sharetrader
Page 74 of 116 FirstFirst ... 246470717273747576777884 ... LastLast
Results 731 to 740 of 1151

Thread: Rubicon

  1. #731
    Legend Balance's Avatar
    Join Date
    Feb 2003
    Posts
    21,484

    Default

    Quote Originally Posted by blackcap View Post
    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.

  2. #732
    Guru
    Join Date
    Apr 2003
    Location
    Wellington, New Zealand
    Posts
    4,876

    Default

    Quote Originally Posted by Balance View Post
    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.

  3. #733
    Legend minimoke's Avatar
    Join Date
    Mar 2005
    Location
    Christchurch, New Zealand.
    Posts
    6,502

    Default

    Why not throw MGL into the mix. An equally invalid comparison. Other than it to is trading at $0.24

  4. #734
    Legend Balance's Avatar
    Join Date
    Feb 2003
    Posts
    21,484

    Default

    Quote Originally Posted by minimoke View Post
    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.

  5. #735
    Senior Member
    Join Date
    Nov 2001
    Location
    , , New Zealand.
    Posts
    1,185

    Default

    Shaping up to be a re-run of Tenon - with more upside.

  6. #736
    Antiquated & irrational t.rexjr's Avatar
    Join Date
    Feb 2017
    Location
    Under the sycamore tree
    Posts
    592

    Default

    Not so subtle HC downramp there "winner"

    By golly gosh, they do need to work on a reader freindly communiqué. I'm a sucker for pretty pictures and that was just hard work...

    Supply constraints need to be sorted asap. Selling all you can produce is great!... unless current production is only seeing you break even....

    50mil current Eucalyptus sales in a potential 600-900mil market within Brazil. 'Well positioned'! Sounds like Eucalyptus varieties currently sold in Brazil are all under license and not Arborgens own?
    Projecting Brazil Loblolly market to near double in size, with current market share only 11%. Should see some decent growth here. A 30% market share would see it quadruple+ current sales

    Still baffles me why the world doesn't embrace GE. Look at those beautiful big circles all huddled together on slide 6! It will happen sooner than later is my guess. Head can only stay in sand for so long before breathing gets difficult.

    I'm a believer. In it for the long haul under current assumptions.

  7. #737
    Advanced Member
    Join Date
    Oct 2001
    Location
    chch, , New Zealand.
    Posts
    2,494

    Default

    Basically the summary on the last page and page 14 are all that is needed, rest is just pretty pictures.

  8. #738
    Dilettante
    Join Date
    Mar 2010
    Location
    Down & out
    Posts
    5,407

    Default

    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 07:17 PM.

  9. #739
    IMO
    Join Date
    Aug 2010
    Location
    Floating Anchor Shoals
    Posts
    9,696

    Default

    How long has this been going on(think thats a song), promises made and reprised, just little bit longer dear. Rubicon like tenon was ,is more like a cross between Dads army and a dating site addiction isntit? Chartwise it looks like the climax was in 2011 and the addiction of holding is to find a way back to those pleasurable heights continually promised but so far never delivered. Im not biased, im into trees.

  10. #740
    Investor
    Join Date
    Jul 2014
    Posts
    5,643

    Default

    Quote Originally Posted by iceman View Post
    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.

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •