sharetrader
Page 39 of 40 FirstFirst ... 29353637383940 LastLast
Results 761 to 780 of 795

Thread: PAZ Pharma Zen

  1. #761
    Advanced Member
    Join Date
    Jul 2004
    Location
    Bolivia.
    Posts
    2,110

    Default

    Quote Originally Posted by percy View Post
    Welcome onboard.
    Gee Whiz PAZ's share register will be looking like a list of Sharetrader members.
    Just need Vince on board, and then the train can leave the station.Toot toot....lol.
    I am on board now.....a little belatedly considering been on the radar since ages ago....or at least since a much, much lower price!

    But I did feel last year that Sharetraders were definitely response for the increasing price! I'll resist making fun of Sharsies and BGI - but absolutely no comparison between companies!!

  2. #762
    Member
    Join Date
    Jun 2014
    Posts
    260

    Default

    [QUOTE=percy;832879]Yes ,however mixed emotions,from excited to very excited.
    Great result ..............Happy.
    Not so good...............Happy.
    Very poor...................Will be happy waiting for the full year's result

    So......... what makes a not so good result and whats a Great result??

  3. #763
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    14,296

    Default

    EPS Growth back over 50% and increasing.New products already hitting the market .
    EPS Growth over 40%.New products not hitting the market for 3 months.
    EPS Growth under 40%.New products not hitting the market until next year.
    Getting close to their result, one looks for things to worry about.My major concern is new equipment may not up and operating, as Chinese technicians may not have been able to travel because of Covid 19.If his is the case new products production will be delayed.
    At a share price of 55 cents, I think we are all expecting a great result.
    All of a sudden Friday seems a long way away.?..lol.
    Last edited by percy; 02-08-2020 at 08:15 PM.

  4. #764
    Doggedly sniffing out more food Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    16,560

    Default

    For me its clear they are investing for major expansion in FY21 and beyond. I think taking into account the effects of Covid 19 and them gearing up significantly with capex and investment for major new growth initiatives and launching new brands and products I foresee FY20 as a year of consolidation building upon what they've achieved to date and looking to put in place the plant, equipment and infrastructure to massively expand in FY21.

    I'm really excited about the future for PAZ. The pet supplements and treats sector is a truly massive total addressable market world-wide and with 100% clean and green N.Z. natural ingredients...
    Last edited by Beagle; 02-08-2020 at 09:23 PM.
    No butts, hold no mutts, (unless they're the furry variety).

  5. #765
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    14,296

    Default

    Quote Originally Posted by Beagle View Post
    For me its clear they are investing for major expansion in FY21 and beyond. I think taking into account the effects of Covid 19 and them gearing up significantly with capex and investment for major new growth initiatives and launching new brands and products I foresee FY20 as a year of consolidation building upon what they've achieved to date and looking to put in place the plant, equipment and infrastructure to massively expand in FY21.

    I'm really excited about the future for PAZ. The pet supplements and treats sector is a truly massive total addressable market world-wide and with 100% clean and green N.Z. natural ingredients...
    Excellent post....

  6. #766
    Dilettante
    Join Date
    Mar 2010
    Location
    Down & out
    Posts
    3,452

    Default

    Quote Originally Posted by Beagle View Post
    For me its clear they are investing for major expansion in FY21 and beyond. I think taking into account the effects of Covid 19 and them gearing up significantly with capex and investment for major new growth initiatives and launching new brands and products I foresee FY20 as a year of consolidation building upon what they've achieved to date and looking to put in place the plant, equipment and infrastructure to massively expand in FY21.

    I'm really excited about the future for PAZ. The pet supplements and treats sector is a truly massive total addressable market world-wide and with 100% clean and green N.Z. natural ingredients...
    This is a good summary Beagle and they way I see it too. 2020 is the year we're dealing with COVID related issues, setting up factories for further growth and getting new products initial placements into the market. 2021-2023 (and beyond) is when we will see the big and exciting growth and moving onto the NZX

  7. #767
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    14,296

    Default

    https://usx.co.nz/uploads/paperclip/...pdf?1596659417

    A day early.
    A cracker.
    Incredible.
    Last edited by percy; 06-08-2020 at 09:07 AM.

  8. #768
    Dilettante
    Join Date
    Mar 2010
    Location
    Down & out
    Posts
    3,452

    Default

    Thanks for posting this Percy. I wasn't even checking it as I expected this tomorrow. This result is absolutely outstanding. What is even more exciting is the bullish outlook and drive for further growth with new and increased production capacity for current products and others "still under wraps" !!

    Despite great profits to fund the growth, clearly they will need to get more funding. They talk about a "strategic partner" in such a way that one has to assume this is already well advanced !
    Hopefully they will also come to SH for some more cash. I most certainly would be happy to help in a small way to fund this great business.

  9. #769
    Guru
    Join Date
    Jul 2002
    Location
    New Zealand.
    Posts
    3,285

    Default

    Quote Originally Posted by percy View Post
    https://usx.co.nz/uploads/paperclip/...pdf?1596659417

    A day early.
    A cracker.
    Incredible.

    Thank you Percy, one can read so many positives into this announcement all very good for the future.

  10. #770
    Veteran novice
    Join Date
    Jun 2007
    Location
    , , .
    Posts
    7,244

    Default

    Yes, thanks, percy. A brilliant result and a great outlook!

  11. #771
    Doggedly sniffing out more food Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    16,560

    Default

    A truly outstanding result that exceeded my best expectations. Its well worth noting that PAZ has a history of very conservative forecasting, last year at this time they forecast $2.8m NPBT and did over $4m so their full year sales and EDITDA forecast for FY20 looks very conservative to me.

    Net profit up 57% to $2.9m encompassing the full period of the Covid 19 lockdown...that's truly remarkable ! This company has such an exciting future.
    Last edited by Beagle; 06-08-2020 at 09:53 AM.
    No butts, hold no mutts, (unless they're the furry variety).

  12. #772
    Dilettante
    Join Date
    Mar 2010
    Location
    Down & out
    Posts
    3,452

    Default

    Quote Originally Posted by Beagle View Post
    A truly outstanding result that exceeded my best expectations. Its well worth noting that PAZ has a history of very conservative forecasting, last year at this time they forecast $2.8m NPBT and did over $4m so their full year sales and EDITDA forecast for FY20 looks very conservative to me.

    Net profit up 57% to $2.9m encompassing the full period of the Covid 19 lockdown...that's truly remarkable ! This company has such an exciting future.
    I agree about them being conservative in their forecasts. If we assume they achieve 57% increase in NPAT for the FY, then we are looking at a current PE of about 24-25 I reckon. Still pretty cheap for such a fast growth company !
    Last edited by iceman; 06-08-2020 at 11:57 AM.

  13. #773
    Advanced Member
    Join Date
    Feb 2011
    Location
    Wellington
    Posts
    1,926

    Default

    In Percys hands we trust

  14. #774
    Junior Member
    Join Date
    Jun 2020
    Location
    Auckland
    Posts
    7

    Default

    How do we access this stock? Cannot find it on my ASB. I see it is on the unlisted site. Any help for a newbie would be appreciated. Thanks

  15. #775
    Advanced Member
    Join Date
    Feb 2011
    Location
    Wellington
    Posts
    1,926

    Default

    Quote Originally Posted by Beat the Bank View Post
    How do we access this stock? Cannot find it on my ASB. I see it is on the unlisted site. Any help for a newbie would be appreciated. Thanks
    Only a broker can access the trading system for this site. With DB you have to sign a disclaimer first that you appreciate there are more risks involved with stocks on the unlisted market . Then orders are via phone !! Old school love it .
    I might add, maybe with more risk there is more reward ....

  16. #776
    Junior Member
    Join Date
    Jun 2020
    Location
    Auckland
    Posts
    7

    Default

    Thanks so much stoploss

  17. #777
    Dilettante
    Join Date
    Mar 2010
    Location
    Down & out
    Posts
    3,452

    Default

    Quote Originally Posted by Beat the Bank View Post
    How do we access this stock? Cannot find it on my ASB. I see it is on the unlisted site. Any help for a newbie would be appreciated. Thanks
    Here are the brokers that deal on the USX:
    https://www.usx.co.nz/brokers

    But I do note DB is not on that list but I use them. You can reach their broking desk on 0800 805777
    Last edited by iceman; 06-08-2020 at 10:15 AM.

  18. #778
    Junior Member
    Join Date
    Jun 2020
    Location
    Auckland
    Posts
    7

    Default

    Thanks Iceman. I phoned ASB and they do not offer it. I will try DB

  19. #779
    Aspiring to be an Awesome Bear
    Join Date
    May 2016
    Location
    In the Woods
    Posts
    1,110

    Default

    WOW sensational! Thanks for bringing this wee gem to our attention Percy

  20. #780
    Update Ready To Install
    Join Date
    Aug 2010
    Location
    Floating Anchor Shoals
    Posts
    8,936

    Default

    Up 9% to a new high 60c, expectations largely priced in atpit. Little vol, looks like many have this one tightly held, i sure have, imo one of a select few to ride through these covid times and come out on top and to sleep easy with.

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
  •