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14-07-2015, 07:51 PM
#251
Originally Posted by winner69
percy - slide 38 again
multi-generational and shared living going to the way of the future
told you the kids and grandkids would come to grandpa
Thanks for the correct pages to read/look at........
I think I was right to stop at page 14..
Communal Living may be rather nice in Hamburg,but is humbug in ChCh.
Our lot would want their own bathrooms, and an out house for me at the bottom of the garden.!
Hells bells it was hard enough to get them to leave home in the first place!!!!
Last edited by percy; 14-07-2015 at 07:55 PM.
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14-07-2015, 08:29 PM
#252
Originally Posted by percy
Thanks for the correct pages to read/look at........
I think I was right to stop at page 14..
Communal Living may be rather nice in Hamburg,but is humbug in ChCh.
Our lot would want their own bathrooms, and an out house for me at the bottom of the garden.!
Hells bells it was hard enough to get them to leave home in the first place!!!!
They be back, mark my words
Might make you want tonshiftbto Ryman earlier than you planned
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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15-07-2015, 03:11 PM
#253
Originally Posted by percy
If it was before page 14 I missed it.
I gave up at page 14.
Please give me the page number because I just can't bring myself to read the drivel again.
74 pages.Must be for the true believers.I am of very little to no faith,!!
It would appear I am not the only one with no faith.!!!
The sp is still $1.13...
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15-08-2015, 12:27 AM
#254
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15-08-2015, 01:59 AM
#255
Member
Could get interesting if Nebia and MVN use the same process and MVN have a US patent
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16-08-2015, 10:10 AM
#256
Originally Posted by stoploss
Thanks for highlighting this - yes, could either be a threat or an opportunity for MVN. I took the liberty to contact them for a comment and will report back if I hear from them.
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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16-08-2015, 02:16 PM
#257
Originally Posted by BlackPeter
Thanks for highlighting this - yes, could either be a threat or an opportunity for MVN. I took the liberty to contact them for a comment and will report back if I hear from them.
I have since spoken to a director of the company . Apparently there are 6 patents worldwide in relation to water flow and shower heads . Methven holds two of them . They will take a look .
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17-10-2015, 12:41 PM
#258
Originally Posted by winner69
Sure was an impressive presentation and look at those numbers - $13m in 2018
What can one make out of it - maybe lots
Lets assume 5 outcomes -
1.- it all goes to plan and that $13m happens
2.- above but the market is in raptures and rerates Methven, ie a higher PE
3.- sort of goes to plan but they only get half way there
4.- its all pretty pictures and nice words and Methven struggle on as usual
5.- another GFC hits and it all turns to custard
Possible outcomes in graphic. Shows Total Shareholder Return over the 3 years and I have assigned some odds to each scenario
Could get a return of 42% pa over 3 years or lose 6% over the three years. But based on the odds I have assigned to each scenario an expected return of 20%pa
Bloody good eh
But then some of you might assign 90% to scenario 4 which ruins the story
Hmmm - have I been seduced
Looks like Scenario 4 is playing out
No, I was not seduced
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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18-10-2015, 07:02 PM
#259
Result due soon that will tell, they are one of those companies that seldom post much to NZX; PGG, TTK and HLG are some others that make minimal announcements too.
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19-10-2015, 09:40 AM
#260
Originally Posted by tim23
Result due soon that will tell, they are one of those companies that seldom post much to NZX; PGG, TTK and HLG are some others that make minimal announcements too.
Are you sure? Looking at their published key dates (http://www.methven.com/nz/corporate/...on/key-dates): half year results are due in February (remember - they changed their year end date from March 31 to June 30 - i.e. this financial year is for them 15 months), i.e. they might only come back in 2016.
Still - some interim announcement (after 6 months in FY2016) would be nice, but given their history in outstanding shareholder communications (anybody spotting the irony?) am I not sure, whether I would hold my breath.
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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