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16-04-2018, 01:41 PM
#941
Originally Posted by Filthy
speaking of A2M....
"Alongside the expansion into South Korea, a2MC is continuing to broaden its nutritional product portfolio. In addition to new a2 Platinum® products recently announced, the company is to shortly introduce a unique and premium a2 Milk™ powder product blended with New Zealand sourced Mānuka honey"
“Comvita is party to a Confidentiality Agreement with a third party, pursuant to which a due diligence process on Comvita is being conducted. The purpose of the due diligence is to enable the third party to assess the potential acquisition of all or substantially all the shares in, or assets, of Comvita, whether by way of takeover, scheme of arrangement, amalgamation or other business combination".
Bit of a long-shot, but both announced on the same day..... lol
Wow, thanks for that.
I've raised my buy order. Quick, somebody sell to me, lol.
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16-04-2018, 01:44 PM
#942
Originally Posted by winner69
That’s mean - comparing the well respected Neil Craig with Peter Harris
Just providing some balance and perspective out there W69.
One two many executives and directors out there (ably assisted by the great unwashed and fawning journos) get an inflated sense of their 'greatness'.
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16-04-2018, 01:46 PM
#943
Member
I'm a hobbiest beekeeper. This seasons Honey flow came earlier than average and was much more condensed i.e it was very strong in Dec. The nectar flow in Auckland stopped early Jan. Normally it would be late Feb.
Beekeeping is local, local beekeepers know the local flowering times and probalby would base a forecast on that. I wonder if in Feb Comvita did a centralised desktop exercise of hive honey weight to date and applied historic nectar gains not considering where in the nectar cycle they were at i.e what is left to flower.
I suspect industry insiders not necesarilly comvita insiders have been selling comvita.
I think Comvitas value is in honey marketing not honey production.
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16-04-2018, 01:55 PM
#944
Originally Posted by Ogg
To be fair, there's probably 3 recent resons for the volatility in the share price.
1) Global sell off in equities
2) Recent unseasonal weather events lately
3) Ministry for Primary Industries regulation over Manuka Honey name.
Let's not fogret this stock was trading at $12 when, who was it, Winner69's bowling mates bought in?
What's A2 Milk at now $10b?
Seriously tho, Comvita is a great Kiwi company with a long history. The brands only is worth mega bucks.
Like Feltex, Pumpkin Patch and CBL as brands are worth mega bucks?
Brands are only worth something when money can be made.
Accept that Comvita the company is an unmitigated disaster when it comes to being a business - lousy planning, no idea of how they are going, no real strategy and now, Comvita as a brand will lose a lot of its brand value with MPI's manuka standard imo.
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16-04-2018, 02:07 PM
#945
Originally Posted by Balance
Like Feltex, Pumpkin Patch and CBL as brands are worth mega bucks?
Brands are only worth something when money can be made.
Accept that Comvita the company is an unmitigated disaster when it comes to being a business - lousy planning, no idea of how they are going, no real strategy and now, Comvita as a brand will lose a lot of its brand value with MPI's manuka standard imo.
You can make carpet, clothing, and sell insurance anywhere in the world.
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16-04-2018, 02:18 PM
#946
Originally Posted by Ogg
You can make carpet, clothing, and sell insurance anywhere in the world.
Sounds like they struggling to make Manuka honey in NZ , who knows if another poor season follows .Also pretty sure the same "properties " exist in honey from some of those trees in Aussie , so not really unique imo.
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16-04-2018, 02:30 PM
#947
I'm in at $6.85 .... (Knowing my luck it should start to fall)
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16-04-2018, 03:10 PM
#948
Originally Posted by Ogg
I'm in at $6.85 .... (Knowing my luck it should start to fall)
In the green already, should have got more.
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16-04-2018, 03:15 PM
#949
Originally Posted by Ogg
In the green already, should have got more.
Well done mate ....probably on a winner here when the $8,35 takeover comes.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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16-04-2018, 03:19 PM
#950
Originally Posted by winner69
Well done mate ....probably on a winner here when the $8,35 takeover comes.
It was that post from Filthy that did it for me. It really could be A2 Milk as it would make sense. A 1:1 all stock take over would be nice!
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