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#1
General News / Re: Technology and Financial R...
Last post by Waltzing - Feb 18, 2025, 08:33 PM
ok anthropic seems to be the go to guy in town....

and here is a bit on the new models for Market data visual set to run from the black box scripts with CUDA doing the hard yards... yeah that its NVID  doing the grunt stuff and QT openGL doing the visuals... more to come on this one...

Market Data Visualization: Dynamic Invocation Method
This is an abstract from AI anthropic to render
data in CUDA using QT Open GL GUI.

CUDA is of course NIVD multi thread core code execution model.


Overview
---------
The `invoke()` method serves as the primary activation mechanism for market data visualization,
providing a flexible, script-driven approach to data processing and rendering.

Method Signature
----------------
integer_t invoke(IUBS* ifc) override {
    // Method implementation
}

Key Functionality
-----------------
The method handles:
- Dynamic parameter input
- Visualization configuration
- Data processing initiation
- Rendering workflow management

Implementation Details
----------------------
The Universial Binding Service interface get data in focus from
running scripts.

integer_t invoke(IUbs * ifc) override {
    // Retrieve total number of parameters
    int paramCount = ifc->getParamCount();

    // Retrieve data source
    bindable_t dataSource;
    if (paramCount > 0) {
        dataSource = ifc->getParamAsBindable(0);
    }

    // Retrieve visualization configuration
    bindable_t configParams = nullptr;
    if (paramCount > 1) {
        configParams = ifc->getParamAsBindable(1);
    }

    // Configure visualization if parameters provided
    if (configParams) {
        this->ConfigureVisualization(configParams);
    }

    // Process and render market data
    this->RenderMarketData(dataSource);

    // Optional: Return processing status
    return paramCount > 0 ? 1 : 0;
}

Parameter Handling
------------------
- First parameter: Data source bindable
- Second parameter (optional): Visualization configuration

Workflow
--------
1. Check parameter count
2. Extract data source
3. Extract configuration parameters
4. Configure visualization
5. Render market data
6. Return processing status

Flexibility
-----------
- Supports variable parameter input
- Allows dynamic visualization configuration
- Provides script-driven data processing

Use Case Example
----------------
// Hypothetical script interaction
MarketVisualization.renderdraw(NASDAQDataSource, VisualizationConfig)

Benefits
--------
- Modular design
- Scriptable configuration
- Dynamic data processing
- Flexible rendering approach
#2
NZX / Re: TRA - Turners Automotive G...
Last post by Waltzing - Feb 18, 2025, 08:30 PM
#3
NZX / Re: TRA - Turners Automotive G...
Last post by Basil - Feb 18, 2025, 06:21 PM
Great to see Turners on a new all-time high.  I continue to believe the upgraded guidance of more than $53m is very conservative.  I think Winner is on to it, somewhere between $55m and $60m.  They might even make their FY28 goal of $65m in FY26, two years early.
#4
NZX / Re: HGH - Heartland Group Hold...
Last post by Basil - Feb 18, 2025, 03:36 PM
Quote from: ValueNZ on Feb 18, 2025, 02:42 PMBloody great call Beagle.

Good work sniffing that one out in advance
Thanks. Just keeping my nose to the ground and sniffing out what's a good feed and what's corporate B.S.

QuoteThat seems insane. Are customers being charged significantly more for the vehicle to cover this risk? Minimoke
Gross recklessness and the answer is No, they're not charging more.

Some good discussion on the other channel today which is food for thought.  This post by Rawz stood out.
QuoteNo Snoopy, take the rose tinted glasses off mate. This shocking result is a direct result of dumb products like Heartland extend and in general a very poor business writing strategy. They completely lost their way and forgot the fundamentals of asset finance lending. However it now looks like they have seen the light and changing their ways: 'Heartland Bank had historically taken a supportive and judgement-based approach to helping customers in arrears repay their loans..... As the economy has deteriorated and Heartland Bank has grown, its arrears management practices, while remaining supportive, require a more proactive and prescriptive approach. As a result, Heartland Bank has enhanced its collections, recoveries and write-offs strategies for its Motor Finance portfolio. Changes have included the adoption of a more prescriptive repossession policy. This sees Heartland Bank implement recovery action sooner in the collections cycle for customers in arrears unable or unwilling to work with Heartland Bank to develop corrective solutions. Recovery rate improvements are already flowing through'

There were warning signs 18 months ago that this day was coming. I posted a lot about Heartland extend and how it was covering up bad accounts. Also remember the crap story about the debt collections team being on holiday or sick leave etc....

Anyways, they have flagged another $8m in write offs and $5m of specific provisions if the economy doesnt pick up. I would say it is highly likely these are added in the 2nd half. Todays write offs only reduce non performing loans from 3.65% to 3.40%.. if you believe they wrote a whole bunch of bad historic loans, then you should conclude that there is still more crap on the books that will never be repaid
Not much of a reduction is it !  Plenty more pain to come.
#5
NZX / Re: HGH - Heartland Group Hold...
Last post by ValueNZ - Feb 18, 2025, 02:44 PM
Quote from: KW on Feb 18, 2025, 01:07 PM"It aint what you dont know that gets you into trouble, is what you know for sure that just aint so". Mark Twain

Don't buy shares in a downtrend, in the belief the market is wrong and you are right.

Nothing wrong with buying shares in a downtrend if there's a disproportionate impact on the share price compared to intrinsic value.

No clue about HGH though.
#6
NZX / Re: HGH - Heartland Group Hold...
Last post by ValueNZ - Feb 18, 2025, 02:42 PM
Quote from: Basil on Feb 18, 2025, 10:36 AMI warned at great length after attending the annual meeting and also several times subsequently, the first half would be an absolute shocker.

Honestly the caliber of management in terms of risk management is, as previously articulated, very poor.

I am not surprised by this appalling bad update. Plenty more pain to come as they try and realise their so called non strategic assets.
Bloody great call Beagle.

Good work sniffing that one out in advance
#7
NZX / Re: ATM-A2 MILK
Last post by Waltzing - Feb 18, 2025, 02:40 PM
with the CCP now realising that the private sector in china tech space is important and JM invited back to the table has the recent poor performance of the china market caught the CCP between the toilet and the share market...

risk just went down a fraction ....

CCP learning that the private sector cant be ignored...


#8
NZX / Re: HGH - Heartland Group Hold...
Last post by KW - Feb 18, 2025, 01:07 PM
Quote from: lorraina on Feb 18, 2025, 12:32 PM"There are known knowns, things we know that we know; and there are known unknowns, things that we know we don't know. But there are also unknown unknowns, things we do not know we don't know."
Author: Donald Rumsfeld.

"It aint what you dont know that gets you into trouble, is what you know for sure that just aint so". Mark Twain

Don't buy shares in a downtrend, in the belief the market is wrong and you are right. 
#9
NZX / Re: GEN - General Capital Ltd
Last post by lorraina - Feb 18, 2025, 12:53 PM
New General Capital Appointment
General Capital Limited (NZX:GEN) is pleased to announce the appointment of Mr. Chris
Dorn as Head of Corporate Finance for its wholly-owned subsidiary, Investment Research
Group Limited (IRG). IRG, an NZX sponsor, specializes in corporate advisory services.
Mr. Dorn brings extensive experience in the corporate advisory sector, having previously
served as Partner and Head of Corporate Finance at Findex, New Zealand, as an
Executive Manager at Capital Solutions at ASB and a Corporate Finance Director at PWC.
Mr Dorn will be specialising in managing sell side transactions for his clients and providing
a cost-effective solutions for those business owners wishing to divest.
Chris Dorn said "I'm very pleased to have joined the General Capital Group in the role of
Head of Corporate Finance. General Capital's growth over the last 5 years has been
outstanding and I am looking forward to working with Brent and the team to help continue
its organic growth whilst also look to acquire businesses complementary with General
Capital".
Brent King, Managing Director of General Capital, said "We are excited that a person with
Chris's experience has joined the organisation and we look forward to him developing the
corporate advisory work of IRG".
#10
NZX / Re: HGH - Heartland Group Hold...
Last post by LoungeLizard - Feb 18, 2025, 12:51 PM
This has been coming down the line for a long time, truth be told. Management arrogance and economy with the truth. Cavalier decision making. Contempt for the smaller investor. Expansion during a recession. Grandiose visions without doing the homework. I could go on and did. Heading towards 90c. Sad day for investors but the real shame is that there is no acceptance that Management took their eye of the ball. They are still playing investors for idiots. Shameful.