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18-08-2016, 08:28 PM
#581
Member
Originally Posted by emveha
A good question to ask on Tuesday (I can't be there unfortunately).
No doubt that will be "commercially sensitive"
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22-08-2016, 10:13 AM
#582
Originally Posted by Grunter
It would be interesting to see whether FPH have included IP Insurance as part of their risk management programme. If so, then the effects of this could be negligible. Most likely there will be a settlement one way or another and both parties will move on.
This is one of my bigger holdings but I've reduced last week and this morning. I see this as extra risk on a company well priced for growth. I'll look at buying back once this is resolved, but why take the risk? Surely there is potential here for this to throw a spanner in the works? ResMed have litigated over patents previously and been successful and they have deep pockets.
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22-08-2016, 11:41 AM
#583
Member
Originally Posted by Biscuit
This is one of my bigger holdings but I've reduced last week and this morning. I see this as extra risk on a company well priced for growth. I'll look at buying back once this is resolved, but why take the risk? Surely there is potential here for this to throw a spanner in the works? ResMed have litigated over patents previously and been successful and they have deep pockets.
I have done the same just in case price takes a big dive. Buy again when all this is resolved.
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23-08-2016, 02:29 PM
#584
1st half net profit guidance $76m up 23% / FY $165m up 15% - low end of earlier forecast due to high NZD. Also FPH to spend NZ$200m on building expansion in NZ and Mexico over next 4 to 5 years. Funded from existing facilities.
https://www.nzx.com/companies/FPH/announcements/287720
Last edited by IAK; 23-08-2016 at 03:22 PM.
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24-08-2016, 09:34 AM
#585
Thanks for posting IAK... I was at ASM yesterday... haven't had chance to comment yet... currently on the Sky Bus heading for Auckland Airport will comment further tonight when I have key board to work with.
Last edited by malus; 24-08-2016 at 09:49 AM.
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24-08-2016, 02:18 PM
#586
Originally Posted by In4a$
I have done the same just in case price takes a big dive. Buy again when all this is resolved.
Bit of a fall today! We dodged that bullet In4a$, even if it is for a different reason!
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24-08-2016, 02:24 PM
#587
Just received the contract note for the ones I sold, and see I received $10.1378 ps share .
There were buyers at $10.20 when I put them on the market.
Now I see the last sale was $9.90.
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24-08-2016, 02:26 PM
#588
Originally Posted by percy
Now I see the last sale was $9.90.
...and falling
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24-08-2016, 03:38 PM
#589
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24-08-2016, 03:43 PM
#590
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