sharetrader
Page 96 of 442 FirstFirst ... 46869293949596979899100106146196 ... LastLast
Results 951 to 960 of 4418
  1. 21-12-2017, 12:02 PM #951
    Beagle
    Beagle is offline
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    Behind the paywall article on Synlait this morning on their new manufacturing plant for Foodstuffs. Gist of it is the 10 year contract gave them the confidence to build the plant and gets the return on capital working for them but Foodstuffs only taking one third of the plants capacity so they're using this new facility as the springboard to launch other products / brands.
    On top of that we know they have very recently completed two extensive new facilities which resulted in a doubling of their drying and canning capabilities.
    Join the dots folks...GROWTH !!
    Disc: Rounded up a few more this morning.
    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
    Reply With Quote Reply With Quote
  2. 21-12-2017, 01:07 PM #952
    kiwidollabill
    kiwidollabill is offline
    Member
    Join Date
    Jul 2015
    Posts
    486

    Default

    Quote Originally Posted by sb9 View Post
    http://nzx-prod-s7fsd7f98s.s3-websit...241/272130.pdf

    From their presentation from above on slide 7...

    * Synlait’s current milk supply adequate to meet the volumes of the contract...
    Probably shift production from WMP as needed.
    Reply With Quote Reply With Quote
  3. 21-12-2017, 01:10 PM #953
    King1212
    King1212 is offline
    Banned
    Join Date
    Dec 2015
    Location
    Maori land
    Posts
    1,776

    Default

    Love pams butter n cream...good quality n affordable...sell well..
    Reply With Quote Reply With Quote
  4. 26-12-2017, 09:33 AM #954
    Hectorplains
    Hectorplains is offline
    Divorced from logic Hectorplains's Avatar
    Join Date
    May 2015
    Location
    Christchurch
    Posts
    684

    Default

    http://www.nzherald.co.nz/business/n...ectid=11964836

    A nice summary of 2017. Penno comes across as authentic and humble. He really has been an outstanding leader for SML.
    Reply With Quote Reply With Quote
  5. 26-12-2017, 10:52 AM #955
    Beagle
    Beagle is offline
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    Quote Originally Posted by Hectorplains View Post
    http://www.nzherald.co.nz/business/n...ectid=11964836

    A nice summary of 2017. Penno comes across as authentic and humble. He really has been an outstanding leader for SML.
    Likeable chap with great values. I added more shares last week.
    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
    Reply With Quote Reply With Quote
  6. 31-12-2017, 10:12 AM #956
    King1212
    King1212 is offline
    Banned
    Join Date
    Dec 2015
    Location
    Maori land
    Posts
    1,776

    Default

    https://hotcopper.com.au/threads/cfd.../#.WkgAzNHRWhA

    a bit of recent news....
    Reply With Quote Reply With Quote
  7. 09-01-2018, 05:36 PM #957
    Hectorplains
    Hectorplains is offline
    Divorced from logic Hectorplains's Avatar
    Join Date
    May 2015
    Location
    Christchurch
    Posts
    684

    Default

    "We do not see the current share priceas reflecting the favourable margin gainthat SM1 generates as it transitionsits sales mix from dairy ingredientstowards higher margin canned infantformula (IMF) and adult nutritionproducts. Importantly we expect thistransition to accelerate in FY18." Bell Potter stock pick for 2018, page 7: https://dpsi7pmz5b6vt.cloudfront.net..._for_2018_.pdf
    Reply With Quote Reply With Quote
  8. 17-01-2018, 01:22 PM #958
    sb9
    sb9 is offline
    Investor
    Join Date
    Jul 2014
    Posts
    5,647

    Default

    Topped up bit more this morning....good value at this price imo.
    Reply With Quote Reply With Quote
  9. 17-01-2018, 01:24 PM #959
    Beagle
    Beagle is offline
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    Agreed. Disc: Holding long term.
    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
    Reply With Quote Reply With Quote
  10. 17-01-2018, 01:39 PM #960
    JoeGrogan
    JoeGrogan is offline
    Member
    Join Date
    Jan 2017
    Location
    Auckland
    Posts
    225

    Default

    Quote Originally Posted by sb9 View Post
    Topped up bit more this morning....good value at this price imo.
    Good call great value. I topped up yesterday on the back of atm and bal rallying up. Third time it’s bounced off the 670ish support levels too
    Reply With Quote Reply With Quote
« Previous Thread | Next Thread »

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
  •  

Forum Rules