Andrew Peller Ltd T.ADW.A

Buzz on the Bullboards: Bombardier, world woes, a smart fridge, and top shelf weed

[Jonathon Brown]

A highlight of the week was Bombardier (TSX:BBD), which reported impressive growth in its Q3 2024 results. read article.

[Jonathan9]

Another 5000 yesterday.

[Jonathan9]

CEO purchased 5000 shares.

[Jonathan9]

25,000 shares by the Chairman of the board. I view this as a positive combined with daily company buybacks via NCIB.

[TheCount11]

I have never seen the beverage industry with a 16% increase in compensation during a CEO "transition" except for the "Peller Plunder".   Do you have any examples

[Puma1back]

i believe the increase is more attributable to the fact that outgoing CEO& inbound CEO have overlapping periods as is usual in most transitions in the suite.  

[Jonathan9]

I did some research and it looks like revenue recognition for LCBO is when they receive it and for retailers it is when it is sold to the consumer.

[Stonksonlyup90]

Won't this cause a massive pull forward in sales if they are now stocking 5,200 new distribution points in Ontario? Would be good to see them turn that inventory a bit faster (inventory is too

[TheCount11]

Here at Peller we pay ourselves first! months 2023 2024 % inc 3 $1,844 $2,186 19% 6

[Puma1back]

Too early to see effects of new CEO but moving forward, though slowly.  Still cannot understand how Port Moody asset held for resale is still included in operating capital assets.  

[Jonathan9]

Overall, positive in my opinion. Sales up, gross margin up, inventory down, long term debt down, market share gains, share buybacks. Note: This is irregular quarter with benefit of LCBO strike

[TimeBuilder1]

Pay Day is January 10th 2025

[PressRelease]

GRIMSBY, Ontario, Nov. 06, 2024 (GLOBE NEWSWIRE) -- Andrew Peller Limited (TSX: ADW.A / ADW.B) (“APL” or the “Company”) announced today results for the three and six months ended September 30, 2024. All amounts are expressed in Canadian dollars unless otherwise stated.SECOND QUARTER 2025...read article.

[PressRelease]

GRIMSBY, Ontario, Nov. 06, 2024 (GLOBE NEWSWIRE) -- The Board of Directors of Andrew Peller Limited (ADW.A / ADW.B) (the “Company”) announced today that it has approved a quarterly common share dividend of $0.0615 per Class A Share and $0.0535 per Class B Share to be paid on January 10, 2025 to...read article.

[Puma1back]

probably just collect fees and contract out mgmt but not certain. Either way, the disclosures for this company are not particularly granular. They have the Port Moody real estate block which doesn

[Stonksonlyup90]

Maybe a silly question, but who owns the Restaurant at Grey Monk winery? I had thought it was owned/operated by Andrew Peller, but where would that income/profit show up in the Financial Statements?