Jump to content

datum

Member
  • Posts

    760
  • Joined

  • Last visited

Everything posted by datum

  1. datum

    CRICKET

    Agree with u willial(esp symonds) terrible result for cricket itself. I am australian & want us to do well,but this was rubbish Andrew Symonds should have be out for 40 odd in the 1st innings & went on to make 162. India should have won this match, they have been ripped off big time. i dont think India will even try in the third test, why bother. We need a competitive test series. The 5-0 ashes win was a terrible result for cricket as well.
  2. datum

    RSP

    Rsp's valuation is out. $3.56 to $4.09 with a recommended value of $3.82. whats interesting is that on the 2nd page (in large lettering) they have said..... Xstrata should pay more This implies that they are more than willing to sell RSP. Normally you would expect management to try & hold on to their jobs & convince shareholders what a great company RSP will be in 2 to 5 years time. RSP will be sold. Probably for around $3.50
  3. datum

    CNP

    that announcement is the best piece of corporate double speak i have ever seen. pretending to say something when actually saying nothing
  4. arttse Why did the Geostar deal collapse.?????? They announced this alliance in a mkt sensitive document on 4/7/2006. but i cant find any reference to the withdrawal of the deal. It might be buried at the back of an annual report somewhere. for ESI as a company, its still a red or black stock to me. (as on the roulette wheel) you will win big or lose big. it is basically impossible to research this company or its competitors in any meaningful way. There are probably dozens of companies around the world researching/developing new clean coal methods. Regardless of how hard you look, you will never know the true answer. The ASX bourse is littered with the dead , dying & rotting corpses of good ideas. ERG , Chemeq (CMQ), Metal Storm(MST) are a few recent examples of this. I dont no if ESI will succeed. Its has now been almost 2 years since ESI relisted & acquired this new technology, 10/02/2006 Enters Agreement to Acquire Asia Pacific Coal and Steel P/L If this technology is a world beater you would think they would MOU"s with half the world"s coal fired power station owners by now. I would not expect contracts , of course; but MOU"s for customers to say we are interested in your product. Having said all that, ESI is probably worth a punt, i dont expect them to have a monopoly with Coldry , but they should get customers. But i think they will be just a small player in this industry competing with a lot of other players. On the current low mkt cap , the downside risk should be limited.
  5. datum

    AKR

    FCPB Investments Limited (FCP)
  6. datum

    BXP

    geenmeister, i was a long term holder of BXP, for well over two years. & have been a contributor to this thread for a similar amount of time. I no longer hold BXP , but monitoring developments. but, dont take any notice of what i post, anything i have to say is absolute rubbish. I have been wrong about everything in the past two years, so i will probably continue to be wrong in regards to the fortunes or misfortunes of BXP
  7. datum

    AKR

    just read thru the last 4 months of posts on OCO, not a lot of happy punters who are long term holders of OCO. FCP is basically using OCO as a shell company to house their assets & ambitions. Initially i found it strange they did not find just an 'empty" shell company that had no assets & no future & just take it over. The original merger offer released on the 21/06/07 states that FCP will provide additional funding for BilltoBill, so FCP must see value in OCO"s current activites & probably can expand on OCO"s customer base quite rapidly, espically with the large plans they have. i would stick with OCO/FCP if you still hold shares, even if you have been screwed over. Their high ambitions in China might result in a great future. Whats happen to minor shareholders in OCO is just showing us the stock-market wasnt created for the benefit of punters like you or I, its sole purpose is to further enrich the already enriched.
  8. Fat Prophets newsletter has been tipping this stock for the best part of 12 months. Very favorable broker reports (by them)listed on the Rusina website. the Herald Sun newspaper(sundays edition) has a "battle of the tipsters" in the finance section. one of the these tipsters is Gavin Wendt, resources analyst of Fat prophets. He sold out of his Rusina shares in that competition. I dont no if this is a trading decision or a decision from Fat Prophets itself. The competition is only paper trading with a $2000 bet on each of 5 stocks. I dont subscribe to Fat Prophets, but would be interested to know if they have bailed out of RML. I hold a small position in RML
  9. datum

    CNP

    In reply to: albion on Monday 17/12/07 02:34pm the tasteofmoney post is 2 years old...........on Friday 16/12/05
  10. datum

    CNP

    very ugly. this companies yearly s.p. high reflected a market cap of $8.5 billion. now its a $1.5 billion company. So much for safe property trusts. I wouldn't like to have any CFD long positions, you would have been wiped out.
  11. datum

    BXP

    its now been two weeks since the AGM. i have been monitoring www.billexpressltd.com & www.brr.com (boardroomradio) & they have not posted an AGM webcast of the event as they have done in previous years. They did release a presentation on the 3/12/2007, but their was no new info in that. so, it looks like we wont be getting a webcast this year. Which means the 50 shareholders who attended the AGM are fully informed, but the other 10,000 shareholders who did not attend are left in the dark. billpay has signed up a few more customers recently. Billpay might sort of sneak up up on us unexpectedly. By that i mean the $2 bill worth of annual bills being processed could easily jump up to $4 bill to $5 bill annually once a large portion of the general public are aware of it. I might time my re-entry back into BXP , maybe mid next year. I was going to wait 2 years, but things might kick on next year. Bopo is still my main concern though.
  12. vendors selling at the top of the cycle is always a good thing. Good for the vendors , that is. 251 million shares, fully diluted gives a mkt cap of $627 million(@ $2.50 share price) forecasting pro forma NPAT of $32.5 mill for the year ending dec 31st 2007. So , a P.E. of 19. They have had a 40% compound growth rate over the last 3 years, thanks to the bull market. At a P.E. of 19 , i think the short term downside risk(I.E. the next 12 months) is very small if you buy this stock. The bull mkt (especially in resources) looks set to continue. So BFG should continue to grow their NPAT, whether they maintain 40% a year compound growth for an extended period of time is highly doubtful. But this is certainly worth a bit of money, this stock. Companies like Seek (SEK) & Wotif (WTF) or Csl (CSL) get ascribed high p.e. multiples for the growth factor applyed to their business(s). BFG might be treated with similar multiples.
  13. datum

    RSP

    i agree that RSP deserves a premium for 2010 production.(expecting 8 mill/tpa) my earlier posts on this shows i value RSP at $5.00 per share in two years time. the problem is intso"s (and shareholders alike) have a take the money & run attitude. A large number of shareholders might be happy with a 100% short term gain. We also have execution & production issues involved with underground longwall mining that might put off any one planning a long term hold of RSP scrip. I will have to disagree with your scrip based bid comments. if NHC raise their scrip bid price, & the market doesnt like it, The NHC share price will be slaughtered , thus wiping out any theoretical offer price. Thats the risk NHC take. 100% cash has no restrictions or risks. Everybody know's what cash is. excellent comments, from you though, street talk. good arguments is what SS is all about
  14. datum

    RSP

    Xstrata Coal"s $2.85 cash bid. NHC has no chance of matching that bid, being scrip based. the market is expecting a higher bid having pushed it up to $3.05 as i type. i would not expect a higher bid or counter bid at this stage. Where RSP is placed at the moment, RSP is fully priced. In 2 years time , though it would be a different story.
  15. datum

    RSP

    a bit of a jump today. $2.90 is exactly the target price some brokers have for RSP. ABN Amro brokers have just taken a 5% stake. always entertaining these t/o plays, might be another bidder in the wings ready to have a crack.
  16. datum

    AED

    the market is quite a harsh taskmaster. It's a bit like mother nature, now & again it needs to show u who is boss. Very difficult to forecast what will be the end result. That oilers for you.
  17. datum

    BXP

    i wasnt meaning to compare that article to bopo. In BXp"s annual reports they have a vision of a cashless society that they want to be a part of. the costs & competition involved might be against them. Thats why i have been critical of this over the last 18 months. BXP"s only hope would be an alliance with a smaller bank to enter into that new area of the market. Now that i have sold out of BXP, the s.p. is sure to rocket upwards.
  18. datum

    RSP

    continual delays with longwall change over, & acts of god with a bit of flooding. bookbuild price of $2.30 shows the new issue was keenly sought after. 3 million tonne allocation for CY2008 is quite good. I was expecting a lot less from newcastle port. Still have a 2 year hold/outlook on this stock.
  19. datum

    NFL

    yes youre right, i have got it the wrong way round. It is one or two large sellers , resulting in a lot of small buyers absorbing that order. So, one large seller dumped $100,000 worth of stock.
  20. datum

    NFL

    the 665000 shares traded at 12.32pm was made up of 29 parcels. so it is the retail/mug punters selling out & one large buyer scooping up the lot. The average price seems to be about 16 cents for the shares , which is $106400. This is a large buy for a basket case like NFL. QUOTE There may well have been 100+ people buying shares today, but not too many selling them. I think you mean 100+ sellers , but a small amount of buyers snapping them up. I dont own NFL, i dont see any upside , the market has no guidance for the refined Gylcerine profits. But that large buyer might be a sign towards a better future for NFL.
  21. datum

    BXP

    geen, i am no longer in BXP, i sold out after 2 1/2 painful years. ------------------------------------------------------------------- just lifted this article off the NAB site. BXP"s vision of a cashless society is 100% correct. The only problem is, i dont expect BXP to be a part of it. Telstra, NAB and VISA to develop an Australian First Telstra, NAB and Visa intend to develop Australia's first trial allowing customers to pay for goods and services with a wave of their mobile phone. The trial will see a select number of Telstra and NAB customers supplied with a smart mobile phone specifically enabled to allow them to pay for goods or services with Visa. The phone will be embedded with contactless near field communications (NFC) technology, with the SIM card loaded with a NAB Visa card application. NAB customers would then be able to make a payment simply by waving their Telstra mobile phone over a merchant's contactless reader. Making a Visa payWave contactless payment with a Telstra mobile phone is the first of many potential applications of the new NFC technology. Telstra Group Managing Director Enterprise and Government, David Thodey, said Telstra contactless enabled mobile phones may, in the future, also be used to hold loyalty, membership cards, marketing offers, public transport tickets and building access security cards. "Instead of having a wallet or purse full of plastic cards, you could soon have them all supported on a single Telstra mobile phone, providing enhanced security and convenience," Mr. Thodey said. NAB Executive General Manager Retail Banking, Andrew Thorburn, said the trial was an exciting step for banking in Australia and that NAB was pleased to be working with Telstra and Visa. "In the not too distant future we envisage NAB customers being able to walk into a shop, give their mobile a quick wave over a reader and simply walk out with their purchases," Mr. Thorburn said. "This is cutting edge technology that is being tested by leading banks and telcos around the world. Our trial will include mobile phones as well as contactless Visa cards, and will keep our customers at the forefront of easy and secure banking technology." "As one of Australia's largest suppliers of EFTPOS terminals for merchants we are also excited about the benefits of Visa payWave contactless transactions for our business customers. This could not only mean less cash handling, but also faster service times and less queuing at the check-out." Visa International Executive Vice President, Australia, New Zealand and South Pacific, Bruce Mansfield, said Visa is committed to offering new and innovative ways for consumers to pay and for merchants to be paid. "The Telstra NAB Visa initiative will show how convergence of mobile technology and payment services can bring benefits to Australian consumers," Mr Mansfield said. "Visa's mobile payment services are being trialled by financial institutions and telecommunications companies in the United States and Asia. Visa expects the experience from those initiatives will be of great benefit to this partnership with NAB and Telstra, and will help ensure a smooth introduction in Australia." The trial begins in Melbourne in early 2008 and includes joint Telstra and NAB Visa customers as well as selected merchants.
  22. datum

    NFL

    $392,302 worth of stock sold , with 126 trades today. This is an average trade value of $3113 per trade. So i think this is what traders/chartist call the final capitulation. Where the punters have given up all hope. Admittedly it could have been one seller selling in lots of parcels, but i doubt it. I think any institutional holders have already exited NFL. Hawley, At the AGM did they give you any figures for refined Gylcerine profits/sales , etc.???? they will have to provide the market with something to stand any chance of a stockmarket re-rating
  23. "Enough research will tend to support your theory." Murphy's Law
  24. datum

    PPP

    In reply to: sharp737 on Friday 23/11/07 09:06am Production costs at Tui are about NZ$15 a barrel, so the actual return to NZOG and partners from each barrel could be close to NZ$120. a lot of debate about about production costs on this thread, the article sharp737 posted is quoting around US$11 bbl. Which is extremely low if correct, a lot of times journalists make stuff ups when reporting figures.
  25. datum

    EPY - EARLYPAY LTD

    the vendors who got paid with 140 million shares at an implied price of 20cents must be suitably impressed with their investment. They probably had plans to offload their holding over a period of time. at this stage the mountain of EPY scrip they are holding would only be of use to go and hang in the dunny. Nonetheless i will keep an eye on EPY , the business might turn around in the next couple of years, so i might take a small punt on it sometime in the future.
×
×
  • Create New...