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  • macduffy's Avatar
    Today, 09:56 AM
    True, but in OCA's case we have several experienced directors who have proven records elsewhere, not just with "their" company.
    975 replies | 149525 view(s)
  • macduffy's Avatar
    Yesterday, 03:22 PM
    macduffy replied to a thread Summerset Group IPO in NZX
    No point in thinking we can ever Buy the rumour, Sell the fact, then? ;)
    6080 replies | 1011566 view(s)
  • macduffy's Avatar
    Yesterday, 01:35 PM
    Yes, we do. And that probably reflects the reality of our position. Not easy being a small, "remote" producer of, mainly, commodity exports, selling...
    533 replies | 18241 view(s)
  • macduffy's Avatar
    Yesterday, 01:08 PM
    macduffy replied to a thread ABA Abano health in NZX
    Agreed, BP, although I would think that most of these benefits are already being realised, to some degree. A matter of how much more there is to be...
    228 replies | 35383 view(s)
  • macduffy's Avatar
    Yesterday, 01:02 PM
    macduffy replied to a thread AIR NZ in NZX
    ...... and, QAN gave notice recently that they will be paying "full" tax in the near future.
    12979 replies | 1998008 view(s)
  • macduffy's Avatar
    Yesterday, 07:51 AM
    Isn't this the sensible way to treat this "incident"? "Labour's Jo Luxton is the deputy chair of the Primary Production select committee, which...
    533 replies | 18241 view(s)
  • macduffy's Avatar
    22-02-2018, 09:17 AM
    macduffy replied to a thread Fletcher Building (FBU) in NZX
    My comment was meant to convey that the FBU disaster has been thoroughly disected on this thread and didn't need any further elaboration. The market...
    287 replies | 31642 view(s)
  • macduffy's Avatar
    21-02-2018, 04:48 PM
    macduffy replied to a thread HBL - Heartland Bank Limited in NZX
    Heartland should benefit from it's customers' fee-free access to all those big banks' ATM's. Not that anyone uses cash anymore, or at least that's...
    10486 replies | 1874035 view(s)
  • macduffy's Avatar
    21-02-2018, 04:43 PM
    macduffy replied to a thread Fletcher Building (FBU) in NZX
    No comments because a/ it's all been said and b/ there wern't any surprises.
    287 replies | 31642 view(s)
  • macduffy's Avatar
    19-02-2018, 01:29 PM
    macduffy replied to a thread Cavalier -- cav in NZX
    It's hard to be positive about manufacturing in NZ, given our relative costs, distance from markets and small scale - unless it comes with a...
    971 replies | 162780 view(s)
  • macduffy's Avatar
    19-02-2018, 01:20 PM
    macduffy replied to a thread Fletcher Building (FBU) in NZX
    We used to be taught that "an auditor is a watchdog and not a bloodhound". Did anyone hear any barking?
    287 replies | 31642 view(s)
  • macduffy's Avatar
    19-02-2018, 01:16 PM
    macduffy replied to a thread ABA Abano health in NZX
    Where would you see the growth in economies of scale coming from BP? Biggest costs must be salaries/wages and rentals on the 100+ premises. ...
    228 replies | 35383 view(s)
  • macduffy's Avatar
    17-02-2018, 07:55 PM
    macduffy replied to a thread Where to invest? in NZX
    Yes, blackcap, and as the manager states, as a passive fund they look to mirror a specific index. Until FBU get dropped from that index, presumably...
    275 replies | 69606 view(s)
  • macduffy's Avatar
    17-02-2018, 02:54 PM
    Probably still hurting from the 1979 Abbotsford landslip. https://my.christchurchcitylibraries.com/abbotsford-landslide/
    16 replies | 457 view(s)
  • macduffy's Avatar
    17-02-2018, 02:05 PM
    Rather getting off the point here, mm, but I'm not claiming that either of the big two have or don't have such an exclusion, merely that the choice...
    16 replies | 457 view(s)
  • macduffy's Avatar
    17-02-2018, 10:14 AM
    Only beside the point, mm, if the many subsidiaries of AIG and Suncorp, who dominate the NZ general insurance business, are free to tailor their...
    16 replies | 457 view(s)
  • macduffy's Avatar
    16-02-2018, 08:12 PM
    Lots of insurance companies or lots of insurance brands?
    16 replies | 457 view(s)
  • macduffy's Avatar
    16-02-2018, 03:25 PM
    Well, she's right about Allbirds shoes being comfortable. Fashion doesn't matter to us enthusiasts! :)
    533 replies | 18241 view(s)
  • macduffy's Avatar
    16-02-2018, 03:23 PM
    Only amongst Labour supporters. ;)
    533 replies | 18241 view(s)
  • macduffy's Avatar
    16-02-2018, 08:07 AM
    macduffy replied to a thread HLG - Hallenstein Glasson in NZX
    Now, that was worth waiting for, wasn't it! :)
    1954 replies | 249375 view(s)
  • macduffy's Avatar
    15-02-2018, 01:17 PM
    macduffy replied to a thread Skellerup (SKL) Fundamentals in NZX
    I'd have more confidence in this board's forecasts than in most, as percy suggests. Incidentally, Chair Liz Coutts and Alan Isaac are also key...
    681 replies | 113948 view(s)
  • macduffy's Avatar
    15-02-2018, 12:42 PM
    Most companies require opt-in these days, don't they? I think in OCA's case it may be more of an image thing, particularly in view of their...
    12 replies | 331 view(s)
  • macduffy's Avatar
    15-02-2018, 12:38 PM
    You'd better have a word with the Deputy PM about this, Aaron. ;)
    408 replies | 81419 view(s)
  • macduffy's Avatar
    15-02-2018, 12:26 PM
    macduffy replied to a thread Fletcher Building (FBU) in NZX
    I guess we'll never know how much consultants have/will be paid to advise FBU to do the blooming obvious and quit the "big construction project"...
    287 replies | 31642 view(s)
  • macduffy's Avatar
    15-02-2018, 08:49 AM
    macduffy replied to a thread HLG - Hallenstein Glasson in NZX
    Perhaps one or more of the directors had a few questions that needed researching and answering before signing off? After all, we expect them to be...
    1954 replies | 249375 view(s)
  • macduffy's Avatar
    14-02-2018, 01:53 PM
    macduffy replied to a thread Fletcher Building (FBU) in NZX
    I'd agree, peat. The March '21 notes might be a better bet but even so, there must be better bets to be had on the market!
    287 replies | 31642 view(s)
  • macduffy's Avatar
    14-02-2018, 01:46 PM
    Not sure what the "handsome perks" of management have to do with this but I agree with the general thrust of your argument, Beagle. These new-fangled...
    12 replies | 331 view(s)
  • macduffy's Avatar
    13-02-2018, 12:32 PM
    macduffy replied to a thread CBL Insurance IPO in NZX
    Does it still fit, peat? My own headgear from those days doesn't get much wear these days! I think the case for trading in an informed market...
    405 replies | 53704 view(s)
  • macduffy's Avatar
    10-02-2018, 04:44 PM
    macduffy replied to a thread Fletcher Building (FBU) in NZX
    Neither would they want an uncertain degree/amount of conversion to shares with the prospect of an equity raising around? Would complicate...
    287 replies | 31642 view(s)
  • macduffy's Avatar
    09-02-2018, 03:08 PM
    macduffy replied to a thread Fletcher Building (FBU) in NZX
    Depends what the announcement will say. Any mention of separation and listing of the various business units may encourage interest in the stock.
    287 replies | 31642 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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