Andrew Peller Ltd T.ADW.A

Buzz on the Bullboards: TSX stocks making headlines this week

[Puma1back]

So it took about 900k shares to move the needle from $3.90 on the 16 th to $4.14 on the 23rd but from the 24th to the 28th it only took 120k shares to bring it back to the $3.90's range. I

[Jonathon Brown]

The TSX experienced a dynamic week. It opened flat Monday, but saw a significant jump Tuesday driven by an increase in commodity prices. read article.

[Puma1back]

About a $1.2 million bet - timing is tricky. Small caps will get hit if there is a major market pullback but any sniff of flogging Port Moody should release a lot of uncertainty.  

[TheCount11]

Probably some US Macro fund trying to make a bet against Canada.  Opportunity Cost of cash is 5% and need to cover dividend so fund has around -11% cost.  Not a good bet IMO. The time to

[PressRelease]

GRIMSBY, Ontario, Sept. 24, 2024 (GLOBE NEWSWIRE) -- Andrew Peller Limited ADW.A / ADW.B (“APL” or the “Company”) announced the final voting results from its 2024 annual general and special meeting (the “Meeting”) of shareholders held on September 18, 2024. The total number of Class B Voting...read article.

[Puma1back]

Interesting - short position has sat at about 200k for a long time.  but last 2 weeks of August it popped by 50% - just over 94,000 increase in shorts and stock price continued downtrending.

[Puma1back]

They made a number of acquisitions which propelled the stock but then got squeezed by the tripling of interest costs. what they need to dois unload a $45 million plus dead asset. Just sell it mgmt.

[TheCount11]

Wine consumers and their behaviour is becoming increasingly sophisticated so that it now includes explorations of personality, levels of involvement and the milieu of motivations for purchasing wine

[Puma1back]

so Acumen are still in for their 2,000 or so a day. Frankly i think debt reduction might be wiser as it is a permanent use of $ whereas a market tank would take all ships lower and voila, they

[TheCount11]

I think investors are going to be surprised.  The income statement and the cashflow statement likely diverge going forward.  Plus an investor has to increase their risk discount to account

[TheCount11]

IMO Peller has been uninvestable since Peller familyl treated winery like a piggy bank.  If a speculator were to buy stock in Peller the odds are against them.  My base case has the

[PressRelease]

GRIMSBY, Ontario, Sept. 17, 2024 (GLOBE NEWSWIRE) -- Andrew Peller Limited (ADW.A / ADW.B) (“APL” or “the Company”), one of Canada’s leading producers and marketers of quality wines and craft beverage alcohol products, today announced several leadership appointments aimed at driving long-term...read article.

[Jonathan9]

What will the impact be for Andrew Peller with convenience stores selling wine? With 4187 convenience stores having to stock inventory all at once I assume Peller should see an uptick in sales from

[Puma1back]

Well acumen - a house i have never heard from before, was in buying 2,000 a day each day so far this month.  in August they started buying on the 13th mostly in that 2,000 range but

[Jonathan9]

Looks like they are repurchasing shares. Started August 13th. Buying back a few thousand shares each day up to end of August. Daily limit of 5833 shares to max 1 million yearly limit. Looks like 35

[PressRelease]

GRIMSBY, Ontario, Sept. 11, 2024 (GLOBE NEWSWIRE) -- Andrew Peller Limited (TSX: ADW.A / ADW.B) (“APL” or the “Company”) will hold an annual general and special meeting (the “AGM”) of shareholders on September 18, 2024 at 2:00 p.m. Eastern Standard Time, at the Trius Winery & Restaurant, 1249...read article.