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  1. #8491
    ShareTrader Legend Beagle's Avatar
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    To be fair you are always going to get a variety of opinion. I note the closest village to me, Monterey on the park at Hobsonville has a 4.5 star rating on google, (32 reviews).
    Anecdotally people seemed very satisfied when I visited there a while back and with the superb waterfront views and modern facilities why wouldn't they be...

    At the end of the day it is a business and Julian Cook sets the tone of the culture in that regard very well in my opinion. I know some people think he's very tough when it comes to cost control but to be frank, I really like that as a shareholder, its not a charity.
    Last edited by Beagle; 07-12-2019 at 03:47 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

  2. #8492
    Speedy Az winner69's Avatar
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    NZ housing market on fire

    Record prices all around all over the place ....and huge increase in Auckland volumes


    All good for SUM (and the others except maybe Oceania) future earnings

    Go you good things

    https://www.reinz.co.nz/Media/Defaul...ber%202019.pdf
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  3. #8493
    …just try’n to manage expectations… Maverick's Avatar
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    All good for SUM (and the others except maybe Oceania)

    QUOTE]
    loving your sense of humour Winner. Merry Christmas to you too.

  4. #8494
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Maverick View Post
    All good for SUM (and the others except maybe Oceania)

    QUOTE]
    loving your sense of humour Winner. Merry Christmas to you too.
    Merry Christmas to you as well Maverick

    I still have some Oceania shares - biggest mistake I’ve made for years and a huge disappointment

    Who would have thought they could sell heaps more units and not grow earnings

    Hope reigns eternal ...maybe will be a happy new year.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  5. #8495
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by winner69 View Post
    NZ housing market on fire

    Record prices all around all over the place ....and huge increase in Auckland volumes


    All good for SUM (and the others except maybe Oceania) future earnings

    Go you good things

    https://www.reinz.co.nz/Media/Defaul...ber%202019.pdf
    Very encouraging. MET still trading at a discount of about 20% to current estimated NTA as at 31 December of $7.25. Lowest premium in the sector other than this unwarranted discount is OCA at a 10% premium to NTA. I thbink its clear the discount is no longer warranted, with or without the potential for coproate activity.

    Very difficult to imagine how one can go wrong buying MET at a 20% discount to NTA, taking a medium term view, (acknowledge if the deal doesn't happen we could see a temporary dip back to the low $5's).

    SUM will be doing exceptionally well from the major lift in regional medium prices and do even better when the merger proceeds with MET and they can extract huge synergies.
    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

  6. #8496
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    Quote Originally Posted by Beagle View Post
    SUM will be doing exceptionally well from the major lift in regional medium prices and do even better when the merger proceeds with MET and they can extract huge synergies.
    You are speaking like you know something?

  7. #8497
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by dabsman View Post
    You are speaking like you know something?
    Acknowledge my opinion is speculative. Should really have put "if" a merger proceeds.
    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. #8498
    Speedy Az winner69's Avatar
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    Just a thought

    Maybe Summerset have looked at the huge success (share price wise) Arvida has been this year ....,...

    ........and decided growth by acquisition is the way to go


    After there are ‘rumours’ Summerset might be interested in MetLife
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #8499
    ShareTrader Legend Beagle's Avatar
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    I'd wager Summerset is one of the other two interested parties in MET.
    A 1:1 share bid wouldn't surprise me. Underlying eps is almost exactly the same and Julian and team could extract significant synergies and more importantly change the culture and get MET's assets pumping.
    Last edited by Beagle; 20-12-2019 at 09:14 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

  10. #8500
    Speedy Az winner69's Avatar
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    SUM closed week at $8.00 - that’s good

    Wonder what RYM closed at?
    Last edited by winner69; 20-12-2019 at 04:29 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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