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QAF LIMITED’S STRATEGIC REVIEW
By Alpaca Investments  •  May 11, 2017


Last Friday, QAF announced that it would be conducting a strategic review of its Primary Production business, which may include a listing in Australia or a sale of the business in its entirety. I decided to write about my analysis of QAF's business segments, as well as the potential impact of the strategic review. 



Company Information
QAF Limited is a multi-industry food company with three main business segments - Bakery, Primary Production and Trading & Logistics. Most of the profits come from the Bakery and Primary Production segments. After reaching an all-time high of $1.58 in February, QAF's share price has been on the downtrend. 


Segment EBIT
($'000)BakeryPrimary productionTrading & LogisticsInvestments & othersConsolidated201632,26342,1402,9462,54479,893201560,11916,7773,559(560)79,895201454,024
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By Alpaca Investments
I'm currently an undergraduate studying accountancy in one of the local universities. My ideal career would be either in private equity or venture capital, as the analytical process involved greatly interests me. I believe in working hard, while concurrently putting our money to work. I currently have a low five-figures portfolio, accumulated from working part-time jobs, my National Service allowance and my savings.
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