ALF - Allied Farmers Limited

[nztx]

Any ALF multibagger here yet ?

[golden city]

It is laughable Someone with no interests in Alf just keep barking

[nztx]

It is laughable Someone with no interests in Alf just keep barking

Aha but I do have a few

[golden city]

That make more sense as a handover story

[Well Fed]

Interesting discussion amongst you hardened investors.
Could the behind the doors activities play out something like this ?
ALF have right of purchase of 100 % NZL management company.
Elevation and co make that happen but sale is by way of Alf shares (new).
Elevation and co are now firmly in box seat to use some of those 40 mil unrecognized deferred tax assets thats on page 6 of 2021 Alf financials.
Presumably the NZL management company will be taxed on shares or cash it receives as fees from NZL

Perhaps Im over thinking it

[percy]

Interesting discussion amongst you hardened investors.
Could the behind the doors activities play out something like this ?
ALF have right of purchase of 100 % NZL management company.
Elevation and co make that happen but sale is by way of Alf shares (new).
Elevation and co are now firmly in box seat to use some of those 40 mil unrecognized deferred tax assets thats on page 6 of 2021 Alf financials.
Presumably the NZL management company will be taxed on shares or cash it receives as fees from NZL

Perhaps Im over thinking it

I would call it "clear thinking" rather than "over thinking".
With both ALF and NZL's agms on 24th of this month,hopefully we will hear more of ALF's future strategy.
I have been thinking more funds will be used to grow their successful livestock lending book.
Maybe I have been "under thinking."..?

ps.I have read the agreement between NZL and the management company.Looks tight,which is positive for ALF shareholders.

[golden city]

I also believe the nzl might lending funds to Alf to lend to livestock in the future

[golden city]

Whole lots of possibilities when elevation use Alf as a vehicle to drive wealth growth

[nztx]

I also believe the nzl might lending funds to Alf to lend to livestock in the future

from the Management fees they didn't receive in cash, but in shares - you reckon ?

[percy]

from the Management fees they didn't receive in cash, but in shares - you reckon ?

Off course those shares will accure dividends.Win win situation.