Well I bought some and topped up. Havent sold any on the way down either. Hope they do not plummet. Big volumes going thru, wouldn't be a takeover would it.?
TeamTalk Tower Trilogy
The Takeover Trilogy
That has a certain logic to it.
But the bun boys own 30M+ of the 73M+ shares on issue and todays 'we know nothing' suggests that no one talked to their team in the tower.
That has a certain logic to it.
But the bun boys own 30M+ of the 73M+ shares on issue and todays 'we know nothing' suggests that no one talked to their team in the tower.
Roger, what's your reasoning for the large difference in conversion of EBITDA to NPAT compared with last year? Also, it's well documented they built inventory in the first half both for CS distribution and higher sales in the second half. Therefore lots of cost already worn for second half
Roger, good work yesterday on Trilogy .....but I can't understand why you are so down on Trilogy
I pulled out a few key financial performance ratios for F15/F16 and put our guesses for F17 in the table
Even you would have to agree that all metrics are pretty healthy, even for F17 using your dismal outlook
The main point (relevant to your points on the ginormous increase in shareholder funds) is that Trilogy ROE and ROIC remains more than respectable and above F15 levels. The extra capital has been put to good use.
A ROIC of 18% this year (my guess) is fantastic - surely adding value.
Suppose the debate is around what is a Trilogy share worth - probably never was worth $5 but current price doesn't look unreasonable - maybe cheap
Just another pennies worth from The Bees Knees
The F17 numbers below are W69 and Roger's guesses. Basis of Rogers 'guess is he mentions mid point of saes guidance and sees EPS <15 cents
Last edited by winner69; 11-02-2017 at 11:01 AM.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
My spreadsheet from a year ago has it closer to W69, but I must admit I am not too confident they will get there. Will continue to hold until they announce otherwise
How does one attach images on ST? Need to learn that.
You add it while writing a post.
There are a few ways to do it. This describes one of them.
If it is an image already existing somewhere within your computer (as opposed to an image on a website), make sure the cursor is where you want your image to appear in the post you are writing and then click the Insert Image button:
Click 'From Computer' in the top left of the window that opens.
Click 'Choose File' in the same window and then select it from within the directory window that opens by either double clicking the file or highlighting the file and then clicking 'Choose' at the bottom right. Either way, the directory window will now close.
Click 'Upload File(s)'
A small version of the image will appear in the post you are writing. If you want to see exactly what it looks like before posting it click 'Go Advanced' at the bottom right of the post window and a preview of your post appears up the top with the editable version immediately below it.
The chart shows 4 capitulations,the last being a gap down and a gap back up,both days with big volume unlike the last three drops.
So thinking maybe this is the turnaround for this stock,being on sale at half off.
You add it while writing a post.
There are a few ways to do it. This describes one of them.
If it is an image already existing somewhere within your computer (as opposed to an image on a website), make sure the cursor is where you want your image to appear in the post you are writing and then click the Insert Image button:
Click 'From Computer' in the top left of the window that opens.
Click 'Choose File' in the same window and then select it from within the directory window that opens by either double clicking the file or highlighting the file and then clicking 'Choose' at the bottom right. Either way, the directory window will now close.
Click 'Upload File(s)'
A small version of the image will appear in the post you are writing. If you want to see exactly what it looks like before posting it click 'Go Advanced' at the bottom right of the post window and a preview of your post appears up the top with the editable version immediately below it.
Time for tea
Originally Posted by horus1
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