Jump to content

HAWK7

Member
  • Posts

    236
  • Joined

  • Last visited

HAWK7's Achievements

Newbie

Newbie (1/14)

0

Reputation

  1. EOFY report out today,,seems the business model is working,, . not setting the world on fire but consistent steady growth. one a of few green about in a field of red.
  2. HAWK7

    CND

    With todays ann its CND looking as we said dividend fair value...4c = 80c....No need to rush in and buy but sellers dried up thinking why not get bank interest or better if you get franking credits. Any upping of dividends will see the SP move..That may be on the cards next half me thinks...Not by lots but a probability IMHO. Cheers Hawkeye
  3. HAWK7

    CND

    Yep still here Stella.....I dropped some old and bought new for tax reasons at EOFY but still hold origonal number. IMHO people are valueing on dividends,,At 3c CND is worth 70c and thats where it sits. I am inclined given Moles history he is conservitave with forecasts and a 4c div is more likley in the near future. Others may agree and the trading patern around Early 70c suggests some accumulation for an uptick to 90c. Then hopefully with Moles style of management that built CND and gave those first very good years will return. I keep thinking back to how many CND fpos Moles bought with cash and still holds. But for now CND is after tax paying slightly better than cash in the bank Cheers Hawkeye
  4. HAWK7

    CND

    Thankyou Cojo,,,Pretty much my feelings but reassuring to see it in print. Added 10% to my holdings lst week on the tax selling theory.. Cheers Hawkeye
  5. HAWK7

    CND

    Totally agree Mate,,,and his confidance gave me confidance to average down long ago,,,,dont often do that.,...Last three days trade will pop up on some trading search progreammes me thinks.. Cheers all Hawkeye
  6. HAWK7

    CND

    Any CND people still about ???? Looking like a close over recent highs....Maybe the bears and selling traders exhausted ??? as always time will tell...Cheers All
  7. HAWK7

    CND

    CND..Looks like the bears are are exhausted,,,
  8. HAWK7

    CND

    Hey Stella....I am still holding and overweight in CND...My thoughts are that CND by personality is an investment stock rather than trade/speculation....However when Moles as CEO bought millions with his own cash around 30c then their issue was oversubscribed around 64c the charts poped up on traders screans and she rocketed overbought above the value of the day to $1.18. Since then the traders dropped off when she broke the trend chanel and now CND is oversold and therefore a reasonable buy. Next year CND will be debt free ,,paying at least on todays SP better than 5% fully franked and on the UP...Have a look at the history when Moles was CEO last time before that other woman ran CND for a few years,,,CND is moles,s baby and he will take good care of her.. When Moles was last CEO he took dividends/cash flow/net profit all in the right direction,,,I believe he will do so again Cheers Hawkeye
  9. HAWK7

    CND

    Hey Cojo Today (Friday) was as you say a new closing high in a consistant string..and good to see,,,but it was a little different in nature. For a while we have seen acumulation..I noticed for a few weeks that large buyers were waiting till numbers built up on a resistance level then took all but a few out leaving the value technically intact. Then waited for a build up again.When sellers were exhausted they stepped up to the next level. The sellers were often odd numbers and maybe ppl selling rights issue purchases to keep investment holdings in round numbers. However friday we saw round numbers being sold sugesting a few small (like us) holders selling a trade or origonal holding. The buyers still had the same nature and aproach but did not need to up their bids to acumulate this time. Charts IMHO are a way of reading market mentality,,But looking at things like I just discribed can add a little more to the story that dosnt get read on the usual data. Cheers Bloke,,,Stay well Hawkeye
  10. HAWK7

    CND

    Dividend will be relitive to volume $ turnover (less exp) and thats determined by mostly the last two of your list me thinks. Moles did a good job of cutting expenses at the end of his last term and then upping gross,,,Thats why we got to 19c div. Now I am hopeing that he is back and that woman gone with her failed plan (maybe her fault or maybe she just expanded at the wrong time). Moles is at the end of stage one with costs and debt cut the way he likes it...Now he will be looking for organic growth from Candle and the other arms..Not big and flashy like the last manager but steady the way he does it. The oversubscription of offer and volumes of late sugest to me that instos and bigger investors have confidance in Moles...If he justifies it then all will be very good. PS and he must have confidence in himself...how many FPOs has he bought cash in the last year ??? Cheers Hawkeye
  11. HAWK7

    MST

    Hey Cliff...My first thought is what the Yanks think of an Asian conection to a weapons coy that they have an interest in...They are very defensive about defence you could say. Storm in 10 years may just be a warehouse full of dusty prototypes,,,,Or be a big defence contractor...I have no idea,,,But I am sure we are closer to the end of story than begining, If and when the dividends flow they will be very diluted ,,But better than ATM Cheers Hawkeye
  12. HAWK7

    MST

    Spooky...I bought exactly one year ago today...3.9c....after selling my last MSTs at 75c...Would be happy to sell current holdings at that LOL.. Storm now guaranteed to have a future,,,Speculation is just what that future holds. Cheers all Hawkeye
  13. HAWK7

    CND

    Hey Rem..CND..I am think dividend driven..Maybe look at the ups and downs in relation to the divs paid at the time. Not much tangible assets so maybe ppl look at these like a bank term deposit. Whilst getting X percent franked returns it is worth X dollars ,,then if dividends drop then the SP drops proportionaly...CND was paying 19c when rolling along a few years back so it justified the SP then,,,when we return to I am thinking 10c maybe 15c... it will justify $2 plus...Just a matter of when ??.. I am not saying back to 19c because of dilution.(%30)..but you never know with Moles back and the employment improving. Cheers stay well Hawkeye
  14. HAWK7

    CND

    Hey Rem. you still about ??? We broke up out of that trading range quicker than I thought we would.Not bad on two ordinary days for the ASX in general. New range now $1.07 and top to be set yet,,Maybe around the $1.15, But the range is geting narrower. Cheers Hawkeye
  15. Hey Tigra...Yep whilst it was snowing on us riding the bike through Yellowstone my wife was thinking RV or mobile home as we call it..But there is just something about a bike for us,,,And on the wrong side of the road I feel more comfortable on two wheels,,,Economics say mobile home but the heart says "bike". On the card biz it all seems much of a muchness,,,The good thing about the VISA travel card is if the $A hits $US parity or better I can put some dollars in then if the Aussie dollars falls its not a problem,,,,And if we do Europe instead of USA again and Aussie falls enough we can cash it in and make dollars. Cheers all Happy holidays
×
×
  • Create New...