Auckland Meeting, Sat, 6 Oct’18 -Now at Dr Rudi’s, Viaduct Basin. Whose in?

[whome]

All welcome. NOW AT DR RUDI’s BREW CO., 3rd floor, 204 Quay St & cnr Hobson St, which is one floor above Nightingales which ain’t no more, overlooking Viaduct Basin. Reply here if interested so we have booking no.’s. Last meeting was a cracker, good debate, good company and good shared information - before I knew it, 9pm had arrived and the barman wanted to go home! Lots to discuss Post results season, like OCA vs SUM, where to HLG & HBL in Aus, the future of TRA & THL, NZME debt vs opportunity, the rise of SKO & GTK, whose the next big thing or will the bull market get trumped? A quick reply here pls if interested.

[Beagle]

All welcome. Reply here if interested so we have booking no.’s. Last meeting was a cracker, good debate, good company and good shared information - before I knew it, 9pm had arrived and the barman wanted to go home! Lots to discuss Post results season, like OCA vs SUM, where to HLG & HBL in Aus, the future of TRA & THL, NZME debt vs opportunity, the rise of SKO & GTK, whose the next big thing or will the bull market get trumped? A quick reply here pls if interested.

Hi mate, I'm in, see you then :)

[forest]

Yep, will be there. Please you are taken the initiative to set a date.

[whome]

Thanks Beagle and Forest. Look forward to meeting up again 6th Oct. Better add ATM & SML to the discussion list.

[Beagle]

The legendary Crackity is coming, he emailed me to confirm.

[cymonger]

Just FYI guys, that place (Nightingales) is permanently closed. Dr. Rudis upstairs is still going strong.

[Beagle]

Thanks. http://www.drrudis.co.nz/ View looks exactly the same as last time we met upstairs. Must have a pretty interesting monthly lease cost for this business to have changed hand so many times in recent years.

[whome]

Thanks Cymonger. Will check it out.

[Blendy]

Oh sorry I can't make it that day - hope to see you next time :)

[whome]

Thanks Blendy. There will be a next time.

[whome]

Note change of venue to same time but just one floor above at Dr Rudi’s as Nightingales ain’t no more.

[Beagle]

Here ya go..............
https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12129343 :eek2:

Interesting...I am open to the idea of postponing it a week...just putting it out there.

[Vaygor1]

Interesting...I am open to the idea of postponing it a week...just putting it out there.

I am unsure if I can make it yet but the odds are looking encouraging.

Openings can get delayed and other issues can crop up (like "we're open but still waiting for our license to serve.. but we can do lemonade")... etc

My view is we keep the date the same and shift the venue to one of the plethora of bars/cafés around the viaduct basin.

[whome]

Dr Rugi’s at noon onwards on Sat 6 Oct is the venue and date this time guys, as others have confirmed. Vaygor, we need to hear what challenge you are going to issue to Beagle this time as he’s flush right now! And where to for ALF???

[Vaygor1]

Thanks Whome.

I assumed from the previous postings that the nominated venue was no longer viable. But if Dr Rudi's is open for business on Oct 6th, then all good.

Regarding challenges, it might be a bit early to bet on this one but I'm willing to wager RYM SP will trade at over $15.00 (or equivalent if there is a share split) before now and 1-June-2019. Beagle.. do you accept?

As for ALF, I wrote a reasonably informative post (I thought.. although I've received no feedback on it to date) here:
https://www.sharetrader.co.nz/showthread.php?3044-Allied-Farmers-Limited-ALF&p=728844&viewfull=1#post728844

[Beagle]

Thanks Whome.

I assumed from the previous postings that the nominated venue was no longer viable. But if Dr Rudi's is open for business on Oct 6th, then all good.

Regarding challenges, it might be a bit early to bet on this one but I'm willing to wager RYM SP will trade at over $15.00 (or equivalent if there is a share split) before now and 1-June-2019. Beagle.. do you accept?

As for ALF, I wrote a reasonably informative post (I thought.. although I've received no feedback on it to date) here:
https://www.sharetrader.co.nz/showthread.php?3044-Allied-Farmers-Limited-ALF&p=728844&viewfull=1#post728844

I propose a counter bet using the same methodology and percentage gain that SUM at SUM point will be at least $8.45 between now and 1 June 2019... This is very high stakes stuff you know :)

[whome]

Dr Rudi’s Brew Co. is on the 3rd floor of the same building. I believe the elevator on the Basin side goes to the 3rd floor.
Vaygor, Would Redshaws be smiling from their ALF t/o price if sheep &beef prices are at a peak and set to drop. On the other hand I presume M Bovis has meant a heap more bobby calves this year as calf rearers shy away, although I am out of touch with veal & skin prices these days. Be interested in your views wrt ALF.

[Vaygor1]

I propose a counter bet using the same methodology and percentage gain that SUM at SUM point will be at least $8.45 between now and 1 June 2019... This is very high stakes stuff you know :)

I guess if you have applied the same %age gain at the time of posting, I have no option but to accept. :cool:
This means, all things being equal, we should in theory either both win, or both lose... and hence will end up buying each other a beer anyway. :)

Talking about high stakes and betting, I offered a $50 bet to my local butcher that he couldn't get a box of sirloin off the top shelf in his shop without using a ladder. He said "No way.. the steak's are too high".

[Vaygor1]

Dr Rudi’s Brew Co. is on the 3rd floor of the same building. I believe the elevator on the Basin side goes to the 3rd floor.
Vaygor, Would Redshaws be smiling from their ALF t/o price if sheep &beef prices are at a peak and set to drop. On the other hand I presume M Bovis has meant a heap more bobby calves this year as calf rearers shy away, although I am out of touch with veal & skin prices these days. Be interested in your views wrt ALF.

Hi Whome.

I think ALF has done very well regarding the 52% acquisition of LI Redshaw. In any event, the cost of acquiring them is over. Additional revenue from that part of the business is now the permanent upside as long as they stick to their knitting.
NZD/USD exchange rate will benefit ALF this H1 compared to the pcp.
M Bovis a non-issue regarding ALF's business as far as I can tell, but the jury still out on that one I guess... suffice to say M Bovis' presence hasn't materially impacted any of the other countries (including Aussie) in which it has established itself. As a matter of fact, if M Bovis were to establish itself in NZ then any reason to change the existing rules around transportation/segregation of livestock sales would disappear wouldn't they?
Compliance with any rules/regs that may be introduced in NZ due to M Bovis will only increase the need/requirement for farmers to use livestock agents such as ALF imho.

Disc: Holding ALF.

[whome]

Thanks Vaygor. Look forward to meeting up next Sat to chew the fat and swallow some craft beer with it.

[winner69]

Suppose Beagle will be into the Black Dog 'Pug Life' Extra Pale Ale

I'd recommend The Sawmill brew myself

[Beagle]

Suppose Beagle will be into the Black Dog 'Pug Life' Extra Pale Ale

I'd recommend The Sawmill brew myself

Gosh that bar won't go broke through undercharging will it !

[whome]

Reminder of the meeting tomorrow from noon on. Come along and meet a bunch of people with a like minded interest in shares. Great information sharing and help if you want it, and of course the banter! Drop in for a quick hello or stay on for a drink and dine. All welcome.

[Maverick]

Reminder of the meeting tomorrow from noon on. Come along and meet a bunch of people with a like minded interest in shares. Great information sharing and help if you want it, and of course the banter! Drop in for a quick hello or stay on for a drink and dine. All welcome.
I'll see some of you there. I'm keen to put a few faces to the names. I'm the guy with a full set of flowing hair, well developed upper body strength and probably a couple of blondes on each arm (having decided on numbers yet)

[Vaygor1]

Had a few things come up over here in Aussie. Sorry I won't be able to make it. :(

[see weed]

I'll see some of you there. I'm keen to put a few faces to the names. I'm the guy with a full set of flowing hair, well developed upper body strength and probably a couple of blondes on each arm (having decided on numbers yet)
Might see you there later on about 3pm. I'm the guy going bald with a sore hip and lacking a couple of blondes:cool:.

[Chanchay]

I won't be making it due to being a recluse. If I did happen to come along how would i pick you guys out? Shall I guess and say White males in the 45-60 age bracket (joking, not joking)

[Beagle]

Might see you there later on about 3pm. I'm the guy going bald with a sore hip and lacking a couple of blondes:cool:.

Don't worry Whome's in charge of providing all the hot blondes :D

[Vaygor1]

Don't worry Whome's in charge of providing all the hot blondes :D
I was blonde before it all fell out a couple of decades ago.... you can't grow grass on a busy street ! :cool:

[Beagle]

Don't worry Whome's in charge of providing all the hot blondes :D

Seeweed was a bolt from the blue and like a chick magnet...hot blondes seemed to materialize out of thin air...remarkable for a gentleman of his age.

Reporting back from meeting. Only thing you need to know is this
There was a LOT of LOVE for OCA and I will put this in capitals so there is no mistake YOU CAN'T HAVE TOO MANY !

[Beagle]

Thanks Beags, Just got home. Boyo buyo boy. OCA is going to be a hot one to trot on Monday.

I won't be topping up tomorrow because everyone else is lol

[percy]

Neither will I,as I am already "well positioned."

[Beagle]

Neither will I,as I am already "well positioned."

LOL I am too but am looking to get even better positioned soon :D

[percy]

LOL I am too but am looking to get even better positioned soon :D

Go for it...………...lol.
I am happy with what I have.

[Maverick]

Go for it...………...lol.
I am happy with what I have.
Just want to thank WHOME for organising the afternoon and for the pizza. Was lots of fun and the setting was stunning. Sunny deck over the fancy yaughts surrounded by honeys while we talked about the stuff our wives no longer want to hear about anymore. what's not to like ? I really enjoyed meeting you all and look forward to seeing you again.