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LAU, LINDSAY AUSTRALIA LIMITED
nipper
post Posted: Sep 7 2016, 02:56 PM
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In Reply To: nipper's post @ Sep 5 2016, 12:59 PM

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One of the hardest-working men in China over the past few days has been Alibaba founder Jack Ma. As the G20 leaders gathered in Hangzhou on the weekend, Ma has been cheerfully escorting world leaders through the headquarters of the global e-commerce organisation he founded in the city.....

Yesterday it was Australia's turn with a visit by Prime Minister where Jack and Malcolm witnessed the signing of a new strategic collaboration deal between Alibaba and Austrade. Under the deal, both sides will work together to sell more Australian goods online into China, with a particular focus on fresh produce such as milk, dairy and seafood. Improved logistical capability for delivery of chilled products in China and the recent Australia-China free trade agreement have expanded the potential for Australian fresh food to be sold into China.

Yesterday's co-operation agreement will include an annual Australian Fresh Food Week on the Alibaba platform Tmall Fresh and video promotions of Australian products on Alibaba's own channel on video-streaming site Youku.com, which has more than 500 million active users a month.

... [An Australian office for] Alibaba and its determination to expand its business here provides significant potential for small to medium-sized Australian companies to sell into China — provided they are prepared to put in the work.
The importers now have.. Improved logistical capability for delivery of chilled products in China

Lindsay Fresh Logistics is about to open Acacia Ridge Super Depot in Brisbane: An improved customer offering (such as import/export facilities and ripening/fumigation facilities)



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

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nipper
post Posted: Sep 5 2016, 12:59 PM
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Lindsay Australia is an integrated transport, logistics and rural supply company with a specific focus on servicing customers in the food processing, food services, fresh produce, rural and horticultural sectors.

Lindsay Australia comprises of two divisions Rural and Transport. When combined these divisions offer products and services covering the key needs of growers (customer) throughout their production cycle, from planting crops, through fertiliser, chemicals, supply of packaging, and then transportation, fumigation and export.

The two divisions offer customers an end to end solution with one point of contact and accountability.
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LAU has spent >$20 million (will spend >$35 million) on capital expenditure initiatives over the past 2 years and we are now starting to see the benefits of these initiatives flow through at the EBITDA level.

Although depreciation expense has increased significantly we expect a significant increase in NPAT in FY17 and FY18 when this levels out and revenue growth leads to margin growth as a result of the improved customer offering (such as import/export facilities and ripening/fumigation facilities).

This will bear significant fruit for shareholders especially if the excellent operating cash flow conversion is maintained.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
RADIO
post Posted: Mar 15 2007, 11:25 AM
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SHARESCENE TV: Sharemarket Video Updates 6 Times a Day + Regular Broker Interviews + Educational Video Tutorials. Check out this site's very popular new feature.
Click here to Visit ShareScene TV

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user posted image
Recent ShareScene.com Radio Broadcast (06/03/2007 11:00:00):
LAU - Overview of Lindsay Australia - Mr Kim Lindsay, MD

N.B. ShareScene.com Radio can normally be accessed by the 'RADIO' link, top of every page.
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ShareScene.com Radio delivers investor presentations from ASX listed companies. Keep up to date with the latest corporate dealings of the shares you follow. Hear news direct from the source. Listen to directors and investor relations mangers discuss their company, give investor updates and brief on current results. ShareScene.com Radio keeps you informed about company announcements and events, and provides you daily market wraps and industry discussions.
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gem
post Posted: Feb 16 2006, 06:16 PM
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In reply to: samson on Sunday 12/02/06 08:50pm

from what i see i dont think toll or anyone else in the trucking industry is interested in LAU at the moment.however it will not surprise me if the COPE transport people from tasy show a bit more interest over the next 12 to 24 months.they(LAU) are still about the best farm gate to market transport company in this country.pretty hard to find anyone interested in buying this type of work load for the return on investment.im holding mine for a bit longer

 
samson
post Posted: Feb 12 2006, 08:50 PM
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Anyone following? If so, does anyone see LAU as a likely takeover target once Toll and Patrick's spat with one another is finished either way?

Cheers

 
gem
post Posted: Jan 29 2005, 05:00 PM
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In reply to: topic-starter on Tuesday 22/06/04 05:26pm

This site is so lonely and unloved it makes you wonder if LAU still exist and while no one is going to have a stroke working out how many shares to buy there are some good signs of recent times.the case of the missing chep pallets(about $1.7mill)was never solved,however the acc has been paid.they recently aquired another tpt company at mildura and that work means the road train opps between Qld and VIC will be fully loaded both ways 365 days a year to say nothing of the ext unsure.gif unsure.gif ra produce freight to nsw markets.the share price has been on the increase.maybe one of the founding fathers is having some more influence than we are being told--hope so.
i dont expect them to show much profit next truth sheet,the one after should be a different story.well worth keeping an eye on over the next 12 months if tpt is your thing

 


topic-starter
post Posted: Jun 22 2004, 05:26 PM
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