2020 Stock Picking Comp

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Originally Posted by SylvesterCat

Hi all...latest results and commentary to Sep 4th out now.
https://sites.google.com/view/nzsharepicks

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Thanks for the update.

Did you adjust for the TLT capital return in June? I can't see it but maybe it's built in...

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Originally Posted by tango

Thanks for the update.

Did you adjust for the TLT capital return in June? I can't see it but maybe it's built in...

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Nope! Will have a check and get it included in the next set of results. Apologies for that, and thank you for letting me know.
Have just put the APL entitlement offer into the model, so that one will flow thru from end September

Okay, TLT now included. It actually made the total return go down, as (of course) it was using the old (higher) number of shares at the current price.
If you picked TLT, it will look a little odd - the closing investment figure is clearly overstated, but the differences are accounted for in the rights issue column. My model didn't allow for share cancellations, and its not that easy to change at this stage, so have just bundled it in there. Hope thats ok. Feel free to check the working!

Thanks SylvesterCat :t_up:

My brain went a bit bananas trying to work out the maths.
I finally got all the sums done and it's spot on.

I bow down to your genius spreadsheet skills!!!

Glad you checked - always better with two!

Hi all...latest results and commentary to Sep 25th out now.
https://sites.google.com/view/nzsharepicks

Congratulations Oliver Mander - the new CEO of NZ shareholders association...wow:t_up::t_up:

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Originally Posted by RRR

Congratulations Oliver Mander - the new CEO of NZ shareholders association...wow:t_up::t_up:

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Great News! Well done that man!

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Originally Posted by RRR

Congratulations Oliver Mander - the new CEO of NZ shareholders association...wow:t_up::t_up:

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Awesome!

Ummm... a wee suggestion. It's a pain in the neck for me to login each time to read the Undirected Proxy Voting Intentions, especially if I am on my mobile. If you agree, it would be wonderful if the voting intentions were included in the email so I can read it immediately and make a decision, instead of having to go to my PC, login, read it and then decide. Just my two cents worth. Other than that I love what the NZSA is doing for us :t_up:

Thanks for the feedback tango! Yup, there will be plenty to do in the comms space...