origin

cute geoge

I see origin are down again today to €6.40 ,i know they released their results this week which looked okay so i am wondering what is up with them
I would like to invest about 5% of portfolio in them and are wondering are they worth a punt .Dont know a whole pile about them except they are opperating in the tillage sector which is in depression

lucky john

http://www.rte.ie/news/business/2015/0925/730184-aryzta-origin-enterprises/

I know from your past posts that you have already shares in other ag based companies. Buying a share you know is sensible but over doing one sector especially if its where you make a living from can be a bit risky. You are obviously interested in investing so researching other areas should be no bother to you. Having said that Origin is a good company and may well offer value once this 30% or so is sold.

Sonnenblumen

This for me has proven to a disappointing dog of a share. Incremental growth with little headline news apart from some new deals in Poland and Ukraine

I'm waiting for some recovery in SP before bailing out. This one has flatlined for me and the recent results have confirmed this for me.

Putting 30% of any portfolio into one stock is a brave some might suggest wreckless decision, putting into Origin, I think you're mad. For example, where's the growth opportunity here and not for example in Aryzta or Glanbia?