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Thread: Z Energy IPO

  1. #781
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    Well, today I've become a member of the ZEL family at $6.38 on open. I have been looking for a "consumable" for the portfolio and remain unconvinced (despite the charts) on the risks associated with bricks and mortar retailers like KMD, BGP and the like. You cant get much more simple than petrol (and high margin add ons) which consumers always need. Both a luxury and a necessity. This is going into the retirement portfolio so barring a stoploss being triggered I'll be interested to see how this pans out. (Usual apology to current holders - SP inevitable falls when I buy)

  2. #782
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    Welcome aboard mm. Settle back and enjoy your ~ 30 cents per share fully imputed dividend forthcoming in the near future.
    Hope you invested enough so dividends pay for all the fuel in your vehicle(s)...that's what I did and kind of sweet getting free petrol.

  3. #783
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    Quote Originally Posted by Beagle View Post
    Welcome aboard mm. Settle back and enjoy your ~ 30 cents per share fully imputed dividend forthcoming in the near future.
    Hope you invested enough so dividends pay for all the fuel in your vehicle(s)...that's what I did and kind of sweet getting free petrol.
    Ordinarily I try to put my gains back into the investment pot. Though sometimes I like to take the profits off the table and by something nice. Petrol, I'm afraid doesn't do it for me - so I think those returns will stay ready to be put somewhere else in the share market (bought enough to get free driving for quite a while if i want to look at it that way!)

  4. #784
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    Quote Originally Posted by Beagle View Post
    Welcome aboard mm. Settle back and enjoy your ~ 30 cents per share fully imputed dividend forthcoming in the near future.
    Hope you invested enough so dividends pay for all the fuel in your vehicle(s)...that's what I did and kind of sweet getting free petrol.
    30c would be nice , as z have stated in there op report div guidance has increased based on higher 3rd quarter earnings. total div guidance is between 38c - 47c which includes the 12.5c already paid.

    25.5c - 34.5cps is the range at the higher end would get the market excited i reckon and propel shares up to my target $7 which is the resistance

    http://nzx-prod-s7fsd7f98s.s3-websit...705/293954.pdf
    bull

  5. #785
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    Air NZ and Z working together to give air points members 6 cents a litre off fuel.

    https://www.stuff.co.nz/business/ind...rs-at-the-pump

  6. #786
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    Quote Originally Posted by minimoke View Post
    Air NZ and Z working together to give air points members 6 cents a litre off fuel.

    https://www.stuff.co.nz/business/ind...rs-at-the-pump
    Good news for AIR and Z I would have thought. I know there are a lot of other fuel loyalty / discount cards out there but from memory there are something like 2 million airpoints members and its N.Z's leading loyalty program so even if only a small percentage of these airpoints customers switch fuel brand allegiance the benefit to ZEL is clear.

    Be nice to see these two companies I own settle their differences over the fuel pipeline disruption too.

  7. #787
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    Quote Originally Posted by minimoke View Post
    Air NZ and Z working together to give air points members 6 cents a litre off fuel.

    https://www.stuff.co.nz/business/ind...rs-at-the-pump
    Yawn - just another useless discount program. Can't use up all these supermarket vouchers (between 6 and 20 cents off), stopped using my AA card (6 cents discount at BP), don't use my wife's "Challenge customer card (6 cents there) but go normally to the more reasonably priced petrol stations like e.g. MGL or NPD in Christchurch where the fuel is always at reasonable prices (no need for cards or vouchers) - typically 20 cents below the undiscounted "standard" price set by Z et all.

    I don't expect another "Me-too" discount system in a market over loaded with discount systems (which in reality are just to capture personal data) to provide advantages to their customers or to improve their business.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  8. #788
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    Quote Originally Posted by BlackPeter View Post
    Yawn - just another useless discount program. Can't use up all these supermarket vouchers (between 6 and 20 cents off), stopped using my AA card (6 cents discount at BP), don't use my wife's "Challenge customer card (6 cents there) but go normally to the more reasonably priced petrol stations like e.g. MGL or NPD in Christchurch where the fuel is always at reasonable prices (no need for cards or vouchers) - typically 20 cents below the undiscounted "standard" price set by Z et all.

    I don't expect another "Me-too" discount system in a market over loaded with discount systems (which in reality are just to capture personal data) to provide advantages to their customers or to improve their business.
    I agree with you BP ....just a big yawn eh
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  9. #789
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    Quote Originally Posted by BlackPeter View Post
    Yawn - just another useless discount program. Can't use up all these supermarket vouchers (between 6 and 20 cents off), stopped using my AA card (6 cents discount at BP), don't use my wife's "Challenge customer card (6 cents there) but go normally to the more reasonably priced petrol stations like e.g. MGL or NPD in Christchurch where the fuel is always at reasonable prices (no need for cards or vouchers) - typically 20 cents below the undiscounted "standard" price set by Z et all.

    I don't expect another "Me-too" discount system in a market over loaded with discount systems (which in reality are just to capture personal data) to provide advantages to their customers or to improve their business.
    There is nothing like that sort of difference in N.Z's biggest fuel market, Auckland. Gull is typically just a few cents cheaper.
    A small percentage will change and lots of little things can make a difference.

  10. #790
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    The 6 cents isnt the point. What it is doing is discouraging airpoint members from using an alternative fuel supplier and encouraging them into the Z door to buy higher margin stuff..
    I can currently (according to gaspy) get petrol at NPD for $2.18 or $2.21 at BP or Z

  11. #791
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    I use my Gold Card [thanks Winnie] at NPD and Challenge and get 15 cents off a litre.
    I sometimes take advantage of Sticky Club [Pak'nSave] promotions ,where I get 40 cents off a litre, if I spend $200 at Pak'nSave.

  12. #792
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    Quote Originally Posted by minimoke View Post
    The 6 cents isnt the point. What it is doing is discouraging airpoint members from using an alternative fuel supplier and encouraging them into the Z door to buy higher margin stuff..
    I can currently (according to gaspy) get petrol at NPD for $2.18 or $2.21 at BP or Z
    Don't know or use gaspy, but from my experience in the real world I have never seen a less than 16 cents difference between NPD Hornby and e.g. the BP station down the road. Normally it is more, but it well might be that other NPD stations have different (higher) prices. Anyway - MGL Hornby (though not advertised and no road signage) is typically still a handful of cents cheaper than NPD Hornby.

    I understand that the main purpose of these discount systems is - next to collecting data - to get customers to buy other high margin stuff.

    Can't speak for these customers, never bought food or similar while fuelling up a petrol station but given that every Tom, Dick and Harry is offering these days the same discounts can't I really see why customers want to jump on just another 6 cent system.
    ----
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  13. #793
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    Quote Originally Posted by Beagle View Post
    There is nothing like that sort of difference in N.Z's biggest fuel market, Auckland. Gull is typically just a few cents cheaper.
    A small percentage will change and lots of little things can make a difference.
    Christchurch (and other parts of the mainland) eagerly awaits Gull who are coming this year. Maybe our fuel will become as competitive as Auckland's. It's hard to imagine this being beneficial to Z. In the meantime, we do the same as BlackPeter and go to the self serve NPDs which are consistently cheaper without needing to faff about with extra cards.

  14. #794
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    Quote Originally Posted by BlackPeter View Post
    Don't know or use gaspy, but from my experience in the real world I have never seen a less than 16 cents difference between NPD Hornby and e.g. the BP station down the road. Normally it is more, but it well might be that other NPD stations have different (higher) prices. Anyway - MGL Hornby (though not advertised and no road signage) is typically still a handful of cents cheaper than NPD Hornby.

    I understand that the main purpose of these discount systems is - next to collecting data - to get customers to buy other high margin stuff.

    Can't speak for these customers, never bought food or similar while fuelling up a petrol station but given that every Tom, Dick and Harry is offering these days the same discounts can't I really see why customers want to jump on just another 6 cent system.
    I can't speak for the quality of fuel that some of the unmanned shops provide but Gull's 98 is not the same quality as BP or Mobil's 98 Octane. It contains about 10% enthonol.

    I think the point some of you guys might be missing is that (and I am not pretending for one minute Z's offer with airpoints is any more compelling than anyone else's) airpoints is N.Z's biggest loyalty scheme buy a country mile with IIRC, over 2 million members. People love free travel. Brand power. Location. Facilities. Service. (forecourt concierge) Think about it...most people fuel up at one of the closest fuel stations to their home and ZEL have a really good established network in good handy locations with good facilities. When travelling out of town most people want to clean their windscreen properly, have a coffee and maybe a snack, use the bathroom and maybe get icecreams for the kids and themselves.

    Not everyone is a tight ass and wants to use an unmanned station with zero facilities and is prepared to drive many kilometers out of their regular path to find one spending their time and money to save a few pathetic cents a liter.

  15. #795
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    The 6 cents doesnt excite me. I'm a person with zero loyalty cards (except airpoints) and care zero about the cost of fuel. I tend to run my tank dry and fill up at the closest station - I cant be bothered faffing around wasting time driving to some 6 cents off place.

    The news I posted doesn't excite me either. But I am pleased to see them negotiating something that will benefit some people and in some respects evens the playing field when it comes to loyalty / discount schemes. Much better them doing this little thing than sitting back and doing nothing - and they have more goodies in store coming up.

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