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mailhep

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  1. mailhep

    NLX

    SP doesn't reflect future prospects?? Guess all those analysts working to figure out likely future earnings, DCF valuations, etc.. are wasting their time then truffle?? Re. Aristocrat that's right....good stocks go up...bad stocks go down...just adds to the opportunity cost of investing in these crooks...anyway good luck...I'm out and only posting because I hate dodgy public companies and I reckon these guys are....maybe wear your kabalah bracelet if you're buying more!!
  2. mailhep

    NLX

    In reply to: truffle on Wednesday 30/11/05 05:04pm Truffle...either the market has got it badly wrong or the the 'we saved you from certain death' really doesn't wash......Why? Because a company's future prospects are unltimately reflected in the SP and the SP says that the company is worth half as much now as it was two years ago, under these guys stewardship...and this is in a very favourable domestic market.....sack em...they are crooks.
  3. mailhep

    NLX

    From FY05 presentation by CEO in Sep: "Plant Hire - Growth in Cycle expected to continue to at least 2009" Now taking bottom end valuation in a dodgy related party transaction to Kerry Stokes 'because we're selling at the top of the cycle'. Scorecard says management have seen shareprice halved over 2 years (28 cents on Dec. 03) and even worse if you look at top price following management spin just prior to another cap raising......so long time with no value add. Clarke gets dropped, Martyn gets dropped, Eddie Jones should go and so should Casey and co.. Just tell me Truffle, on what measure have they done anything like a good job?? Dividends? Strategy? Execution of business sale? Growth? New Markets????? And why would you trust them to sell the last bit of silver so they can reposition what's left?? Like my Irish mate says....they've done nuttin'. Just nuttin'.
  4. mailhep

    NLX

    My opinion. Feed the market rumours about management buyout at 30cents plus. Give a nod to those in the know to get out. Then announce that the business is underperforming. Nice work for those inside. From SMH Oct. 20 Nylex whispers A quick share price rise, unusually large share trades and a speeding ticket from the Australian Stock Exchange still don't add up to anything worth reporting, says diversified industrials group Nylex. Well, OK. There was the little statement denying widespread market speculation that Nylex's management was contemplating a buyout of the company at 35c a share. According to the speculation, Nylex's management has been sounding out the merchant banks about lending the $354 million that would be needed to fund the rumoured 35c per share acquisition. If true, this would represent a tidy premium for shareholders, with Nylex shares falling 1.5c to 26c yesterday. Canny investors may have read between the lines of the brief statement, which appeared far from conclusive in quashing the rumour. "There is no formal proposal being considered by the management or board," said Nylex managing director Glen Casey in the statement released to the ASX. Xchange thinks that means "Not yet guys".
  5. mailhep

    NLX

    Good old NLX hey.....the clock is the best part of the business. Management are crooks IMHO.
  6. mailhep

    BGF

    In reply to: vascoblack on Thursday 13/10/05 03:29pm trading halt....any ideas??
  7. mailhep

    CRG

    In reply to: mailhep on Wednesday 05/10/05 11:29am OK now 3 months at 11.00 (almost to the day).....sub shareholders all loaded up.....now broker downgrade right on time...knock a few apples and make sure everyone is happy to sell.....takeover announcement within 7 days......let's see if I'm right.
  8. mailhep

    NLX

    Out. Hate this stock. Casey and his crew are as dodgy as they come. Another great deal for shareholders - except NLX goes down and NHR flies. Follows brilliant result from capital raising. And business strategy? Grow AH Plant...oh no changed our mind....we're out of that and focused on manufacturing....but we're selling automotive because can't make money manufacturing...and now..oh yeah it's water treatment and consumer prods that are the winners.....and we're not returning capital...we're gonna use the money to buy manufacturing businesses because you'd trust us to know a good deal.....i can't believe I ever got sucked in....never again. http://www.sharescene.com/html/emoticons/grrr.gif
  9. mailhep

    NLX

    alternative theory....wind up rumour mill while those in the know get out ahead of further profit downgrade or similar.....I don't believe this just an alternative theory....holding some anyway....
  10. mailhep

    LLP

    Some good announcements starting to flow through for PLF and sub holders starting to appear......they have run a lot already this year but if they get through the remaining issues with non-compliant schemes they could really start to run....strategy and position look good.
  11. How much more evidence of pump and dump is required?? Pick up the best bets instead....at least you might get a fair dinkum run for your money.
  12. mailhep

    CRG

    More strength today (and recently) in weak market.....c'mon WES make a bid.....
  13. mailhep

    BGF

    Heavy stuff....I wonder if the gold miners in ballarat are onto it??
  14. Still sliding.....take some serious coconuts to buy against the trend now....
  15. mailhep

    CRG

    announcement today re. sale of aluminium business....gotta be looking attractive to WES now a couple of the warts have been lanced.....I still think its game on here.....strong today too.
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