sharetrader
Page 32 of 32 FirstFirst ... 222829303132
Results 621 to 636 of 636

Thread: MFT

  1. #621
    Investments
    Join Date
    Sep 2020
    Location
    New Zealand
    Posts
    430

    Default

    Quote Originally Posted by winner69 View Post
    Jeez 210m ful year would mean H221 up by 60% plus

    Macduffy is an old guru whose been on here for decades - his +10% full year probably closer to the mark - but my 172m is +17%

    Be interesting
    My bad ...I took Profit before tax of H121 ....so your 172 is just short of mine now ...Me looking for YoY Eps + 21%

    ie 189 mil
    Last edited by alokdhir; 03-05-2021 at 02:09 PM.

  2. #622
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    29,477

    Default

    Hey alokdhir - I'm intrigued by your handle alokdhir

    I've tried rearranging the letters to see if its just an anagram of something interesting but no joy

    Just a random selection of letters ....or does alokdhir mean something meaningful

    Cheers
    When investors are euphoric, they are incapable of recognizing euphoria itself.

  3. #623
    Investments
    Join Date
    Sep 2020
    Location
    New Zealand
    Posts
    430

    Default

    [QUOTE=winner69;883537]Hey alokdhir - I'm intrigued by your handle alokdhir

    I've tried rearranging the letters to see if its just an anagram of something interesting but no joy

    Just a random selection of letters ....or does alokdhir mean something meaningful

    Cheers[/QUOTE


    Its only meaningful to me buddy ...its my full name ...lol

  4. #624
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    29,477

    Default

    [QUOTE=alokdhir;883539]
    Quote Originally Posted by winner69 View Post
    Hey alokdhir - I'm intrigued by your handle alokdhir

    I've tried rearranging the letters to see if its just an anagram of something interesting but no joy

    Just a random selection of letters ....or does alokdhir mean something meaningful

    Cheers[/QUOTE


    Its only meaningful to me buddy ...its my full name ...lol


    You quite famous eh

    Apologies for being inquisitive in first place
    Last edited by winner69; 03-05-2021 at 02:31 PM.
    When investors are euphoric, they are incapable of recognizing euphoria itself.

  5. #625
    Investments
    Join Date
    Sep 2020
    Location
    New Zealand
    Posts
    430

    Default

    [QUOTE=winner69;883542]
    Quote Originally Posted by alokdhir View Post



    You quite famous eh

    Apologies for being inquisitive in first place
    Famous or otherwise ...dont know about that ...

    No worries buddy ...all good

  6. #626
    Advanced Member
    Join Date
    Feb 2011
    Location
    Wellington
    Posts
    2,126

    Default

    [QUOTE=winner69;883542]
    Quote Originally Posted by alokdhir View Post



    You quite famous eh

    Apologies for being inquisitive in first place
    https://www.youtube.com/watch?v=uq-gYOrU8bA

  7. #627
    always learning ... BlackPeter's Avatar
    Join Date
    Aug 2007
    Location
    Canterbury
    Posts
    6,817

    Default

    Quote Originally Posted by alokdhir View Post
    Most likely over 210 M base case ...

    Dont let BP get to u ...he doesn't like High backwards PE stocks ....But quality of earnings and management matters to market ...ATM didn't have both and result was at first hurdle they failed

    On the other hand MFT used the pandemic troubles to consolidate their position further ...same FPH is a manufacturing company ...to ramp up output to double levels in such short time got them Company of the year award ...They got opportunity they managed to cash it fully ...Great management both MFT and FPH ...thats why maybe markets gives them higher PE multiples
    Amazing - no need for me to post anymore given that people now seem to start to make up what I like or not.

    Just for the record - you did guess wrong. I do like both FPH as well as MFT, think however that FPH is currently too dear.

    Looking at MFT however, I do not just like it, I hold it as well.

    Just to amuse winner - backward PE (10yrs) for MFT is 67, which looks still comparatively cheap compared to FPH which would have for the same timeframe a backward PE of 100.

    More interesting - forward PE (3 years) for MFT is 36, which does not look too dear in combination with a forward earnings CAGR of 11.

    While both MFT as well as FPH appear currently comparatively dear, I do see MFT at current share price as the better value from the two. As well - FPH will no doubt need to shrink a bit back if & when the Covid inflated market goes back (and this is what analyst forecasts show as well), while MFT is in my view likely to keep growing and can command very healthy margins thanks to the problems in the transport industry (long may they last - wishes of a selfish shareholder). Customers don't ask these days for discounts, they are already delighted if they receive their goods at all. Receiving them on time is already exceeding expectations!

    discl: bought a year ago a large parcel and am now seriously overweight (not talking about my BMI - lol), but still not selling. This should clarify my position :
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  8. #628
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    29,477

    Default

    MFT still pretty cheap in big picture of things


    Share price could even hit 100 bucks by the end of the year
    When investors are euphoric, they are incapable of recognizing euphoria itself.

  9. #629
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    29,477

    Default

    MFT 100 bucks soon?

    but BP hasn't so far seen so far seen a company with a sustainably exponential development of the share price. But who knows, maybe MFT is the first
    When investors are euphoric, they are incapable of recognizing euphoria itself.

  10. #630
    always learning ... BlackPeter's Avatar
    Join Date
    Aug 2007
    Location
    Canterbury
    Posts
    6,817

    Default

    Quote Originally Posted by winner69 View Post
    MFT 100 bucks soon?

    but BP hasn't so far seen so far seen a company with a sustainably exponential development of the share price. But who knows, maybe MFT is the first
    Have you? Has anybody?
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  11. #631
    Senior Member
    Join Date
    Oct 2014
    Location
    rural canterbury
    Posts
    969

    Default

    Quote Originally Posted by BlackPeter View Post
    Have you? Has anybody?
    Ah, Enron? Oh no, wait

  12. #632
    Investments
    Join Date
    Sep 2020
    Location
    New Zealand
    Posts
    430

    Default

    Quote Originally Posted by winner69 View Post
    MFT still pretty cheap in big picture of things


    Share price could even hit 100 bucks by the end of the year
    Being a holder of MFT / FPH since 2013 in equal proportions ....I have seen both doing well in turns but MFT is more steady and stable performer ...where as FPH moves a lot but FPH business is more secure and hard to replicate . MFT is based on quality of its management and their very stable deliverance of growth and profits while implementing or adding new geographies . Covid has helped both as it separated men from boys

    MFT at $ 100 possible by year end IMHO

    PS : FPH will always command higher multiples then MFT because of niche sector and hard to replicate business model ( More high tech and R&D ...patents and IP wealth )
    Last edited by alokdhir; 05-05-2021 at 08:24 PM.

  13. #633
    Veteran novice
    Join Date
    Jun 2007
    Location
    , , .
    Posts
    7,529

    Default

    MFT at $ 100 possible by year end IMHO
    Doesn't hurt to talk it up ? Or is this classed as ramping?


  14. #634
    Advanced Member
    Join Date
    Jul 2004
    Location
    Bolivia.
    Posts
    2,470

    Default

    Quote Originally Posted by macduffy View Post
    Doesn't hurt to talk it up ? Or is this classed as ramping?

    Maybe why the price has gone up 1% today!

    Market cap only needs to go up another $2.4 billion for todays levels.....in the next 7 months.

    Mind you, stranger things have happened.

  15. #635
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    29,477

    Default

    75 -> 76 -> 80 -> -> 100

    No worries
    When investors are euphoric, they are incapable of recognizing euphoria itself.

  16. #636
    Investments
    Join Date
    Sep 2020
    Location
    New Zealand
    Posts
    430

    Default

    Quote Originally Posted by winner69 View Post
    75 —-> 76 —-> 80 —-> —-> 100

    No worries
    Already 77 ...then 81 ...to 91 ... 100 almost there ...

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
  •