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  • RTM's Avatar
    Today, 12:48 PM
    RTM replied to a thread ANZ.NZX - Anyone holding? in NZX
    Hard to believe its not related to this as well. "Reserve Bank censures ANZ for 'persistent weakness in process'" And Sir John ? Does he take any...
    641 replies | 93204 view(s)
  • Snoopy's Avatar
    Today, 10:51 AM
    Snoopy replied to a thread Genesis Energy in NZX
    The 'thing in it' for Genesis is not having to come up with a whole lot of new capital to build a new wind farm (rather obviously)! The downside...
    2691 replies | 551699 view(s)
  • Snoopy's Avatar
    Today, 10:35 AM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    The seasonal variation in historical company debt continues, as the table below shows: HY2019FY2018HY2018FY2017 Short Term...
    4498 replies | 815030 view(s)
  • Snoopy's Avatar
    15-06-2019, 09:33 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    You are quite correct Snow Leopard. I knew something was screwed up in my post 'Seeds of Destruction: Part 3.2 - NPAT of 'PGW Rural Rump' going...
    4498 replies | 815030 view(s)
  • Snoopy's Avatar
    15-06-2019, 09:22 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    You replied before I had added this bit: ------ 'Seed & Grain' are wholesalers who sell their product at arms length to 'PGW Retail' as an 'in...
    4498 replies | 815030 view(s)
  • Snoopy's Avatar
    15-06-2019, 08:02 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    From p10 of the KordaMentha Report: "The (Seed & Grain) business is the global leader in the $2 billion temperate forage seeds market, trading in...
    4498 replies | 815030 view(s)
  • Snoopy's Avatar
    15-06-2019, 03:58 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    Previously I have speculated how large the capital return that PGW shareholders are due to receive. It has now been announced that it will be...
    4498 replies | 815030 view(s)
  • Snoopy's Avatar
    14-06-2019, 09:10 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    One of the more interesting stock exchange announcements today was that although 'PGG Wrightson' will not change their name, 'post seed sale', the...
    4498 replies | 815030 view(s)
  • Snoopy's Avatar
    14-06-2019, 08:22 PM
    Snoopy replied to a thread Genesis Energy in NZX
    There has to be something in it for Tilt to have done the deal. Tilt could have bought the development rights from Genesis and gone it alone. ...
    2691 replies | 551699 view(s)
  • RTM's Avatar
    14-06-2019, 06:04 PM
    RTM replied to a thread Meridian Float in NZX
    Yes...the tax payer really missed out there. Nice work Sir John et al.
    1842 replies | 377942 view(s)
  • Snoopy's Avatar
    14-06-2019, 03:05 PM
    Snoopy replied to a thread Genesis Energy in NZX
    Yes except that Genesis have outsourced their next consented windfarm at Waverly to Tilt. Genesis have agreed to buy all the power from the new...
    2691 replies | 551699 view(s)
  • RTM's Avatar
    14-06-2019, 01:36 PM
    Hope you got the thread mentally on ignore in time Percy. Off to chop down a conifer to fill in the afternoon.
    5355 replies | 506833 view(s)
  • RTM's Avatar
    14-06-2019, 01:16 PM
    Can you put threads on ignore ? Or just contributors ? ��
    5355 replies | 506833 view(s)
  • RTM's Avatar
    14-06-2019, 11:08 AM
    RTM replied to a thread Ebos Limited EBO in NZX
    I dodged a bullet with EBOS...Bought at 8.45 and 9.05. Thought I was doing well when I sold at 13.53......ended up buying back in at 13.54 !...
    1110 replies | 186101 view(s)
  • RTM's Avatar
    14-06-2019, 11:02 AM
    RTM replied to a thread Genesis Energy in NZX
    I saw something on yields the other day. They payout ration for Genesis was 202% for FY 19 and 159% for FY20. So maybe the 5.43 is not sustainable...
    2691 replies | 551699 view(s)
  • Snoopy's Avatar
    13-06-2019, 10:40 AM
    Snoopy replied to a thread Skellerup (SKL) Fundamentals in NZX
    Oooh quite right, how embarrassing :-(. I am a year out of date with my evaluation! Fortunately I was not a year behind the times accumulating...
    780 replies | 129312 view(s)
  • Snoopy's Avatar
    13-06-2019, 10:32 AM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    New CEO Stephen Guerin was interviewed on Natrad this morning on this very issue. IIRC he said that livestock exports were not in the PGGW...
    4498 replies | 815030 view(s)
  • Snoopy's Avatar
    12-06-2019, 10:43 AM
    Snoopy replied to a thread Skellerup (SKL) Fundamentals in NZX
    Thaaks for that McGinty. So the announcement was only made on June 8th and the re-emergence of Skellerup happens on Monday 18th June. ...
    780 replies | 129312 view(s)
  • Snoopy's Avatar
    11-06-2019, 10:00 AM
    Snoopy replied to a thread WHS in NZX
    The only problem is the last time I went to K-mart in Riccarton, there was only one staff member at the checkout complex. If they were already...
    3009 replies | 433975 view(s)
  • Snoopy's Avatar
    11-06-2019, 09:42 AM
    Snoopy replied to a thread Skellerup (SKL) Fundamentals in NZX
    In a follow up to this post from 2016, I was chatting to my broker about what I see as the inevitable return of Skellerup to the NZX50. Then he...
    780 replies | 129312 view(s)
  • RTM's Avatar
    06-06-2019, 02:25 PM
    RTM replied to a thread Fonterra in NZX
    This is not good at all. Interesting times ahead. Imagine China owning a substantial portion of our dairy processing.....and NZ aligned with USA...
    94 replies | 9097 view(s)
  • RTM's Avatar
    06-06-2019, 02:21 PM
    RTM replied to a thread Synlait to float in NZX
    Thanks. So perhaps Fonterra could "help" with production that is not for China ? Not sure if that is enough to be significant ?
    2580 replies | 352650 view(s)
  • RTM's Avatar
    06-06-2019, 11:04 AM
    RTM replied to a thread Synlait to float in NZX
    I wonder if Fonterra will be the rescuer if more processing capacity is needed ?
    2580 replies | 352650 view(s)
  • Snoopy's Avatar
    06-06-2019, 09:51 AM
    Snoopy replied to a thread RBD - Restaurant Brands in NZX
    I am surprised too blackcap, and the incremental return on equity exercise (below) I did in January still stands. The return on the new...
    2526 replies | 363719 view(s)
  • RTM's Avatar
    31-05-2019, 09:06 PM
    :confused: These dam customers ! The bane of every business !!!
    1305 replies | 171267 view(s)
  • RTM's Avatar
    31-05-2019, 06:35 PM
    RTM replied to a thread THL - Tourism Holdings in NZX
    Did they get there using a camper van ? Interesting post...thanks.
    3322 replies | 501392 view(s)
  • RTM's Avatar
    31-05-2019, 05:17 PM
    RTM replied to a thread THL - Tourism Holdings in NZX
    If China and USA both really stick to their guns...well...it'll be a lot more than THL that will be enjoying a very cold winter. Lucky Jacinda gave...
    3322 replies | 501392 view(s)
  • RTM's Avatar
    31-05-2019, 05:01 PM
    And there it is again mistaTea. Regular loyal subscribers get stung with an inflated price. And unloyal subsribers are rewarded. I've commented on...
    1305 replies | 171267 view(s)
  • Snoopy's Avatar
    31-05-2019, 11:41 AM
    No. (see my previous post). The profits from the underlying business are spread among less shares. So if 10% of the shares are bought...
    10 replies | 306 view(s)
  • Snoopy's Avatar
    31-05-2019, 11:24 AM
    The number of shares an investor holds in a company makes no difference to the argument justakiwi. A dividend is taxable, and the funds you...
    10 replies | 306 view(s)
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3 Visitor Messages

  1. View Conversation
    Hi Snoopy. Hi Liz.

    Now that would be an interesting thread
  2. View Conversation
    Great idea. From my limited past experience, I think contrarian & value picks do quite well when the market turns. Perhaps we should attempt to create a theoretical "Phaedrus vs the index" thread to help balance the long-standing debate...
  3. View Conversation
    Hi Snoopy,
    Just dropped in to sign your visitor book. Thanks for all the interesting posts over the years. Hope your investments are holding their own in this stroppy market.
    Liz
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About Snoopy

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About Snoopy
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To be free or not to be free. That is the cash-flow question....

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