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View Full Version : Zespri - thoughts?



Ricky-bobby
04-03-2020, 10:09 AM
Hey gang, canít find a thread on zespri. What r ur thoughts? $0.89 div has got me interested... also well run company

Mr Slothbear
04-03-2020, 12:31 PM
Have looked into them in the past and like them a lot but due to recent change only growers are allowed to own shares, similar to LIC.

Ricky-bobby
04-03-2020, 03:09 PM
Ah ok, that explains it. Thanks for that

stoploss
03-08-2020, 08:18 AM
https://www.tvnz.co.nz/one-news/new-zealand/legal-action-begins-illegal-kiwifruit-plantings-in-china-soar

Sideshow Bob
03-08-2020, 08:25 AM
https://www.tvnz.co.nz/one-news/new-zealand/legal-action-begins-illegal-kiwifruit-plantings-in-china-soar

The revenue from Gold licenses would mean that they have a pot of funds for legal action - and also worth protecting.

How successful Zespri will be is another question.....

stoploss
03-08-2020, 08:28 AM
The revenue from Gold licenses would mean that they have a pot of funds for legal action - and also worth protecting.

How successful Zespri will be is another question.....

yep probably small chance of success, if it was on the other foot , they would shut down 100 % of our imports till it was sorted ....

Mr Slothbear
03-08-2020, 05:06 PM
Classic example of China stealing IP. Pretty much what the US has been banging on about for ages

Sideshow Bob
04-11-2020, 10:18 AM
Pity can't buy in. Tauranga-based Craigs obviously close to the action and have growers as customers. Just put out some research:

https://www.usx.co.nz/uploads/paperclip/documents/2146/original/ZGL_Nov_20_update_vII.pdf?1604374508

Mr Slothbear
04-11-2020, 05:22 PM
Yes bob have long had my eye on Zespri. Great operation and real shame we can't take part. Fundamentals are very attractive

Sideshow Bob
05-11-2020, 11:05 AM
Yes bob have long had my eye on Zespri. Great operation and real shame we can't take part. Fundamentals are very attractive

Well you can - just need to buy a kiwifruit orchard first! ;)