Modus operandi of the management is highly questionable..
Hi sb9 and Others, always enjoy reading various comments, but not a big contributor so please forgive.
sb9 could you please expand your comment as I also am at a loss as to why major shareholders would want to see their investment decrease in value, and yet continue to talk it up with no apparent action on their behalf.
Hi sb9 and Others, always enjoy reading various comments, but not a big contributor so please forgive.
sb9 could you please expand your comment as I also am at a loss as to why major shareholders would want to see their investment decrease in value, and yet continue to talk it up with no apparent action on their behalf.
You may want to visit few pages back on this thread to get a handle on what members opinion is on management and also their announcements on NZX platform. They seem to have on offer so much potential but never really delivered on any of those.
Decrease in value of investment is a concern for people like you and me depending on entry price but not for management when they got their options for free. And the last sentence in your quote sums it all up about future prospects of this company.
You may want to visit few pages back on this thread to get a handle on what members opinion is on management and also their announcements on NZX platform. They seem to have on offer so much potential but never really delivered on any of those.
Decrease in value of investment is a concern for people like you and me depending on entry price but not for management when they got their options for free. And the last sentence in your quote sums it all up about future prospects of this company.
Potential is only in the eyes of the beholder
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
Going to go against the crowd here and say I'm actually quite excited for ARB's prospects over the next few years. Key reasons below:
Macro:
Forestry arguably an important part of the ‘green recovery’
Lumber prices at all-time highs
Company Specific:
High barriers to entry (proprietary genetics)
Supply constrained (a good problem to have) with a large portion of sales for the remainder of the year already committed
Near term earnings growth via gross margin expansion (significant increase of MCP volumes from FY22)
Share price seems to have been suppressed by a large seller (suspect Perry Corp) & a historic negative SP sentiment (for good reason) but in my opinion believe this has been overdone
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Originally Posted by sb9
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