ZEL - Z Energy.

[malreid]

Long haul or intercity that makes sense, but not in suburbia where 95% of service stations are located.

[Waltzing]

Well maybe the answer is the mixture running that Aston Martin. Wine and cheese anyone?

[Beagle]

Well maybe the answer is the mixture running that Aston Martin. Wine and cheese anyone?

https://www.trademe.co.nz/a/motors/c...6?bof=QSL2t9Ya

[winner69]

Petrol prices: 'Fuel has never been so expensive' and prices could rise higher

https://www.stuff.co.nz/business/126...ld-rise-higher


Fair Offer Price based on this ? Yeah Nah .. Nah

Do Z generally make better profits with high fuel costs?

Anybody know

[Muse]

Lots of water to flow under the bridge before you get your $3.78 and only 5 cents extra in dividend and 1.65 cents per month extra after 31 March 2022.
Some big arbitrage funds will buy that gain they think they are highly likely to get over the period to when the payout occurs, (assuming it does), and lots of others will take the money early and exit.

This sort of situation leads to very heavy depth on both sides and is completely normal and something we saw in the MET takeover situation in recent times. Nothing untoward going on here in my opinion. Holders can either take the money, run and buy some other opportunity or hold and gradually see the share price head slowly northwards as this deal slowly progresses.

Other possibilities exist but are most probably unlikely. 1. A higher offer from another party. 2. A withdraw of this offer for some reason. 3. This deal failing one of the conditions built into the agreement.

Agree. Its just a discount to reflect time and risk. Normal and appropriate.

[jg8512]

Do Z generally make better profits with high fuel costs?

Anybody know

Z know. They made quite a fuss in their presso to March 2021 saying they have "margin compression from sharp input cost increases... and margin expansion from sharp input cost decreases". Which is intuitive too. See slide 9 in https://portalvhds1fxb0jchzgjph.blob...20Presentation

[ananda77]

Hydrogen? More of a front runner. The business to invest in though is the one that gets the job of decommissioning and remediation of redundant fossil fuel infrastructure.

Biofuels will grow, but only for aviation and shipping until the electric and hydrogen alternatives become much more scalable.

Current EV's? who apart from some yuppies put up with the time wasting (no it's not a coffee brake, it's a forced stop because these fancy little jokes don't last the distance) - all the time...and do not tell the courier contractors and truckies they need to change to an EV...they are horrified at such a prospect.
No, the future fuel of convenience is hydrogen and to fill up, service stations, as we know them now will still be needed.

[Waltzing]

Ah now we know what MR B new car is going to be from his many profitable investments.

[Arthur]

Current EV's? who apart from some yuppies put up with the time wasting (no it's not a coffee brake, it's a forced stop because these fancy little jokes don't last the distance) - all the time...and do not tell the courier contractors and truckies they need to change to an EV...they are horrified at such a prospect.
No, the future fuel of convenience is hydrogen and to fill up, service stations, as we know them now will still be needed.

Commuting 800 km through the snow each day towing a 10 metre yacht is such fun in an EV. The 90% of EV owners that start each day with a full charge don't know what they are missing.

[Beagle]

LOL...lockdown has been bad for coming up with all sorts of idea's...my trade me watchlist is full of them. I'm worse than a spoilt kid in a candy shop with too much pocket money

Aston Martins are awesome but attract all sorts of attention and some of it isn't good.
Its a really bad look from an ESG perspective rocking up in one of those when 90%+ of other people are really hurting in this Covid pandemic.
Where do you park it that's safe ? Pretty tempting target for seriously disaffected people to vandalize the car.