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  1. #1
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    Default Zespri - thoughts?

    Hey gang, can’t find a thread on zespri. What r ur thoughts? $0.89 div has got me interested... also well run company

  2. #2
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    Have looked into them in the past and like them a lot but due to recent change only growers are allowed to own shares, similar to LIC.

  3. #3
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    Ah ok, that explains it. Thanks for that

  4. #4
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  5. #5
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    The revenue from Gold licenses would mean that they have a pot of funds for legal action - and also worth protecting.

    How successful Zespri will be is another question.....

  6. #6
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    Quote Originally Posted by Sideshow Bob View Post
    The revenue from Gold licenses would mean that they have a pot of funds for legal action - and also worth protecting.

    How successful Zespri will be is another question.....
    yep probably small chance of success, if it was on the other foot , they would shut down 100 % of our imports till it was sorted ....

  7. #7
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    Classic example of China stealing IP. Pretty much what the US has been banging on about for ages

  8. #8
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    Pity can't buy in. Tauranga-based Craigs obviously close to the action and have growers as customers. Just put out some research:

    https://www.usx.co.nz/uploads/paperc...pdf?1604374508

  9. #9
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    Yes bob have long had my eye on Zespri. Great operation and real shame we can't take part. Fundamentals are very attractive

  10. #10
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    Quote Originally Posted by Mr Slothbear View Post
    Yes bob have long had my eye on Zespri. Great operation and real shame we can't take part. Fundamentals are very attractive
    Well you can - just need to buy a kiwifruit orchard first!

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