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Printable version |
| From: | Barney <cafe@enternet.co.nz> |
| Date: | Tue, 14 Mar 2000 15:08:28 +1300 |
Indranet Technologies are listed on the second board. They are a company down in Christchurch researching wireless and seem to be confident that their technology is ahead of everyone else agian. Their data etc makes for interesting reading. http://www.indranet-technologies.com Barney > From: "John Stockley" <HOMEWARE@xtra.co.nz> > Reply-To: sharechat@sharechat.co.nz > Date: Tue, 14 Mar 2000 14:41:02 +1300 > To: <sharechat@sharechat.co.nz> > Subject: Re: [sharechat] Walker Wireless > > A little bit of research today shows there are quite a few players in the > Wireless Game. > > Safety net > Walker Wireless > Ihug > Telecom / HP > Telstra > Formus Communications > Clear > Wireless Internet > Lloyd Group > Wireless Data Communications > > to name a few. > > Considering the capital costs would be quite low (leased > equipment?),compared to wired forms, then I would think the "winners" will > be the companies that have the frequency spectrum tied up. ( please correct > me if I'm wrong), and therefore can expand their client base, on this > increased available frequency. > > I also note that LMDS type services are not always reliable and can be > affected by bad weather, atmospheric conditions etc. > > Maybe all of us can put our collective research together and find out just > what companies( listed ) are involved with wireless technology and pick the > winner. > > > > > ----- Original Message ----- > From: Wedde, John <john.wedde@cit.ac.nz> > To: <sharechat@sharechat.co.nz> > Sent: Tuesday, March 14, 2000 9:36 AM > Subject: RE: [sharechat] Walker Wireless > > >> Good article on wireless in this morning's Herald. Mention of Wilson > Neill, >> Savoy [both with recent wireless investments] and Walker with a "possible" >> float coming up. >> I hold Savoy shares. >> >> John Wedde BCA, MA, Senior Lecturer, Business Communication >> Programme Leader, NZ Diploma in Business >> Central Institute of Technology >> Box 40 740 Upper Hutt, New Zealand >> EMail: John.Wedde@cit.ac.nz <mailto:John.Wedde@cit.ac.nz> >> Phone: 5276397 EXT. 6747 Mobile 025843729 >> >> &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&& >> >> \\\ /// >> (O O) >> ---ooO-(_)-Ooo--- >> >> >> &&&&&&&&&&&&&&&&&&&&&&&&&&&&&& >> >> >> >> -----Original Message----- >> From: Benjamin Reader [mailto:breader@clear.net.nz] >> Sent: Monday, 13 March 2000 18:51 >> To: sharechat@sharechat.co.nz >> Subject: [sharechat] Walker Wireless >> >> What is the website to Walker Wireless John? >> >> Ben >> >> ----- Original Message ----- >> From: Wedde, John <john.wedde@cit.ac.nz> >> To: <sharechat@sharechat.co.nz> >> Sent: Monday, March 13, 2000 11:52 AM >> Subject: RE: [sharechat] Selecting Good Recovery Stocks on >> the NZSE >> >> >>> Enjoyed your posting Hugh. >>> I did much the same exercise myself over the weekend and >> interestingly >> came >>> up with many of the same conclusions as you. >>> To your list of possibly overlooked shares however I'd >> perhaps add a few >>> more that, IMHO, are worth looking at: >>> In the Agricultural sector, which seems to be recovering, >> Reid Farmers >> have >>> great fundamentals [P/E 8.6; Div Yield 6.6] >>> >>> The property sector has been hammered but the yields are >> pretty good on >> some >>> of them - echo your sentiments on Capital Properties. >> Southern Capital are >>> also interesting with some very lateral rural "lifestyle" >> real estate >>> developments, plus investments and connections with mussel >> farming in >>> Clifford Bay [the proposed new South Island ferry terminal >> site], and a >>> holding in, soon to be main board listed, Estar On Line. >> Can Trans Tasman >>> go any lower? >>> >>> Back to the agrarian sector, horticulture company Cedenco >> is one I am >>> kicking myself for not taking a stake in some months back. >> Profits >> improve, >>> P/E is only 6.6; Div Yield 6.3 and price/nta only .62 >>> >>> On the second board I like Wgtn Drive Technologies but >> don't have any >> "hard" >>> fundamentals on them. >>> >>> I'm interested in rumours that Walker Wireless may list. I >> was impressed >>> with a visit to their web site last week. >>> >>> John Wedde BCA, MA, Senior Lecturer, Business >> Communication >>> Programme Leader, NZ Diploma in Business >>> Central Institute of Technology >>> Box 40 740 Upper Hutt, New Zealand >>> EMail: John.Wedde@cit.ac.nz <mailto:John.Wedde@cit.ac.nz> >>> Phone: 5276397 EXT. 6747 Mobile 025843729 >>> >>> &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&& >>> >>> \\\ /// >>> (O O) >>> ---ooO-(_)-Ooo--- >>> >>> >>> &&&&&&&&&&&&&&&&&&&&&&&&&&&&&& >>> >>> >>> >>> -----Original Message----- >>> From: hugh webber [mailto:hugh.webber@clear.net.nz] >>> Sent: Saturday, 11 March 2000 09:18 >>> To: sharechat@sharechat.co.nz >>> Subject: [sharechat] Selecting Good Recovery Stocks >>> on the NZSE >>> >>> well folks I thought I'd make time to do something I >> haven't >>> >>> previously got around to, an across the board look at NZSE >>> stocks. Unfortunately Sharechat seems to spend 99% of its >>> time discussing 5% of the stocks (is that too generous?) >> and >>> some of it is in terms of scuttlebutt - which I admit is >>> interesting >>> and sometimes useful when its correct but I'd hate to make >>> decisions >>> on the basis of that alone unsupported by facts. The vast >>> majority >>> of the NZSE stocks never get discussed at all. Sad but >> true. >>> >>> Looking at the sharetable in The Press today I picked the >> 40 >>> shares >>> that are at or near their lows over the last year. I left >>> out one or two >>> complete losers, one or two which are essentially overseas >>> stocks >>> but I left in those about which I know nothing in the hope >>> that others >>> could supply comment. There are 148 shares in the table >> and >>> I would >>> point out that I've left out the Unlisted Market (lack of >>> quick easy data) >>> and I think there are quite a few companies which don't >>> operate even >>> on the Unlisted Market but which you can buy by writing to >>> the company >>> secretary like Summerfruit Orchards. (no, I'm not >> advocating >>> Summerfruit >>> its just an example). >>> >>> Air NZ A. Having a cash issue which Kiwis hate. Ansett I >>> think is in strike >>> problems. Buffett analyses airlines as commodity sellers >>> (output only >>> differentiated by price, no or low barriers to entry) and >>> won't touch them. >>> Air continues to get outmuscled by Qantas and Singapore >> etc. >>> Any cut >>> price operator large or small can force big drops in >> ticket >>> prices. I >>> wouldn't >>> touch them these days. >>> >>> Arthur Barnett. Dunedin mostly, and Chch, just completing >>> big building & >>> revitalisation initiatives. Is down because of this work >> in >>> progress. Could >>> be >>> an interesting little flutter as it claws up again. >>> >>> BIL. Nuff said already I think. Until it gets rid of >> Thistle >>> Hotels (UK), >>> Air NZ and >>> Molokai Ranch any initiative it makes is totally lost in >> the >>> huge >>> unproductive >>> overhang of non performing assets. I prefer to be marked >> by >>> the markets on >>> this one >>> and yesterday the market said they were worth 36 cents >>> compared to their yr >>> low >>> of 35 cents. >>> >>> Capital Properties. Best yield on the market I think. Due >>> for a 57 cents >>> call on 30 >>> June which is depressing the price. Good quality >> government >>> properties 99% >>> tenanted in Wgtn. Recently took over Shortland Properties >> in >>> Auckland 90% >>> tenanted. If you want yield/income that is probably >>> sustainable this is it. >>> (sorry, >>> I'm bisassed, I've bought heaps incl chunks at 32/33 >> cents). >>> >>> CDL Hotels NZ. If they are still hotels then they have the >>> hotel disease >>> same as >>> Thistle in the UK. Probably due to commodisation - any >>> improvement and >>> someone >>> puts up new hotels and/or converts office blocks to >> hotels. >>> Things like >>> Americas Cup >>> only last small part of the yr even though they're high >>> profile. >>> >>> CDL Investments. Don't know them, any comment? >>> >>> Designer Textiles. A sad case, I thought they were being >>> taken over or >>> going under but >>> I haven't kept up with the play. Any comment? >>> >>> Evergreen Forests. Forests unfortunately are commodities >>> altho they're on >>> some sort >>> of recovery at the mo. Evergreen has a tie up with one or >>> two larger US >>> investment outfits >>> who have put money into it and it has been expanding over >>> recent years >>> quite strongly. >>> Anyone know when they start cutting in a big way? could be >>> interesting with >>> a perfectly >>> timed entry and exit. >>> >>> FCL Building. I suppose they are dragged down by the >>> uncertainty of when >>> the letter stocks >>> will be untied. They have been recommended a lot at rather >>> higher levels as >>> a good bet to go >>> with the NZ economy recovery. >>> >>> FCL Forests. Some comments from Evergreen and FCL Building >>> apply. Anyone >>> know when >>> they start cutting in a big way? There was the comment >> that >>> they were >>> actually the easiest >>> of the letter stocks to extricate and we did have the >> debate >>> over debt >>> levels which turned out to >>> be reasonable. Interesting technology tie in with Genesis >>> and smal >>> investment in Genesis. >>> >>> Goodman Fielder. Essentially overseas now. Makes trendy >>> comments about >>> getting into Asia, >>> management reorganisation, growth, but the data always >> sadly >>> lags the talk. >>> >>> >>> Guinnees Peat. One of the few that has been discussed a >> bit. >>> Its not just >>> Sir Ron Brierley but >>> he has some other bright cookies on board such as Dr Gary >>> Weiss >>> (Disclosure: I used to play >>> soccer with him at Uni.) 1% debt, net conservative asset >>> values of over >>> $2.00 a share vs market >>> price of $1.40. Talk about throwing pearls before >>> swine....esp given its >>> track record and the increasing >>> number of plays its in and succeeding at. Only the E-tech >>> tulip mania could >>> do this to it.... >>> >>> Hallenstein Glasson. Good management, expanding soundly >> into >>> Australia via >>> a successful beachhead >>> in Melbourne. Sorted out its buying problems. Is >>> occasionally recommended. >>> Good track record of >>> continuing steady growth and paying decent dividends. Good >>> yield/income >>> stock for the 20% of investors >>> who usually get trampled on in sharechat. >>> >>> Hellaby. Has done some good things and is soundly >>> managed,Tur Borren &. >>> Probably suffers from being a conglomerate >>> when sharp integrated focus is now the thing. >> Unfortunately >>> recalls Westmex >>> and Russell Goward the hero >>> from IEL who plunged into shoes in the Uk and sank without >>> trace. I think >>> people may be more excited when >>> it exits Hannahs and finds some more trendy investments. >>> Although boring >>> investments which make lots of >>> money are preferable. >>> >>> Infratil. I have a small holding but I must admit I >> haven't >>> kept up with >>> the play and why they sank from $1.48 to >>> $1.13 this year. Maybe something to do with Labour and its >>> regulation >>> plans? Very good management and track >>> record. I'd be interested to hear what, if anything has >> gone >>> wrong or is it >>> just missing the E and .dot. Maybe Infratil@tech would do >>> the trick? >>> >>> Well, there's probably a limit on how much one posting >> will >>> take so I'm off >>> with the dog and will do some more later. >>> Wonder if there's any good investments in dogfood... >>> >>> >>> >>> >>> >> -------------------------------------------------------------------------- >> -- >>> http://www.sharechat.co.nz/ New Zealand's home >> for >>> market investors >>> To remove yourself from this list, please us the form at >>> http://www.sharechat.co.nz/forum.html. >>> >>> >> -------------------------------------------------------------------------- >> -- >>> http://www.sharechat.co.nz/ New Zealand's home >> for market >> investors >>> To remove yourself from this list, please us the form at >>> http://www.sharechat.co.nz/forum.html. >>> >> >> >> >> >> -------------------------------------------------------------------------- > -- >> http://www.sharechat.co.nz/ New Zealand's home for >> market investors >> To remove yourself from this list, please us the form at >> http://www.sharechat.co.nz/forum.html. >> >> -------------------------------------------------------------------------- > -- >> http://www.sharechat.co.nz/ New Zealand's home for market > investors >> To remove yourself from this list, please us the form at >> http://www.sharechat.co.nz/forum.html. > > > ---------------------------------------------------------------------------- > http://www.sharechat.co.nz/ New Zealand's home for market investors > To remove yourself from this list, please us the form at > http://www.sharechat.co.nz/forum.html. ---------------------------------------------------------------------------- http://www.sharechat.co.nz/ New Zealand's home for market investors To remove yourself from this list, please us the form at http://www.sharechat.co.nz/forum.html.
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