Amati AIM IHT Portfolio Service on M.P. Evans Group PLC
Thesis
M.P. Evans is a sustainable palm-oil producer that the fund says continues to grow strongly. The company is benefiting from supportive underlying pricing. Its shares recovered after concerns about potential changes to export rules prompted profit taking in May. The fund notes that the company sells into Indonesia's domestic market, reducing the relevance of those export concerns to its underlying business.
“M.P. Evans Group, which continues to grow admirably and benefits from strong underlying pricing.”
Key risks
- Potential changes to Indonesian export rules