sharetrader
Page 201 of 397 FirstFirst ... 101151191197198199200201202203204205211251301 ... LastLast
Results 2,001 to 2,010 of 3962
  1. #2001
    Guru
    Join Date
    May 2015
    Posts
    2,601

    Default

    Quote Originally Posted by winner69 View Post
    ........I added recent to your post

    The good thing though is the current share price doesn't really reflect that $50m profit.
    Would be a worry if they didn't have a good recent track record, given the all time highs of tourism etc... at least THL is taking great and full advantage of the good times, unlike how some construction related companies still can't seem to 'make it's when times are booming the most.

    On another note, Forsyth removed THL from their "conviction list" as they believed it is "fully valued" (for what ever their word is worth)... no wonder the share price has only been going down.

  2. #2002
    Senior Member
    Join Date
    Sep 2016
    Posts
    923

    Default

    Quote Originally Posted by trader_jackson View Post
    Would be a worry if they didn't have a good recent track record, given the all time highs of tourism etc... at least THL is taking great and full advantage of the good times, unlike how some construction related companies still can't seem to 'make it's when times are booming the most.

    On another note, Forsyth removed THL from their "conviction list" as they believed it is "fully valued" (for what ever their word is worth)... no wonder the share price has only been going down.
    Don't forget THL paid a fully imputed dividend of 11 cents so it really hasn't dropped that much off recent highs

  3. #2003
    Advanced Member Valuegrowth's Avatar
    Join Date
    Jun 2013
    Posts
    1,934

    Default

    As it has extended lot it may have pullback or correction during next 12 months. Once bear market set it also should go down. So far it had a major up trend. Trend could reverse at any time.
    Last edited by Valuegrowth; 14-10-2017 at 08:49 PM.

  4. #2004
    Senior Member hardt's Avatar
    Join Date
    Apr 2017
    Location
    In a bubble
    Posts
    726

    Default

    Fast forward to 2020 - With 50m earnings ( 40-42cps ) plenty will look back in hindsight and admit it was still cheap even after such a large run up... same goes for Synlait and FPH to some degree.

  5. #2005
    Senior Member
    Join Date
    Mar 2014
    Posts
    540

    Default

    Milford holding 15 mil in june and 8 mil in october so sold off ~50 % , from their anounsments , correct ? Mind you , i think they sold a lot of ATM as well just befor they started to go up , never the less, am i reading that right ?
    June 21
    For last disclosure,—
    (a) total number held in class: 14,808,202

    Oct 2nd
    For this disclosure,—
    (a) total number held in class: 7,832,192
    (b) total in class: 120,254,253

    really its a 5% drop, not the end of the world, but all eyes on the meeting ...
    Last edited by Yoda; 14-10-2017 at 09:05 PM.

  6. #2006
    Senior Member
    Join Date
    Sep 2016
    Posts
    923

    Default

    Quote Originally Posted by Yoda View Post
    Milford holding 15 mil in june and 8 mil in october so sold off ~50 % , from their anounsments , correct ? Mind you , i think they sold a lot of ATM as well just befor they started to go up , never the less, am i reading that right ?
    June 21
    For last disclosure,—
    (a) total number held in class: 14,808,202

    Oct 2nd
    For this disclosure,—
    (a) total number held in class: 7,832,192
    (b) total in class: 120,254,253

    really its a 5% drop, not the end of the world, but all eyes on the meeting ...
    Given their massive holding and the consistent rise in SP pretty sure they're just derisking themselves.

    Anyway ASM on Wednesday where all will be revealed. I'm hoping for guidance 37.5m+. Looking forward to an update, albeit a bit nervous about how the El Monte has performed over the peak season.

  7. #2007
    Dilettante
    Join Date
    Mar 2010
    Location
    Down & out
    Posts
    5,407

    Default

    Quote Originally Posted by MARKETWINNER View Post
    As it has extended lot it may have pullback or correction during next 12 months. Once bear market set it also should go down. So far it had a major up trend. Trend could reverse at any time.
    I think the market has been very slow in accepting and believing their $50m profit in a couple of years. If they achieve it (and the related big increase in dividends), which looks good at present, the SP has some catching up to do. I have faith in THL doing what they've said they will, under our current Chairman.

  8. #2008
    Investor
    Join Date
    Jul 2014
    Posts
    5,643

    Default

    1 9:35:54 am 485 650,000 $3,152,500

    Someone prepared to pay premium price of $4.85 to current trading price of $4.73.

  9. #2009
    Senior Member
    Join Date
    Apr 2008
    Location
    auckland
    Posts
    1,453

    Default

    Has be accumulated for a while. It looks set for a takeover

  10. #2010
    Member
    Join Date
    Jul 2017
    Posts
    53

    Default

    Quote Originally Posted by sb9 View Post
    1 9:35:54 am 485 650,000 $3,152,500

    Someone prepared to pay premium price of $4.85 to current trading price of $4.73.
    there was a trade of 3,000,000 at the same price off market yesterday

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
  •