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  • Beagle's Avatar
    Yesterday, 05:30 PM
    https://www.youtube.com/watch?v=vURZqS2xMkI No interest whatsoever in the bait or the Moon cycle :p
    4746 replies | 454778 view(s)
  • Beagle's Avatar
    Yesterday, 03:43 PM
    Beagle replied to a thread Genesis Energy in NZX
    Certainly worth all of 3 and more but not sure about 4. One needs to consider the very gradual depletion of their oil and gas reserves which has...
    2440 replies | 520760 view(s)
  • Beagle's Avatar
    Yesterday, 02:48 PM
    Beagle replied to a thread HLG - Hallenstein Glasson in NZX
    Any good dividend hound would be barking mad not to have some of these in their portfolio. Ultra low interest rates for many many years and HLG...
    3155 replies | 395115 view(s)
  • Beagle's Avatar
    Yesterday, 02:43 PM
    Beagle replied to a thread Synlait to float in NZX
    1. The disingenuous manner in which SML concealed the margin reduction breeched trust with minority shareholders. 2. This has implications for this...
    2176 replies | 310358 view(s)
  • Beagle's Avatar
    Yesterday, 02:34 PM
    Beagle replied to a thread Genesis Energy in NZX
    Yes I agree 100%. Ultra low interest rates for as far as possibly foreseeable is my prognosis and in that environment I would expect the gentailiers...
    2440 replies | 520760 view(s)
  • Left field's Avatar
    Yesterday, 11:37 AM
    Left field replied to a thread Synlait to float in NZX
    Thanks all for sharing your thoughts on SML.... there is a lot of learning in this one for us all. Its interesting to reflect on the 'capital...
    2176 replies | 310358 view(s)
  • Beagle's Avatar
    Yesterday, 11:02 AM
    Beagle replied to a thread Synlait to float in NZX
    Yeap and Turners are going back to $3.80 any day now...is it too early for a Tui ?
    2176 replies | 310358 view(s)
  • Beagle's Avatar
    Yesterday, 10:38 AM
    Beagle replied to a thread Synlait to float in NZX
    Worked out okay mate but I want to shift gears towards stocks that will pay me a regular dividend. $37m is just plain ugly no matter how you slice...
    2176 replies | 310358 view(s)
  • Left field's Avatar
    Yesterday, 07:55 AM
    Left field replied to a thread Synlait to float in NZX
    Thanks MM. I Agree. A couple of years ago BAL-ASX shares plummeted from approx $A13.00 to $4.00 on China inventory concerns, ATM was relatively...
    2176 replies | 310358 view(s)
  • Left field's Avatar
    Yesterday, 06:45 AM
    Left field replied to a thread Synlait to float in NZX
    Perhaps the stock is/was being held pending Chinese market registration of SML's own label which we understand has been delayed? Beagle I gather...
    2176 replies | 310358 view(s)
  • Beagle's Avatar
    21-03-2019, 08:43 PM
    Beagle replied to a thread Summerset Group IPO in NZX
    Welcome back mate. SUM stocks have proven management and a very well respected board, others have earned no respect after blindsiding shareholders...
    7216 replies | 1176221 view(s)
  • Beagle's Avatar
    21-03-2019, 08:40 PM
    Beagle replied to a thread HLG - Hallenstein Glasson in NZX
    Barking mad I am about getting blindsided by disingenuous management at Synlait. 22 cent divvy to be announced shortly, I called it first :)
    3155 replies | 395115 view(s)
  • Beagle's Avatar
    21-03-2019, 03:37 PM
    Beagle replied to a thread AIR NZ in NZX
    Bull's been calling it right just lately. Then its hammer time !
    14540 replies | 2216104 view(s)
  • Beagle's Avatar
    21-03-2019, 02:56 PM
    Agreed BP. This is what bi-partisan support looks like and its nice to see in these extraordinary circumstances...
    205 replies | 3746 view(s)
  • Beagle's Avatar
    21-03-2019, 02:36 PM
    The way they put that number of 10% out there at the investor road show was more an aspirational target. I doubt they are anywhere near that yet but...
    4746 replies | 454778 view(s)
  • Beagle's Avatar
    21-03-2019, 02:31 PM
    Beagle replied to a thread Genesis Energy in NZX
    I was reflecting on the reporting season today and there were not a great SUM total of companies that stood out as being good. Apart from SUM,...
    2440 replies | 520760 view(s)
  • Beagle's Avatar
    21-03-2019, 02:24 PM
    Beagle replied to a thread Synlait to float in NZX
    Agreed. The substantial rise in Inventory at Synlait at a time when ATM has been going gangbusters suggests something is wrong here with sales and...
    2176 replies | 310358 view(s)
  • Left field's Avatar
    21-03-2019, 05:43 AM
    Left field replied to a thread Synlait to float in NZX
    I understand SML has agreed to supply ATM for 5 yrs. I agree, a future supply of A2 IF from Fonterra is very likely, and my guess is that this...
    2176 replies | 310358 view(s)
  • Beagle's Avatar
    20-03-2019, 07:22 PM
    Beagle replied to a thread HLG - Hallenstein Glasson in NZX
    Cleaned out a whole lot of previous yapping.
    3155 replies | 395115 view(s)
  • Beagle's Avatar
    20-03-2019, 07:20 PM
    https://www.nzherald.co.nz/nz/news/article.cfm?c_id=1&objectid=12214737
    205 replies | 3746 view(s)
  • Beagle's Avatar
    20-03-2019, 06:47 PM
    https://www.msn.com/en-nz/money/companies/trade-me-halts-sale-of-semi-automatic-weapons-and-parts/ar-BBUTylx?ocid=spartandhp A victory for common...
    205 replies | 3746 view(s)
  • Beagle's Avatar
    20-03-2019, 06:36 PM
    Beagle replied to a thread HLG - Hallenstein Glasson in NZX
    I topped up a bit today at $4.40 with some of my proceeds. Beagles love their divvy feeds :)
    3155 replies | 395115 view(s)
  • Beagle's Avatar
    20-03-2019, 03:52 PM
    Beagle replied to a thread Synlait to float in NZX
    No, its clearly a symbiotic relationship and they need each other just as much. One can only assume the stake ATM has in SML gave them a competitive...
    2176 replies | 310358 view(s)
  • Beagle's Avatar
    20-03-2019, 02:50 PM
    Beagle replied to a thread Synlait to float in NZX
    I must say I really do like your approach as clearly articulated in that post your referenced. Makes compelling common sense. Got to say that this...
    2176 replies | 310358 view(s)
  • Beagle's Avatar
    20-03-2019, 01:47 PM
    Beagle replied to a thread Synlait to float in NZX
    Beggars belief doesn't it. Management appear to have plenty of time to work on cultural sensitivity, diversity and other such programs and yet they...
    2176 replies | 310358 view(s)
  • Beagle's Avatar
    20-03-2019, 12:37 PM
    LOL I was thinking exactly that myself. 16,000 km's for a 14 year old car, what could possibly go wrong lol But it will come with a "certified"...
    4746 replies | 454778 view(s)
  • Beagle's Avatar
    20-03-2019, 12:11 PM
    He is known to have driven an Audi RS7 too Raz. Hmmmmm Outstanding post BP. I couldn't agree more.
    205 replies | 3746 view(s)
  • Beagle's Avatar
    20-03-2019, 11:59 AM
    Beagle replied to a thread ATM-A2 Corporation Limited in NZX
    Yeap. The lack of transparency in terms of Synlait not telling the market about the terms of this new contract has blindsided minority SML...
    12677 replies | 2245212 view(s)
  • Beagle's Avatar
    20-03-2019, 11:10 AM
    Beagle replied to a thread Synlait to float in NZX
    I've had a really good look and think about this now. ...
    2176 replies | 310358 view(s)
  • Beagle's Avatar
    20-03-2019, 10:30 AM
    Beagle replied to a thread Synlait to float in NZX
    Even a broken clock is right occasionally, actually twice a day lol Aussie price action this afternoon could be interesting.
    2176 replies | 310358 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
About winner69

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“Imagination is more important than knowledge.”

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