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29-09-2022, 02:58 PM
#2281
Originally Posted by winner69
FY23 has started well with high single digit revenue growth and double digit earnings
growth
That's good news
EBITDA going to grow from $30m to $50m in next few years
Wonder if it will be hocked off before then and we'll never know whether they got there
CEO sad "Today is a landmark day for Comvita's history. Sounds like the company put its mark on history. This must be good. Is it? - or was it just one of the less noticeable landmarks?
PE (at current SP) is 18. Clearly - this must be cheap for a historic company living in extraordinary times. But wait ... can a historic company be cheap?
... and they are still selling some stuff to the "Rest of Asia". Just wondering how any customer would feel being called the "Rest of anything", but how particularly does this feel for e.g. proud Japanese and Korean people. Hmm ... extraordinary. Wondering how "Rest of Asia" translates into Te Reo, does it sound better there?
Not sure, whether Taiwan is in Comvita terms "greater China" or "Rest of Asia", but wondering whether anybody asked the chair what his plan is if his fellow chair Xi attacks Taiwan.
Sanctions ahead?
...
Last edited by BlackPeter; 29-09-2022 at 03:03 PM.
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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29-09-2022, 03:08 PM
#2282
Originally Posted by BlackPeter
CEO sad "Today is a landmark day for Comvita's history. Sounds like the company put its mark on history. This must be good. Is it? - or was it just one of the less noticeable landmarks?
PE (at current SP) is 18. Clearly - this must be cheap for a historic company living in extraordinary times. But wait ... can a historic company be cheap?
... and they are still selling some stuff to the "Rest of Asia". Just wondering how any customer would feel being called the "Rest of anything", but how particularly does this feel for e.g. proud Japanese and Korean people. Hmm ... extraordinary. Wondering how "Rest of Asia" translates into Te Reo, does it sound better there?
Not sure, whether Taiwan is in Comvita terms "greater China" or "Rest of Asia", but wondering whether anybody asked the chair what his plan is if his fellow chair Xi attacks Taiwan.
Sanctions ahead?
...
Rumour has it that Xi is under house arrest - coup?
That could be good for Comvita
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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29-09-2022, 03:55 PM
#2283
Originally Posted by winner69
Rumour has it that Xi is under house arrest - coup?
That could be good for Comvita
Sounds like rumour is wrong.
https://www.aljazeera.com/news/2022/...s-over-absence
Bad for Comvita?
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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22-10-2022, 11:42 AM
#2284
Happened to listen this morning into "Country Life" on National Radio. As one of their stories they interviewed a beekeeper producing Manuka honey. Great story, but it sounds like the industry is somewhat in trouble.
Sounds like nobody seems to want to buy Manuka honey anymore.
Anyway - maybe just the problem of some individual beekeeper, maybe a strange blib ... but maybe not?
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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22-10-2022, 11:51 AM
#2285
Link to Country Life episode Beekeeper story starts at 15:07
https://www.rnz.co.nz/audio/player?audio_id=2018863662
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22-10-2022, 01:54 PM
#2286
Surplus UMF honey? Looks like it
PakNSave 6x 250grm MGO 40+ for $3.99 each
Last edited by kiora; 22-10-2022 at 02:03 PM.
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22-10-2022, 02:39 PM
#2287
Originally Posted by kiora
Surplus UMF honey? Looks like it
PakNSave 6x 250grm MGO 40+ for $3.99 each
Plenty of cheap low UMF & multi-flora manuka honey out there.
Have you seen the prices of high UMF manuka honey? That’s where the money is.
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22-10-2022, 03:01 PM
#2288
Originally Posted by Balance
Plenty of cheap low UMF & multi-flora manuka honey out there.
Have you seen the prices of high UMF manuka honey? That’s where the money is.
But only if people are buying it. Anybody can ask for lots of money - the trick is to find as well willing buyers, and this seems to be currently the issue.
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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19-11-2022, 06:54 PM
#2289
Update on honey harvest in 2022 - less hives and less beekeepers.
https://www.rnz.co.nz/news/national/...-honey-in-2022
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21-11-2022, 08:56 AM
#2290
more fantastic news from Comvita
David is a great story teller isn't he .... loves that part of a job.
http://nzx-prod-s7fsd7f98s.s3-websit...674/383808.pdf
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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