Author Topic: SCHO.CPH - Schouw & Co. A/S  (Read 21097 times)

John Hjorth

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Re: SCHO.CPH - Schouw & Co. A/S
« Reply #20 on: December 18, 2016, 05:26:07 AM »
DooDiligence,

I think I can get the financials for Schouw's Norwegian competitors at Brønnøysundregistera. [You may ask: Why up the in Brønnøysund, about mid between Oslo and the Polar Circle? - Well that's just where the Norwegian registration and oversight body for Norwegian companies and firms is located. Otherwise, most likely no citizen in the small town wouldn't have much to do - other than shoveling snow...].
« Last Edit: December 18, 2016, 05:28:29 AM by John Hjorth »
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai


DooDiligence

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Re: SCHO.CPH - Schouw & Co. A/S
« Reply #21 on: December 18, 2016, 07:45:13 AM »
DooDiligence,

I think I can get the financials for Schouw's Norwegian competitors at Brønnøysundregistera. [You may ask: Why up the in Brønnøysund, about mid between Oslo and the Polar Circle? - Well that's just where the Norwegian registration and oversight body for Norwegian companies and firms is located. Otherwise, most likely no citizen in the small town wouldn't have much to do - other than shoveling snow...].

Shoveling snow or plowing Danish brunettes (hmmmmmmm...)
Healthcare 40.8% - ABC BBH CVS DVA EW NVO // BRK.B - 14.7% // Media & Communication 12.7% - CHTR CMCSA DIS

Drinkers & Smokers 13.5% - ABEV MO // Auto's & Oil 13.8% - CLB GPC VDE // Tech & Comms 4.4% - AAPL SFTBY

%'s held @ MV 11/23/2018 minus $$$ 4 skool

ready 2 wait

https://twitter.com/tunawish

John Hjorth

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Re: SCHO.CPH - Schouw & Co. A/S
« Reply #22 on: December 19, 2016, 02:52:59 PM »
Next:

Shareholder structure - part 1:

The major shareholder of SCHO is: Givesco A/S, a privately held Danish company.

The only shareholder of Givesco A/S is a foundation : [name translated to english] "Jens Eskildsen and wife Mary Antonie Eskildsens Memorial Foundation".

Attached are the 2015 financials of both entities.

- - - o 0 o - - -

Some supplementary comments:

The foundation:

The foundation was founded 7. May 1984 by the father of Mr. Erling Eskildsen, Mr. Jens Eskildsen. The first generation of this empire made their money on bakery. Later diversified into snacks and confectionery.

Mr. Jens Eskildsen died around the end of 2005/the beginning of 2006, and his son, Mr. Erling Eskildsen, took over the baton, both in the family foundation and in  the holding company, and have so far done very well since.

- - - o 0 o - - -

Mr. Erling Eskildsen is quite press shy [ as I have already mentioned on this board about well-off and hard working Danes]- this a about the only article that I have been able to find about the second generation Mr. Eskildsen.
« Last Edit: December 19, 2016, 02:54:35 PM by John Hjorth »
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

John Hjorth

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Re: SCHO.CPH - Schouw & Co. A/S
« Reply #23 on: December 20, 2016, 03:29:11 PM »
Schouw & Co. yesterday announced to investors with e-mail subscriptions, that it is moving to another leage on NASDAQ OMX CPH - from NASDAQ OMX CPH Mid Cap to NASDAQ OMX CPH Large Cap, effective beginning 1st January 2017.

To me, "Under the radar period" is over now.
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

John Hjorth

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Re: SCHO.CPH - Schouw & Co. A/S
« Reply #24 on: January 12, 2017, 01:32:13 PM »
SCHO is on its way up from below the radar, as already mentioned by me : Jyllandsposten 12th January 2017: Success conglomerate behind fish food and baby diapers hunting yet another business leg. [Unfortunately subscription protected].
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai


John Hjorth

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Re: SCHO.CPH - Schouw & Co. A/S
« Reply #26 on: January 13, 2017, 05:28:35 AM »
Thanks for sharing, peterism!
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

DooDiligence

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Re: SCHO.CPH - Schouw & Co. A/S
« Reply #27 on: January 13, 2017, 08:18:27 AM »
SCHO is on its way up from below the radar, as already mentioned by me : Jyllandsposten 12th January 2017: Success conglomerate behind fish food and baby diapers hunting yet another business leg. [Unfortunately subscription protected].

Congrats!

I'm probably going to kick myself for not buying here...
Healthcare 40.8% - ABC BBH CVS DVA EW NVO // BRK.B - 14.7% // Media & Communication 12.7% - CHTR CMCSA DIS

Drinkers & Smokers 13.5% - ABEV MO // Auto's & Oil 13.8% - CLB GPC VDE // Tech & Comms 4.4% - AAPL SFTBY

%'s held @ MV 11/23/2018 minus $$$ 4 skool

ready 2 wait

https://twitter.com/tunawish

John Hjorth

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Re: SCHO.CPH - Schouw & Co. A/S
« Reply #28 on: January 13, 2017, 11:42:42 AM »
Thanks, DooDiligence!,

But really no need to congratulate me on this. I haven't finished buying yet on this thing. Talk to me about thumb sucking. [at about 3% now, will go to at least 6% based on what I know right now - perhaps less than 6% or up to 10% when finished working and analyzing on this damn thing].

I haven't yet decided on position sizing, because of BioMar's part of the conglomerate. More work has to de done for my part, to get to some kind of conviction. I simply need to do more work on understanding the competitors of BioMar [EWOS and Skretting] to understand the competitive dynamics in the value chain.

If we on this board had a poll on the most valuable posts for a given year, for me, the palms for such a poll would go to you, DooDiligence. I was actually stuck with regards to the BioMar competitors, when you helped me out in this topic. Furthermore, your post about and  including the link to the "Global Protein Challenge" Report also meant a lot to me, for assessment of the long term view on this investment. Thanks a lot for that, DooDiligence.

[For me personally, it's about allocation of attention and time right now. [I haven't had the time to dive in deep to the competitors of BioMar so far [because of the dynamics of life [and the natural prolongation of life, with regard to my MIL]]. In short: I'm basically unable to think straight  right now, because of crap going on around me right now. - Paintings, carpets etc. - all of absolutely no interest to me, but it has to be processed.]

- - - o 0 o - - -

Next post from me in this topic, if no replies otherwise, will be about the second largest shareholder of SCHO [a Danish foundation], and the history about it - it's really funny stuff!
« Last Edit: January 13, 2017, 12:00:04 PM by John Hjorth »
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

John Hjorth

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Re: SCHO.CPH - Schouw & Co. A/S
« Reply #29 on: February 28, 2017, 11:00:49 AM »
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai