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  • Arbroath's Avatar
    17-05-2018, 11:36 AM
    Arbroath replied to a thread Tegel IPO in NZX
    wouldn't surpise me if they wait until near the end of the window to try and shake out a few sellers, as some will get nervous that they might not...
    1380 replies | 215084 view(s)
  • Arbroath's Avatar
    17-05-2018, 11:33 AM
    Arbroath replied to a thread ATM-A2 Corporation Limited in NZX
    Beagle its not a cheap shot at all. I'm merely pointing out that blindly following anyone is a dangerous game. I agree Harbour are one of the...
    8725 replies | 1714487 view(s)
  • Arbroath's Avatar
    17-05-2018, 07:23 AM
    Arbroath replied to a thread ATM-A2 Corporation Limited in NZX
    Beagle did Harbour do lots of field trips to check out CBL before they lost $50m of their investors money? I treat all analysts with a grain of salt...
    8725 replies | 1714487 view(s)
  • Arbroath's Avatar
    11-05-2018, 09:38 AM
    Arbroath replied to a thread HLG - Hallenstein Glasson in NZX
    Let me be clear that I really like HLG and the management but the scenraio where they go back to $3 or so is quite easy - its called the NZDUSD rate...
    2220 replies | 281391 view(s)
  • Arbroath's Avatar
    08-05-2018, 11:32 AM
    Arbroath replied to a thread HLG - Hallenstein Glasson in NZX
    It is interesting that HLG are trading on 9-9.5x earnings and a 12% gross yield right now. It's like the market still doesn't believe they can keep...
    2220 replies | 281391 view(s)
  • Arbroath's Avatar
    01-05-2018, 10:19 AM
    Arbroath replied to a thread Tegel IPO in NZX
    Agree Bull - as its already effectively controlled by an Asian based PE fund it would be very odd to reject the deal and would reek of political...
    1380 replies | 215084 view(s)
  • Arbroath's Avatar
    01-05-2018, 10:00 AM
    Arbroath replied to a thread Tegel IPO in NZX
    It is an interesting situation as if they don't get OIO approval they'll have probably a 10%+ stake at a cost of $1.15 or so. Am surprised at all...
    1380 replies | 215084 view(s)
  • Arbroath's Avatar
    27-04-2018, 07:48 PM
    Arbroath replied to a thread Tegel IPO in NZX
    Looks like they've sorted out the $1.20+ exit without even restoring the profitability. Better to be lucky than good as they say
    1380 replies | 215084 view(s)
  • Arbroath's Avatar
    26-04-2018, 01:45 PM
    Arbroath replied to a thread Tegel IPO in NZX
    I'd say OIO approval is fairly certain given Tegel is 45% owned by a Singapore based private equity fund now and was 100% 2 years ago. Its just a...
    1380 replies | 215084 view(s)
  • Arbroath's Avatar
    23-04-2018, 05:04 PM
    Arbroath replied to a thread HLG - Hallenstein Glasson in NZX
    Mav - I think you'll find they'll release a FY update around the second week of August as they have the last few years but no news next 3-4 months...
    2220 replies | 281391 view(s)
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