@khan_sanie With higher earnings, I could go fully off grid and dodge any extra burdens they throw at me. So whats the point ? No of consumers will go down if they raise prices for HNI, because they can afford to go off grid. Poor will have to pay the burdon.
Absolutely, making high returns is essential in Pakistan given the risks involved
A company only creates value when
ROE > Ke.
If ROE < Ke, it’s destroying value.
The real edge comes from finding companies where roe is expanding and beating Ke, we have very few of these
#PSX
Categories of investors in PSX
1 Strong Hands 💎
2 Weak Hands
3 Very Weak Hands
4 Ultra Weak Hands
Market stress triggers a chain reaction,
↓ Ultra Weak Hands❌
↓ V Weak Hands❌
↓ Weak❌
➝ Strong Hands hold the line 💎
Your category decides your outcome.
#PSX#KSE100
@nawalahmad301 NATF is a mature company; BBFL is in the growth phase.
in one year, BBFL scaled cap utilization from 19% to 40%.
Inventory buildup in Q4 and Q1 is seasonal, positioning for stronger demand in Q2 and Q3. Cash flow will be normalize and turn positive by Q3.
1/ Big Bird Foods Limited Cash is negative because they’re pushing sales fast
Biological Assets ↑
Inventory ↑
Receivables ↑
> That’s scaling.
Receivables ↑
Yes, McDonald’s & KFC operate on 90 day terms.
That’s normal B2B
This is a classic growth story
#BBFL#KSE100#PSX
@Ladyofpsx Growth is alright but you should also pay attention to cash flow. Most of the growth is coming from credit sales and cash flow conversion remains weak. Most likely a strategy to capture market share.
@nawalahmad301 Stock will hit 90 by then and you wont have a chance, you think Mc D and KFC will default on their payements ? That can never happen.
If WC is build with high revenue growth = Classic growth story
If WC is build with flat revenue = Red flag.
2/ This working capital build is necessary to move utilization from 40% → 70–80%.
You can’t double plant output without first funding birds, feed, and stock.
Cash isn’t disappearing It’s sitting in revenue generating assets
That’s expansion phase behavior not distress
#BBFL
Since 2000, every “fast 10% decline” statistically favored patient Investor.
• 1Y avg return: 25%+
• 5Y avg return: 189%
• 5Y positive probability: 93%
History says fast drawdowns in PSX have been accumulation zones
#KSE100#PSX
Pakistan has an ultra high Equity Risk Premium for a reason.
Accounts opened during euphoria often go dormant once volatility strikes.
Frontier markets are not beginner friendly, You need lots of experience.
#PSX#KSE100
Big Bird Foods Limited is expanding its retail sales teams across major cities🛒
Retail sales → stronger cash flow 📦
Capacity already up 19% ➝ 40% 📈
Fixed costs covered ✅
From here, every extra sale adds mostly to the bottom line 📈
PAT ↑ → EPS 🚀
#BBFL#KSE100#PSX
🚀 MANAGEMENT CONFIDENCE MATTERS
Dr. Muhammad Mustafa Kamal, CEO Big Bird Foods Limited, said:
“In the coming days, #BBFL will leave significant footprints on the stock exchange 📊
We expect the business to grow many-fold in the coming years 📈🔥”
#BBFL#PSX#KSE100#BUY
Not my words Big Birds Food Limited own territory manager sharing this on LinkedIn 👇
Highest-ever monthly sales achieved in Jan 2026.
Internal teams don’t celebrate cakes unless numbers are real.
This is how growth shows up before financials.
#BBFL#PSX#KSE100#Stocks#Buy
@qaisarnadeeem it is just a matter of inventory swelling due to floods last year. why are you dragging it ? they had to offer discounts to sell more in less time and it is pretty normal.
@StockCompounder It make lot of sense to offer Discounts & Lower effective price for buyers this has shifted demand curve to the right means more quantity demanded at each price.