Sharechat Logo

Forum Archive Index - October 2001

Please note usage of the Forum is subject to the Terms & Conditions.

 
Messages by Date [ Next by Date Previous by Date ]
Messages by Thread [ Next by Thread Previous by Thread ]
Post to the Forum [ New message Reply to this message ]
Printable version
 

Re: Re: [sharechat] Frucor Beverages


From: "nick" <helmett@xtra.co.nz>
Date: Mon, 1 Oct 2001 16:40:05 +1200


          I believe V is made at a factory in the netherlands.
       The importance of the uk is overestimated.  J.B.Were
in a recent report rate the value of frucor shares as 2.60 , excluding
the u.k operations, they  rate the stock as 2.10.  So even without the
uk the shares appear to be well undervalued.  CSFB have reached fairly
similar conclutions.
             As for the reason the major shareholder is quitting, there
could
be any number of reasons. Could just be they want to hold fewer stocks
in these turbulent times. Apparantly they want to sell to one buyer so
the market is unlikely to be flooded with sells.   Will be interesting to
see who takes them on

      Nick





> Phil I for one think they are getting out because they expect A lot more
> downside in the shareprice. Discretional spending like buying V will be
cut
> as economies Tighten, IMHO. Also a question how does V get to Britain, is
it
> shipped air freight or made & canned in Britain this will have a great
> bearing on its profitability.
> Malcolm Cameron
>
>
>
> >From: "Phil Boeyen" <pboeyen@sharechat.co.nz>
> >Reply-To: sharechat@sharechat.co.nz
> >To: <sharechat@sharechat.co.nz>
> >Subject: Re: Re: [sharechat] Frucor Beverages
> >Date: Mon, 1 Oct 2001 16:02:00 +1200
> >
> >Gerry
> >
> >Yes, I do hold a small parcel (4,000) of Frucor, half bought at $1.50 and
> >half at $2.01.  I hope you don't think I was being too positive on the
> >stock in my earlier post, I was trying to present a balanced view and
> >answer a question. I would be interested to hear from others who have an
> >opinion on the kind of impact that a big stakeholder selling out has.  I
> >wrote it as I saw it but maybe there are more negatives than I have
> >considered?  What is your opinion Gerry?
> >
> >Cheers, Phil
> >   ----- Original Message -----
> >   From: G Stolwyk
> >   To: sharechat.co.nz
> >   Sent: Monday, October 01, 2001 3:03 PM
> >   Subject: Re: Re: [sharechat] Frucor Beverages
> >
> >
> >   Phil,
> >
> >   Some readers may want to know if you hold/ don't hold FRU.
> >
> >   Gerry
> >
> >
>
>
> _________________________________________________________________
> Get your FREE download of MSN Explorer at http://explorer.msn.com/intl.asp
>
>
> --------------------------------------------------------------------------
--
>
> Interested in learning more about the sharemarket and investing?  Check
out
> the upcoming ShareChat Investor Education Seminars - please visit
> http://www.sharechat.co.nz/services/seminars/ to find out more.
>
> --------------------------------------------------------------------------
--
> To remove yourself from this list, please use the form at
> http://www.sharechat.co.nz/chat/forum/


----------------------------------------------------------------------------

Interested in learning more about the sharemarket and investing?  Check out
the upcoming ShareChat Investor Education Seminars - please visit
http://www.sharechat.co.nz/services/seminars/ to find out more.

----------------------------------------------------------------------------
To remove yourself from this list, please use the form at
http://www.sharechat.co.nz/chat/forum/

References

 
Messages by Date [ Next by Date: Re: [sharechat] Air New Zealand - a comparison Jeremy
Previous by Date: [sharechat] Air New Zealand - a comparison Ben Dutton ]
Messages by Thread [ Next by Thread: Re: [sharechat] Revisiting : RBC- Rubicon - Asset values - new FORMULA greg
Previous by Thread: Re: Re: [sharechat] Frucor Beverages Malcolm Cameron ]
Post to the Forum [ New message Reply to this message ]