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  1. #581
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    Mar 2016
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    Quote Originally Posted by emveha View Post
    A good question to ask on Tuesday (I can't be there unfortunately).
    No doubt that will be "commercially sensitive"

  2. #582
    Senior Member
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    Quote Originally Posted by Grunter View Post
    It would be interesting to see whether FPH have included IP Insurance as part of their risk management programme. If so, then the effects of this could be negligible. Most likely there will be a settlement one way or another and both parties will move on.
    This is one of my bigger holdings but I've reduced last week and this morning. I see this as extra risk on a company well priced for growth. I'll look at buying back once this is resolved, but why take the risk? Surely there is potential here for this to throw a spanner in the works? ResMed have litigated over patents previously and been successful and they have deep pockets.

  3. #583
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    Quote Originally Posted by Biscuit View Post
    This is one of my bigger holdings but I've reduced last week and this morning. I see this as extra risk on a company well priced for growth. I'll look at buying back once this is resolved, but why take the risk? Surely there is potential here for this to throw a spanner in the works? ResMed have litigated over patents previously and been successful and they have deep pockets.
    I have done the same just in case price takes a big dive. Buy again when all this is resolved.

  4. #584
    The Kid
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    Oct 2014
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    Rotorua
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    1st half net profit guidance $76m up 23% / FY $165m up 15% - low end of earlier forecast due to high NZD. Also FPH to spend NZ$200m on building expansion in NZ and Mexico over next 4 to 5 years. Funded from existing facilities.

    https://www.nzx.com/companies/FPH/announcements/287720
    Last edited by IAK; 23-08-2016 at 03:22 PM.

  5. #585
    ... malus's Avatar
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    Dec 2009
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    Blenheim
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    70

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    Thanks for posting IAK... I was at ASM yesterday... haven't had chance to comment yet... currently on the Sky Bus heading for Auckland Airport will comment further tonight when I have key board to work with.
    Last edited by malus; 24-08-2016 at 09:49 AM.

  6. #586
    Senior Member
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    Quote Originally Posted by In4a$ View Post
    I have done the same just in case price takes a big dive. Buy again when all this is resolved.
    Bit of a fall today! We dodged that bullet In4a$, even if it is for a different reason!

  7. #587
    percy
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    Oct 2009
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    christchurch
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    Just received the contract note for the ones I sold, and see I received $10.1378 ps share .
    There were buyers at $10.20 when I put them on the market.
    Now I see the last sale was $9.90.

  8. #588
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    Quote Originally Posted by percy View Post
    Now I see the last sale was $9.90.
    ...and falling

  9. #589
    Senior Member
    Join Date
    Jan 2015
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    512

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    good opportunity to buy

  10. #590
    Aspiring to be an Awesome Bear
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    In the Woods
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    Quote Originally Posted by babymonster View Post
    good opportunity to buy
    My thoughts too, so did , it will go down further now

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