Bullboard - Stock Discussion Forum Andrew Peller Ltd T.ADW.A

Alternate Symbol(s): T.ADW.B | ADWPF

Consumer Defensive Beverages - Wineries & Distilleries

Andrew Peller Limited is a producer and marketer of wines and craft beverage alcohol products in Canada. With wineries in British Columbia, Ontario and Nova Scotia, the Company markets wines produced from grapes grown in Ontario’s Niagara Peninsula, British Columbia's Okanagan and Similkameen Valleys, and from vineyards around the world. Its premium and ultra-premium Vintners' Quality Alliance... see more

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Comment by TheCount11on Sep 09, 2024 3:42pm

RE:RE:RE:RE:Long Term Debt - falling CDOR interest rates

I don't see a risk adverse investor who has cash like investments jumping into a winery whose west coast crops burnt, froze and are being replanted but you never know. Maybe the catalyst is new ...more

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Comment by Stonksonlyup90on Sep 09, 2024 2:41pm

RE:RE:RE:Long Term Debt - falling CDOR interest rates

There is a lot of cash sitting in Money Market funds. As rates drop, these value stocks are primed to be bid up. The stock needs a catalyst... perhaps if they could get the job done on that Port ...more

Discussion

Comment by TheCount11on Sep 09, 2024 12:46pm

RE:RE:Long Term Debt - falling CDOR interest rates

Seems like investors excited about new management otherwise stock would be closer to $2 vs $4 There hasn't been any revenue growth over last 5 years. Cap Ex has been deferred ...more

Discussion

Comment by Jonathan9on Sep 08, 2024 7:44pm

RE:Long Term Debt - falling CDOR interest rates

CORRA Rate today - 4.29%. Expected to continue to drop.

Discussion

Post by TimeBuilder1on Aug 22, 2024 10:35am

Got Voting "letter" TODAY

from TDWBDI BUT NO 16 digit access number to vote.. ;>( All comments WELCOME TA TB

Post by Puma1backon Aug 17, 2024 10:11am

Wines

As a shareholder of late, and catalyst by the now defunct LCBO strike, i have been buying some of their wines. 1) the best cheap wine i had was a very interesting Peller mix of Baco Noir & their ...more

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Comment by Puma1backon Aug 15, 2024 8:15am

RE:RE:RE:RE:Port Moody update

I don't think the book value is that low Stonks - they triggered the tax transaction pre- capital gains increase. The taxes on the gain were only $4 million which implies a gain under $20 million. ...more

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Comment by Stonksonlyup90on Aug 14, 2024 5:30pm

RE:RE:RE:Port Moody update

@Puma1back This APL land in Port Moody has been held for decades. It would be on the books at Book Value, can't write it up to Fair Market Value per accounting standards. Therefore it's ...more

Discussion

Comment by Puma1backon Aug 14, 2024 10:52am

RE:RE:Port Moody update

Thanks for the reminder to not forget that the corp web site needs to be periodically checked . the confusing part imo is how PWC could sign off on last year's statements disclosing that all of ...more

Discussion

Comment by Stonksonlyup90on Aug 10, 2024 7:10pm

RE:RE:Port Moody update

Thanks for highlighting, i didn't realize we had an uodated investor presentation. i like the emphasis on "near term deleveraging". Long overdue and should help to strengthen free ...more

Discussion

Comment by Jonathan9on Aug 10, 2024 3:08pm

RE:Port Moody update

Investor presentation says $50M+ First time I've seen a number presented. I expect they are now pretty confident in that estimate. Investor presentation is well done in my opinion. Definitely an ...more

Discussion

Comment by Jonathan9on Aug 08, 2024 1:05pm

RE:Port Moody update

Good catch. I believe this will be a catalyst along with lower interest rates, and improving business fundamentals. Use it to repay a big chunk of debt, potential for a small bolt on acquisition ...more

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Post by Stonksonlyup90on Aug 07, 2024 9:26pm

Port Moody update

Interesting disclosure in Note 10 on Port Moody. I assume they are getting close to transacting. Good move to save on the taxes. I don't know what value the land is on the books for, but $4m of ...more

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