sharetrader
Page 734 of 840 FirstFirst ... 234634684724730731732733734735736737738744784834 ... LastLast
Results 7,331 to 7,340 of 8391
  1. #7331
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    24/0.72 = 33.33cps gross which on $3.74 = 8.91% Gross prospective yield for FY23.
    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

  2. #7332
    Guru
    Join Date
    Jul 2004
    Location
    Bolivia.
    Posts
    4,854

    Default

    Quote Originally Posted by Beagle View Post
    24/0.72 = 33.33cps gross which on $3.74 = 8.91% Gross prospective yield for FY23.
    Providing of course they can maintain margins and profits going forward......

    Squeeze on household spending, interest rates, weaker currency etc won't help. Then have Govt policy on helping lower income earners into more EV/Hybrids, and some more attraction to more efficent vehicles for others, given fuel pricing.

  3. #7333
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    Quote Originally Posted by Sideshow Bob View Post
    Providing of course they can maintain margins and profits going forward......

    Squeeze on household spending, interest rates, weaker currency etc won't help. Then have Govt policy on helping lower income earners into more EV/Hybrids, and some more attraction to more efficent vehicles for others, given fuel pricing.
    Growing brand recognition, expanding retail footprint, more than half their net income is from recurring revenue streams, (finance and insurance), consolidation in the industry from smaller players being sidelined e.t.c.. I hear you though, there are some challenges out there and that's what's been affecting the share price. I have a lot of confidence that Todd and his team are doing excellent work and look forward to them reporting on 24th.
    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

  4. #7334
    Guru
    Join Date
    Jul 2004
    Location
    Bolivia.
    Posts
    4,854

    Default

    Quote Originally Posted by Beagle View Post
    Growing brand recognition, expanding retail footprint, more than half their net income is from recurring revenue streams, (finance and insurance), consolidation in the industry from smaller players being sidelined e.t.c.. I hear you though, there are some challenges out there and that's what's been affecting the share price. I have a lot of confidence that Todd and his team are doing excellent work and look forward to them reporting on 24th.
    Not a holder and don't follow the company closely - but clearly a very well-run, quality business. Can understand the trust in management, and how this helps the confidence of holders in the face of macro uncertainties.

    Especially like how Todd occasionally frequents ST.

  5. #7335
    Guru Rawz's Avatar
    Join Date
    Jun 2020
    Location
    Auckland
    Posts
    3,837

    Default

    Like Beagle I too have confidence in the Turners model and management. The branch network has a huge amount of room to grow as well as Oxford finance and the insurance business.

    Happy to sit around and collect the divvy.
    If there is a crash TRA is on the list of companies to swoop in a buy a bunch more at a crazy discount. Worked well last time in 2020.

    Also, if there is a recession the debt collection business should ramp up.

  6. #7336
    Member
    Join Date
    Jul 2020
    Location
    Canterbury
    Posts
    127

    Default

    Quote Originally Posted by Rawz View Post
    Like Beagle I too have confidence in the Turners model and management. The branch network has a huge amount of room to grow as well as Oxford finance and the insurance business.

    Happy to sit around and collect the divvy.
    If there is a crash TRA is on the list of companies to swoop in a buy a bunch more at a crazy discount. Worked well last time in 2020.

    Also, if there is a recession the debt collection business should ramp up.
    Well put totally agree.

  7. #7337
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    Link for tomorrow's presentation at 10.30 is in this announcement http://nzx-prod-s7fsd7f98s.s3-websit...505/371130.pdf
    I'm looking forward to it.
    Last edited by Beagle; 23-05-2022 at 02:20 PM.
    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

  8. #7338
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    37,737

    Default

    Quote Originally Posted by Beagle View Post
    Link for tomorrow's presentation at 10.30 is in this announcement http://nzx-prod-s7fsd7f98s.s3-websit...505/371130.pdf
    I'm looking forward to it.
    No doubt iy will be more exhilarating and useful than that one you listened to on Friday
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #7339
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    Quote Originally Posted by winner69 View Post
    No doubt iy will be more exhilarating and useful than that one you listened to on Friday
    They always present in a highly articulate manner and I never get a headache reading their financial statements.
    Analysis on this one is just a leisurely and relaxing walk in the park on a warm summer's day compared to some other companies
    Last edited by Beagle; 23-05-2022 at 04:13 PM.
    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

  10. #7340
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    37,737

    Default

    Hope they put the ‘Pathway to $5 share price” slide in the preso again

    Even if just to remind punters where TRA share price heading ….better than saying that rather meaningless ‘positioned for growth’ crap

    And I like the way they say at $5 value still on ‘undemanding multiple,
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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
  •