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17-09-2018, 04:34 PM
#901
Originally Posted by whatsup
So did we defeat the snouts in the trough motion ?
I bet we didnt - (havent heard yet)
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17-09-2018, 04:36 PM
#902
Originally Posted by minimoke
And another bit
Current year performance targets set –
EBITDA US$71 million
Seedling units sales > 10%1 higher y-o-y
Progress to date – in largest (US market) already ~ 85% sold-out
And looking ahead
The ‘tree machine’ platform has been built
Advanced genetics product portfolio is in place
Regulatory approval is not required
Pipeline of new products continued to be built ex annual R&D spend
Conversion to higher-value genetics in the US is now taking hold
US macro conditions are favourable
NZ government approach to planting is bearing fruit
ArborGen NZ has signed a 12 million seedling contract with Crown forestry
Established a foothold in Brazil – future growth engine
The hard work has been done
Now entering the ‘harvest phase’
And the following bit from CEO's sppech...
"So, for example, in February we announced ArborGen was the successful candidate in a proposal with the South Carolina Forestry Commission to exclusively lease, modernise, and operate the Taylor nursery. This represents a strong 10-year partnership, in relation to a 30 million per annum seedling nursery, located in a high-demand geography.
And we are currently also well-advanced with another opportunity, which if all goes well, we hope to announce to the market in the next quarter. "
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17-09-2018, 04:42 PM
#903
Long Member
never stood a chance of defeating it, some interesting points in the NBR article from friday
https://www.nbr.co.nz/analysis/rubicon-and-gift-takes
whilst I don't agree with the director shares, the point about it being common place for attracting US board members/talent does make sense. However the 3 year escrow terms and likely aligned voting does raise some eyebrows.
Thanks Minimoke for the summary, much appreciated!
Last edited by Well Endowed; 17-09-2018 at 04:46 PM.
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17-09-2018, 05:02 PM
#904
Originally Posted by sb9
And the following bit from CEO's sppech...
"So, for example, in February we announced ArborGen was the successful candidate in a proposal with the South Carolina Forestry Commission to exclusively lease, modernise, and operate the Taylor nursery. This represents a strong 10-year partnership, in relation to a 30 million per annum seedling nursery, located in a high-demand geography.
And we are currently also well-advanced with another opportunity, which if all goes well, we hope to announce to the market in the next quarter. "
So if this " deal " was/is so good , why wasn't there movement at the station ?
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17-09-2018, 05:04 PM
#905
Originally Posted by whatsup
So if this " deal " was/is so good , why wasn't there movement at the station ?
Its not what you, me or company thinks about its value, Mr Market determines its price in the end.
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17-09-2018, 05:05 PM
#906
Nothing like ending the day with the market up 1.5 cents or 5.8%
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17-09-2018, 05:11 PM
#907
Originally Posted by sb9
Its not what you, me or company thinks about its value, Mr Market determines its price in the end.
Maybe 12 million seedlings relative to 350/400 million total sales non event
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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17-09-2018, 05:15 PM
#908
Originally Posted by minimoke
Nothing like ending the day with the market up 1.5 cents or 5.8%
Still 9% off its 12 months high, I know we are a rebirth company and this deal was always going to go through but I would have thought that there would have been more interest/action today, tomorrow well that is another story.....
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17-09-2018, 05:15 PM
#909
Originally Posted by winner69
Maybe 12 million seedlings relative to 350/400 million total sales non event
Probably is...but you need to look at bigger picture and ensuing opportunities thereafter.
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17-09-2018, 06:07 PM
#910
97% of votes favored the trough
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