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  • macduffy's Avatar
    17-08-2018, 02:45 PM
    macduffy replied to a thread Summerset Group IPO in NZX
    SUM "looking to expand in Australia" isn't quite as compelling as RYM already doing well in Australia. But I hold both, happily!
    6713 replies | 1095834 view(s)
  • macduffy's Avatar
    13-08-2018, 06:07 PM
    Good grief! An executive decision to cease exploration for oil and gas; 57 pages of "consultation" waffle about a subject that NZ consumers and...
    1428 replies | 52740 view(s)
  • macduffy's Avatar
    13-08-2018, 02:23 PM
    Won't be long now before we hear the old FDR line - "We have nothing to fear but fear itself". ;)
    1428 replies | 52740 view(s)
  • macduffy's Avatar
    12-08-2018, 02:11 PM
    macduffy replied to a thread Summerset Group IPO in NZX
    And that's why Ryman is rated comparatively higher - it has the longterm success on the board!
    6713 replies | 1095834 view(s)
  • macduffy's Avatar
    11-08-2018, 04:40 PM
    macduffy replied to a thread Fonterra Shareholders Fund in NZX
    Imagine if the dairy farmers would have allowed that! ;)
    625 replies | 103851 view(s)
  • macduffy's Avatar
    10-08-2018, 11:41 AM
    macduffy replied to a thread STU in NZX
    Only if there's anything to win! ;)
    268 replies | 49607 view(s)
  • macduffy's Avatar
    10-08-2018, 11:39 AM
    macduffy replied to a thread Fonterra Shareholders Fund in NZX
    Easily understood. It's a dairy farmers' co-operative, not a regular limited liability public company.
    625 replies | 103851 view(s)
  • macduffy's Avatar
    10-08-2018, 09:46 AM
    macduffy replied to a thread Fonterra Shareholders Fund in NZX
    So true. This is a co-operative, run by dairy farmers for the benefit of dairy farmers. Best to leave them to it.
    625 replies | 103851 view(s)
  • macduffy's Avatar
    09-08-2018, 01:01 PM
    ...... but at least something is finally being done to address the building skills shortage, with subsidies being paid to encourage employers to take...
    1428 replies | 52740 view(s)
  • macduffy's Avatar
    07-08-2018, 01:39 PM
    macduffy replied to a thread Summerset Group IPO in NZX
    I see that Boulcott still gets a mention as a "greenfields site". I wonder what the current state of play is there?
    6713 replies | 1095834 view(s)
  • macduffy's Avatar
    03-08-2018, 04:06 PM
    Yes, they did own it. But there are other considerations in guessing as to when they might want to unload their interest, eg. How is it financed and...
    1719 replies | 268691 view(s)
  • macduffy's Avatar
    03-08-2018, 01:49 PM
    macduffy replied to a thread BGR - Briscoes Valuation in NZX
    Solid numbers from BGP. Expect higher gross margin and higher NPAT than last year. http://news.iguana2.com/macquaries/NZSE/BGP/321672
    288 replies | 47793 view(s)
  • macduffy's Avatar
    03-08-2018, 01:30 PM
    macduffy replied to a thread ABA Abano health in NZX
    Thanks, percy. Narrowed down to one mind now and will avoid ABA meanwhile! :)
    245 replies | 37645 view(s)
  • macduffy's Avatar
    03-08-2018, 12:01 PM
    macduffy replied to a thread ABA Abano health in NZX
    Could you expand on that, percy? I'm in two minds regarding ABA.
    245 replies | 37645 view(s)
  • macduffy's Avatar
    02-08-2018, 04:24 PM
    macduffy replied to a thread Arvida... The latest IPO in NZX
    Yesterday's DomPost had a promotional insert for Arvida's Village on the Park - site of the former Athletic Park rugby ground - advertising new units...
    572 replies | 107710 view(s)
  • macduffy's Avatar
    01-08-2018, 02:19 PM
    macduffy replied to a thread HBL - Heartland Bank Limited in NZX
    Is this tacit admission of an inability to compete in banking in NZ? Disc: Not holding.
    11139 replies | 1970786 view(s)
  • macduffy's Avatar
    01-08-2018, 02:13 PM
    macduffy replied to a thread Scales - SCL in NZX
    Another reminder not to put all eggs in one basket! All investments carry risks - none more so than those associated with primary products. A...
    2066 replies | 354359 view(s)
  • macduffy's Avatar
    01-08-2018, 11:27 AM
    macduffy replied to a thread Brexit in Off Market Discussions
    Agree with that, Bj. I was referring to the proximate cause, the UKIP party and David Cameron.
    783 replies | 60254 view(s)
  • macduffy's Avatar
    31-07-2018, 08:52 PM
    macduffy replied to a thread Brexit in Off Market Discussions
    Too late for that now, Bj. The poor old electorate had no idea what they were letting themselves in for. And the architects of the mess have...
    783 replies | 60254 view(s)
  • macduffy's Avatar
    31-07-2018, 08:36 PM
    I'm sure they have. But I doubt that there was any accurate way to set a Rateable Value for the site, given it's prior use and subsequent history. A...
    3379 replies | 562253 view(s)
  • macduffy's Avatar
    26-07-2018, 03:45 PM
    So true, winner. Especially on this thread! ;)
    1719 replies | 268691 view(s)
  • macduffy's Avatar
    23-07-2018, 03:40 PM
    As I heard someone comment on BBC World Service business segment a couple of days ago: " A mouth like a torn pocket. Everything falls out."
    1932 replies | 110463 view(s)
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3 Visitor Messages

  1. View Conversation
    MacDuffy, I would love to see your portfolio sometime... well not so much see it, as run my hands over its richly textured history!

    I read your posts and I get that collectors wave of jealousy...

    ...to get overly poetic, your portfolio is a London next to my Wellington, a natural SS pearl necklace next to my freshwater cultureds, a 40 yr malt whiskey beside my Amstel light... there's just something so compelling about the history and stories that belong with it!
  2. Hello macduffy, Are you a professional or just an investor like me?
  3. Hi Mac, I am in UK and am a learner when it comes to NZ. How do you see the economy ?
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