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21-10-2019, 08:58 AM
#3391
Love this bit “...we consider that the business is performing well on a comparative basis.” (To other market players in the US)
So the whole market is stuffed ....so thl not too bad after all.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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21-10-2019, 09:03 AM
#3392
Originally Posted by winner69
Love this bit “...we consider that the business is performing well on a comparative basis.” (To other market players in the US)
So the whole market is stuffed ....so thl not too bad after all.
Lost count myself of how many NZ companies have gone to the US and lost big money.
Why do they continue to throw good money after bad into that most competitive of markets?
Ego at shareholders' expense?
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21-10-2019, 09:05 AM
#3393
Originally Posted by winner69
No mention of Togo and the tech side ...thought they could have added some good stuff about that to keep punters excited about the bright future the way business is done
But at the end of the day suppose it’s the bottom line that counts...like real money
The whole foray into the US market is looking like a slow motion train wreck. Never mind, just keep borrowing even more to pay out dividends and throw it into more tech apps well. That's got to appeal to both tech heads and dividends hounds so must support the share price regardless of results, right ? Heck, why not go all out and float it on the NASDAQ.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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21-10-2019, 09:11 AM
#3394
Originally Posted by Beagle
The whole foray into the US market is looking like a slow motion train wreck. Never mind, just keep borrowing even more to pay out dividends and throw it into more tech apps well. That's got to appeal to both tech heads and dividends hounds so must support the share price regardless of results, right ? Heck, why not go all out and float it on the NASDAQ.
Suppose all the “punters” who through $80m into the pot are still happy.
Time for Chair to go I reckon ...a year ago he was talking about vitality
Last edited by winner69; 21-10-2019 at 09:46 AM.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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21-10-2019, 09:20 AM
#3395
Originally Posted by winner69
Suppose all the “punters” who through $80m into the pot are still happy.
Time for Chair to go I reckon ...a year ago he was talking about agility
And not so long ago he was close to being Sharetrader's favourite!
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21-10-2019, 09:21 AM
#3396
Too much on Rob Campbell's plate, by miles, even for a workaholic. He's too old to maintain the pace he once did. He needs to have a nice long chat with that charming Dr Marie Bismark on the SUM board, (she's a bit snooty and doesn't hang around to talk to the shareholders after meetings though), and she needs to talk some common sense into him about a more balanced and appropriate lifestyle for his age. I agree, time for him to step aside and for some fresh idea's. Can't help wondering if his halo doesn't work in America...out of his depth over there ?
Last edited by Beagle; 21-10-2019 at 09:24 AM.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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21-10-2019, 09:42 AM
#3397
Rob will hate turning up to an AGM going over a ****ty years performance and saying the current year is even ****tier.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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21-10-2019, 09:50 AM
#3398
Originally Posted by winner69
Rob will hate turning up to an AGM going over a ****ty years performance and saying the current year is even ****tier.
Isn't this (FY2020) the year where they promised still in 2017 to achieve a $50m NPAT?
Must have been one of these aspirational goals anyway ... but probably useful to lure more money out of shareholders pockets.
Maybe just the time for some alternative facts ...
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
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21-10-2019, 09:50 AM
#3399
Last years ASM Rob told about how he had read about a Boston Consulting study that mentioned this ‘vitality’ thing and quoted F Scott Fitzgerald “vitality shows not only in the ability to persist but the ability to start over” and concluded that captures what thl are trying to do
Wonder what he’s been reading lately.
”When investors are euphoric, they are incapable of recognising euphoria itself “
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21-10-2019, 09:55 AM
#3400
Have thl ever come up with a revised $50m profit in FY20 target ...mentioned they would
Looks like FY20 going to be less than $25m .....hmm
”When investors are euphoric, they are incapable of recognising euphoria itself “
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