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Thread: Evolve IPO

  1. #466
    Senior Member silverblizzard888's Avatar
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    Quote Originally Posted by carrom74 View Post
    Well well well..... in the valley of doom and this....

    http://www.voxy.co.nz/national/5/338045
    It goes to prove what shareholders and staff think about an operation doesn't necessarily mean the customers will think about it that way too.

  2. #467
    Divorced from logic Hectorplains's Avatar
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    Quote Originally Posted by silverblizzard888 View Post
    It goes to prove what shareholders and staff think about an operation doesn't necessarily mean the customers will think about it that way too.
    The key word is "brands." It excludes the charity and independent operators. Evolve are only the best of the commercial bunch according to the survey.

  3. #468
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by silverblizzard888 View Post
    It goes to prove what shareholders and staff think about an operation doesn't necessarily mean the customers will think about it that way too.
    Quote Originally Posted by Hectorplains View Post
    The key word is "brands." It excludes the charity and independent operators. Evolve are only the best of the commercial bunch according to the survey.
    Yes the ongoing steady decline in average centre occupancy tells the real story...which reads like a one way trip to nowhere.
    No butts, hold no mutts, (unless they're the furry variety).

  4. #469
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    Quote Originally Posted by Beagle View Post
    Yes the ongoing steady decline in average centre occupancy tells the real story...which reads like a one way trip to nowhere.
    The industry is over supplied, more and more centres are being opened but the existing ones aren't at maximum occupancy.

    So the good news is that the decline in the roll probably isn't a sign of issues specifically at Evolve, rather it's the entire industry showing a cyclical nature.
    Last edited by axe; 10-05-2019 at 11:39 AM. Reason: speeeling

  5. #470
    Divorced from logic Hectorplains's Avatar
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    Quote Originally Posted by axe View Post
    The industry is over supplied, more and more centres are being opened but the existing ones aren't at maximum occupancy.

    So the good news is that the decline in the roll probably isn't a sign of issues specifically at Evolve, rather it's the entire industry showing a cyclical nature.
    While the industry is facing an oversupply... this is not in all areas. Some centres remain at maximum occupancy... and even have a waitlist. Evolve centres have falling occupancy because they offer an inferior 'product.'

  6. #471
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    Tremendous support from the instos for the capital raise. Nearly everybody took them up.

    Great vote of confidence in Evolve going forward

    http://nzx-prod-s7fsd7f98s.s3-websit...424/299690.pdf
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  7. #472
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    Quote Originally Posted by winner69 View Post
    Tremendous support from the instos for the capital raise. Nearly everybody took them up.

    Great vote of confidence in Evolve going forward

    http://nzx-prod-s7fsd7f98s.s3-websit...424/299690.pdf
    My thoughts exactly and will take up my full entitlement

  8. #473
    ShareTrader Legend Beagle's Avatar
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    Like a bunch of lambs heading off to slaughter...the business model quite obviously doesn't work. Must be too much Kiwisaver money sloshing around that insto's don't know what to do with it or the $2.5 billion from Trade Me sale and insto's struggling to find a home for it.

    I've been right on this one for years and my prediction is there will be more tears and disappointment coming.
    No butts, hold no mutts, (unless they're the furry variety).

  9. #474
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    worth a punt at the current sp???

  10. #475
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    It still has a way to go before the bottom is found,not exactly many buyers out there either.It really is a punt on EVO doing well in Aus,and not to many companies have done well over there,look at MPG!

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    More govt funds a positive for Aus childcare industry assuming Labor WINS helpful for Evo's Aus expansion plans............

    https://www.smh.com.au/business/smal...29-p51i9w.html

  12. #477
    Senior Member silverblizzard888's Avatar
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    Quote Originally Posted by dreamcatcher View Post
    More govt funds a positive for Aus childcare industry assuming Labor WINS helpful for Evo's Aus expansion plans............

    https://www.smh.com.au/business/smal...29-p51i9w.html
    Good find, even more positive for the new Australian Strategy if this does happen. At least theres some silver lining, cause the share price today surely isn't

  13. #478
    ShareTrader Legend Beagle's Avatar
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    Many companies with far better track records than Evolve have really struggled in Australia.
    One also needs to keep in mind the ongoing decline in the occupancy rate of the N.Z. centres which forms the vast bulk of their business notwithstanding this Australian fishing expedition.
    Not sure why anyone would back Evolve to succeed in Australia when they've been such an abysmal failure here with their track record of destroying shareholder value being nothing short of breathtaking ! I wonder how people feel who paid about $1.00 two years ago to now see shares being offered in significant volume at 9.6 cents per share ?
    I suspect some of them regret not taking notice of my consistent warnings over the years with this one. To my mind at least punting more money now in this nag is analogous to saying look, we know our horse ran a long and lonely last at the trials and pulled up lame and has serious heart problems but lets throw heaps more money at it with open heart and leg surgery and hope for the best. It should be obvious this thing is a donkey and the trainer and jockey are hopeless.
    Last edited by Beagle; 13-05-2019 at 11:45 AM.
    No butts, hold no mutts, (unless they're the furry variety).

  14. #479
    percy
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    Always pays to pay a fair price for a good company,rather than a good price for a fair company.

    EVO will have to really perform, before I would even call them a fair company.

  15. #480
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    Question-- Are the institutional shareholders able to sell the shares they purchased last week today?

    If no, then who would be selling?

    Thanks in advance.

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