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Thread: GTK - Gentrack

  1. #351
    Speedy Az winner69's Avatar
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    Craig’s after a ‘star analyst’ to join their team
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  2. #352
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    Quote Originally Posted by winner69 View Post
    Good headline in April this year NZ Herald

    Craigs Investment: sell Summerset, buy Gentrack and Scales
    I wonder if Fiona Oliver, a new director sinds February 2019 on GTK board is a director to avoid. Previously she was a Wynyard director and we all know how that ended.
    She also is on the TLT board, that company seem to be doing fine.
    Has anybody got a view on her? Please share.

  3. #353
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    Quote Originally Posted by forest View Post
    I wonder if Fiona Oliver, a new director sinds February 2019 on GTK board is a director to avoid. Previously she was a Wynyard director and we all know how that ended.
    She also is on the TLT board, that company seem to be doing fine.
    Has anybody got a view on her? Please share.
    Could be Fiona is one of these ‘unlucky’ directors

    Might need to find what her star sign is.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  4. #354
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    We have doubled our holding today at 2.70. We see potential upside far above potential downside now and a good buy.

  5. #355
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    So you bought at $4.55, $3.70 and now $2.70. averaging down($3.63 av cost) is a higher risk strategy and what, at least 3 downgrades? Contrarian buy can work, s/p can overshoot both ways.Good luck.
    Last edited by Joshuatree; 16-01-2020 at 04:51 PM.

  6. #356
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    Cool

    Quote Originally Posted by Joshuatree View Post
    So you bought at $4.55, $3.70 and now $2.70. averaging down($3.63 av cost) is a higher risk strategy and what, at least 3 downgrades? Contrarian buy can work, s/p can overshoot both ways.Good luck.

    Correct, now time will demonstrate if it was foolish blindness or opportunity which form the outcome. It is an exciting time to own Gentrack.

  7. #357
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    Quote Originally Posted by visionary View Post
    We have doubled our holding today at 2.70. We see potential upside far above potential downside now and a good buy.
    This you visionary?

    http://nzx-prod-s7fsd7f98s.s3-websit...200/315345.pdf
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  8. #358
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    You beat me to it winner although I think this swann hill brought at a price a little too high wonder what he's thinking now

  9. #359
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    I take that back. Looks like he brought in at around 2.96

  10. #360
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    Quote Originally Posted by visionary View Post
    Correct, now time will demonstrate if it was foolish blindness or opportunity which form the outcome. It is an exciting time to own Gentrack.
    Could you share what reasons visionary ;youve done some digging there, what do you see ahead?Thanks in advance. JT

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