sharetrader
  • Patient Panda's Avatar
    Today, 04:11 PM
    Patient Panda replied to a thread Ports of Tauranga in NZX
    POT is an excellent business with great management but has been seriously overvalued for a long time. Even being generous with the numbers you plug...
    196 replies | 39523 view(s)
  • Patient Panda's Avatar
    Yesterday, 08:34 PM
    I enjoy and learn a lot from many of Percy’s posts, a lot of value given. Regardless of how he chooses to do business I think the quality of much of...
    2482 replies | 312486 view(s)
  • Patient Panda's Avatar
    Yesterday, 07:05 PM
    Patient Panda replied to a thread Summerset Group IPO in NZX
    I stand corrected. very interesting thanks guys
    6667 replies | 1092434 view(s)
  • Patient Panda's Avatar
    Yesterday, 06:56 PM
    Patient Panda replied to a thread Summerset Group IPO in NZX
    Yes new min has become $19 an hour...
    6667 replies | 1092434 view(s)
  • Patient Panda's Avatar
    Yesterday, 06:35 PM
    Patient Panda replied to a thread Summerset Group IPO in NZX
    it has nothing to do with work ethic... it has to do with most retirement operators including SUM paying mcdonalds wages for more demanding work....
    6667 replies | 1092434 view(s)
  • Patient Panda's Avatar
    Yesterday, 01:45 PM
    Patient Panda replied to a thread Summerset Group IPO in NZX
    Thats a phenomenal development margin. Another great result
    6667 replies | 1092434 view(s)
  • Patient Panda's Avatar
    13-08-2018, 10:47 AM
    Patient Panda replied to a thread DGL in NZX
    Good point I was being a bit lazy on this one. Should certainly double check more often on companies I’m researching.
    76 replies | 12738 view(s)
  • Patient Panda's Avatar
    13-08-2018, 10:13 AM
    Patient Panda replied to a thread DGL in NZX
    Hey BP, i had a quick check on reuters and their 5 year eps growth is 9.82. Unless theres obvious reasons as to why it might be lower in future...
    76 replies | 12738 view(s)
  • Patient Panda's Avatar
    11-08-2018, 09:38 PM
    Patient Panda replied to a thread Marlin in NZX
    Beagle I hear what you’re saying but surveys are just that, surveys. Real flows are looking very healthy
    389 replies | 48266 view(s)
  • Patient Panda's Avatar
    11-08-2018, 09:06 PM
    Patient Panda replied to a thread Black Monday in NZX
    First you have to seriously call into question the way inflation is being measured and the weightings given to various elements of the CPI....
    4453 replies | 763962 view(s)
  • Patient Panda's Avatar
    11-08-2018, 02:14 PM
    Patient Panda replied to a thread Black Monday in NZX
    Its not a correction. Orr could just have easily tightened the OCR and we wouldn’t be seeing this weakening to remotely close to this extent.
    4453 replies | 763962 view(s)
  • Patient Panda's Avatar
    11-08-2018, 12:00 AM
    Patient Panda replied to a thread NZX - NZ Exchange in NZX
    There is an american broker called Robin Hood that has no brokerage fees. I have not used them but have heard they’re a bit onf a disrupter.
    489 replies | 80835 view(s)
  • Patient Panda's Avatar
    10-08-2018, 05:51 PM
    SP now $2.90 an increase of 75% in one year fairly crazy. They do stand to benefit big time from a low NZD. disc; watching not holding
    117 replies | 23935 view(s)
  • Patient Panda's Avatar
    10-08-2018, 05:10 PM
    I agree NZ is an expensive place, appreciate your post ggcc but think I didn’t write it well or maybe you misunderstood. i’m talking about...
    9934 replies | 1880524 view(s)
  • Patient Panda's Avatar
    10-08-2018, 05:06 PM
    Not sure if hes still settling in or whats going on.. 2020 is a loong time with such low rates. Leaves very little dry powder in the OCR in case some...
    9934 replies | 1880524 view(s)
  • Patient Panda's Avatar
    10-08-2018, 04:54 PM
    Besides a boost for A2 really not sure why you’re celebrating a low NZ $ so much. Surely you also have interests in companies that are hurt by a...
    9934 replies | 1880524 view(s)
  • Patient Panda's Avatar
    10-08-2018, 03:05 PM
    Patient Panda replied to a thread Trade Me (TME) in NZX
    Logically it should do that. All assets prices in general are tied to their risk weighted returns which are strongly influenced by the OCR
    525 replies | 88302 view(s)
  • Patient Panda's Avatar
    09-08-2018, 11:13 PM
    Patient Panda replied to a thread NZX - NZ Exchange in NZX
    I would surmise the high transaction cost is due to a lack of competition. Theres only 2 ‘discount’ brokers to choose from. We need more competition.
    489 replies | 80835 view(s)
  • Patient Panda's Avatar
    09-08-2018, 08:35 PM
    Have also seen a few BUPA ads. Competition definitely increasing. Of course best advertising is by word of mouth from happy residents and families
    1715 replies | 267155 view(s)
  • Patient Panda's Avatar
    09-08-2018, 04:30 PM
    What a quote like this neglects is currently many of Chinas current population canít afford or justify a relatively expensive branded product like A2...
    9934 replies | 1880524 view(s)
  • Patient Panda's Avatar
    09-08-2018, 04:22 PM
    Very close to hitting $13. Another nice wee stepping stone. Needs another $1.20 to be a 4x return on my original purchase price. Well positioned...
    3376 replies | 561605 view(s)
  • Patient Panda's Avatar
    09-08-2018, 04:15 PM
    I’d be crazy to say that isn’t true ! Was talking about the economics of the businesses as well as past performance. Nevertheless an amazing result.
    2482 replies | 312486 view(s)
  • Patient Panda's Avatar
    09-08-2018, 12:10 PM
    Their profits are also increasing by the day and very boring it is too :D
    3376 replies | 561605 view(s)
  • Patient Panda's Avatar
    09-08-2018, 11:40 AM
    Throughout history people have always been keen for babies. You can’t stop the effects of hormones and human nature. average joes do not care...
    9934 replies | 1880524 view(s)
  • Patient Panda's Avatar
    09-08-2018, 11:25 AM
    HLG and LOV two very different kettles of fish.
    2482 replies | 312486 view(s)
  • Patient Panda's Avatar
    07-08-2018, 06:49 PM
    Wise words Percy. It may be old data but history often repeats and we can learn a lot from what might happen in the future from what has gone before....
    2482 replies | 312486 view(s)
  • Patient Panda's Avatar
    07-08-2018, 05:29 PM
    some nice analysis. Certainly a dollar of value there in the shareprice assuming a PE of around 12 which is where I would say is fair value. A nice...
    2482 replies | 312486 view(s)
  • Patient Panda's Avatar
    03-08-2018, 07:12 PM
    Patient Panda replied to a thread BGR - Briscoes Valuation in NZX
    If I didn’t see the nice big divi and all those rebel and Briscoes ads I could almost be fooled into thinking he pulls his sales out of his magic hat...
    288 replies | 47776 view(s)
  • Patient Panda's Avatar
    03-08-2018, 06:26 PM
    Patient Panda replied to a thread BGR - Briscoes Valuation in NZX
    Fantastic news. Duke never fails to deliver. Thanks for the headsup Macduffy
    288 replies | 47776 view(s)
  • Patient Panda's Avatar
    01-08-2018, 02:05 PM
    Patient Panda replied to a thread Synlait to float in NZX
    some rolls royce de ja vu for you eh Beagle :D
    1409 replies | 221654 view(s)
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