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  • Snoopy's Avatar
    Yesterday, 02:15 PM
    I see no reason for it to be a general rule. But it does seem that when things are not so optimal for MCY, they are looking better for CEN. A...
    1221 replies | 261745 view(s)
  • Snoopy's Avatar
    Yesterday, 09:20 AM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    From this morning's announcement. Nothing new but a slight change in emphasis (the bracketed bit) "After the sale proceeds are received on...
    4456 replies | 803506 view(s)
  • RTM's Avatar
    17-04-2019, 10:17 PM
    We I think that’s exactly what Percy is doing. Putting himself in the position of one of Oceania’s customers and wondering if they would buy with...
    3533 replies | 552636 view(s)
  • RTM's Avatar
    17-04-2019, 10:09 PM
    RTM replied to a thread Marsden Maritime Holdings in NZX
    . Yes, agree. And that is why they gave Shane a big cheque book so at least something would get done. While the rest were buried in committees and...
    84 replies | 8891 view(s)
  • Snoopy's Avatar
    17-04-2019, 09:11 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    Sarah Brown is a 'proud Southlander' Percy. A real southern 'soul of the soil'. There can be no greater qualification to sit on the PGW board...
    4456 replies | 803506 view(s)
  • Snoopy's Avatar
    17-04-2019, 08:09 PM
    Snoopy replied to a thread RBD - Restaurant Brands in NZX
    $7.50/33.8 = 22.1 A PE of 22 is still a good growth premium. But if the Taco Bell rebuilds in Hawaii go as well as the KFC rebuilds did in NZ,...
    2518 replies | 360171 view(s)
  • RTM's Avatar
    17-04-2019, 06:26 PM
    Missed opportunity to make NZ's tax system fairer. Not sure they came up with the right options to present, or presented what they had well. While...
    43 replies | 2046 view(s)
  • Snoopy's Avatar
    17-04-2019, 09:32 AM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    The market has not viewed the seed division sale favourably, as the share price has fallen since the seed division sale came to the table. But it...
    4456 replies | 803506 view(s)
  • Snoopy's Avatar
    17-04-2019, 09:12 AM
    Snoopy replied to a thread RBD - Restaurant Brands in NZX
    The $10 share price is an aspirational hurdle only now. How many here remember when Nigel Morrison took over as CEO of Sky City and announced that...
    2518 replies | 360171 view(s)
  • Snoopy's Avatar
    16-04-2019, 09:38 PM
    Snoopy replied to a thread RBD - Restaurant Brands in NZX
    Reprising the 'Achillies heal' from the Restaurant Brands result from last year: net profit margin. This is the net profit, excluding non-trading...
    2518 replies | 360171 view(s)
  • Snoopy's Avatar
    16-04-2019, 09:59 AM
    Snoopy replied to a thread RBD - Restaurant Brands in NZX
    One piece of 'dead wood' (Starbucks) has been lopped off. Cost savings will flow through to NPAT growth. Maybe 'Carls Junior' will be next? ...
    2518 replies | 360171 view(s)
  • Snoopy's Avatar
    16-04-2019, 09:50 AM
    Snoopy replied to a thread RBD - Restaurant Brands in NZX
    If you use the net profit after tax 'excluding non-trading items', then the five year increasing earnings per share trend is very much intact. Net...
    2518 replies | 360171 view(s)
  • Snoopy's Avatar
    15-04-2019, 10:03 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    Interesting to see that new chairman Rodger Finlay is deputy chair of Rural Equities Limited, controlled by the Cushings AND a director of Ngai Tahu...
    4456 replies | 803506 view(s)
  • RTM's Avatar
    15-04-2019, 08:51 PM
    RTM replied to a thread SCL or SEK? in NZX
    I chose not to chose and hold roughly the same % in my portfolio....4.1 & 3.7%. Both are nice investments in New Zealand's productive agriculture...
    2 replies | 329 view(s)
  • Snoopy's Avatar
    12-04-2019, 01:53 PM
    Guessing the direction that exchange rates will move in a short term time frame is a fraught exercise. Split the money into four equal parcels. ...
    10 replies | 231 view(s)
  • Snoopy's Avatar
    12-04-2019, 08:39 AM
    Snoopy replied to a thread Genesis Energy in NZX
    The above is an exercise I did on the FY2016 results. It is now two years out of date, and not being a shareholder any longer, I haven't repeated...
    2590 replies | 536133 view(s)
  • Snoopy's Avatar
    10-04-2019, 07:54 AM
    Snoopy replied to a thread Genesis Energy in NZX
    Interesting you picked up on the 'newspaper' reference. I did pause for thought before I wrote it. I could have written "It will be rather...
    2590 replies | 536133 view(s)
  • RTM's Avatar
    09-04-2019, 06:58 PM
    The other thing with buybacks is the amount they have to pay-out for dividends is significantly reduced.
    4982 replies | 474690 view(s)
  • RTM's Avatar
    09-04-2019, 01:52 PM
    RTM replied to a thread Summerset Group IPO in NZX
    BUY 14/11/2017 2,200 NZD 468 Seems like quite a short time ago I bought some for $4.68. I wouldn’t be totally shocked should they head back...
    7624 replies | 1209081 view(s)
  • Snoopy's Avatar
    08-04-2019, 03:34 PM
    "Over the past three decades, we have built a significant lead not just in number of outlets, but also in brand awareness and loyalty, proprietary...
    31 replies | 1526 view(s)
  • Snoopy's Avatar
    08-04-2019, 02:41 PM
    Snoopy replied to a thread Genesis Energy in NZX
    Kupe has a limited life. So the correct way to value Genesis is to work out the present day value of the Kupe field, both the oil and gas...
    2590 replies | 536133 view(s)
  • RTM's Avatar
    08-04-2019, 11:37 AM
    RTM replied to a thread Gentrack in NZX
    Speaking of cash looking for a new home....saw this in a recent communication. Suspect it will have a positive effect on the market as well...when it...
    282 replies | 53263 view(s)
  • RTM's Avatar
    08-04-2019, 09:28 AM
    RTM replied to a thread Ift in NZX
    Maybe you mean 3 ?
    2067 replies | 385647 view(s)
  • RTM's Avatar
    08-04-2019, 09:02 AM
    RTM replied to a thread Ift in NZX
    https://www.nzx.com/announcements/333058 It sounds like this is due to massively underestimated payments to Morrison and Company. I don’t fully...
    2067 replies | 385647 view(s)
  • Snoopy's Avatar
    07-04-2019, 10:22 PM
    Snoopy replied to a thread WOW - Woolworths in ASX
    Ace, these Aussie buyback offers are usually structured to maximise after tax returns for Australians. But as a New Zealander, paying tax in New...
    116 replies | 20066 view(s)
  • Snoopy's Avatar
    05-04-2019, 06:07 PM
    Todd keeps a fatherly guiding hand on all his employees, no matter what their place of work! It is just what good bosses do ;-P. SNOOPY
    4982 replies | 474690 view(s)
  • RTM's Avatar
    05-04-2019, 03:55 PM
    I'm there now. And yes...can confirm that its quite a nice place to be ! No plans to move. Love it.
    3533 replies | 552636 view(s)
  • RTM's Avatar
    05-04-2019, 03:43 PM
    RTM replied to a thread AIR NZ in NZX
    https://www.tripadvisor.com.au//TravelersChoice-Airlines-a_Mode.expanded
    14649 replies | 2236860 view(s)
  • RTM's Avatar
    05-04-2019, 12:42 PM
    RTM replied to a thread Fletcher Building (FBU) in NZX
    Been musing about FBU...at least these guys are still in business, unlike many of their competitors (Arrow, Mainzeal, Hawkins etc) . So perhaps they...
    615 replies | 87612 view(s)
  • Snoopy's Avatar
    04-04-2019, 10:32 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    17m shares sold at 49c - 0.75c = 48.25c (including dividend foregone) give a cash inflow into Agria of $NZ8.2m. Total US fines add to $NZ4.99m. ...
    4456 replies | 803506 view(s)
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About RTM
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Kerikeri
Occupation:
Retired/Sailor

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