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noodles
31-01-2017, 10:07 PM
The program for 2017 presentations for the Auckland branch of the NZ Shareholders Association is mostly complete.

The February meeting is as follows
Speakers:
JB Were - "2017 Outlook" Ricky Ward (NZ Equity Manager), Bernard Doyle (Strategist)
Gentrack (GTK.NZ) - Ian Black (Chief Executive Officer)

Details:
Feb 15th - 7.30 pm start (tea and coffee from 7pm)
Alexandra Park, (please note there will be the usual $5 cover charge) Hobson Room, Level 4, Alexandra Park Functions Centre, Greenlane

Non-members are most welcome. It is always a good chance to meet with fellow sharetrader members.

The full program for 2017 is as follows:


15 Feb
JB Were - 2017 outlook
Rickey Ward, NZ equity manager
Bernard Doyle, Strategist
Ian Black (GTK)


26 April
Simon Bennett (AWF)
Mark Lister (Craigs IP)


21 June
Grant Webster (THL)
Todd Hunter (TNR)


20 Sept
Angela Buglass (TIL)
Dean Anderson (Smartshares/ETF's)


15 Nov
Steve Browning (GXH)
Geoff Ross (MOA)

Beagle
02-02-2017, 08:51 AM
Thanks Noodles. Definitely interested in the 21 June meeting as I hold shares in both companies. Catch up for a beer before hand if you want.

noodles
02-02-2017, 09:41 PM
Thanks Noodles. Definitely interested in the 21 June meeting as I hold shares in both companies. Catch up for a beer before hand if you want.
Sounds like a plan. We can discuss the valuation method of the TNR bonds:)

Beagle
08-02-2017, 12:03 PM
Sounds like a plan. We can discuss the valuation method of the TNR bonds:)

Good stuff, look forward to it. Perhaps we can also discuss where's the bottom for TIL ? :eek2:

noodles
14-02-2017, 09:35 PM
Good stuff, look forward to it. Perhaps we can also discuss where's the bottom for TIL ? :eek2: lol. See you tomorrow then.

Vaygor1
14-02-2017, 10:09 PM
Was quietly thinking about coming down for it Noodles, but knew from some time back the odds were very low given my current circumstances.
I am 99.99% certain to be coming down for the Auckland ST meeting on 4-March.
Hope to see you there if you can make it.

Beagle
14-02-2017, 10:19 PM
lol. See you tomorrow then.

I would love to be there tomorrow mate but I have to take my 87 year old Mum to the airport tomorrow. Possibly her last trip on a plane, she feels she's getting too old to fly now.
Very keen for the June meeting though and hope to see you on March 4, see other thread in this section. Come along and hear me put Vaygor1 on the spot with the question "When is RYM finally going to break out of its trading range ?" I am sure he'll have a very carefully prepared answer for us :)

Vaygor1
14-02-2017, 10:45 PM
Come along and hear me put Vaygor1 on the spot with the question "When is RYM finally going to break out of its trading range ?" I am sure he'll have a very carefully prepared answer for us :)

Haha.. well put Roger.
My current view on RYM just might surprise you !
Looking forward to that pint from you re the RYM-AIR bet we had at the auckland meet last year. :cool:
Possibly a double or quits on CVT not issuing another downgrade this financial year?
Personally I think the odds of them issuing a downgrade are over 50%, but in the interest of fun I am happy to bet the other way.
Think I might be in for a roasting if I am justifying RYM to you and ALF to Noodles in the one session. :)

noodles
18-04-2017, 10:13 PM
The April 26 Meeting is coming up. Presenting is:
Mark Lister -Head of Private Wealth Research at Craigs IP
Simon Bennett - Chief Executive at AWF Madison Group (AWF.NZ)

7.30 pm start (tea and coffee from 7pm)
Alexandra Park, Hobson Room, Level 4, Alexandra Park Functions Centre, Greenlane


Non-members are most welcome. Please note there will be the usual $5 cover charge.

noodles
25-04-2017, 07:43 PM
The April 26 Meeting is coming up. Presenting is:
Mark Lister -Head of Private Wealth Research at Craigs IP
Simon Bennett - Chief Executive at AWF Madison Group (AWF.NZ)

7.30 pm start (tea and coffee from 7pm)
Alexandra Park, Hobson Room, Level 4, Alexandra Park Functions Centre, Greenlane


Non-members are most welcome. Please note there will be the usual $5 cover charge.
Just a reminder for those interested in coming along, it is tomorrow night.
Non-members are most welcome.

You will want to hear Mark Lister's view on the NZX. Very interesting.

Beagle
26-04-2017, 09:51 PM
Just a reminder for those interested in coming along, it is tomorrow night.
Non-members are most welcome.

You will want to hear Mark Lister's view on the NZX. Very interesting.

He's well worth listening too and I'd love to come along but I'm down at the SUM annual meeting and afterwards hanging out with Couta1, Iceman and others so getting the last flight home tomorrow evening.
I'll do you a good trade though. If you share Mark Lister's thoughts the following day I'll let you know the good gossip on what Julian Cook has to say at the SUM meeting. Sound like a plan ?

whome
27-04-2017, 04:06 PM
He's well worth listening too and I'd love to come along but I'm down at the SUM annual meeting and afterwards hanging out with Couta1, Iceman and others so getting the last flight home tomorrow evening.
I'll do you a good trade though. If you share Mark Lister's thoughts the following day I'll let you know the good gossip on what Julian Cook has to say at the SUM meeting. Sound like a plan ?
Mark Lister presented a good potted view of the world economy. No real surprises.
NZ economy remains strong, continuing on from recent years, but interest rates and inflation are rising so net yields will be less.
World politics: Trump 15% Tax Pack is positive, especially for US banks & US manufacturing. Country election that Craigs will watch carefully is Italy (this was a surprise to me) early next year as only 50% of popn. is pro Europe (presume the other half are not). NZ economy growing 2-3% (good) driven by migration. Noted, Of the 70k net migration figure, 20-40k ie half is kiwis not going to Aus, and staying in NZ.
Currency: Growth + Stability + higher OCR = high $NZD, and don't expect to see it drop any time soon (barring financial shocks)
What could go wrong:
- Housing- up 69% in last 4 years, well above the trend line
- High Household debt- Rental return in Auckland is 3%. Govt debt is 30% of GDP, which is ok. H/H debt is 160% of GDP, which is not ok.
- NZ Election - Nats + NZF to rule !!!!???
- Inflation rising but OCR going nowhere for now.
-Long term interest rates rising
- Aus Govt debt has doubled in the last 4 years - slowing the ASX.
Where to from here for Craig's investment funds:
NZ - taking profits
Aus - cautious
US - Positive
UK - cautious
Europe - neutral

Question Time: Mark's reply to a question re NZX performance IMO let NZX off very lightly. However FBU got a caning with more or less a repeat of his analysis and thoughts expressed in his recent article ( in NBR I think).

Asked to pick 5 good NZ stocks:
EBO, MFT, FPH, AIA, RYM (again, no surprises!!!)

After meeting discussion: On the spec side Craigs invest in Gentrack. Interested in PPH but not investing at this stage. Interested in Oceania but not investing due to small size and illiquidity relative to RYM.

Mark is a very good presenter. I found him concise, informative and interesting.

Beagle
28-04-2017, 12:53 PM
Many thanks for sharing whome.

Please see my comment in the SUM thread. Further to that I cannot think of any reason why RYM with its much slower growth rate should trade at such a substantial PE premium to SUM.

ace5715
07-06-2017, 12:52 PM
Thinking about going to the Auckland meeting on the 21st of June, i'm not a member of the NZSA and wanted to know if I'm to attend do I need to register or just turn up on the night with my $5?

noodles
07-06-2017, 11:25 PM
Thinking about going to the Auckland meeting on the 21st of June, i'm not a member of the NZSA and wanted to know if I'm to attend do I need to register or just turn up on the night with my $5?

Guests are welcome. You don't need to register. And yes, $5 charge.

ace5715
08-06-2017, 08:25 AM
Guests are welcome. You don't need to register. And yes, $5 charge.

Thanks Noodles

noodles
20-06-2017, 04:20 PM
Just a reminder, the Auckland branch is hosting Grant Webster (THL) and Todd Hunter (TNR) tomorrow night.

Details - 7.30 pm start (tea and coffee from 7pm)
Alexandra Park, (please note there will be the usual $5 cover charge) Hobson Room, Level 4, Alexandra Park Functions Centre, Greenlane


Non-members are most welcome. It is always a good chance to meet with fellow sharetrader members.

ace5715
21-06-2017, 09:47 AM
Extra keen to go along tonight with THL releasing a profit announcement this morning.

noodles
20-09-2017, 09:36 AM
Just a reminder, the Auckland branch is hosting Angela Buglass (TIL) and Dean Anderson (NZX) tonight. Dean will be talking about ETF's.

Details - 7.30 pm start (tea and coffee from 7pm)
Alexandra Park, (please note there will be the usual $5 cover charge) Hobson Room, Level 4, Alexandra Park Functions Centre, Greenlane


Non-members are most welcome. It is always a good chance to meet with fellow sharetrader members.

noodles
04-11-2017, 02:00 PM
Just a reminder, the Auckland branch is hosting Steve Browming (GXH) and Geoff Ross (MOA) on Nov 15.

Details - 7.30 pm start (tea and coffee from 7pm)
Alexandra Park, (please note there will be the usual $5 cover charge) Hobson Room, Level 4, Alexandra Park Functions Centre, Greenlane

Non-members are most welcome. As it is the last meeting of the year, there will be a free beer after the speakers.

noodles
28-01-2018, 07:19 PM
An exciting lineup for the first meeting of the year on Wed Feb 28th.

Details
7.30 pm start (tea and coffee from 7pm)
Alexandra Park, (please note there will be the usual $5 cover charge) Hobson Room, Level 4, Alexandra Park Functions Centre, Greenlane
Non-members welcome


Mark Lister
Mark is Head of Research for Craigs Investment Partners Private Wealth division. His team is responsible for all of the asset allocation, strategy and portfolio recommendation decisions for Craigs clients.

Mark spoke last year and was one of the highlights. This is a great chance to get Mark's view on the state of the market and on particular stocks. He is not shy on giving an opinion. Last year he allocated a lot of time for questions.

Greg Shanahan
Greg Shanahan is Managing Director and co-founder of Veriphi Ltd. Veriphi is a private New Zealand company that is developing a revolutionary solution for low cost in-line analysis of fluids using lasers. Its first target market is the verification of intravenous drugs to prevent medication errors.

Greg is also founder of the Technology Investment Network (TIN). TIN annually publishes the TIN100 Report, an authoritative benchmarking report on New Zealand’s 200 largest globally-focused technology businesses. TheTIN100 Report has become a critical reference tool for government and industry decision makers in supporting the growth of NZ’s technology export sector.

Prior to establishing TIN in 1999, Greg worked for 10 years at Fisher and Paykel Appliances in marketing and operational roles, in New Zealand and the United States

noodles
26-04-2018, 09:05 PM
The next meeting is a great chance to hear from one our most respected business leaders, Joan Withers. We will also have Phil Gibson from Mercury who will discuss the company and industry.

Details
7.30 pm start (tea and coffee from 7pm), Wed May 2nd
Alexandra Park, (please note there will be the usual $5 cover charge) Hobson Room, Level 4, Alexandra Park Functions Centre, Greenlane
Non-members welcome

Speakers' and their Resumes:-


Joan Withers - Discussing Corporate Governance
Joan Withers was appointed a Director of Mercury in August 2009 and Chair of the Board in October 2009. She is Chair of the Warehouse Group, a Director of ANZ Bank New Zealand and a trustee of the Louise Perkins Foundation (Sweet Louise). Joan has more than 20 years' experience at a senior executive level in the New Zealand media industry, including serving as Chief Executive Officer of Fairfax New Zealand and The Radio Network of New Zealand.


Phil Gibson - Mercury
Phil is responsible for managing hydro operations, wholesale market activities and sales to large commercial and industrial customers. Phil joined us in 2004 and has held a number of roles across the business including Wholesale Markets Manager, and Head of Technology & Innovation in Consumer Markets. Prior to joining the electricity industry, Phil spent six years in structural engineering roles in Auckland, Wellington and London.

noodles
18-06-2018, 11:09 PM
Branch Meeting on Wednesday, 27th June, 2018, which will take place from 7.30pm at the Alexandra Park Convention Centre (tea and coffee served from 7pm, and please note there will be the usual $5 cover charge).

Non-member welcome.

Order of business:-

7.30pm Branch Update
7.35pm approx, Ralph Highnam, CEO, Volpara Health Technologies (ASX:VHT)
8.00pm approx, Bernard Doyle : Head of JBWere Investment Strategy Group
8.30 pm approx. Michael Boggs : CEO, NZME (NZX:NZM)

Speakers' and their Resumes:-

Ralph Highnam: CEO, Volpara Health Technologies
With an extensive career in Medical imaging technologies, Dr Highnam established Volpara Health Technologies (ASX: VHT) in 2009 with 3 colleagues and global specialists in breast imaging. Volpara is a digital health company providing breast imaging analytics and analysis products that are focused on early detection of breast cancer by improving the quality of screening using Artificial Intelligence (AI). Volpara is a research, development, and manufacturing company based in Wellington.

Bernard Doyle : Head of JBWere Investment Strategy Group
Bernard oversees NZ equity strategy and global tactical asset allocation for JBWere’s private and institutional clients, as well as also heading JBWere’s Investment Strategy Group. Often quoted in the media – Bernard is recognised as a financial markets authority in NZ. Before joining JBWere, Bernard was the NZ equity strategist for Goldman Sachs and holds an Honours degree in Economics from Victoria University.

Michael Boggs : CEO, NZME
Michael was appointed CEO in March 2016, prior to that he held the CFO position. He has been integral in developing the strategy to grow NZME’s presence in New Zealand particularly in the areas of digital, video and events whilst upholding the company’s traditional brands including The New Zealand Herald and Newstalk ZB.

noodles
15-09-2018, 10:03 AM
Branch Meeting on Wednesday, 19th Sep 2018, which will take place from 7.30pm at the Alexandra Park Convention Centre (tea and coffee served from 7pm, and please note there will be the usual $5 cover charge).


Non-members welcome.


Speakers:
Earl Gasparich (CEO) - Oceania
Jon MacDonald (CEO) - TradeMe

noodles
12-11-2018, 10:18 PM
Branch Meeting on Wednesday, 14th November, 2018, which will take place from 7.30pm at the Alexandra Park Convention Centre (tea and coffee served from 7pm, and please note there will be the usual $5 cover charge).


Order of business:-

Speakers' and their Resumes:-

Nick Dravitzki : Portfolio Manager, Devon Fund
Nick has been with Devon Funds Management since early in 2010 and is the portfolio manager for Dividend Yield Fund, Alpha Fund and the Diversified Income Fund. Prior to joining Devon, Nick was an analyst at NZ Funds Management Limited and assisted with portfolio construction and trading. Nick’s advantage lies in his broad understanding of Trans-Tasman investment opportunities, having covered a wide range of stocks and sectors during his 13 years in the industry.


Ross Taylor : CEO, Fletcher Building
Ross Taylor joined Fletcher Building as CEO on 22 November 2017. Previously, Ross was CEO of UGL, an international engineering, services, construction and product manufacturing business, operating across the rail, transport and technology systems, power, resources, water and defence sectors, and headquartered in Australia. Prior to this he was managing director and CEO of Tenix, a privately held engineering and construction services company and held senior leadership roles at Lendlease across a 23-year period. Ross holds a Bachelor of Engineering from the University of Queensland.

noodles
22-02-2019, 04:56 PM
The next Branch Meeting on Wednesday, 27th February, 2019, which will take place from 7.30pm at the Alexandra Park Convention Centre (tea and coffee served from 7pm, and please note there will be the usual $5 cover charge).We are using the "Top of the Park" room on the 5th floor.


Order of business:-

7.30pm Branch and Company visit update
7.35pm approx, Craig Herbison, CEO, Plexure
7.55pm approx, Alan Pearson, CEO, TIL Logistics
8.15pm approx Frances Sweetman, Senior Analyst, Milford Asset Management


Speakers' and their Resumes:-

Craig Herbison : CEO, Plexure (Customer engagement software for mobiles)
Craig is an internationally
experienced leader with over 20 years of digital and brand marketing, business transformation, sales and corporate leadership experience. Craig has held Global and local marketing and leadership positions in the UK, Australia and NZ and is a qualified lawyer.


Alan Pearson : CEO, TIL Logistics Group
Alan Pearson commenced as Group Chief Executive Officer in March 2018. Alan has over 35 years commercial experience in both public and private companies, including ten years as Managing Director of Hall’s Group Limited, one of New Zealand’s largest Transport & Logistics companies. Prior to Hall’s Alan spent 13 years with Fletcher Building / Fletcher Challenge, with the last ten years as General Manager of the Pacific Steel Group. He has also worked for Tasman Pulp & Paper, Amcor Fibre Packaging, Smorgon Glass & Plastics and Alcan Aluminium in various accounting and leadership roles. Alan is a Fellow of the Australian Society of CPA’s (1984), and member of the Institute of Directors NZ (2011).


Frances Sweetman : Senior Analyst, Milford Asset Management
Frances joined Milford in early 2017 focused on New Zealand equities. Prior to joining Milford, Frances was at Craigs Investment Partners, responsible for the New Zealand and Australian exposures of the Private Wealth division, at Brook Asset Management focused on the property, finance and telecommunications sectors and at Macquarie Bank in Sydney, covering the property sector. She holds an MSc in Estate Management from South Bank University, a BA(Hons) in Economics and Business Management from Newcastle University and is a member of the Royal Institute of Chartered Surveyors.



Forthcoming Branch Meetings and speakers:-

2019 Meeting Dates:-
Weds 10th April, 2019 - Xavier Simonet, CEO, Kathmandu
Craig Lister, Head of Private Wealth, Craig Investment Partners

Weds 26th June, 2019 - John Dakin, CEO, Goodman Property Trust, TBA

noodles
27-03-2019, 08:56 AM
The next Branch Meeting on Wednesday, 10th April 2019, which will take place from 7.30pm at the Alexandra Park Convention Centre (tea and coffee served from 7pm, and please note there will be the usual $5 cover charge).We are using the "Top of the Park" room on the 5th floor.


Xavier Simonet, CEO Kathmandu
Bio: Joined Kathmandu in June 2015 with over 20 years international experience in building brands and developing successful retail businesses in fashion, apparel, accessories and related products.
Prior roles include CEO of Radley (London), VP & GM International of DB Apparel, 11 years at LVMH (primarily Asia-Pacific) and International Director of Seafolly.

Mark Lister, Head of Private Wealth Research, Craigs IP
Topic: International shares and the Tax Working Group
Bio: Mark joined Craigs Investment Partners in 2004. Before joining Craigs, he worked in the electricity sector for a number of years. Mark is Head of Private Wealth Research for Craigs Investment Partners Private Wealth division. His team is responsible for all of the asset allocation, strategy and portfolio recommendation decisions for Craigs clients.