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  1. #21
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    Share Buyback at $3.55 per share.

    http://www.unlisted.co.nz/uPublic/un...cement_id=2181

  2. #22
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    Results of the share buyback have been posted:

    http://www.unlisted.co.nz/uPublic/un...cement_id=2196

  3. #23
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    Rural Equities announces the retirement of two directors:

    http://www.unlisted.co.nz/uPublic/un...cement_id=2204

  4. #24
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    Rural Equities provides an update on their portfolio:

    http://www.unlisted.co.nz/uPublic/un...cement_id=2211

  5. #25
    percy
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    Quote Originally Posted by Armillary Private Capital View Post
    Rural Equities provides an update on their portfolio:

    http://www.unlisted.co.nz/uPublic/un...cement_id=2211

    Management certainly being proactive.Very positive.

  6. #26
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    Quote Originally Posted by percy View Post
    Management certainly being proactive.Very positive.
    More interesting would be innformation on what they propose to do with the money. REL has had money to burn buying out shareholders (under value) and now has another $9.4m to play with. Given the last buy buy back fell short of maximum it can hardly claim shareholders are still asking it to buy back at substantial discount! Equally interesting was the ODT report of this classifying REL as " the Cushing family's farming group Rural Equities Ltd "! Of the same vein NZ Herald reported the Synlait float under the heading "Chinese dairy float for NZX " What about other shareholders' interests?

  7. #27
    percy
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    Quote Originally Posted by 1leon View Post
    More interesting would be innformation on what they propose to do with the money. REL has had money to burn buying out shareholders (under value) and now has another $9.4m to play with. Given the last buy buy back fell short of maximum it can hardly claim shareholders are still asking it to buy back at substantial discount! Equally interesting was the ODT report of this classifying REL as " the Cushing family's farming group Rural Equities Ltd "! Of the same vein NZ Herald reported the Synlait float under the heading "Chinese dairy float for NZX " What about other shareholders' interests?
    Yes it certainly will be interesting to see what they do with the $9mil

  8. #28
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    Quote Originally Posted by percy View Post
    Yes it certainly will be interesting to see what they do with the $9mil
    http://www.asx.com.au/asx/research/c...de&asxCode=TAN

    The above link show a ssh notice on becoming a substantial security holder on the 5th July. Looks like REL has invested in TAN.AX

  9. #29
    percy
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    Quote Originally Posted by Options View Post
    http://www.asx.com.au/asx/research/c...de&asxCode=TAN

    The above link show a ssh notice on becoming a substantial security holder on the 5th July. Looks like REL has invested in TAN.AX
    Thanks for the link.
    Welcome to sharetrader.
    TAN looks an interesting company.

  10. #30
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    Quote Originally Posted by percy View Post
    Thanks for the link.
    Welcome to sharetrader.
    TAN looks an interesting company.
    Yes it is, and well worth a look o invest in. If you are a holder of REL you would for certain like the same multiples and fundamentals that TAN trades on. It is likely to be able to generate more cash due to its water trading business also. Interesting the GPG was a large holder of this before selling down. Surely Sir Ron B and the cushings know a good long term opportunity. However with the chinese likely to enter this area it may not be a long term hold to generate a reasonable return.

  11. #31
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    Looks like REL has increased their stake in Tandou. REL owning 11% and H & G about 6.5%. Gives them 17.5%. Would think at that level of holding you would see some kind of board seat offered to D Cushing. Try and close the gap with the Tandou share price and the nta. Average price around 43c. Current price around 48 getting up to 51 the other day. Still a wider discount to nta than REL. probably not bad buying up to 50 - 55 cents.

  12. #32
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  13. #33
    percy
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    Result is out.
    NTA $4.77 6cents per share to be paid2/10/2013.
    "With a quality portfolio of farms in NZ,some interesting growth opportunities,and a strong balance sheet,REL is well positioned."
    Reassuring knowing we are "well positioned."

  14. #34
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  15. #35
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  16. #36
    percy
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    22,318 shares traded yesterday @ $4.30 for consideration of $95,967.40 means the share price upward trejactory remains intact.

  17. #37
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    Annual results have been announced.

  18. #38
    percy
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    Quote Originally Posted by Armillary Private Capital View Post
    Annual results have been announced.
    What a cracker.and anincreased dividend.I note the 8202 for sale at $4.40 got brought pretty quickly.No sellers at present.NTA has increased from $4.77 to $5.37 and the out look for sheep and beef is strong.Dairying out look is weaker.
    Would be near the top of anyone's "boring " list and,as such I expect it to "outperform." .
    Last edited by percy; 03-09-2014 at 11:48 AM.

  19. #39
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    Annual report now out.

  20. #40
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    Update to property portfolio announced.

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