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20-06-2018, 02:23 PM
#731
Originally Posted by blackcap
Just checked the market price and cap on both RBC and PEB. They are almost identical. Spooky.
One has been on the way up and the other on the way down.
The share overhang in one stock has been taken out while there are several potential big stock holders creating overhang in the other.
One has turned EBITDA positive while the other is still bleeding cash.
Etc
Etc
Etc.
No guesses which one I am in and which one has given performance in recent years.
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20-06-2018, 02:28 PM
#732
Originally Posted by Balance
One has been on the way up and the other on the way down.
The share overhang in one stock has been taken out while there are several potential big stock holders creating overhang in the other.
One has turned EBITDA positive while the other is still bleeding cash.
Etc
Etc
Etc.
No guesses which one I am in and which one has given performance in recent years.
Not disagreeing Balance, just noticing. I am in RBC too and would wager that the divergence between the two companies continues. Did not really like the update today, but have committed to an 18 month trajectory and after FY19 will make up my mind whether to go balls deep or exit.
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20-06-2018, 02:34 PM
#733
Why not throw MGL into the mix. An equally invalid comparison. Other than it to is trading at $0.24
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20-06-2018, 02:34 PM
#734
Originally Posted by minimoke
From todays presentation
“The productivity revolution in agriculture will be repeated in forestry... the agriculture ‘winner’ was the First-Mover” likening Rubicon with Monsanto. Brave thought leading paradigm shifting words
Apparently “ArborGen is well positioned” – those are words we like to hear!
Current share price = $0.25. Annual report Book value = $0.43. Mid case value $0.98.
Another presentation, which is a bit of a mess like the Annual Report. But likely worth spending the time and going through the detail. Its quite interesting!
The critical thing is that RBC is making presentations which means management are now very confident about the story and has a story to tell.
Also, with the huge overhang safely in the hands of longer term shareholders, just needs one or several institutions to get interested and this stock will fly.
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20-06-2018, 05:36 PM
#735
Shaping up to be a re-run of Tenon - with more upside.
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20-06-2018, 05:39 PM
#736
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20-06-2018, 06:01 PM
#737
Basically the summary on the last page and page 14 are all that is needed, rest is just pretty pictures.
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20-06-2018, 08:15 PM
#738
Agree ratkin the summary really has it all in understandable format. Yet again a fairly hard report to read. But the important parts are that we now have a positive EBIDTA and cashflow which should significantly increase quite quickly. We have a ready to use world leading technology in an industry with large opportunity where we have a fisrt mover advantage. We have no known global competitiors and none are likely to be established quickly.
But on the negative we have capacity constrains for the next 2 years and a complicated company structure with a history of failures and negative sentiment. I believe these are behind us but the market doesn´t, yet.
I am concerned about political and economical uncertainties in Brasil so hope major focus will be on the US, despite an unstable President :-) I wonder if any of his new tariffs are on imported lumber !
The Board need to quickly eliminate all double up of overhead costs as well as drive faster growth. That´s what the market wants to see, not pages after pages of examples of why they think the SP is too low. We got that. Now get on with doing what´s needed to lift the SP, more sales and more profit.
Last edited by iceman; 20-06-2018 at 08:17 PM.
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20-06-2018, 08:17 PM
#739
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21-06-2018, 11:30 AM
#740
Originally Posted by iceman
Agree ratkin the summary really has it all in understandable format. Yet again a fairly hard report to read. But the important parts are that we now have a positive EBIDTA and cashflow which should significantly increase quite quickly. We have a ready to use world leading technology in an industry with large opportunity where we have a fisrt mover advantage. We have no known global competitiors and none are likely to be established quickly.
But on the negative we have capacity constrains for the next 2 years and a complicated company structure with a history of failures and negative sentiment. I believe these are behind us but the market doesn´t, yet.
I am concerned about political and economical uncertainties in Brasil so hope major focus will be on the US, despite an unstable President :-) I wonder if any of his new tariffs are on imported lumber !
The Board need to quickly eliminate all double up of overhead costs as well as drive faster growth. That´s what the market wants to see, not pages after pages of examples of why they think the SP is too low. We got that. Now get on with doing what´s needed to lift the SP, more sales and more profit.
Yes, missed to read the preso y'day due to other commitments and being away from computer. With this announcement i'm picking the sp to move into 30c range over next few months.
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