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19-02-2018, 03:20 PM
#6031
I too think it is all good news for SUM - although I wasn't so sure around May-June last year when the SP started heading down. Heading back in the right direction now.
percy, I do recall you in November last year saying that you thought the retirement sector was going to be treading water for a while. Do you still think the sector will move sideways over the next few months?
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19-02-2018, 03:37 PM
#6032
Originally Posted by oldtech
I too think it is all good news for SUM - although I wasn't so sure around May-June last year when the SP started heading down. Heading back in the right direction now.
percy, I do recall you in November last year saying that you thought the retirement sector was going to be treading water for a while. Do you still think the sector will move sideways over the next few months?
I did lighten up our OCA and SUM holding,before the election.Maybe we were a bit overweighted with RYM,OCA,and SUM.
I don't currently have a short term opinion of the sector,however I remain "well positioned" for the long term growth the sector will enjoy.
I value other posters views on the sector more than mine,esp the usual suspects,Couta1[all],Beagle [SUM],and Vaygor1 [RYM].
Last edited by percy; 19-02-2018 at 03:44 PM.
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19-02-2018, 05:05 PM
#6033
Member
I had a quick drive around the Ellerslie village on Sunday, very impressive, although slightly strange at present with those incomplete structures towering over the completed villas.
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20-02-2018, 07:17 AM
#6034
Thanks percy.
I value the insights from all posters on this forum, but you are high on my list of MVPs!!!
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21-02-2018, 03:26 PM
#6035
Member
Not many sellers at all at the mo. Only 21000 shares currently up for sale.
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21-02-2018, 03:52 PM
#6036
Member
Originally Posted by tipsy
Not many sellers at all at the mo. Only 21000 shares currently up for sale.
You love to see that folks , especially with an announcement at the end of the week.
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21-02-2018, 03:57 PM
#6037
Originally Posted by tipsy
I had a quick drive around the Ellerslie village on Sunday, very impressive, although slightly strange at present with those incomplete structures towering over the completed villas.
That's going to be their flagship village. I've held through all the noise of the election and other negativity last year and added more recently in the mid 5's.
Looking forward to running the ruler over the result on Friday. Might get SUM more after that.
Last edited by Beagle; 21-02-2018 at 03:58 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
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21-02-2018, 05:05 PM
#6038
Originally Posted by Beagle
That's going to be their flagship village. I've held through all the noise of the election and other negativity last year and added more recently in the mid 5's.
Looking forward to running the ruler over the result on Friday. Might get SUM more after that.
Just under $200m npat I reckon ..property market been good last year
Even Warren would think that’s a pretty good result
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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21-02-2018, 08:04 PM
#6039
It will be a good result...
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22-02-2018, 11:15 AM
#6040
Member
Originally Posted by JoeGrogan
You love to see that folks , especially with an announcement at the end of the week.
Yep, not much standing in the way of $6 now
Originally Posted by Beagle
That's going to be their flagship village. I've held through all the noise of the election and other negativity last year and added more recently in the mid 5's.
Looking forward to running the ruler over the result on Friday. Might get SUM more after that.
Yeah I've held for a good while and topped up before the election at 5.20 then after at 4.9. Was a little worried for a bit there, but happy to be patient with this one.
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