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  1. #31
    Speedy Az winner69's Avatar
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    Quote Originally Posted by macduffy View Post
    I see that Brian Gaynor expects Metro to be included in the NZX 50 "which means most fund managers will have to buy the shares."
    That's good ... and good for the shareprice

  2. #32
    Speedy Az winner69's Avatar
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    Forbar in raptures over Metro

    OUTPERFORM they sale

    Geez James is enthusiastic
    http://www.radionz.co.nz/audio/player/20149022

    Just imagine how much glass needed to get 92% of NZ houses retrofitted to double glazing. Wow

    Shareprice relatively strong post IPO as well

  3. #33
    ShareTrader Legend Beagle's Avatar
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    We've looked into double glazing our 320 square metre Auckland home which has lots of floor to ceiling glass. Inadequate return on capital employed...it wasn't even remotely close in terms of cost benefit analysis, (Ditto solar power).
    Heat pump(s) and good thermal curtains are cost effective and cosy. 14.3 times earnings reflects the short term boom in the Chch rebuild, longer term, not so bright. FBU is considerably over valued in my opinion and as a cylical company wouldn't make it on to my investment radar at anything like current PE multiples. Implying a semi cyclical company is cheap because another is expensive is like saying an ice-cream at $5 at the movies is cheap because a big tub of popcorn is $10. Looks like it's my turn today to hand out reality checks.

  4. #34
    Speedy Az winner69's Avatar
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    Close at $2.00 on Friday

    Been pretty solid if not spectacular since IPO three months ago

    Building outlook pretty rosy for the next few years .....and don't forget all those retrofits coming up.

    Every time I hear nick go on about another 300 houses here and another 250 here from these Accords I just multiple that by 20 to get the number of new windows for Metro
    Last edited by winner69; 26-10-2014 at 07:20 PM.

  5. #35
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by winner69 View Post
    Close at $2.00 on Friday

    Been pretty solid if not spectacular since IPO three months ago

    Building outlook pretty rosy for the next few years .....and don't forget all those retrofits coming up.

    Every time I hear nick go on about another 300 houses here and another 250 here from these Accords I just multiple that by 20 to get the number of new windows for Metro
    Well done mate.

  6. #36
    Speedy Az winner69's Avatar
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    First profit report since IPO and within prospectus numbers

    Commentary a bit bearish. Sales down because of industry constraints and challenges ahead. Market not expected to peak as high as they first thought but growth will last for longer.

    Market not all that excited and down to IPO price.

    Think their place in life is steady as she goes and a solid but in exciting performer.

  7. #37
    percy
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    Quote Originally Posted by winner69 View Post
    First profit report since IPO and within prospectus numbers

    Commentary a bit bearish. Sales down because of industry constraints and challenges ahead. Market not expected to peak as high as they first thought but growth will last for longer.

    Market not all that excited and down to IPO price.

    Think their place in life is steady as she goes and a solid but in exciting performer.
    And to think I thought you only invested in out performers?
    Industry constraints.
    Challenges ahead.
    Commentary "a bit" bearish.
    I think the market is correct.

  8. #38
    Speedy Az winner69's Avatar
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    Quote Originally Posted by percy View Post
    And to think I thought you only invested in out performers?
    Industry constraints.
    Challenges ahead.
    Commentary "a bit" bearish.
    I think the market is correct.
    Now stop being cheeky, i might get offended.

    Gave up on Metro a while ago when the market thought 2 bucks was enough
    Last edited by winner69; 27-05-2015 at 06:48 PM.

  9. #39
    percy
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    Quote Originally Posted by winner69 View Post
    Now stop being cheeky, i might get offended.

    Gave up on Metro a while ago when the market thought 2 bucks was enough
    My faith in you is restored!!!!

  10. #40
    Speedy Az winner69's Avatar
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    Quote Originally Posted by percy View Post
    My faith in you is restored!!!!
    Was going to add to your reputation but apparently I have to spread it around. You haven't had many green things lately

    So bad luck

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