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  1. #881
    Investor
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    Looks like we're two are the only ones invested in this one from this forum...

  2. #882
    Senior Member
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    Nov 2012
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    Quote Originally Posted by sb9 View Post
    Looks like we're two are the only ones invested in this one from this forum...
    You also have silent company. THL is my 4th largest position.

    Rob Campbell does such a great job explaining the how they are going to grow earnings, I don't feel there is much to add.
    Last edited by noodles; 10-07-2015 at 09:55 PM.
    No advice here. Just banter. DYOR

  3. #883
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    Quote Originally Posted by noodles View Post
    You also have silent company. THL is my 4th largest position.

    Rob Campbell does such a great job explaining the how they are going to grow earnings, I don't feel there is much to add.
    Thanks noodles, good see to you on board on this one.

  4. #884
    Banned
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    May 2013
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    470

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    Quote Originally Posted by sb9 View Post
    Yeah, I reckon $2 in the short term and lower dollar should boost their earnings on the back of tourism boost.
    THL is my largest position also. The lower NZD is less important than consumer confidence in the originating tourist markets according to management. I]d look at it as the lower NZD can help spend once tourists arrive but the consumer confidence part of the equation is about the decision to travel. In the current environment I'd say the two are offsetting each other as the NZD is lower mainly due to slowing global growth.

  5. #885
    Member glennj's Avatar
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    Dec 2001
    Location
    Westland based now.
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    193

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    Quote Originally Posted by sb9 View Post
    Looks like we're two are the only ones invested in this one from this forum...
    No, I'm in and picked it for the stock picking comp. Just 20k shares though! (Only ever pick stocks I hold in that comp)

  6. #886
    Investor
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    Jul 2014
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    1,266,347 share transacted off market at $1.70....are you buying more gc?

  7. #887
    Senior Member
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    Apr 2008
    Location
    auckland
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    yes..bought some today

  8. #888
    Member
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    Mar 2015
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    auckland
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    50

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    gc did you buy 1 million shares today?

  9. #889
    Member
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    Mar 2013
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    442

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    The lower dollar is also very good for Australia based Kiwis wanting to send money to NZ (and overseas people buying up shares)... this will help the NZ economy (at least short term... till the profits exit). Tourism in NZ this winter will take a huge spike with the awesome snow conditions. Should be a ripper of a season. Some years back I clearly remember these shares being 60c... and thinking... huge potential. Every person I talk to outside of NZ, wants to visit NZ, or has visited NZ... NZ is amazing, Mostly they say middle Earth. The tourism companies in this sector when times are going well, will do, very well. Best of luck holders. I salute you

  10. #890
    Senior Member
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    Apr 2008
    Location
    auckland
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    1,453

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    not that much.., I only bought quarter million shares

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