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  • boysy's Avatar
    21-05-2019, 05:08 PM
    Have to wonder what the SP reaction would have been had they not announced an increase In guidance.... Moving in the right direction I guess ...
    925 replies | 163344 view(s)
  • boysy's Avatar
    21-05-2019, 10:44 AM
    boysy replied to a thread Meridian Float in NZX
    Comparing MEL to HLG you have to be joking couta - I get that you donít like boring utilities but HGL will never be used as a bond proxy
    1817 replies | 373746 view(s)
  • boysy's Avatar
    21-05-2019, 09:16 AM
    I suspect if they can hit guidence this will rerate simply on as a dividend play if they can sort out chch and the tech upgrade
    925 replies | 163344 view(s)
  • boysy's Avatar
    21-05-2019, 09:01 AM
    Yes looks good at a high leve would be good to see those chch claims settled once and for all. Decent uptick in FY forecast however they do note that...
    925 replies | 163344 view(s)
  • boysy's Avatar
    21-05-2019, 08:40 AM
    Low expectations seems par for the course with TWR time will tell
    925 replies | 163344 view(s)
  • boysy's Avatar
    21-05-2019, 07:56 AM
    boysy replied to a thread Meridian Float in NZX
    Good news for MELs Aussie generation ...
    1817 replies | 373746 view(s)
  • boysy's Avatar
    21-05-2019, 07:46 AM
    2019HY results out 10am today we will see if the co us turned a corner re profit and potentially reinstate a divi - SP at present would suggest...
    925 replies | 163344 view(s)
  • boysy's Avatar
    17-05-2019, 01:54 PM
    boysy replied to a thread ANZ.NZX - Anyone holding? in NZX
    This will impact repricing a lot of insto/commercial/property finance loans on their current book - will be interesting to see the long term impact...
    626 replies | 91570 view(s)
  • boysy's Avatar
    15-05-2019, 08:38 AM
    boysy replied to a thread Meridian Float in NZX
    Looks like all three main hydro catchments will be spilling today as they sit at or near 100% storage - with plenty more rain forecast to fall in the...
    1817 replies | 373746 view(s)
  • boysy's Avatar
    13-05-2019, 08:04 PM
    boysy replied to a thread Meridian Float in NZX
    Look at the electricity they are buying under the swaption contract and what they are selling this at .... in short they continue to do very well...
    1817 replies | 373746 view(s)
  • boysy's Avatar
    08-05-2019, 09:05 PM
    boysy replied to a thread Meridian Float in NZX
    CEN playing a bit of catch up i suspect ....
    1817 replies | 373746 view(s)
  • boysy's Avatar
    08-05-2019, 07:34 PM
    Not long to wait until HY result. Will be interesting to look at forward guidance and if those dives are due to recommence shortly ...
    925 replies | 163344 view(s)
  • boysy's Avatar
    08-05-2019, 07:29 PM
    boysy replied to a thread Meridian Float in NZX
    tested and closed higher though quite the trading range during the day - hydrology looks very good for this time of the year - look at lake pukaki...
    1817 replies | 373746 view(s)
  • boysy's Avatar
    07-05-2019, 07:46 PM
    boysy replied to a thread Meridian Float in NZX
    Test that bond proxy theory tomorrow .....
    1817 replies | 373746 view(s)
  • boysy's Avatar
    05-05-2019, 07:40 AM
    boysy replied to a thread Meridian Float in NZX
    Hydro catchments all but full across meridians portfolio - I suspect itís not just the benmore spillway which is currently operating as per lake...
    1817 replies | 373746 view(s)
  • boysy's Avatar
    27-04-2019, 01:19 PM
    boysy replied to a thread Meridian Float in NZX
    Next 2 weeks could be interesting based on the latest out of the Pohokura field. OMV sees delay with Pohokura well intervention campaign ...
    1817 replies | 373746 view(s)
  • boysy's Avatar
    26-04-2019, 05:44 PM
    boysy replied to a thread Meridian Float in NZX
    Good demand at these levels, being long generation this time of year with near full lakes canít be a bad thing either. MEL will likely be the...
    1817 replies | 373746 view(s)
  • boysy's Avatar
    24-04-2019, 01:02 PM
    Divi yield could beat most expectations particularly if they surprise to the upside. Letís hope they donít have to use all that reinsurance they have...
    925 replies | 163344 view(s)
  • boysy's Avatar
    24-04-2019, 12:55 PM
    No news is good news re the latest market update I guess .... looking very cheap if they hit that $22m NPAT and recommence paging Divis .....
    925 replies | 163344 view(s)
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About boysy

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Date of Birth
March 4
About boysy
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Auckland, , New Zealand.

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Time is a great teacher, but unfortunately it kills all its pupils

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