sharetrader
Page 101 of 840 FirstFirst ... 5191979899100101102103104105111151201601 ... LastLast
Results 1,001 to 1,010 of 8391
  1. #1001
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    17,222

    Default

    Quote Originally Posted by biker View Post
    The feeling I get, and alluded to in recent announcements, is that DPC is actively and enthusiastically pursuing new opportunities and I wont be surprised if there are some very positive announcements in H2.

    Disc. A holder so I'm biased.
    I too expect more very positive announcements.....
    Biased...You have been right on the money with DPC,so I don't think you are biased at all.!!!

  2. #1002
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    17,222

    Default

    Quote Originally Posted by bull.... View Post
    they say aquisitions still possible so depending if/when this happens and what it could change things considerably, now they have turners it increases there cashflow considerably
    Right on the money too.!!!

  3. #1003
    Guru
    Join Date
    Apr 2003
    Location
    Wellington, New Zealand
    Posts
    4,876

    Default

    I see the market cap is now over $200m. They must be getting pretty close to a top 50 stock in NZ and if that did happen would that mean instos would be climbing on board? Or is the top 50 a while off because too much of DPC is closely held? Does anyone know which stock is the number 50 at the moment?

  4. #1004
    ShareTrader Legend bull....'s Avatar
    Join Date
    Jan 2002
    Location
    auckland, , New Zealand.
    Posts
    10,993

    Default

    needs to trade above 25c for at least 6mths for starters
    one step ahead of the herd

  5. #1005
    Guru
    Join Date
    Apr 2003
    Location
    Wellington, New Zealand
    Posts
    4,876

    Default

    Quote Originally Posted by bull.... View Post
    needs to trade above 25c for at least 6mths for starters
    cheers Bull and I do note that currently NZO and STU are at about $260m-$280m so its going to be a little way off yet.

  6. #1006
    Banned
    Join Date
    May 2013
    Posts
    274

    Default

    Quote Originally Posted by blackcap View Post
    I see the market cap is now over $200m. They must be getting pretty close to a top 50 stock in NZ and if that did happen would that mean instos would be climbing on board? Or is the top 50 a while off because too much of DPC is closely held? Does anyone know which stock is the number 50 at the moment?
    DPC has a 19.9% shareholder. The following is a list of shares that are (by my guesswork) nearly in or nearly out of the NZX50.
    It assumes that DPC 19.9% stake is part of the free float.
    DPC would need to make 42c to be in contention (i.e. ahead of Synlait at 264m) and I've been assured on this forum that this 'just ain't going to happen'.
    If my assumptions are right, Vista, MPG and Synlait are in, and SKL, NZO and NZX are out.

    ff% Curr ff
    RBD 100% 364
    IN VGL 100% 307
    STU 100% 293
    PEB 100% 290
    IN MPG 82% 286
    OUT SKL 94% 268
    IN SML 50% 264
    OUT NZX 100% 256
    ERD 100% 234
    HBY 73% 222
    IQE 75% 222
    OUT NZO 80% 215
    DPC 100% 208
    THL 100% 189
    HLG 100% 179
    PGW 50% 177
    Last edited by bunter; 08-12-2014 at 06:34 PM.

  7. #1007
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    17,222

    Default

    Quote Originally Posted by black knat View Post
    Look it is a ways off the NZX at this stage but give it 6 months. To me the current business, on its own and as it is, is not far off fair value - I think the fair value is .33/.34. on a forward PE of 10/12. However the company is managed by clever people with money on the line. They have indicated, and are executing an aggressive growth by acquisition business model. They are in a market where there are numerous acquisition opportunities. To me it feels like Ebos in the early days. So what do you reckon the business should trade at, PE wise, for the likely growth over the next 5 years. I say a PE of 20 or more is reasonable. Makes a value well over .50c.

    Disclosure - I am a top 30 holder in this company.
    I agree with you.I think the likely growth demands the higher PE ratio you mentioned.
    Being a top 30 holder means you will have all the trimmings this Xmas [and every future Xmas].Well done.!! lol.

  8. #1008
    Senior Member
    Join Date
    Oct 2013
    Posts
    898

    Default

    Quote Originally Posted by black knat View Post
    Just one further observation... best thing of all about this company is there are none of the usual cast of dickheads on this thread.
    As a novice I am curious, why do analysts ignore this stock?

  9. #1009
    Advanced Member
    Join Date
    Dec 2009
    Location
    Eastern BoP..
    Posts
    1,808

    Default

    Quote Originally Posted by black knat View Post
    Very poor background with the fiance company sector, has spent years rebuilding. Is also too small for most of the analysts.
    I agree.

    As one with knowledge of its poor background .. Also having scoffed a few posts back ... I re-cast my eyes over it.. and purchased an infinitesimal amount..

    Enough to place a little cheer on the table on the 25th if i was so inclined.. with the up coming dividend.

    Will be building :-)))

  10. #1010
    Guru
    Join Date
    Apr 2003
    Location
    Wellington, New Zealand
    Posts
    4,876

    Default

    Quote Originally Posted by bunter View Post
    DPC has a 19.9% shareholder. The following is a list of shares that are (by my guesswork) nearly in or nearly out of the NZX50.
    It assumes that DPC 19.9% stake is part of the free float.
    DPC would need to make 42c to be in contention (i.e. ahead of Synlait at 264m) and I've been assured on this forum that this 'just ain't going to happen'.
    If my assumptions are right, Vista, MPG and Synlait are in, and SKL, NZO and NZX are out.

    ff% Curr ff
    RBD 100% 364
    IN VGL 100% 307
    STU 100% 293
    PEB 100% 290
    IN MPG 82% 286
    OUT SKL 94% 268
    IN SML 50% 264
    OUT NZX 100% 256
    ERD 100% 234
    HBY 73% 222
    IQE 75% 222
    OUT NZO 80% 215
    DPC 100% 208
    THL 100% 189
    HLG 100% 179
    PGW 50% 177
    Thanks for your work there. I really appreciate that. I called the NZX but they were rather coy about releasing this kind of info as they said they could "sell" it to third parties and it was worth $ to them. But for DPC to get to 42 is not that much of a stretch. THe NZX also said they do their weightings for index in and exclusion on a 6 month weighted average capitalisation to smooth out any dips and rebounds etc.
    As to why there is no analysts covering this stock... once they are included in an index, this may change and will provide even more share price appreciation as the market "wakes" up to its potential. Lets see what Byrnes et al can bring this year.

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
  •