ZEL - Z Energy.

[Beagle]

code for... increased transparency going forward which usually leads to lower margins doesn't it ?
For example having to put the premium grade fuel on the price board will shine the spotlight on how margins for 95 and 98 Octane have been creeping up significantly in recent years, one of the ComCom's points of significant criticism.

[peat]

i seriously wonder if not only the rise of Gull and Waikato but also the Gaspy app is creating pressure on petrol suppliers who are pushing the envelope in terms of margins, and thus helping to condense those margins.
It is now so much easier to compare all types of the different fuel prices at different stations.

[percy]

i seriously wonder if not only the rise of Gull and Waikato but also the Gaspy app is creating pressure on petrol suppliers who are pushing the envelope in terms of margins, and thus helping to condense those margins.
It is now so much easier to compare all types of the different fuel prices at different stations.

Not just petrol,but all goods and services we use or want.

[cyclist]

i seriously wonder if not only the rise of Gull and Waikato but also the Gaspy app is creating pressure on petrol suppliers who are pushing the envelope in terms of margins, and thus helping to condense those margins.
It is now so much easier to compare all types of the different fuel prices at different stations.

Indeed. And when travelling around the country, with Gaspy its even possible to compare between towns along your route and optimise where you fill up on that basis too. (e.g. travelling to Wellington, make sure you have enough in the tank to get back to Levin for example).

[Lego_Man]

i seriously wonder if not only the rise of Gull and Waikato but also the Gaspy app is creating pressure on petrol suppliers who are pushing the envelope in terms of margins, and thus helping to condense those margins.
It is now so much easier to compare all types of the different fuel prices at different stations.

Weird name. Always the ambiguity as to whether it is pronounced Gas-py or Gasp-y. Mind you, i suppose it gets people gasping at the price differentials between stations.

[sb9]

Just landed an email in my inbox stating BP has removed minimum spend ($40) to avail regular or any special discount under AA Smartfuel scheme.

[sb9]

Weird name. Always the ambiguity as to whether it is pronounced Gas-py or Gasp-y. Mind you, i suppose it gets people gasping at the price differentials between stations.

I think it is pronounced as Gas-spy, however with letter 's' being used only once in their app naming.

[Beagle]

Just landed an email in my inbox stating BP has removed minimum spend ($40) to avail regular or any special discount under AA Smartfuel scheme.

Still need to spend $40 minimum to accumulate discount rewards, no minimum to redeem them. A very, very small extra bit of pressure on other competitors, nonetheless.
Agree that Gaspy (or however you spell it) is placing more pressure on margins and the minnows are nibbling away at market share.
ZEL talk a bit about the long term prognosis for EV's to eat into fuel volume in their submission on the fuel price enquiry today...not something you read about in their other presentations to shareholders...Hmmmm

[winner69]

ZEL talk a bit about the long term prognosis for EV's to eat into fuel volume in their submission on the fuel price enquiry today...not something you read about in their other presentations to shareholders...Hmmmm

hmmm indeed .....Z presentations give themselves the warm fuzzies (which are passed onto shareholders) but reality is another thing

A few other popular companies do this as well .....suppose thats how the world works these days ....but not that hard to separate out the reality from the dreams

[Beagle]

Yeap, these days you need good FA, TA and for many companies DA (Deciphering analysis) of their creative corporate speak.
Reality is starting to bite for ZEL shareholders now. Despite an aggressive rebuttal of certain aspects of the Govt's fuel study analysis and extensive submissions today on same and yet another analysts briefing to explain all this, the market keeps on marking this one down for the third day running now.

Risky time to be a ZEL shareholder. Next step in clarifying all this is probably the half year result (reported last year 1 November).
Disc: Intending to stay on the sidelines until at least 1 November 2019.