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  • mistaTea's Avatar
    Today, 05:35 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Agreed 100%
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    Today, 05:08 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Far from a fait accompli. Two conditions need to be met for the SoA to pass. A simple majority (>50%) of the entire shareholder base must...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    Today, 09:51 AM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Interesting to note the CUE Market Cap is currently sitting at AU$74M (NZ$77M). So 50% of 77 = NZ$38.5M. Plus, say, NZ$85M of cold hard cash...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    21-07-2019, 12:19 PM
    I tend to agree that a large portion of the populous would struggle to figure out how to pirate content and get it up on their big screen. Piracy...
    1332 replies | 176707 view(s)
  • mistaTea's Avatar
    19-07-2019, 01:30 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    When an exploration company is looking at a range of opportunities to drill, then I think the more complex calculations become more important....
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    19-07-2019, 11:48 AM
    https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12250916 Good news, though I imagine Sky needed to pony up a bit more than...
    1332 replies | 176707 view(s)
  • mistaTea's Avatar
    19-07-2019, 11:31 AM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    I suppose one school of thought would be to take the predicted net earnings attributable to NZOG, and multiply it by the probability of success...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    18-07-2019, 01:21 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Yeah. OGOG hold 114,876,016 shares. If I offered them the same deal to buy them out, my offer price would be about $71M. Given the massive (many...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    16-07-2019, 09:50 AM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Usually these exploration rigs are ballparked at costing around $100M. CUE is fully funded for its portion of the drill, and NZOG hold 15%...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    14-07-2019, 11:03 AM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    OGOG bid 78 cents subject to any dividends being paid. A 4c dividend was paid, so they effectively paid 74cents per share. At the time, the key...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    12-07-2019, 08:22 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Agreed mate. Nobody should be ‘flying off the handle’ at this point. We must wait for the process to play out, review the valuation etc and assess...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    12-07-2019, 05:56 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Thank you for the timely lesson in valuations John. I wish I had come to you earlier rather than wasting my money buying all of those investing books...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    12-07-2019, 04:51 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Yes indeed! And in addition to existing assets worth $1M, planning is underway to build a new Decile 10 school (Ironbark) nearby which, if built,...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    12-07-2019, 01:41 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Appreciate the sentiment... just need to be a little careful, as the NZOG financial statements consolidate 100% CUE assets and income etc. So in the...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    12-07-2019, 01:23 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    From what I can tell, the 90% is only relevant if they implement a traditional takeover (which is subject to all sorts of conditions under the...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    12-07-2019, 09:47 AM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Yeah. Even though I am sure everyone involved in this offer so far are perfectly decent people, it does astound me how clumsy this takeover offer has...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    11-07-2019, 12:28 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    If OGOG get the deal over the line, and the sale is forced upon us, well - 'them's the breaks'. I suspect they will find some reasonably strong...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    11-07-2019, 11:06 AM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Some additional food for thought... A frustration for NZOG has been its inability to deploy the significant cash balance into producing assets...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    10-07-2019, 06:22 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    To my fellow NZOG business partners, I do want to echo John a bit here. Though I am as disappointed as everyone else about what I perceive to be a...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    10-07-2019, 02:43 PM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    Hey digger, my shares are off the table too. I want to explore ironbark too - OGOG would have to offer a reasonable sum more to me before I would...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    10-07-2019, 10:40 AM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/NZO/307284/265938.pdf Remember, in 2017 Northington Partners gave...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    10-07-2019, 09:50 AM
    mistaTea replied to a thread NZ Oil & Gas (NZO) in NZX
    A very, very opportunistic and cheeky offer to be sure. Shareholders would probably get 80- 90 cents per share if the company was just liquidated. ...
    16053 replies | 2532797 view(s)
  • mistaTea's Avatar
    09-07-2019, 08:43 AM
    https://www.stuff.co.nz/business/industries/114088365/sparks-sports-strategy-becomes-clearer Here is a more balanced article imo on Spark's future...
    1332 replies | 176707 view(s)
  • mistaTea's Avatar
    08-07-2019, 05:59 PM
    I think SKY TV & its Shareholders sobered up some time ago. This is not new news - Chris Keall (a hardened Sky hater) has published a number of...
    1332 replies | 176707 view(s)
  • mistaTea's Avatar
    02-07-2019, 08:10 PM
    What do you guys think the changes to NEON and FANPASS are likely to include?
    1332 replies | 176707 view(s)
  • mistaTea's Avatar
    28-06-2019, 09:45 AM
    https://www.stuff.co.nz/sport/rugby/all-blacks/113818094/paranoid-sky-v-spark-the-broadcast-bidding-war-that-could-save-nz-rugby Not sure if...
    1332 replies | 176707 view(s)
  • mistaTea's Avatar
    26-06-2019, 08:51 AM
    LOL. Anyone who is not completely bearish on Sky TV MUST be an employee huh? Sky came back with: "We’re not getting into details on this yet...
    1332 replies | 176707 view(s)
  • mistaTea's Avatar
    25-06-2019, 02:21 PM
    According to Stuff, the new Sport App will be brand new...and run in conjunction with FANPASS... ...
    1332 replies | 176707 view(s)
  • mistaTea's Avatar
    25-06-2019, 10:11 AM
    Initially I thought the Cisco Infinite Video Platform and 'Puck' were good ideas. However, on reflection - I did start to think they would be best...
    1332 replies | 176707 view(s)
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