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  • BlackPeter's Avatar
    Today, 09:05 AM
    BlackPeter replied to a thread Fph in NZX
    Agree with that. While FPH is a large and solid NZ company with significant international market share - on an international platform they are only a...
    632 replies | 121368 view(s)
  • BlackPeter's Avatar
    Yesterday, 03:51 PM
    BlackPeter replied to a thread Synlait to float in NZX
    For what it is worth: NTA $2.16; Analyst consensus $5.80; Value based on Graham's formula: $12.58; value based on 10 forward PE: $3.50; SP $7,96; ...
    872 replies | 146305 view(s)
  • BlackPeter's Avatar
    20-10-2017, 02:49 PM
    BlackPeter replied to a thread If National wins ... in Elections
    Nothing wrong with "schadenfreude" (rejoicing about somebody else's damage, mishap or misery) in this situation. I guess we all will have to suffer...
    14813 replies | 1033752 view(s)
  • BlackPeter's Avatar
    20-10-2017, 12:09 PM
    BlackPeter replied to a thread If National wins ... in Elections
    You mean you didn't get it? Just read the header for the link ...
    14813 replies | 1033752 view(s)
  • BlackPeter's Avatar
    20-10-2017, 11:59 AM
    BlackPeter replied to a thread If National wins ... in Elections
    Well, he has a point, hasn't he? Quite funny to hear James Shaw this morning praising the agreement - and only seconds later admitting that he had...
    14813 replies | 1033752 view(s)
  • BlackPeter's Avatar
    20-10-2017, 11:34 AM
    I used to hire lots of highly qualified people during my career. Experience taught me that a job change every 5 to 6 years (plus / minus) seems to be...
    2727 replies | 362423 view(s)
  • BlackPeter's Avatar
    20-10-2017, 09:57 AM
    BlackPeter replied to a thread Summerset Group IPO in NZX
    Probably for another thread ... but yes, ARV does not happen to be on my shortlist and yes, I guess there must be a reason for that ;).
    5666 replies | 950468 view(s)
  • BlackPeter's Avatar
    20-10-2017, 09:34 AM
    BlackPeter replied to a thread NZ King Salmon - new IPO? in NZX
    Market so far does not particularly like W1st's decision. Already 7 cent down. Will be interesting to see whether the Greenies are now using their...
    80 replies | 16821 view(s)
  • BlackPeter's Avatar
    20-10-2017, 09:18 AM
    BlackPeter replied to a thread Summerset Group IPO in NZX
    INA: NTA $2.50; SP $2.68; SP/NTA 1.07 MET: NTA $5.32; SP $5.88; SP/NTA 1.11 OCA: NTA $0.92; SP $1.04; SP/NTA 1.13 SUM: NTA $2.86; SP $5.08; SP/NTA...
    5666 replies | 950468 view(s)
  • BlackPeter's Avatar
    20-10-2017, 08:55 AM
    You are probably right ... and the fact that she is working out her notice period is a good sign. On the other hand - resigning after only 2 years on...
    2727 replies | 362423 view(s)
  • BlackPeter's Avatar
    19-10-2017, 11:21 AM
    Looks like Paul Byrnes got his full allocation (4966 shares for $14,997.32): https://www.nzx.com/files/attachments/268030.pdf I guess he must hold...
    1834 replies | 244480 view(s)
  • BlackPeter's Avatar
    19-10-2017, 10:40 AM
    BlackPeter replied to a thread If National wins ... in Elections
    Absolutely. However - did being farcical ever stop Winnie?
    14813 replies | 1033752 view(s)
  • BlackPeter's Avatar
    19-10-2017, 10:35 AM
    BlackPeter replied to a thread Summerset Group IPO in NZX
    No idea ... however this particular provider has quite a collection of retirement villages: https://goldenhealthcare.co.nz/lady-wigram/ But to...
    5666 replies | 950468 view(s)
  • BlackPeter's Avatar
    19-10-2017, 10:11 AM
    BlackPeter replied to a thread Summerset Group IPO in NZX
    Well, this is an outstanding example why people should go with one of the larger retirement home providers instead rather than picking a private...
    5666 replies | 950468 view(s)
  • BlackPeter's Avatar
    19-10-2017, 08:47 AM
    BlackPeter replied to a thread PEB - Pacific Edge Ltd in NZX
    Well, if that's the strategy, it appears to be successful. Not much depth on the sell side. But yes, given PEB's history of broken promises and...
    15905 replies | 3946258 view(s)
  • BlackPeter's Avatar
    19-10-2017, 08:06 AM
    BlackPeter replied to a thread If National wins ... in Elections
    True, but remember Winston's "secret" code - he normally says the opposite of what he means ... a bit like Trump.
    14813 replies | 1033752 view(s)
  • BlackPeter's Avatar
    19-10-2017, 07:58 AM
    BlackPeter replied to a thread CBL Insurance IPO in NZX
    Absolutely - they are in my books with a forward PE of 10.4 (unless they make another substantial increase to their reserves ;)) and a CAGR of 30! ...
    233 replies | 35290 view(s)
  • BlackPeter's Avatar
    18-10-2017, 11:30 AM
    From a fundamental perspective I think they are undervalued. From a TA perspective - I guess you could claim higher highs and higher lows - but still...
    2727 replies | 362423 view(s)
  • BlackPeter's Avatar
    18-10-2017, 09:17 AM
    BlackPeter replied to a thread If National wins ... in Elections
    Unlikely they will tell us next week already about the knighthood. This will come as a surprise come either Queen's Birthday or New Year - who knows?
    14813 replies | 1033752 view(s)
  • BlackPeter's Avatar
    17-10-2017, 08:01 AM
    BlackPeter replied to a thread Eroad IPO in NZX
    Absolutely - there is enough computer power in any cellphone and probably most modern vehicle computers to do what ERD's devices do. However - any...
    85 replies | 21128 view(s)
  • BlackPeter's Avatar
    16-10-2017, 04:31 PM
    BlackPeter replied to a thread Eroad IPO in NZX
    Mmh - not sure you fully understand ERD's business and customer base. Couple of things: ERD are serving truck companies, not Gen X drivers (or...
    85 replies | 21128 view(s)
  • BlackPeter's Avatar
    16-10-2017, 04:10 PM
    BlackPeter replied to a thread ATC- Altech HPA in ASX
    No panic ... up again. Hope however that they don't wait too long with their announcement on the final EPS price. Might take however at least...
    79 replies | 7006 view(s)
  • BlackPeter's Avatar
    16-10-2017, 04:02 PM
    BlackPeter replied to a thread If National wins ... in Elections
    You have a point - but just to a point. Significant parts of the economy are currently on hold. Sure - the supermarkets are still selling milk,...
    14813 replies | 1033752 view(s)
  • BlackPeter's Avatar
    16-10-2017, 03:42 PM
    BlackPeter replied to a thread If National wins ... in Elections
    Remember - it is the tail wagging not one but two dogs - a trick your beagles probably still need to work on ;). I guess we need to give Winnie...
    14813 replies | 1033752 view(s)
  • BlackPeter's Avatar
    16-10-2017, 02:57 PM
    BlackPeter replied to a thread If National wins ... in Elections
    Winston probably placing his bets. I think he used to be minister of gambling (or was it racing?) and might get this position as well? Who knows...
    14813 replies | 1033752 view(s)
  • BlackPeter's Avatar
    16-10-2017, 01:38 PM
    BlackPeter replied to a thread ATC- Altech HPA in ASX
    Yep, fun to watch. All shares at 19 cents are gone. Do I hear 20?
    79 replies | 7006 view(s)
  • BlackPeter's Avatar
    16-10-2017, 10:40 AM
    BlackPeter replied to a thread Metro Glass IPO in NZX
    Probably too many open questions and issues: - Confirmation that NZ NPAT is dropping (only Australian revenue helps them to keep it flat) is not...
    994 replies | 106142 view(s)
  • BlackPeter's Avatar
    16-10-2017, 08:29 AM
    BlackPeter replied to a thread If National wins ... in Elections
    https://www.nbr.co.nz/opinion/secret-code-deciphering-winston Eye opening article. If it comes to the truth there is no big difference between...
    14813 replies | 1033752 view(s)
  • BlackPeter's Avatar
    16-10-2017, 06:38 AM
    BlackPeter replied to a thread If National wins ... in Elections
    LOL - how low can the Green bunch sink? I guess if the Greenies would have traces of self respect left than they would baulk at this...
    14813 replies | 1033752 view(s)
  • BlackPeter's Avatar
    13-10-2017, 04:32 PM
    BlackPeter replied to a thread Comvita - CVT in NZX
    Interesting. Just had a quick look into the numbers. Even if I take the in my view quite optimistic analyst assumptions (I guess based on the data...
    901 replies | 155181 view(s)
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