Forum Archive Index - July 2000

["Mark Hubbard" <mhubbard@es.co.nz>]

Hi Rini

 

Regarding spreadsheet, there is now four of you who want it. I'm tidying it up at the moment (as I only designed it for my own use obviously) and will send at the end of this week, or over weekend.

 

Regarding BRZ, I thought depth was interesting today, and would indicate a possible rise in price over short term. Perhaps start of the upturn? I would expect a re-rating of this stock from the time it reports it annual result next month.

 

DVT must be one of the most written about companies in Australia? I haven't actually looked at it though, or read below the headlines. Actually, I had the idea somehow that it was simply an unprofitable tech company - from the figures you give though, I must make time to have a look more closely.

 

Cheers

 

----- Original Message -----

From: Rini H

To: sharechat@sharechat.co.nz

Sent: 11 July 2000 9:48 PM

Subject: Re: [sharechat] BRZ...Mark

Mark, I'm very happy if you can forward me your magic discounted cashflow spread sheet.

No urgency. Thanks.

 

BRZ at 2.26 today, up from yesterday 2.24, but still trading under moving average line.

Wait Mark, wait for the right timing to buy your next purchase.

 

I've been following DVT for the last few weeks, looks good to me. Any other opinions?

I bought Davnet (DVT) today at 1.87. Close at 2.03. Started trending upward nicely.

Quicken fundamentals: Telecommunication industry, NTA 17, Earning yield 5.734, EPS 0.116, PE 17.44

DVT is one of the most traded shares in ASX with 1700 trades at 10.4 million volume today!!!!!

 

Rini

----- Original Message -----

From: Mark Hubbard

To: sharechat@sharechat.co.nz

Sent: Sunday, 9 July 2000 11:48

Subject: Re: [sharechat] BRZ...Mark

Thanks for reply Rini. Regarding how I do my calculations, they are simply discounted cashflow calculations that I have made up on a spreadsheet (quite a large one due to the information it works off). If the private email address showing for yourself when you post to this forum is your correct address, I can send you the spreadsheet if you like (although, I'll tidy it up a bit first)? Of course, the calculations are the easy part - as they all derive from future earnings, it is the researching of same that is the difficult bit :)