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  1. #2401
    Outside thinking.
    Join Date
    Jan 2013
    Posts
    2,563

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    Woohoo! Great news today..... glad to have this in my portfolio and to have picked this in the stock picking comp!

    GLH!

  2. #2402
    CEO, NZ Shareholders Association
    Join Date
    May 2017
    Location
    Wellington
    Posts
    593

    Default

    looks like a pretty loved share to me right now...:-)!!!

  3. #2403
    Outside thinking.
    Join Date
    Jan 2013
    Posts
    2,563

    Default

    Doubled up today......... v well positioned!

  4. #2404
    Member
    Join Date
    Apr 2014
    Posts
    442

    Default

    It has been a good day, but I've still got a parcel that I bought in 2015, for the equivalent of 0.45, before the 25-to-1 consolidation that is still underwater.

    I still think that company has got some legs. The next couple of years could be very interesting.

  5. #2405
    Senior Member
    Join Date
    Apr 2013
    Location
    Pourquoi?
    Posts
    873

    Default

    Quote Originally Posted by mikeybycrikey View Post
    It has been a good day, but I've still got a parcel that I bought in 2015, for the equivalent of 0.45, before the 25-to-1 consolidation that is still underwater.

    I still think that company has got some legs. The next couple of years could be very interesting.
    Been following Maccas for more than 5 years and they are doing well. The exciting part is the loyalty mobile ordering programme which hasnt been rolled out yet (as I understand).

  6. #2406
    CROESUS U.T.
    Join Date
    Apr 2012
    Location
    Wellington
    Posts
    58

    Default

    Thank you soi6. Bought a few last week after seeing it in your picks.

  7. #2407
    Member
    Join Date
    Feb 2014
    Posts
    456

    Default

    Quote Originally Posted by mikeybycrikey View Post
    It has been a good day, but I've still got a parcel that I bought in 2015, for the equivalent of 0.45, before the 25-to-1 consolidation that is still underwater.

    I still think that company has got some legs. The next couple of years could be very interesting.

    Amazing how much the game can change in a 24hr period. With Macca's investment being capitalised, this should mean profitability will increase substantially for the current financial year.

  8. #2408
    Outside thinking.
    Join Date
    Jan 2013
    Posts
    2,563

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    Quote Originally Posted by Cobber View Post
    Amazing how much the game can change in a 24hr period. With Macca's investment being capitalised, this should mean profitability will increase substantially for the current financial year.
    In the details of the announcement PLX say they expect an additional $1mill revenue per year from this agreement. The agreement does not exclude PLX working with IKEA, 7/11 stores etc, but does exclude them from working with other "quick service restaurants.'

    Reminds me of the ATM/SML buy-in and look what has happened since in that case!!

  9. #2409
    Member
    Join Date
    Aug 2017
    Posts
    128

    Default

    Bought some more at .305 yesterday thinking drop it was a knee-jerk drop due to convertible note loss.
    Then got worried after reading more about what Dynamic Yield do.
    Great news to get this. Would have been an been an interesting negotiation, but McDonalds and Plexure need each other.

  10. #2410
    Guru
    Join Date
    Jul 2002
    Location
    New Zealand.
    Posts
    4,447

    Default

    Making big steps quietly , to me this is the dawning of a new age, well done chaps!

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