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08-04-2015, 08:38 PM
#141
"was a real shock late January / early February this year when apples were basically unavailable in Auckland for a couple of weeks. It really underscored to me how much I've come to love my favourite fruit and two weeks going without was bloody tough."
Hi Roger, not a "real shock" surely. It is a seasonal thing which happens every year. 
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09-04-2015, 08:56 AM
#142
 Originally Posted by airedale
"was a real shock late January / early February this year when apples were basically unavailable in Auckland for a couple of weeks. It really underscored to me how much I've come to love my favourite fruit and two weeks going without was bloody tough."
Hi Roger, not a "real shock" surely. It is a seasonal thing which happens every year.
No mate they normally cover the out of season period with imported apples which for some reason were unavailable for a couple of weeks.
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10-04-2015, 11:59 AM
#143
Ok who's taking profits after talking it up
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10-04-2015, 12:14 PM
#144
Originally Posted by Joshuatree
Ok who's taking profits after talking it up
Not me. I think it is probably those who bought at the ipo just wanting to break even.
No advice here. Just banter. DYOR
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10-04-2015, 08:06 PM
#145
Looks like Alan Williams from Agrihq has been on the phone to Andy Borland. Couple of articles from this weeks paper.
http://agrihq.co.nz/article/shanghai...oost-sales?p=7
http://agrihq.co.nz/article/scales-b...activities?p=7
No advice here. Just banter. DYOR
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10-04-2015, 09:41 PM
#146
Originally Posted by noodles
Thanks for the links.
Interesting articles.
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12-04-2015, 05:02 PM
#147
Last edited by Beagle; 12-04-2015 at 05:06 PM.
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16-04-2015, 11:26 PM
#148
Originally Posted by percy
First of all Joshuatree I hope you are well.
Remember an apple a day ........... !
The SCL annual report had some very interesting reading about land use in NZ;
pg 13 ,"Most of our land is set aside for agriculture production.""This land is used to generate more than $29 billion in Food and Beverage exports;representing 58% of all merchandise trade."
"But compared to our climate peers,our land is relatively unproductive.Small changes in productivity have scope to drive substantial increases in export revenues.
Scales.pg21.Orchard redevelopment and Apple Volumes;
"Over the past 7 years a SIGNIFCANT investment in orchard redevelopment has been made that,by 2018,is expected to result in Mr Apple growing and exporting a further 450,000+ TCEs of premium apples [or 43% increase on current premium volumes] WITHOUT any additional orchard investment.These varieties sold for prices that,on average,were 30% greater than traditional varieties in 2014."
Great stuff!!!!!
Disclosure.Thank you Noodles for bringing SCL and SEK to my attention.
percy, Are you really Chris Lee? Same as this post? Have I outed you?
http://www.chrislee.co.nz/index.php?...pril&year=2015
Chris Lee also likes HNZ. The evidence mounts.
Last edited by noodles; 17-04-2015 at 12:06 AM.
No advice here. Just banter. DYOR
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17-04-2015, 07:26 AM
#149
Originally Posted by noodles
Looks as though I have been outed,Great Uncle Percy Lee.!!!!! lol.
I am pleased he found the excellent annual report as I informative as I did.
The section on NZ land use was an eye opener to me.
As with any excellent report,it was written in simple language,well set out,gave a full clear picture of where the company is,and where they see their future.I find company's who state their clear,simple vision usually achieve their objectives.
I also have found Chris Lee's comments on Heartland very well thought out.He picked up on Heartland very early on.Well before any other broker.
Last edited by percy; 17-04-2015 at 07:43 AM.
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17-04-2015, 09:31 AM
#150
Scales report didn't have a Maori bit .... bad form
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