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  1. #141
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    Quote Originally Posted by SylvesterCat View Post
    Hi all...latest results and commentary to Sep 4th out now.
    https://sites.google.com/view/nzsharepicks
    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...

  2. #142
    CEO, NZ Shareholders Association
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    Quote Originally Posted by tango View Post
    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...
    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

  3. #143
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    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!

  4. #144
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    Thanks SylvesterCat

    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!!!

  5. #145
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    Glad you checked - always better with two!

  6. #146
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    Hi all...latest results and commentary to Sep 25th out now.
    https://sites.google.com/view/nzsharepicks

  7. #147
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    Congratulations Oliver Mander - the new CEO of NZ shareholders association...wow

  8. #148
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    Quote Originally Posted by RRR View Post
    Congratulations Oliver Mander - the new CEO of NZ shareholders association...wow
    Great News! Well done that man!

  9. #149
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    Quote Originally Posted by RRR View Post
    Congratulations Oliver Mander - the new CEO of NZ shareholders association...wow
    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

  10. #150
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    Thanks for the feedback tango! Yup, there will be plenty to do in the comms space...

  11. #151
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    Quote Originally Posted by SylvesterCat View Post
    Thanks for the feedback tango! Yup, there will be plenty to do in the comms space...
    Looking forward to it!

  12. #152
    2019 NZ Stock Picking Winner silverblizzard888's Avatar
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    Quote Originally Posted by Oliver Mander View Post
    Thanks for the feedback tango! Yup, there will be plenty to do in the comms space...
    Congratulations Oliver! You'll be a busy man!

  13. #153
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    Hi Sylvester. Any chance of a update.
    We've had some interesting movements over the last month. 😁

  14. #154
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    Quote Originally Posted by Dlownz View Post
    Hi Sylvester. Any chance of a update.
    We've had some interesting movements over the last month. 
    Hiya - the results are actually published on the website, I just haven't written my 'front end' commentary.
    Updated to Oct 9th.
    https://sites.google.com/view/nzsharepicks

  15. #155
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    Picks and commentary updated to October 30th! Bit of change in the top 5...and the Sharetrader top 5 continues to look good!
    https://sites.google.com/view/nzsharepicks

  16. #156
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    Thanks again for this competition Oliver and well done Davflaws!

  17. #157
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    An update on the picks comp, together with commentary, posted in the usual spot.
    https://sites.google.com/view/nzsharepicks.

    On another note, the NZ Shareholders Association had its AGM during the weekend. If people are ok with it, I'll post a potted summary here soon (unless someone beats me to it).

  18. #158
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    On another note, the NZ Shareholders Association had its AGM during the weekend. If people are ok with it, I'll post a potted summary here soon (unless someone beats me to it).[/QUOTE]

    That will be very helpful Sylvester Cat
    I have been attending the AGM since 2013, but missed this year..

    Best wishes

  19. #159
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    How hilarious! I have to admit to having two persona in the picks.
    Bearabull at No 2 and Static at 201 out of 204.

  20. #160
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    hi all...hey, a bit stretched to update the online commentary at the moment - but the underlying s/sheet has been updated, and is viewable on the web page.
    https://sites.google.com/view/nzsharepicks.

    Note that this now adjusts for the MET SoA, with the 'purchase' of alternative picks being reflected as of Nov 3rd for those who selected MET.
    It shows up in the "rights issue" column as a gain/loss on sale, as I have no more column real estate to place it!

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