StockTalk

Quote from: Red Baron on May 28, 2026, 04:23 PMNot zaying eet eez a bad ztrategy, vor zhose villing to take ze rixk.  Just calling you out on your 'bond equivalent' remark.

RB

P.S.  Not a particular van of bonds myzelf

Here's how the last 10 yrs looked based on SP only.

Probably better returns than bonds!   

Quote from: seaweed on May 28, 2026, 04:30 PMYes indeed. My 2 favorites in last 12 months FSF and SEK paid me just under $200k in divs over 2 days on 14+15/4/26. Am happy with that.  

Bloody hell, Seaweed, that's a serious return on your investment right there! Who dares wins eh?

Quote from: LoungeLizard on May 28, 2026, 03:24 PMThose of us who took the $2 gift-horse and held onto their shares are feeling pretty smug right now!

Yes indeed. My 2 favorites in last 12 months FSF and SEK paid me just under $200k in divs over 2 days on 14+15/4/26. Am happy with that.  

Quote from: Left Field on May 28, 2026, 02:05 PMRespected poster Kiora only has 2 shares in his NZX portfolio. FPH at 20% and IFT at 80%.

Set and forget.... interesting strategy.

Not zaying eet eez a bad ztrategy, vor zhose villing to take ze rixk.  Just calling you out on your 'bond equivalent' remark.

RB

P.S.  Not a particular van of bonds myzelf

Those of us who took the $2 gift-horse and held onto their shares are feeling pretty smug right now!

I see no reason to sell - I was only commenting as the bid was quite high pre market - but the bids must of all got pulled.

Quote from: Red Baron on May 27, 2026, 06:00 PMNow I know vhy zhey call you 'Left Field'.  F&P Healthcare has varied een price between $20 and $40 over ze last vive years.  Infratil between $6 and $16, zo both very volatile.   Dividend yields vor both are veery low.  Zhese zhares are een ze very highest risk category.  Ze exact opposite of bonds which tend to be var more capital ztable and geeve you a good predeectible eencome!

RB

Respected poster Kiora only has 2 shares in his NZX portfolio. FPH at 20% and IFT at 80%.

Set and forget.... interesting strategy.

Talk around the lunch table before the meeting was an all up cost of about $1m to keep MCK listed as a stand alone company.

They're continuing with their climate related disclosure this year despite this being no longer legally required (market cap under $1B), as they think its important.    I very quietly shook my head from side to side but I'm not sure the board got that message.  Haven't they got something better to do....

Quote from: alkebab on May 27, 2026, 12:45 PM$64k pa if this is anything to go by when you plug in the numbers (annual licensing fees):
https://www.nzx.com/services/listing-on-nzx-markets/listing-fees

I grabbed the data from the NZX listing:
https://www.nzx.com/instruments/MCK

For CDI, the annual listing fee is 60k from the same calculator above:
https://www.nzx.com/instruments/CDI

There may be other costs involved that I'm not aware of.

True, Listing costs are lower, but yes, there are additional costs. This is Dr. Googles AI answer:

QuoteAn NZX listing typically costs a company hundreds of thousands of dollars. While direct NZX application and initial fees generally range from \(\$15,000\) to \(\$50,000\), the bulk of the expenses—often between \(\$150,000\) and \(\$500,000\)—goes toward professional advisors (lawyers, accountants, and brokers).Breakdown of typical listing costs:Professional Advisors: The largest expense is typically legal, accounting, and marketing.Regulatory & Legal Prep: Regulatory compliance, due diligence, and listing preparation.NZX Application & Initial Fees: Variable fees assessed by the exchange based on your initial market capitalization.NZ RegCo Fees: Time-and-cost fees incurred during the application review process.For a closer look at the specific fee structures, you can check the NZX Listing Fees guide or review the full NZX Issuer Fee Schedule. If you are weighing the business requirements of a listing, the Direct Listing Guide provides helpful information.

Good result...... the cunning plan is working.

https://www.nzx.com/announcements/473448

Sustained performance in Q3 as Fonterra executes on strategy; announces 2026/27 Farmgate Milk Price
 
 • Total Group operating profit: NZ $1.8 billion, up $103 million relative to prior year
 
 • Underlying earnings per share: 57 cents per share, up from 53 cents
 
 • FY26 full year forecast earnings range lifted and narrowed to: 60-70 cents per share, up from 50-65 cents per share
 
 • 2025/26 season forecast Farmgate Milk Price narrows: NZ $9.60-$9.80 per kgMS, from $9.40-$10.00, with the midpoint unchanged at $9.70 per kgMS
 
 • Announced opening 2026/27 season forecast Farmgate Milk Price of $9.75 within a range of $8.00 – $11.00 per kgMS
 
 • Season to date milk collections: 1,489m kgMS, up 4% on last season