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  1. 18-12-2021, 08:26 PM #1621
    bobestm
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    What are people's thoughts on impact on STU due to the anticipated residential construction slowdown as a result of all the lending tightening?
    Is STU exposed to residential construction, if so by how much?
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  2. 19-12-2021, 08:32 AM #1622
    Muse
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    Quote Originally Posted by bobestm View Post
    What are people's thoughts on impact on STU due to the anticipated residential construction slowdown as a result of all the lending tightening?
    Is STU exposed to residential construction, if so by how much?
    According to recent pressos:
    * Residential construction: 21% sales in FY21 (june 21 financial year), up from 15% in FY20
    * Non residential construction: 26% FY21 / 24% FY20
    * Infrastructure: 14% FY21 / 13% FY20
    * Non food manufacturing: 19% fy21, 24% FY20
    * Food manufacturing: 12% FY21 / 14% FY20
    * Retail/wholesale: 8% FY21 10% FY20

    Or even more summarised:
    * 47% residential & commercial construction
    * 14% infrastructure
    * 31% manufacturing
    * 8% merchants / other.

    Some FY22 market outlook commentary from the November 2021 investor presentation
    * residential expected to flatten due to expected interest rate rises & supply/demand imbalanced slowing reducing w/ borders closed
    * commercial seeing positive uplift in consents & significant increase in tenders coming to the market
    * infrastructure continuing to build due to significant under investment
    * expanding manufacturing sector
    Last edited by Muse; 19-12-2021 at 08:42 AM. Reason: additional data
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  3. 20-12-2021, 03:04 PM #1623
    Shareguy
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    Here is one of the first posts on sharetrader in 2005 which highlights what this company sp used to be, at one stage.

    Quote Originally Posted by Lawso View Post
    Up 20c so far today to 520. STU doubtless coat-tailing FBU to some degree.

    After a break of five years I bought back into STU in September @ 452. Now showing a 29.2% gain + 15c final div.
    Last edited by Shareguy; 20-12-2021 at 03:16 PM.
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  4. 20-12-2021, 03:51 PM #1624
    winner69
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    Quote Originally Posted by Shareguy View Post
    Here is one of the first posts on sharetrader in 2005 which highlights what this company sp used to be, at one stage.
    Could say we are on the verge of breaking a 15 year sustained down trend

    I love being part of history
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    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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  5. 20-12-2021, 08:52 PM #1625
    Shareguy
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    Love that winner69. Yes we are on the verge of something great. We will be rewarded and that graph is going to go up up up. Let’s revisit this post in a year. Closed $1.47
    Last edited by Shareguy; 20-12-2021 at 08:54 PM.
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  6. 21-12-2021, 09:56 AM #1626
    Muse
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    Some interesting stuff STU are releasing on metal price trends - just skimmed it, but good engagement on base drivers, I thought
    https://steelandtube.co.nz/sites/def...%202021_v2.pdf
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  7. 24-12-2021, 11:46 AM #1627
    X-men
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    Sp should be at least $2 if compared with vulcan steel
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  8. 24-12-2021, 11:51 AM #1628
    Beagle
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    Quote Originally Posted by winner69 View Post
    Could say we are on the verge of breaking a 15 year sustained down trend

    I love being part of history
    Woohoo...better get some more !
    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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  9. 24-12-2021, 11:54 AM #1629
    X-men
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    I am leading a commercial project and our building materials are on waiting list til next year april....
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  10. 25-12-2021, 06:58 PM #1630
    X-men
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    https://www.nzherald.co.nz/nz/plan-p...VG22RCEIKZFMY/

    Roofing materials...3 months waiting list
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