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  • Left field's Avatar
    Today, 12:13 PM
    Here's a link to the latest release to an Asian Investors conference from Heartland FYI ...
    11519 replies | 2017494 view(s)
  • Left field's Avatar
    Today, 09:53 AM
    Left field replied to a thread ATM-A2 Corporation Limited in NZX
    If you believe Morgans research it will add over $400 mill to revenue ($1.4 billion total revenue for FY19) or about $100 mill in net profit. If...
    11276 replies | 2037988 view(s)
  • Beagle's Avatar
    Today, 08:54 AM
    Great post mate, no argument from me. Interestingly the national average value of a needs based care suite is just $236K. Pretty sad if someone...
    2120 replies | 335401 view(s)
  • winner69's Avatar
    Today, 08:51 AM
    winner69 replied to a thread ATM-A2 Corporation Limited in NZX
    When ATM China share goes from 5.1% to 5.6% how much extra revenue does this generate for A2? Still weird Danone China IF sales down 20% in Sept...
    11276 replies | 2037988 view(s)
  • winner69's Avatar
    Today, 08:41 AM
    winner69 replied to a thread RBD - Restaurant Brands in NZX
    Does seem a weird amount
    2417 replies | 341520 view(s)
  • Beagle's Avatar
    Today, 08:27 AM
    Interesting post, thanks. I wish you hadn't said that, I might have to try one out now lol. Makes you wonder what would happen to that U.K. dealer...
    3234 replies | 360316 view(s)
  • winner69's Avatar
    Today, 07:44 AM
    winner69 replied to a thread RBD - Restaurant Brands in NZX
    A bit of action Is $9,45 enough icing on the cake to tempt me? Maybe it is seeing many say the share market is about to collapse in one big...
    2417 replies | 341520 view(s)
  • winner69's Avatar
    Today, 07:29 AM
    winner69 replied to a thread STU in NZX
    Hey Balance, not over but definitively over 'The proposed takeover of Steel & Tube by Fletcher is now definitively over,'' he said.
    576 replies | 70739 view(s)
  • Beagle's Avatar
    Yesterday, 09:09 PM
    Shares are on the most modest PE for this fast growing sector. Without even any PE expansion, (which I would argue they will certainly get as they...
    2120 replies | 335401 view(s)
  • winner69's Avatar
    Yesterday, 07:09 PM
    winner69 replied to a thread ATM-A2 Corporation Limited in NZX
    I take it Danone sell more IF in China than A2 ....yes?
    11276 replies | 2037988 view(s)
  • winner69's Avatar
    Yesterday, 06:55 PM
    winner69 replied to a thread ATM-A2 Corporation Limited in NZX
    Bit more on Danone September quarter disaster in China from Reuters Sales of Danone’s ‘Early Life Nutrition’ products in China fell 20 percent...
    11276 replies | 2037988 view(s)
  • winner69's Avatar
    Yesterday, 06:48 PM
    winner69 replied to a thread ATM-A2 Corporation Limited in NZX
    From twitterland ......A2 winning big time? @marklisternz Danone just said it saw a 20% drop in infant formula sales into China during the...
    11276 replies | 2037988 view(s)
  • Beagle's Avatar
    Yesterday, 04:39 PM
    Interesting situation for some dealers though with SME business confidence hitting new 10 year lows according to the ANZ bank economist today....
    3234 replies | 360316 view(s)
  • Left field's Avatar
    Yesterday, 04:35 PM
    Left field replied to a thread ATM-A2 Corporation Limited in NZX
    Beg to differ, I've seen estimates of the Chinese market alone at $US 20 billion. ATM's 5.6% of that = approx $US 1.1 billion sales out of China...
    11276 replies | 2037988 view(s)
  • winner69's Avatar
    Yesterday, 04:30 PM
    winner69 replied to a thread ATM-A2 Corporation Limited in NZX
    In the Annual Report they say China and Other Asia sales were $233.6m and mentioned this 5.1% IF market share (up from 2.8% a year earlier. ...
    11276 replies | 2037988 view(s)
  • winner69's Avatar
    Yesterday, 03:56 PM
    Good news that is
    3234 replies | 360316 view(s)
  • winner69's Avatar
    Yesterday, 03:54 PM
    winner69 replied to a thread ATM-A2 Corporation Limited in NZX
    I know that, not that stupid ......just correcting that wish of somebody who thought it better if they had let her finish her contract with Jethead...
    11276 replies | 2037988 view(s)
  • winner69's Avatar
    Yesterday, 03:44 PM
    winner69 replied to a thread National - FFS! in Elections
    Poor Maureen Pugh Wonder if she had been told she’s f... useless, if not knows now
    82 replies | 2200 view(s)
  • Beagle's Avatar
    Yesterday, 03:30 PM
    https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12142731
    3234 replies | 360316 view(s)
  • winner69's Avatar
    Yesterday, 02:47 PM
    winner69 replied to a thread ATM-A2 Corporation Limited in NZX
    Jayne had finished with Jethead and was with Qantas. When she left she was CEO Qantas Loyalty and Digital Ventures ....and in some quarters was...
    11276 replies | 2037988 view(s)
  • Beagle's Avatar
    Yesterday, 02:14 PM
    Beagle replied to a thread Black Monday in NZX
    Harbour Asset Management's latest view https://www.harbourasset.co.nz/research-and-commentary/investment-horizon-harbour-macro-research/ Their...
    4739 replies | 801536 view(s)
  • Beagle's Avatar
    Yesterday, 01:47 PM
    Beagle replied to a thread ATM-A2 Corporation Limited in NZX
    http://www.sharechat.co.nz/article/78a4e1e4/a2-shares-climb-7-7-as-chinese-formula-sales-grow.html?utm_medium=email&utm_campaign=A2%20shares%20climb%2...
    11276 replies | 2037988 view(s)
  • Beagle's Avatar
    Yesterday, 01:06 PM
    Beagle replied to a thread STU in NZX
    I think the STU board are delusional. Their results in recent years have been very poor and their most recent result is truly appalling considering...
    576 replies | 70739 view(s)
  • Beagle's Avatar
    Yesterday, 10:58 AM
    Beagle replied to a thread STU in NZX
    In your opinion mate if one were looking for a ticket to ride this "dance of the mutts" what would be an attractive entry point ? $1.40, the same...
    576 replies | 70739 view(s)
  • Beagle's Avatar
    Yesterday, 10:38 AM
    Beagle replied to a thread AIR NZ in NZX
    Its "Jetsons" stuff isn't it which is of course very exciting but I expect in due course we will see transfers for example from Auckland airport to...
    13935 replies | 2129927 view(s)
  • Beagle's Avatar
    Yesterday, 10:23 AM
    Beagle replied to a thread MHI Chart in NZX
    Why would one pay a forward PE of 9 for a retailer that's swiftly contracting and there are real questions over the validity of their business model...
    610 replies | 88819 view(s)
  • Beagle's Avatar
    Yesterday, 10:20 AM
    Beagle replied to a thread HBL - Heartland Bank Limited in NZX
    There's the rates, repairs and maintenance and cleaning of one's oversized Mcmansion, all of which are not much fun and house prices have stopped...
    11519 replies | 2017494 view(s)
  • Beagle's Avatar
    Yesterday, 09:07 AM
    Beagle replied to a thread ATM-A2 Corporation Limited in NZX
    Some sorters are going to be badly burned today. Burn baby burn !
    11276 replies | 2037988 view(s)
More Activity

7 Visitor Messages

  1. View Conversation
    Dear Winner69,
    I just posted. Your replies are valued by me. Wish I could visit NZ but apparently there is no room at the inn.
  2. Thanks - very interesting about LL Bean
  3. View Conversation
    Exceeded 1000 limit. Here's the restI look fondly on my time there and IBM always did right by them.
    By the way, where are you located? NZ? I'm in Sanford, ME, US. Foreign is difficult and I am looking for a helpful contact for advice & willing to help with NYSE investing. I (unfortunately expect more USD strength). Hope to conect. Dick Proulx (Bluedog)
  4. View Conversation
    I'm not posting this ; but just responding to your question. LL Bean, a legendary co. in Maine (and in the United States), was my exclusive customer as an IBM rep from 1982-1993 when I retired. Unfortunately they are not a publicly traded co. They are the outdoor gear pioneers vender, founded in 1912. See https://en.m.wikipedia.org/wiki/L.L.Bean. They gained fame for being open 24 hrs a day, every day. I'm 75 yrs old & my father took me there when I was 12 on our way North on a hunting trip (my first & last). Little that I know that I would become a part of success. When I was there, Leon Gorman, LL's grandson was president. The company was completely family onwed and that still true. I was there when they crossed the 1B mark in sales. We were handling 10, 000 calls per hour. I have dozens of hilarious anecdotes gleaned from my time there.
  5. View Conversation
    Hey W69 I have Meltdown in my library - absolutely brilliant book - if you want to borrow or even buy it. Happy to send it to you if you reply with address. Cheers Zito
  6. View Conversation
    Hi Winner69, do you live in Auckland? If so, want to mosy along to the Next Auckland ST meeting?
  7. View Conversation
    hi winner 69
    i seem to be learning the hard way that it is never a good idea to have shares in a foreign country unless you can keep up with all the news. there is virtually no discussion of bb stuff on sharetrader -- is this because forum posters are all too sensible to have an interest in such dodgy shares? am somewhat paralysed at the moment -- any advice? cheers scamper.
Showing Visitor Messages 1 to 7 of 7
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“I know that I am intelligent, because I know that I know nothing “ — Socrates

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  1. Beagle Beagle is offline

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