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  1. #41
    Advanced Member King1212's Avatar
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    Whats wrong with skilled workers from china...india or overseas...at least they show up to work..no bull****s....while our own kind...happy to stay home and don't want to go back to work because the labour will pay everything....

  2. #42
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    Quote Originally Posted by hogie View Post
    Not sure if things are going to be as bad as people think ... the government has borrowed ~$50,000,000,000 from future generations to pay for the "now" ... the next government in 2023 and beyond are going to have massive issues going forward ...
    If Greens have their way the tax rates are all going to increase excessively which will likely mean a brain drain to Australia and other lower tax countries ... we will lose any competitive advantage we had and will have to import skilled workers from India, China, Philippines ... all we will hear "they are stealing our jobs" so the locals will get more handouts.

    All a horror story .. I really hope this all doesn't come to pass



    I don't see much upside for the stock market in the next 3 years ... goodluck to all!
    For me the election result was as good as could be expected -Greens no longer can force stupid hypocritical policies .
    Hope Jacinda can see the need this country has for natural gas and start encouraging exploration.
    I feel she has a good world profile that will attract investment here .
    On Friday I discussed investments with a Broker-fixed interest versus equities -his impression was that older investors are asking the same question and cannot easily find good yield outside the sharemarket.
    I deduced from this that the market may rise further this year-tomorrow will be interesting!

  3. #43
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    Not much about this has been said by the Media......In reality Labour has shifted slightly towards the right to dominate "Centre Ground"...and has stolen Centre Ground from National ..With the Greens out of the equation and the strange silence from the Unionist fraction to influence Labour back towards the left, National is going to have a hard time regaining its Centre leaning voters.

    Monday morning will be Business as normal (new-normal)
    Last edited by Hoop; 18-10-2020 at 09:01 PM.

  4. #44
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    Peters stated "The Election has been bought by Covid-19" or something similar ?

    As much as it may be good or bad to see NZ First wiped off the Political Spectrum for the time being
    there seems to be some truth to what he said..

    Where was Labour's indepth on the Fiscals ? Was there any or are the Forward Financials looking far to bad
    that they didn't want too much mention of these to draw attention off their focus on "a Crisis breed of Politics" ?

    Labour's focus on Covid-19 as if there is currently a Crisis appears to be the case.
    The Crisis is well insulated on the other side of Border Controls & controlled / contained is it not ..
    Is there even still a Covid-19 crisis in NZ now ?

    Have we not seen "Invent a continuation of Covid-19" Crisis and milk it for all it's worth
    to exclusion & very scant coverage of Economic aspects to the extreme ?

    The blind public at large of course bought the Crisis stance hook line & sinker whilst conveniently
    ignoring the grave financial consequences lurking, which will sooner or later catch up
    with many in near to medium future..
    Last edited by nztx; 18-10-2020 at 10:18 PM.
    ... the fine art of sniffing out debits & credits hidden under the carpet can pay dividends ...

  5. #45
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    Quote Originally Posted by nztx View Post
    Peters stated "The Election has been bought by Covid-19" or something similar ?

    As much as it may be good or bad to see NZ First wiped off the Political Spectrum for the time being
    there seems to be some truth to what he said..

    Where was Labour's indepth on the Fiscals ? Was there any or are the Forward Financials looking far to bad
    that they didn't want too much mention of these to draw attention off their focus on "a Crisis breed of Politics" ?

    Labour's focus on Covid-19 as if there is currently a Crisis appears to be the case.
    The Crisis is well insulated on the other side of Border Controls & controlled / contained is it not ..
    Is there even still a Covid-19 crisis in NZ now ?

    Have we not seen "Invent a continuation of Covid-19" Crisis and milk it for all it's worth
    to exclusion & very scant coverage of Economic aspects to the extreme ?

    The blind public at large of course bought the Crisis stance hook line & sinker whilst conveniently
    ignoring the grave financial consequences lurking, which will sooner or later catch up
    with many in near to medium future..
    Yes the truth is Shane Jones was in charge of the provincial growth fund . Spent a lot of money in northland and still placed 3 rd on the ballot ... Shane Jones has never won a seat ....at least the public has seen straight through him .

  6. #46
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    I read somewhere Labour has promised a big infrastructure building programme, will Fletchers benefit from this?

  7. #47
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    The worrying part is that the current & continuing "Populist Party of Socialist Ideals" could on it's own lead the
    Country badly down the garden path, with their scant understandings of Financial & Economic matters

    Frankly - would you trust some of the resident talent even with an empty Lolly packet ?
    Last edited by nztx; 18-10-2020 at 11:06 PM.
    ... the fine art of sniffing out debits & credits hidden under the carpet can pay dividends ...

  8. #48
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    Quote Originally Posted by mylovelyday View Post
    I read somewhere Labour has promised a big infrastructure building programme, will Fletchers benefit from this?

    As we have seen elsewhere .. the likely scenario is

    1. "We have Major Project X and are ready to go"
    2. "Ooops we now find grave absence of eager talent & skills needed for job"
    3. "We now try to import foreign Contractors especially to do Project"

    seen this before ?

    Let's face it fruit on trees rotting for lack of local talent, foreign fisheries workers & Dairy workers preferred..
    while the usual quotient of our local lazy bums sleep soundly (on Govt Life Support until midday) not wanting to know
    or lift a finger ..

    Similar variants seen in Twyford's failed Kiwi House building scheme too - "No local skillsets for jobs available or even remotely interested - so we import them in from elsewhere" .. remember that during Twyford's KiwiFail days ?

    How does that synopsis look .. based on the Labor Govt's recent past record on projects ?
    Last edited by nztx; 18-10-2020 at 10:46 PM. Reason: add more
    ... the fine art of sniffing out debits & credits hidden under the carpet can pay dividends ...

  9. #49
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    Quote Originally Posted by couta1 View Post
    As I've said elsewhere we got the lesser evil with Cindy being able to govern alone, besides how is the truth bagging the PM, she will be off to the UN in due course. PS-40% of voters is still a big minority.
    That was the argument in the office on Friday. Was it better to vote National and risk the winners being Labour and the loons or to vote Labour and hope they can get in without the loons. Time will tell as to what she decides.

  10. #50
    Legend Balance's Avatar
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    NZ$ up - markets hate uncertainty so the clear election win by Cindy (whether you like or dislike her) is a major positive.

  11. #51
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    Quote Originally Posted by kiwico View Post
    That was the argument in the office on Friday. Was it better to vote National and risk the winners being Labour and the loons or to vote Labour and hope they can get in without the loons. Time will tell as to what she decides.
    Ditto around my traps. It's impossible to know exactly , but it seems from my observations that the Kermits really gave Labour a boost with their tax nonsense. Look at the traditional farming/blue areas.

  12. #52
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    With all her new blue voters she will have to keep in the center to reward and keep them so this is bad news for the Greens IMO, status quo for the market as there was little uncertainty in the outcome.

  13. #53
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    I'd like to think you are right, if you pardon the pun, but I still dont think she will treat oil drilling and mining favourably.

    In my view, NZ needs these income sources, to pay for all the welfare largesse .

  14. #54
    On my rounds and just a little behind..
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    Quote Originally Posted by Getty View Post
    The people have spoken through the ballot.

    Who will make money, and who may make less? .
    All things being equal, the most money will be made by the MM, BP, HA, Bandidos and Comancheros.
    Unfortunately, they donít have a listing on the NZX.

    Less facetiously, it would seem prudent to investigate unlisted, new companies that will reap the financial rewards coming from the DHB and education overhaul/revolutions. Plenty of cash is going to those areas over the next 3-5 yrs and there is much empire building to be had.

  15. #55
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    Quote Originally Posted by nztx View Post
    As we have seen elsewhere .. the likely scenario is

    1. "We have Major Project X and are ready to go"
    2. "Ooops we now find grave absence of eager talent & skills needed for job"
    3. "We now try to import foreign Contractors especially to do Project"

    seen this before ?

    Let's face it fruit on trees rotting for lack of local talent, foreign fisheries workers & Dairy workers preferred..
    while the usual quotient of our local lazy bums sleep soundly (on Govt Life Support until midday) not wanting to know
    or lift a finger ..

    Similar variants seen in Twyford's failed Kiwi House building scheme too - "No local skillsets for jobs available or even remotely interested - so we import them in from elsewhere" .. remember that during Twyford's KiwiFail days ?

    How does that synopsis look .. based on the Labor Govt's recent past record on projects ?
    Good points nztx.
    While primary produce such as fruit falls to the ground unpicked, with the resultant loss of revenue & tax base, Rangitahi are sitting around as a drain on the taxpayer, being indoctrinated by the likes of the Maori party & Labours Maori caucus that they have been colonised, but are really the landlords of the nation.

    What will Willie Jackson, the minister of Employment, have to say about that, or more to the point, what will he do about it?

  16. #56
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    Some thoughts to start with

    EBO - Increase focus on Life sciences, assist with COVID vaccine & response once available, more pharmaceuticals access / spend and increase health grants
    ABA - Increase dental funding
    FBU - Benefit from proposed Infrastructure $bn spend (assuming FBU can profitably deliver...) across initiatives such as light rail, LGWM etc
    CEN / MEL -could benefit from positive contract negotiations with Rio re Smelter. Tailwind also from lower interest rates, so yield more attractive. Support 100% renewable goal (MEL 100% already?)
    MFT - Ongoing focus to keep NZD low v USD, so will increase offshore earnings. Essential Service - Any continued lockdowns and systemic shift to online drive logistics delivery and warehousing
    FRE- Similar to MFT less so the NZD angle.
    ATM/FPH. Some benefit from ongoing weakened NZD. FPH assist with covid vaccine response once available?
    ZEL? - Speculative upside... They "potentially" have the infrastructure/expertise to support the Govt Hydrogen refuelling network proposed approach and 100% renewable goal. Could be a way for them to transition away from hydrocarbon (or at least be seen to..) and position for future
    EVO - $1.7bn in Education. Increase funding for pay parity. "We've seen significant increases in funding for ECE, we're going to continue that - Hipkins". Additional tailwinds from flow through of Te Reo education funding
    Others in Education sector? - Workforce incentive allowance directed into training and re-training (eg due COVID displacement). A big focus on upskilling, certification etc
    Cannabis Companies? - eg CBD. Tailwind should referendum pass, regulation implemented, controlled manufacturer and distribution
    RBD - Increased Govt welfare, flow through to consumer = continued / more spend on cyclical foods.
    AWF - The "Business of Govt" will have more funding and more allocation through to Private sector via consultancy, advisory etc. Expect increase in resource demand and contractors into Govt.

  17. #57
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    Great work Hamish, thanks for the thought & work that went into your post.

  18. #58
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    So a couple of hours in, infrastructure companies are doing well, gentailers not so much. Early indication of money in one direction and compliance costs in the other?

  19. #59
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    Quote Originally Posted by nztx View Post
    The worrying part is that the current & continuing "Populist Party of Socialist Ideals" could on it's own lead the
    Country badly down the garden path, with their scant understandings of Financial & Economic matters

    Frankly - would you trust some of the resident talent even with an empty Lolly packet ?
    No not at all ...but as long as the Greens don't have much say I'll be happier to see how Cindy and Team drive forward with their plans and prob hit a wall of reality in time esp. around employment + Debt to GDP ... I'm sure the gap between the Rich and poor will increase even more in 3yrs ... is the way of Globalism...
    People don't have ideas, ideas have people

  20. #60
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    In the shorter-term, I'm more concerned with the implications of the US election outcome. Either way, I suspect there will be internal conflict which will not bode well for markets.

    By the time that settles down, no doubt it will coincide with the various tinkering that is expected (and ostensibly supported by a number of business owners) by Labour.

    2021 will be another interesting year. Anything is probably better than 2020 though!
    Last edited by Zaphod; 19-10-2020 at 05:21 PM.

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