-
02-05-2023, 12:16 PM
#2341
Originally Posted by kiora
They may need to build another warehouse to store their growing inventory?
Maybe with the poor harvest this year, down >50% for other bee keepers I have heard they can lower their inventory?
Not a good sign if they can't.
they reduced inventory c $13m over the last 6 months
-
02-05-2023, 12:32 PM
#2342
David must be getting frustrated with no takeover offers yet
Have to try harder David
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
-
02-05-2023, 07:30 PM
#2343
This is going nowhere over last 3 years or so, had few pump ups here and there but basically stuck in and around 3s.
-
03-05-2023, 10:53 AM
#2344
Member
It is unfair to piss them off any longer.
Last edited by william67; 03-05-2023 at 11:13 AM.
-
02-06-2023, 05:59 PM
#2345
Originally Posted by Balance
https://www.farmersweekly.co.nz/mark...gs-beekeepers/
"But in a classic boom and bust tale, there's also an oversupply of the once-rare mānuka honey, and beekeepers are struggling to cover soaring production costs as exports soften and prices plunge for all but the very best product.
"There might be only a couple of tons of that in all of New Zealand," he said. "The real story is about the hundreds of tons of almost-as-good stuff. Those guys aren't getting anything like those numbers."
Was surprised to see 1kg UMF10+ Egmont honey on special at $29.95 ($59.95 less rebate $30) at Costco today. Same product was selling in April at $59.95 which was already a heavily discounted price at the time.
Looks to me like the industry has serious over-supply issues with lower grades manuka honey to get rid of!
-
27-06-2023, 08:47 AM
#2346
Wow ..record sales at 618 festival …….wonder how many $s this is
Lost count of how many records Comvita have broken over the years
None the less David loves a good rave …i’ m proud of him
http://nzx-prod-s7fsd7f98s.s3-websit...697/397204.pdf
Last edited by winner69; 27-06-2023 at 08:53 AM.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
-
27-06-2023, 08:54 AM
#2347
Originally Posted by winner69
SP in an unbroken downtrend since March. So, yes, he might deserve a certificate for "best improver", and yes, its nice he hasn't downgraded the outlook - but is this sufficient to make shareholders happy?
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
-
27-06-2023, 08:59 AM
#2348
Originally Posted by BlackPeter
SP in an unbroken downtrend since March. So, yes, he might deserve a certificate for "best improver", and yes, its nice he hasn't downgraded the outlook - but is this sufficient to make shareholders happy?
Double digit ebitda growth for F23 pretty good
Probably record revenues and record margins and record ebitda on cards
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
-
27-06-2023, 09:39 AM
#2349
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
-
03-07-2023, 08:38 AM
#2350
Member
https://www.nzx.com/announcements/414078
Pitched as a multi-million dollar deal..............no specifics on this and not deemed to be price sensitive. PR spin?
Tags for this Thread
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks