sharetrader
Tab Content
Ogg's Activity
About Me
Tab Content
  • Ogg's Avatar
    Yesterday, 01:29 PM
    Ogg replied to a thread Comvita - CVT in NZX
    They do grow it themselves, in fact they grow almost 5 times as much as New Zealand (Wikipedia). It's not even from NZ, it's a native plant from...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    Yesterday, 02:23 AM
    Ogg replied to a thread Comvita - CVT in NZX
    Seeka looks OK but the Chinese aren't gonna pay a premium for Chinese gooseberries when they can just grow it themselves. It's kinda like the...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    20-04-2018, 10:37 PM
    Ogg replied to a thread Comvita - CVT in NZX
    Thanks for that. I love the sound of these quotes, page 14...:) Quality of the harvest looks good too. Current stock will see them through...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    20-04-2018, 06:16 PM
    Ogg replied to a thread Comvita - CVT in NZX
    It's not too late for you guys to get in too. No broker fees when you cash out too :D
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    20-04-2018, 05:17 PM
    Ogg replied to a thread Comvita - CVT in NZX
    I'm only in about $70k, with average around $6.80. Not really that much ahead. At least there's decent support around this level. Volume might begin...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    20-04-2018, 04:58 PM
    Ogg replied to a thread Comvita - CVT in NZX
    Article in the NZ Heard today http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12035419 Once the Chinese buy...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    20-04-2018, 03:24 PM
    Ogg replied to a thread Comvita - CVT in NZX
    What are you talking about? There's loads of growth, still on track for $400m sales in 2021 I believe. Blaming management for the weather and the...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    20-04-2018, 01:45 PM
    Ogg replied to a thread Comvita - CVT in NZX
    Why would they buy stock at $10, top up at $7.20, then pull out at $6.85 because it rained for a few weeks? Meanwhile A2 is at $10b. Sistema was...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    20-04-2018, 12:26 PM
    Ogg replied to a thread Comvita - CVT in NZX
    Selling food is pretty simple. I mean, yeah, there's always risks but no more than any other company. What ever risks this has A2 also has. The...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    20-04-2018, 11:28 AM
    Ogg replied to a thread Comvita - CVT in NZX
    You mean "New Zealand bias"...I'm here so we all don't get ripped off. I get that alot of people here are probably bitter because they bought in...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    20-04-2018, 12:03 AM
    Ogg replied to a thread Comvita - CVT in NZX
    It's probably more like 25%, and it's the better quality stuff too. A2 Milk has a 9% share in Australia and a 4% share of infant formula in China....
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    19-04-2018, 04:25 PM
    Ogg replied to a thread Comvita - CVT in NZX
    L’Oreal is a top brand, that's why they probably said bugger it, we'll just get 'Joe blogs' honey. I don't think Toblerone Chocolate would be using...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    19-04-2018, 04:18 PM
    Ogg replied to a thread Comvita - CVT in NZX
    What's that, Frankenstein-honey. "What's for breakfast mum?... Toast with honey made in the lab my son" I'm sure they could isolate it or...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    19-04-2018, 01:35 PM
    Ogg replied to a thread Comvita - CVT in NZX
    Coke: Rev: $35.41 billion USD Mkt Cap $188.97B VS Pepsi Rev: $63.53 billion USD
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    19-04-2018, 01:04 PM
    Ogg replied to a thread Comvita - CVT in NZX
    So what are you saying, that this could be a one off, random, low ball, take over offer? Even if that was true it would just start a take over war....
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    19-04-2018, 11:54 AM
    Ogg replied to a thread Comvita - CVT in NZX
    Both are true, and both will happen. Here's a great article explaining what happened in the last take over attempt. ...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    19-04-2018, 01:39 AM
    Ogg replied to a thread Comvita - CVT in NZX
    They are dominating the market in terms of their brand and position, but yeah, they're not making serious money yet for two reasons: 1) Trouble...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    18-04-2018, 07:25 PM
    Ogg replied to a thread Comvita - CVT in NZX
    I just don't buy this "there's heaps of competition in this space" argument. For starters, there's room for everybody in New Zealand to do well...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    18-04-2018, 04:38 PM
    Ogg replied to a thread Comvita - CVT in NZX
    They would have known about the downgrade weeks ago. Didn't stop them last season from buying again. They're not gonna pull out because of a little...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    18-04-2018, 04:10 PM
    Ogg replied to a thread Comvita - CVT in NZX
    What do you think the take over price is gonna be then Beagle? If they have been looking at buying this for a "few months", then they must love it...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    18-04-2018, 03:53 PM
    Ogg replied to a thread Comvita - CVT in NZX
    Stop bashing the board. They can't control the weather or when the stock price goes too high because of market hype. On the whole this company has...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    18-04-2018, 03:14 PM
    Ogg replied to a thread Comvita - CVT in NZX
    If it was so easy why hasn't someone else replicated this by now and had the same success? That's like saying you're gonna start a shoe company and...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    18-04-2018, 12:53 PM
    Ogg replied to a thread Comvita - CVT in NZX
    If they were smart they would have read the long term weather report back in January and sold at $9 a few months ago.... ...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    18-04-2018, 11:27 AM
    Ogg replied to a thread Comvita - CVT in NZX
    I'm most worried about the OIO blocking the take over, but if it's just a dog with fleas then they won't care, right? Only weak hands are selling...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    18-04-2018, 10:55 AM
    Ogg replied to a thread Comvita - CVT in NZX
    Don't care, buying more today.
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    17-04-2018, 03:29 PM
    Ogg replied to a thread Comvita - CVT in NZX
    lol, that's like giving me a link for Yahoo search vs Google. Look at the "about us page", ma and pa operation:...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    17-04-2018, 03:12 PM
    Ogg replied to a thread Comvita - CVT in NZX
    They're basically the "Fonterra" of honey, nobody else comes close. Instead of milk that can be produced globally, Manuka in effect can only be...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    17-04-2018, 02:37 PM
    Ogg replied to a thread Comvita - CVT in NZX
    That's like saying A2 Milk has to worry about the independent farmer down the road who has a heard of A2 cows.
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    17-04-2018, 02:36 PM
    Ogg replied to a thread Comvita - CVT in NZX
    Basically yeah. The product itself has massive hype and speculation over it's healing properties and health benefits. Hence why the share price...
    1053 replies | 168848 view(s)
  • Ogg's Avatar
    17-04-2018, 12:07 PM
    Ogg replied to a thread Comvita - CVT in NZX
    I wouldn't say it was extremely weather dependent, you get bad years and good years. You can stock up and hold inventory over bad years too. One...
    1053 replies | 168848 view(s)
More Activity
About Ogg

Basic Information

Statistics


Total Posts
Total Posts
326
Posts Per Day
0.20
General Information
Last Activity
Today 06:03 PM
Join Date
19-11-2013
Referrals
0