Ebos Limited EBO

[winner69]

Guru Mark from Craig’s likes it

Mark Lister (@MarkListerNZ)
2/07/18, 10:22 AM
Great contract win announcement today from EBOS Group. Stock up almost 5% in response. One of our most underrated NZX companies, has been an excellent performer over many years and very consistent. Has produced a +22.6% pa return last 10yrs, more than double the NZX50 at +9.1%.

[ratkin]

Guru Mark from Craig’s likes it

Mark Lister (@MarkListerNZ)
2/07/18, 10:22 AM
Great contract win announcement today from EBOS Group. Stock up almost 5% in response. One of our most underrated NZX companies, has been an excellent performer over many years and very consistent. Has produced a +22.6% pa return last 10yrs, more than double the NZX50 at +9.1%.

Funny thing is that like IFT it never feels like it is going up, but then you look back and realise it has been doing well from a percentage point of view. A bit like a watched pot.

[peat]

yes! my core stock (30% of portfolio) comes to some real life.
funny how it went up 50c or so last week and then on Friday lost all that.
perhaps can be a bit low on volume for institutions but shouldn't matter for most retailer investors.

[percy]

I am back onboard.

[h2so4]

I am back onboard.

Welcome aboard.

[Joshuatree]

I am back onboard.

Im glad we never left, nearly a 3 bagger for us now on this investment.

[percy]

Im glad we never left, nearly a 3 bagger for us now on this investment.

Was only away a year or two.Did not miss any action.Had fun elsewhere.
Held for over 25 years before then.
Will be a right old age if I hang onto them for another 25 years.??????????/

[h2so4]

Not to hard to work out that SIG is good value at current price.

[winner69]

Not to hard to work out that SIG is good value at current price.

Share price trashed eh

Announcement sort of suggests that they made $25m/$30m EBIT out of the lost contract

MC/CW might be winners out of this switch and hopefully it’s a win win with EBO

Wonder if EBO had to offer better terms ...the $300m mentioned (extended credit? Consignment stock?) is pretty horrendous

[peat]

SIG? whats that and why are you talking about it