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02-10-2017, 10:35 AM
#2701
 Originally Posted by winner69
TIL one of the stars of NZX this morning
Not too late to get in cheap before the big pay day
Always right to buy at $2.10? 
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02-10-2017, 10:40 AM
#2702
Originally Posted by winner69
TIL one of the stars of NZX this morning
Not too late to get in cheap before the big pay day
Yes - the generous $2.50 take over offer could be right around the corner.
Need some sort of acquisition announcement to push things up further.
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02-10-2017, 10:46 AM
#2703
Originally Posted by trader_jackson
Yes - the generous $2.50 take over offer could be right around the corner.
Need some sort of acquisition announcement to push things up further.
All joking apart, those of us with Opus (OIC) learnt the lesson NOT to read too much into negative comments which ignore the fundamental attractiveness of a company ripe to be acquired.
No warning whatsoever and the takeover at a huge premium was made. Too late to try and get set.
Last edited by Balance; 02-10-2017 at 10:49 AM.
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02-10-2017, 10:50 AM
#2704
Originally Posted by Balance
All joking apart, those of us with Opus (OIC) learnt the lesson NOT to read too much into negative comments which ignore the fundamental attractiveness of a company ripe to be acquired.
Very true, the question is, how fundamentally attractive is TIL (really)? ... then there are others, say PEB that are the (potentially) the complete opposite to your statement  ... so it would seem.
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02-10-2017, 10:56 AM
#2705
Originally Posted by trader_jackson
Very true, the question is, how fundamentally attractive is TIL (really)? ... then there are others, say PEB that are the (potentially) the complete opposite to your statement ... so it would seem.
PEB's time as a takeover target is over imo.
If it was going to be taken over, it would have happened in the last 2 years. No less than DD said PEB would have been taken over but for the GFC.
Well, the GFC is long past history.
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02-10-2017, 10:59 AM
#2706
Originally Posted by Balance
Always right to buy at $2.10?
Love it ....so right
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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02-10-2017, 11:00 AM
#2707
Originally Posted by trader_jackson
Very true, the question is, how fundamentally attractive is TIL (really)? ... then there are others, say PEB that are the (potentially) the complete opposite to your statement ... so it would seem.
I get the feeling that PEB has anything anybody really wants
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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02-10-2017, 11:18 AM
#2708
Originally Posted by winner69
I get the feeling that PEB has anything anybody really wants
PEB had huge 'unproven' potential in 2013 when it launched its $100m sales forecast with all the razzmatazz of a New Orleans jazz band before Mardi Gras. That is very attractive to a potential acquirer. 4 years on, the band is playing to an empty stadium except for a few diehard fans imo.
Meanwhile, TIL has showed that its products have generated excellent sales and returns - so has potential but increasingly, just like 42 Below and Charlies, that potential is probably best realised by another company.
Anyway, the market is a lovely place to assess & to try and second guess what companies could be up to.
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04-10-2017, 01:29 PM
#2709
Ethical Investment fund increasing their share:
https://www.nzx.com/files/attachments/267131.pdf
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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04-10-2017, 02:05 PM
#2710
Originally Posted by BlackPeter
Suppose that's good
Good to see funds averaging down - wonder what their average is now. Most of the first 5% was quite a way north of 3 bucks
Shows commitment if nothing else
Last edited by winner69; 04-10-2017 at 02:29 PM.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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