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24-05-2007, 09:31 PM
#171
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24-05-2007, 10:56 PM
#172
Member
And $1 BRM is now worth over $1.50.
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25-05-2007, 08:33 PM
#173
I think you mean $1.15? the float has been great $1.15 plus 1/2 x .32 for the warrants so $1.31 over the $1.00 issue price. Mind you if they revert to the discount that applies to SAM & KFL then there is room for price correction.
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26-05-2007, 08:56 AM
#174
Member
Sorry Tim you are right, I topped up with BRM warrants so I was 1 to 1.
I think the KFL warrants at 14 c were the best.
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31-05-2007, 12:01 PM
#175
Member
quote: Originally posted by sniper
quote: Originally posted by Paper Tiger
quote: Originally posted by sniper
Accidents waiting to happen - that's how I would describe some of KFL's investments and investment strategy. TUA, RBD, WHS, BGR, KID, POD etc make for a parade of uglies invested in by KFL. What else lurks in the portfolio? That's why the share will always trade at a discount.
KFL was at the end of February invested in CTL, CVT, FRE, MFT, MHI, NZX, PPL, RYM, SOE, WAM according to the Fisher Funds Newsletter.
So now is your chance to prove that you are more than a backward looking whinger and tell us which of these are the accidents waiting to happen and why.
Could be NZX, could be CTL, could be SOE, could be FRE. History says that there's a strong likelihood that one or more will blow up in the next 12 months.
Would you invest in a company when it has that kind of track record? [^]
Yes I would invest in KFL Did you metamorphose Sniper. Could someone say who he snipes as now or has history quietly proved him wrong RIP
KFL barely trades at a discount now. Congrats once more to D Pick
KFL and KFLWA suit me fine.
TT
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12-06-2007, 03:48 PM
#176
Member
Predict the dil NAV will come out at around 1.60 so at a 6% discount at current price of 1.50 Clearly the PPL RAK overreaction has made people desert. Since these are now recovering KFL is better buying than it has been for ages but it is still currently on its low. A bargain for the brave?
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13-06-2007, 06:25 PM
#177
Good shopping but I prefer Salvus (SAM).
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13-06-2007, 09:22 PM
#178
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14-06-2007, 03:48 PM
#179
Member
Dil NAV 1.617 today greater than 1.60 as predicted. Selling after the notice at 1.49 8% discount to NAV! Equivalent to 1.65 cum div Nav has declined 1% sp declined 7% [?][?][?] Warrants are higher at 1.52 so why are people selling out head shares at 1.49? No significant changes today in NAV so flight to cash continues. Good buying for the brave imo.
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14-06-2007, 04:19 PM
#180
Member
Maybe a bit of fear driving KFL-4 of its largest holdings showing weakness-RYM,MFT,PPL,RAK.You may be trying to over analyse things?
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