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  1. #5311
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    Quote Originally Posted by sb9 View Post
    Predictions for FY divvy? 18c or 20c..
    I expect 18 cents. 20 would have seen some further update I think. Seems slightly illiquid lately. Anyone have a theory?

  2. #5312
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    Yep, more people keen to sell than people wanting to buy. I think it is that simple in this case.

  3. #5313
    Speedy Az winner69's Avatar
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    Chairman says 'exceptional results' so they must be

    But what the heck is '▪ Achieved CPI normalised EBIT growth of 29%' when according to the accounts EBIT increased by 7.5%

    Maybe they might explain when/if they put up a presentation
    At the top of every bubble, everyone is convinced it's not yet a bubble.

  4. #5314
    Speedy Az winner69's Avatar
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    An overload of superlatives in this full year announcement - had to stop reading it

    EPS up 7% to 32.2 cents

    http://nzx-prod-s7fsd7f98s.s3-websit...000/376581.pdf
    At the top of every bubble, everyone is convinced it's not yet a bubble.

  5. #5315
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by winner69 View Post
    An overload of superlatives in this full year announcement - had to stop reading it

    EPS up 7% to 32.2 cents

    http://nzx-prod-s7fsd7f98s.s3-websit...000/376581.pdf
    Pretty amazing announcement. Sounds like pretty everything worked out well. Unusual to happen in an agricultural environment, but nearly unheard of that these things happen several times in a row :

    Just wondering, whether this is what peak performance looks like ... and what happens when they leave this peak?

    BTW: Mainfreight would have called the results "satisfactory" at best, but for PGW this is "exceptional". Sort of telling, isn't it? It is an exception. What a message to shareholders ...
    Last edited by BlackPeter; 16-08-2022 at 10:22 AM.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  6. #5316
    always learning ... BlackPeter's Avatar
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    Hmm .... after getting all these warm fuzzies from the announcement, reality in the financials appears nearly like a cold shower:

    ROE 14% ... I guess better than the recent years, but exceptional?

    Debts (liabilities) at an all time high (66.2%) to total assets. Not that flash, is it?

    Yes, revenue grew not too bad (+12%), but earnings did grow on a significantly lesser rate (+6.3%). Is this really exceptional as the chair says?

    These naughty cost of sales, if anything, then they deserve the attribute "exceptional" (+12.74%), is this what the chair meant?

    Somewhat disappointing ...
    Last edited by BlackPeter; 17-08-2022 at 09:27 AM. Reason: typo
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  7. #5317
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    Happy with the results, can understand why there's no increase in divvy under current economic environment. Happy to keep collecting dividends along the way.

  8. #5318
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    In these volatile times with everyone second guessing trends everywhere, steady as she goes is fine with me too...
    Last edited by Davexl; 29-08-2022 at 03:14 PM.
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  9. #5319
    Reincarnated Panthera Snow Leopard's Avatar
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    Quote Originally Posted by BlackPeter View Post
    Hmm .... after getting all these warm fuzzies from the announcement, reality in the financials appears nearly like a cold shower:

    ROE 14% ... I guess better than the recent years, but exceptional?

    Debts (liabilities) at an all time high (66.2%) to total assets. Not that flash, is it?

    Yes, revenue grew not too bad (+12%), but earnings did grow on a significantly lesser rate (+6.3%). Is this really exceptional as the chair says?

    These naughty cost of sales, if anything, then they deserve the attribute "exceptional" (+12.74%), is this what the chair meant?

    Somewhat disappointing ...
    Did your hear about the masochist who liked nothing better than a cold shower every morning?
    He had a hot shower every morning.

    The secret with any accounts, especially these days is to read and understand and adjust for those little details that add a few million here and remove a different few million there.
    And of course everybody has their own filter through which they intepret things.

    But these are, especially given the circumstances, a good set of results from where I am sitting.
    So I will keep holding them.
    om mani peme hum

  10. #5320
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by Snow Leopard View Post
    Did your hear about the masochist who liked nothing better than a cold shower every morning?
    He had a hot shower every morning.

    ...
    I suspect the mental picture with the cold shower is somewhat context driven. For somebody spending his life in the tropics a cold shower might have a totally different conotation then for somebody enduring the - well, less than tropical, NZ winter ;
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

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