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Thread: ZEL - Z Energy.

  1. #731
    ShareTrader Legend Beagle's Avatar
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    https://www.marketscreener.com/Z-ENE...98/financials/

    Thanks for posting bull, that's good news.

    Average analyst expectations for dividends are
    FY19 38.7
    FY20 51.0
    FY21 56.3
    Craigs expectation of 40 cps for FY19 is slightly above the average analyst (and suggests a final divvy of 27.5 cps fully imputed) and its great to hear they are expecting an operational update from ZEL in the next couple of weeks.
    Last edited by Beagle; 18-01-2019 at 08:51 AM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  2. #732
    ShareTrader Legend bull....'s Avatar
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    Quote Originally Posted by Beagle View Post
    https://www.marketscreener.com/Z-ENE...98/financials/

    Thanks for posting bull, that's good news.

    Average analyst expectations for dividends are
    FY19 38.7
    FY20 51.0
    FY21 56.3
    Craigs expectation of 40 cps for FY19 is slightly above the average analyst (and suggests a final divvy of 27.5 cps fully imputed) and its great to hear they are expecting an operational update from ZEL in the next couple of weeks.

    if there operational update shows those one offs negatives last time were just 1 offs then i expect a material re - rate upwards of the share price
    one step ahead of the herd

  3. #733
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    I'm not complaining but the 24% increase in divi from '19 to '20 seems excessive. That said anything more than a year ahead's a usually something of a guess rather than writ in stone.

  4. #734
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by BlackCross View Post
    I'm not complaining but the 24% increase in divi from '19 to '20 seems excessive. That said anything more than a year ahead's a usually something of a guess rather than writ in stone.
    They had a significant number of one-off's affecting the first half FY19 dividend payout late last year. If you took out the effect of those items that affected that dividend the increase in forecast dividend from FY19 to FY20 would be far more modest.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  5. #735
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    At the presentation i went to latter last year they est $20 million this year i think, in synergy savings from the chevron acquisition. Cant find the post to verify it its on sharetrader somewhere.

  6. #736
    ShareTrader Legend Beagle's Avatar
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    Share price continues to recover okay for what some people think is a consumer "discretionary" company. Anecdotally, Z station at Waiuku yesterday was absolutely flat out mid morning with people buying fuel and all sorts of things. Challenge up the road which offers very poor facilities had nobody there.
    Maybe people want all the facilities of a full service fuel retailer or does Z and its sub brand Caltex simply have all the really good sites already tied up ?
    Last edited by Beagle; 21-01-2019 at 10:02 AM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  7. #737
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    Anyone know if z's margins are higher on diesel or are the same as petrol??

  8. #738
    Speedy Az winner69's Avatar
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    Wow and wow .....stunning news ...$6.80 here we come

    Things going well ....profit upgrade .....divie might be 47 cents

    And my guess next year will be even better

    http://nzx-prod-s7fsd7f98s.s3-websit...705/293954.pdf
    Last edited by winner69; 23-01-2019 at 07:45 AM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #739
    Speedy Az winner69's Avatar
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    Health and safety performance not too good ....big increase in Lost Time Injuries not good (9 for the month not good)

    But heck as long as they making zillions shareholders shouldn’t be worried about a few injured staff eh
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  10. #740
    ShareTrader Legend bull....'s Avatar
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    Quote Originally Posted by winner69 View Post
    Wow and wow .....stunning news ...$6.80 here we come

    Things going well ....profit upgrade .....divie might be 47 cents

    And my guess next year will be even better

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

    think there guidance is 38c to 47c thats a big range of possible outcomes suggests to me they are not confidant enough to forecast confidently probably not surprising due to volatilty in the oil price
    one step ahead of the herd

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