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19-01-2017, 07:15 PM
#561
 Originally Posted by Paper Tiger
4 cents ahead of analyst consensus now and given that no one is picking great growth in earnings for the next few years you have to be in it for the dividend and dream of a takeover bid.
Best Wishes
Paper Tiger
By Sir S?Not his style 
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19-01-2017, 08:14 PM
#562
 If you wish upon a star one day your dreams may come true
Originally Posted by kiora
By Sir S?Not his style
It is just a dream.
Best Wishes
Paper Tiger
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20-01-2017, 01:57 PM
#563
Originally Posted by Paper Tiger
It is just a dream.
Best Wishes
Paper Tiger
Watch out,Sir S is known for creeping up on targets
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26-01-2017, 10:38 AM
#564
AIR vs SKL
Sorry, just can't resist when looking at Skellerup's nice and steady uptrend.
Remember the (I think more lighthearted) discussions we had 5 months ago (around August 31/ September 1) on this thread about the relative benefits of SKL and AIR? Just pulled a comparative graph showing both stocks - and hey - SKL is the blue line and AIR the yellow one:
Attachment 8629
I know - the discussion was 5 months ago (and the graph starts 6 months ago) ... however given the lines meeting at the time we had the discussion - I think it is a valid comparison. As well - both companies paid since the discussion dividends - and while AIR's dividend was XXL vs SKL just L ... the difference does not make good for the lost capital gain.
I can't help to think that both SKL board as well as AIR management knew exactly what they were doing when the SKL board accumulated SKL shares and AIR management sold their shares as soon as they could get their hands on them. Always pays to watch the share transactions of board and management.
Discl: holding SKL and feeling smug  ...
Last edited by BlackPeter; 26-01-2017 at 10:42 AM.
Reason: added disclosure
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
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26-01-2017, 10:44 AM
#565
There's no way on earth I would hold the same value holding in SKL as I do in Air, the difference being in the confidence I have in the two companies as a long term hold.
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26-01-2017, 11:00 AM
#566
BP does the graph include the 35c AIR dividend?
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26-01-2017, 11:52 AM
#567
Originally Posted by 777
BP does the graph include the 35c AIR dividend?
Read the post ...
but no, it does not. It does not include the SKL dividend either. However - if people insist ...
If anybody would have invested at September 1, 2016 (day of the discussion) $ 10000, this is what they would have by now:
|
AIR |
SKL |
| # of shares |
4348 |
7353 |
| dividend per share |
35c |
5.5c |
| total dividend |
$1,521.80 |
$404.42 |
| capital worth (26/Jan/17) |
$9,522.12 |
$11,544.21 |
| total value (26/1/17) |
$11,043.92 |
$11,948.62 |
Easy to see - SKL is still winning hands down
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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26-01-2017, 11:57 AM
#568
Early days to be crowing BP and yes your chart gave quite a disingenuous view. Given SKL's truly appalling record at forecasting that we saw last year, suggest we compare notes Sept 1 2017.
What's that old saying that springs to mind...oh yes, "pride cometh before a fall" 
Last edited by Beagle; 26-01-2017 at 11:59 AM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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26-01-2017, 12:14 PM
#569
Originally Posted by Roger
Early days to be crowing BP and yes your chart gave quite a disingenuous view. Given SKL's truly appalling record at forecasting that we saw last year, suggest we compare notes Sept 1 2017.
What's that old saying that springs to mind...oh yes, "pride cometh before a fall"
Ah well, just look at the numbers in the table above - they include the dividend.
I remember as well various times where AIR was well out of their forecasts .. and made quite ridiculous investment decisions. Actually - the only reason AIR is still around is that the taxpayer is typically paying for their mistakes.
In SKL's favour: they do have a board which trusts in the company they run AND they put their money where their mouth is. As well - they clearly lost over time less planes than AIR , no reason to be smug about a less accurate forecast ... but sure, lets keep this wee race running - and hey, I don't say that the tables might not turn at some stage, but by than I am likely to have sold out of SKL;
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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26-01-2017, 12:16 PM
#570
Originally Posted by BlackPeter
Ah well, just look at the numbers in the table above - they include the dividend.
I remember as well various times where AIR was well out of their forecasts .. and made quite ridiculous investment decisions. Actually - the only reason AIR is still around is that the taxpayer is typically paying for their mistakes.
In SKL's favour: they do have a board which trusts in the company they run AND they put their money where their mouth is. As well - they clearly lost over time less planes than AIR , no reason to be smug about a less accurate forecast ... but sure, lets keep this wee race running - and hey, I don't say that the tables might not turn at some stage, but by than I am likely to have sold out of SKL ;
Ouch you're a hard man BP...just as well the hound has thick skin and a well groomed coat of well oiled fur...like water off a ducks back 
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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