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  1. #11
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    Quote Originally Posted by ari View Post
    https://edition.cnn.com/2020/02/06/o...ter/index.html

    Chris Liddell probably mentioned NZ's billion trees...just got trumped!
    Now show Shane Jones......what is bigger than a trillion??

  2. #12
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    Quote Originally Posted by Sideshow Bob View Post
    Now show Shane Jones......what is bigger than a trillion??
    Does anyone have any insights/opinions about Arborgen? Its evolution from Fletcher Forests to Rubicon to Arborgen with no prospect of delivering any value to shareholders is certainly testing my stamina

  3. #13
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by Sgt Pepper View Post
    Does anyone have any insights/opinions about Arborgen? Its evolution from Fletcher Forests to Rubicon to Arborgen with no prospect of delivering any value to shareholders is certainly testing my stamina
    Edison is paid to publish once or twice a year a report stating that Rubicon / Arbogen are undervalued (that's what they are doing anyway).

    Just look at this potential:
    https://www.edisoninvestmentresearch...ID=10407&LANG=

    6 years later - nothing but the company name has changed:
    https://www.edisongroup.com/company/...holdings/1685/

    Problem is just - market does not believe them

    But lets face it, while Arbogen's "product" is not particularly environmentally friendly (their seedlings don't fit into the ecosystems they are planted in and are destroying native landscapes), their biggest problem is in my view a quite self serving board. Directors find always reasons to pay themselves a bonus, but Arbogen / Rubicon manged to refine this discipline to its upmost extreme and provides some outstanding examples of the finest troughers money can buy.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  4. #14
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    Quote Originally Posted by BlackPeter View Post
    Edison is paid to publish once or twice a year a report stating that Rubicon / Arbogen are undervalued (that's what they are doing anyway).

    Just look at this potential:
    https://www.edisoninvestmentresearch...ID=10407&LANG=

    6 years later - nothing but the company name has changed:
    https://www.edisongroup.com/company/...holdings/1685/

    Problem is just - market does not believe them

    But lets face it, while Arbogen's "product" is not particularly environmentally friendly (their seedlings don't fit into the ecosystems they are planted in and are destroying native landscapes), their biggest problem is in my view a quite self serving board. Directors find always reasons to pay themselves a bonus, but Arbogen / Rubicon manged to refine this discipline to its upmost extreme and provides some outstanding examples of the finest troughers money can buy.
    And the hard wait is that the next review is some way off? or maybe a special review regarding Directors fee increase!

  5. #15
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    ‘We’re not going to under-deliver any more,’ Rubicon chair says.....think that was mid '19

  6. #16
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by ari View Post
    ‘We’re not going to under-deliver any more,’ Rubicon chair says.....think that was mid '19
    Was this before they paid themselves a nice special bonus for re-branding the company?
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  7. #17
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    Quote Originally Posted by BlackPeter View Post
    Was this before they paid themselves a nice special bonus for re-branding the company?
    3mths prior...

  8. #18
    Speedy Az winner69's Avatar
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    Today’s essential reading for the believers

    Valuation 72 cents

    https://www.edisongroup.com/publicat...progress/26307
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #19
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by winner69 View Post
    Today’s essential reading for the believers

    Valuation 72 cents

    https://www.edisongroup.com/publicat...progress/26307
    They did some serious financial acrobatics to bring the forecasted EPS into the black ... just wondering whether they did their DCF valuation as well "excluding amortisation and exceptional items"?

    But anyway - Edison (for some funny reason referred to as "experts" by the NZ Herald)

    https://www.nzherald.co.nz/business/...ectid=11185247

    always said they are a bargain. Looks like they are consistent ... I suppose as long as Arbogen is able to pay the bribes, oops - fees for their annual analysis.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  10. #20
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    Some good news but didn't exactly fireup the market...https://www.directbroking.co.nz/Dire...spx?id=5334135

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