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  • Snoopy's Avatar
    Yesterday, 10:17 PM
    Not yet Winner. I am having a year of doing a lot of things away from 'home base'. Last time I was back there (last week) no TRA annual report...
    5448 replies | 520963 view(s)
  • Snoopy's Avatar
    Yesterday, 09:51 PM
    I think it very unlikely that an EV will ever be able to compete in a road race from one end of NZ to the other. The refuelling time will sink the...
    1295 replies | 69924 view(s)
  • Snoopy's Avatar
    Yesterday, 09:23 PM
    It doesn't matter what the weight difference is. I am aware that batteries are getting more energy dense and the size of an electric motor is...
    1295 replies | 69924 view(s)
  • Snoopy's Avatar
    Yesterday, 09:09 PM
    You quote a reference to an article on the German market? What percentage of renewable power is generated in Germany? I don't know the answer. ...
    1295 replies | 69924 view(s)
  • Snoopy's Avatar
    Yesterday, 08:30 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    Interesting. I don't follow Elders that closely, and I kind of assumed that they would have had a 'wholesale' division like PGW with 'Agricom'. ...
    4581 replies | 825057 view(s)
  • Snoopy's Avatar
    15-07-2019, 09:19 PM
    The above paragraph is basically correct, apart from the bit where it says that within a battery you are moving around heavy chemicals that don't...
    1295 replies | 69924 view(s)
  • Snoopy's Avatar
    15-07-2019, 08:58 PM
    What the EPA figures show is that any fuel efficiency gain from hybrids is much more noticeable in city driving than highway driving. This isn't...
    1295 replies | 69924 view(s)
  • Snoopy's Avatar
    15-07-2019, 08:34 PM
    Snoopy replied to a thread ATM-A2 Corporation Limited in NZX
    No offence taken Left Field. My little attempt at rhyming humour obviously was pitched out at the wrong level. I will try to keep my replies a...
    13320 replies | 2377303 view(s)
  • Snoopy's Avatar
    14-07-2019, 10:25 PM
    I had to do a rush job of the 2018 results before the FY2018 Annual Report was released. That was to facilitate a comparison with 'Restaurant...
    33 replies | 2151 view(s)
  • Snoopy's Avatar
    13-07-2019, 11:08 PM
    Snoopy replied to a thread RBD - Restaurant Brands in NZX
    In my post 2533 I calculate ROE for the whole company 'post acquisitions' at 18.8%. Of course that figure will vary depending on what profits you...
    2536 replies | 365974 view(s)
  • Snoopy's Avatar
    12-07-2019, 09:02 PM
    Snoopy replied to a thread RBD - Restaurant Brands in NZX
    From the Buffettology Workbook, p149 "We take the per share amount of earnings retained by a business for a certain period of time then compare it...
    2536 replies | 365974 view(s)
  • Snoopy's Avatar
    12-07-2019, 08:49 PM
    Snoopy replied to a thread RBD - Restaurant Brands in NZX
    This is the net profit, excluding non-trading items, divided by the total sales for the year. I am now including 'other revenue' as part of the...
    2536 replies | 365974 view(s)
  • Snoopy's Avatar
    12-07-2019, 08:42 PM
    Snoopy replied to a thread RBD - Restaurant Brands in NZX
    Net Profit excl. non trading / Shareholder Equity EOFY 2015: $22.523m / $71.210m = 31.6% 2016: $24.207m / $75.617m = 32.3% 2017: $30.567m /...
    2536 replies | 365974 view(s)
  • Snoopy's Avatar
    12-07-2019, 08:36 PM
    Snoopy replied to a thread RBD - Restaurant Brands in NZX
    I have used the net profit after tax, excluding non-trading items for the purpose of this comparison. Non trading items include those associated...
    2536 replies | 365974 view(s)
  • Snoopy's Avatar
    11-07-2019, 09:35 AM
    Snoopy replied to a thread ATM-A2 Corporation Limited in NZX
    And the lesson we learn from this is what? Remove comments from their context so that you can re-write your own click bait version of history? ...
    13320 replies | 2377303 view(s)
  • Snoopy's Avatar
    09-07-2019, 07:41 PM
    Snoopy replied to a thread Scott Tech looking cheap in NZX
    A couple of excerpts from the 24th April 2019 letter to the stock exchange outlining the arrival of this newest member of the Scott family. ...
    740 replies | 132093 view(s)
  • Snoopy's Avatar
    09-07-2019, 12:06 PM
    Snoopy replied to a thread Scott Tech looking cheap in NZX
    I am finding it difficult to get a feel for the reach of Alvey. To assist with this, I have been perusing the Alvey website ( www.alvey.eu ) and...
    740 replies | 132093 view(s)
  • Snoopy's Avatar
    09-07-2019, 09:58 AM
    Snoopy replied to a thread Wynyard Group capital raising? in NZX
    MtGox, I think there is a requirement for NZ companies to file their annual reports in some form at the National Library in Wellington. If all...
    2041 replies | 473088 view(s)
  • Snoopy's Avatar
    08-07-2019, 09:20 PM
    Snoopy replied to a thread Scott Tech looking cheap in NZX
    Sanctus, you ask a very poignant question. i think part of the answer is because Scott's business is so heavily weighted into overseas markets,...
    740 replies | 132093 view(s)
  • Snoopy's Avatar
    08-07-2019, 05:02 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    Continuing my rework of the post capital repayment scenario, now based on an actual FY2019 earnings expected, and with a $3m contribution towards the...
    4581 replies | 825057 view(s)
  • Snoopy's Avatar
    08-07-2019, 04:32 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    As we get closer to the capital return vote date, I am honing in on what kind of dividend we shareholders might expect going forwards. There has...
    4581 replies | 825057 view(s)
  • Snoopy's Avatar
    08-07-2019, 09:35 AM
    Snoopy replied to a thread Allied Work Force IPO in NZX
    Thanks to Winner for pointing out a fairly fundamental error in iteration 1.0. I shall attempt to remove the halo of the dunces cap with this...
    796 replies | 97742 view(s)
  • Snoopy's Avatar
    08-07-2019, 09:27 AM
    Snoopy replied to a thread Allied Work Force IPO in NZX
    Ah well my fall from grace didn't take long then. Might as well put on that dunces cap right now <;-p You are quite right Winner. I was...
    796 replies | 97742 view(s)
  • Snoopy's Avatar
    07-07-2019, 09:25 PM
    Snoopy replied to a thread Allied Work Force IPO in NZX
    Lower Estimate FY2020Higher Estimate FY2020 EBITDA$4.800m$7.200m add Unusual Expense Saving$1.500m$1.500m add Permanent Office Cost...
    796 replies | 97742 view(s)
  • Snoopy's Avatar
    07-07-2019, 08:40 PM
    Snoopy replied to a thread Allied Work Force IPO in NZX
    "We have reduced our cost base, and geared the business to return 4% to 6% EBITDA on turnover approaching $120 million." (AR2019 p14) This...
    796 replies | 97742 view(s)
  • Snoopy's Avatar
    07-07-2019, 01:21 PM
    Snoopy replied to a thread Allied Work Force IPO in NZX
    Shocked at the apparent breaking of AWF's banking covenants, I have decided to look at AWF's debt issues from another angle. 'MDRT' is the answer...
    796 replies | 97742 view(s)
  • Snoopy's Avatar
    07-07-2019, 12:20 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    1.543%. So it has almost halved since EOFY2018 (was 2.85%) and more to come! At 19th May, the date of the pro-forma balance date, the rate was...
    4581 replies | 825057 view(s)
  • Snoopy's Avatar
    07-07-2019, 11:46 AM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    The assumptions used including discount rates are shown below: EOFY2016EOFY2017EOFY2018 Discount Rate (10yr govt bond rate)2.34%2.97%2.85%
    4581 replies | 825057 view(s)
  • Snoopy's Avatar
    07-07-2019, 11:39 AM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    Oh I am proud to do that Winner. I have great respect for the oldies and those not so oldies who still work in the company and are in the scheme...
    4581 replies | 825057 view(s)
  • Snoopy's Avatar
    07-07-2019, 10:34 AM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    Yes and there is another factor connected with interest rates. More and more of the fund is going into fixed interest investments as the years go...
    4581 replies | 825057 view(s)
More Activity

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
Showing Visitor Messages 1 to 3 of 3
About Snoopy

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About Snoopy
Location:
, , New Zealand.

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

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