bill-Dann vollständig übernehmen

[ernie070781]

Ist denn keiner hier der sich mit mir freuen kann ?

[goetz12]

Antwort auf Beitrag Nr.: 40.632.261 von ernie070781 am 02.12.10 15:30:05

So für mich so aus, dass es nur um die Anteile der Grossaktionäre geht. Warum haben die eigenlich nicht die 15%v von Danonen übernommen.
Dass heisst nicht dass der Kleinaktionär auch 33 bekommt. Das ist glaube ich, der alte Höchststand von vor der Krise.

[goetz12]

Antwort auf Beitrag Nr.: 40.632.261 von ernie070781 am 02.12.10 15:30:05

Der Kurs in New York ist hochgegagen. Du kannst verkaufen.
Sicher gut. Aber schade, dass die Firma weg ist, an sonen Multi. Pepsi und Milch, das verstehe ich noch nicht ganz. Danone hatte ja wenigstens auch Milch gemacht. Das Saftgeschäft läuft nicht mehr in Russland. Aber sie kaufen....

[ernie070781]

Antwort auf Beitrag Nr.: 40.632.833 von goetz12 am 02.12.10 16:23:20

Also ich blicke nicht so richtig durch. Verkauft ihr eure Anteile jetzt oder wie? In NTV kam gestern die Nachricht, dass Ausländer wohl erst mal nur 66% in Russland übernehmen dürfen. Und nach einer Zeit erst alles übernehmen dürfen. So wie ich es verstehe gibt es doch jetzt noch 33% der Aktien im Freiverkehr oder? Das heißt die können doch jetzt noch ganz normal steigen oder fallen. Ich hoffe ja immernoch auf ein Aktientausch. Ich würde es ärgerlich finden jetzt alles in Bar zu bekommen, weil ich alles vor der Abgeltungssteuer gekauft habe.

[ernie070781]

Antwort auf Beitrag Nr.: 40.632.833 von goetz12 am 02.12.10 16:23:20

Pepsi hat ne ganze menge Marken. Musst mal auf der HP gucken.

[goetz12]

Antwort auf Beitrag Nr.: 40.637.558 von ernie070781 am 03.12.10 07:53:36

Und überhaupt kann der Deal auch noch platzen. Pepsi soll dann in einigen Bereichen 50% des Saftmarktes beherrschen. Von der 66% Regel habe ich nichts gehört. Vielleicht zahlt ja Pepsi spaeter noch einen höheren Aufschlag? Dann wirds aber richtig teuer.

[ernie070781]

Antwort auf Beitrag Nr.: 40.644.587 von goetz12 am 03.12.10 21:03:35

So wie es sich anhört, willst du auch erst mal nicht verkaufen oder? Also ich warte erst mal ab.

[goetz12]

Antwort auf Beitrag Nr.: 40.309.761 von ernie070781 am 13.10.10 07:32:08

Hier noch was zu europäischen Milchfirmen in Indien. Es geht also doch.


DJ Bongrain's Indian Arm Looking To Buy Dairy Processing Unit - Executive
07.10.10 12:55:13- APIN

NEW DELHI (Dow Jones)--The Indian arm of French dairy major Bongrain SA is
looking to buy a manufacturing unit in the country to process dairy products
for sale within India, a senior executive said Thursday.

"We have a number of targets, we are talking always," Claude Bertrand, chief
executive at Dabon International Pvt. Ltd., told Dow Jones Newswires.

The company is also in discussions with other companies for "partnerships".

"We are looking for shell of someone who is well organised where we can bring
in technology," he said, adding that the acquisiton could be in tens of
millions of Euros, he said.

Dabon International currently manufactures cheese and other dairy products
from its unit in the northern Indian town of Noida.

Industry officials estimate local milk demand to rise to 180 million liters a
year by 2020 from 112 million liters in the fiscal year through March 2010,
according to parliamentary statements and data from the state-run National
Dairy Development Board.

While there is currently no shortage of milk in India, supplies are likely to
lag demand by at least 10% in five years' time, said an industry official, who
didn't want to be identified.

State-owned Mother Dairy and the Gujarat Co-operative Milk Marketing
Federation Ltd., which sells milk under the popular Amul brand, dominate
India's dairy sector. Multinational companies such as Nestle also sell milk and
milk products in the country.



-By R. Jai Krishna, Dow Jones Newswires, +91.11.4356.3333;
[e-mail]

[goetz12]

Antwort auf Beitrag Nr.: 40.645.971 von ernie070781 am 04.12.10 11:29:17

DJ Wimm-Bill-Dann Shares Not Involved In Suspicious Trade In Moscow - Report
09.12.10 17:15:02- DJPN

MOSCOW (Dow Jones)--OAO Wimm-Bill-Dann (WBD) shares weren't involved in any
suspicious purchases in Moscow before PepsiCo. Inc. (PEP) announced its plans
to buy a majority stake in the Russian company, the head of the Russian Federal
Financial Markets Service Vladimir Milovidov said Thursday, Interfax reports.

U.S. Securities and Exchange Commission Wednesday sued an unknown investor, or
group of investors, who made suspicious purchases of 400,000 of
Wimm-Bill-Dann's American depositary receipts in the days prior to the PepsiCo.
deal announcement Dec. 2.

PepsiCo. plans to acquire a 66% stake in Wimm-Bill-Dann for $3.8 billion and
intends to buy the company's remaining shares on the completion of the
acquisition.

Wimm-Bill-Dann's U.S.-traded shares climbed 28% following the announcement, so
the unknown investor or investors stood to earn $2.7 million in profits, the
SEC said.


Das haette ich auch getan.

[ernie070781]

Antwort auf Beitrag Nr.: 40.710.001 von goetz12 am 14.12.10 19:45:59

Bist du denn nun noch investiert, oder hast du schon verkauft?

[Jgersauce]

Ich hab mal ne andere frage, weiss jemand wofuer das 144A in Wimm Sp ADR-144A steht ? Ich habe das schon oefters mal bei ADRs gelesen. Manche haben diesen Zusatz andere nicht.

[goetz12]

Antwort auf Beitrag Nr.: 40.711.997 von ernie070781 am 15.12.10 07:45:37

Hat das irgendeine Bedeutung?

[goetz12]

Antwort auf Beitrag Nr.: 40.719.306 von Jgersauce am 16.12.10 08:50:44

144a is an SEC rule that modifies the two year lockup requirement on private placement securities. 144a allows debt or equity private placements to trade to and from "QIGs" or qualified institutional investors with above $100 million of investments. Banks must pass a $25 million minimum net worth test to qualify as QIG for 144a trades. 144a securities are often called "restricted securities." 144a dramatically increases the liquidity for private placements. The SEC's 1990 adoption of Rule 144a plowed new fields for expanded private debt markets to something more like the public bond market than strict 144 placements. Unlike what the current Rule 144a allows, private placements had two year lockups until 1990. Many investment banks have dedicated 144a desks or "private placement" trading desks. These 144a desks specialize in issuance and trading of Rule 144a private issuer securities with 144a registration rights. 144a specifies that buyers at issue may buy with intention to trade. 144a exclusions prohibit circumvention: securities that, at private placement issuance "comparable" with other current U.S. listed or NASADAQ securities of the issuer are ineligible Rule 144a resale. Smaller companies without public markets seasoning find Rule 144a attractive: with 144a institutional market liquidity is added without the cost of going public. Larger companies with debt issued to the public find Rule 144a attractive: they can fill in rates and maturity ladders with smaller amounts. Investment banks like 144a availability: 144a securities add flexibility to their issuer funding and investor offerings.
Rate this 144a definition...

[ernie070781]

Antwort auf Beitrag Nr.: 40.730.928 von goetz12 am 17.12.10 20:08:31

Naja ich weiß halt nicht so richtig was ich machen soll. Deswegen frage ich .

[goetz12]

Antwort auf Beitrag Nr.: 40.732.074 von ernie070781 am 18.12.10 08:42:01

Ich sehe hier wenig Gründe warum der Kurs noch weiter steigen sollte. Gut Differenz zum Angebot beträgt 5%, diese wird sich noch schließen und schließt sich schon. Risiko ist, dass der Deal noch platzt, aber wahrscheinlich ist dieses Risiko gering.

[ernie070781]

Antwort auf Beitrag Nr.: 40.734.081 von goetz12 am 19.12.10 09:25:43

Sehe auch kein großes Potential mehr nach oben. Die Aktie ist ja mittlerweile auch schon sehr hoch bewertet. Ich hoffe, dass für die restlichen 33% der Anteile ein Aktientausch angeboten wird. Wenn ich die Pepsianteile dann nehme müssten sie nämlich weiterhin Abgeltungssteuerfrei bleiben. Ich habe allerdings keine Ahnung ob es überhaupt eine Chance gibt, dass die restlichen Anteile nicht bar bezahlt werden, sondern in Aktien. Im Moment brauche ich die Kohle nicht, also kann ich noch warten.

[goetz12]

Antwort auf Beitrag Nr.: 40.739.140 von ernie070781 am 20.12.10 16:22:59

Wuerde ich als Steueramt vielleicht anders sehen, oder gibt es dazu bereits Beispiele?

[ernie070781]

Antwort auf Beitrag Nr.: 40.742.231 von goetz12 am 21.12.10 08:38:08

Bin noch dabei Infos einzuholen. Ich meine aber ich hätte irgendwann mal gelesen, dass die Aktien dann genauso behandelt werden, wie die steuerfreien.

[goetz12]

Antwort auf Beitrag Nr.: 40.743.824 von ernie070781 am 21.12.10 13:03:06

Wegen der Tauschaktion wuerde ich einfach freundlich an Pepsi schreiben, investors relation, ob dort so etwas geplant ist oder man das gegen eine Gebuehr bekommen kann. Die sollten so nett sein und sich ueber das Interesse freuen.

[ernie070781]

Antwort auf Beitrag Nr.: 40.744.287 von goetz12 am 21.12.10 14:19:22

Hab ich schon versucht. Es antwortet mir keiner bei Pepsi. Mal sehen vielleicht dauert es nur ein bisschen.

[ernie070781]

Scheinbar hofft der Markt auf ein besseres Angebot. Stand gestern schon fast bei 26€ :-)

[goetz12]

Antwort auf Beitrag Nr.: 40.800.678 von ernie070781 am 05.01.11 07:19:03

Sicher sieht das so aus. Aber vor, ich glaube 2 Tage, dem Übernahmeangebot ging die Aktie auch mal kurz 5 oder 7% runter, unverständlicherweise.

[ernie070781]

Kann mir jemand sagen, wann das Angebot für die restlichen 33% gemacht werden soll?

[ernie070781]

Habt ihr schon verkauft?