..... so you expect Pizza Hut and KFC to start reclaiming some of that enormous lost share of the takeaways market?Quote:
quote:Originally posted by biker
It's the next 5 years that count.
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..... so you expect Pizza Hut and KFC to start reclaiming some of that enormous lost share of the takeaways market?Quote:
quote:Originally posted by biker
It's the next 5 years that count.
RBD needs a change of owner who has vision and can add value.
HOPE your around in five years time winner to check out who wins the BET.. [8D]Quote:
quote:Originally posted by winner69
..... so you expect Pizza Hut and KFC to start reclaiming some of that enormous lost share of the takeaways market?Quote:
quote:Originally posted by biker
It's the next 5 years that count.
Bricks, You hold the bets on the dogs. I can never understand why anyone would worry about what happens to companies on downtrends.
Surely there must be a company worth your investment dollar in an uptrend to invest in. Companies in prolonged downtrends like this is normally caused by bad decisions in the past. If nothing has changed, you would expect more downtrending in the future. The people that made all those bad decisions in the past are still making the decisions today, so my prediction is the downtrend will continue.
RBD is dog tucker, has been ever since they sold the kennel to take that working trip to Australia. They not only squandered the kennel money, but now rent them back and are spending $800000 each doing them up for the landlord.[:o)][:o)] macdunk
Just announced VICKI SALMON has just resigned.
It might be the first little ray of hope for the company. Macdunk
This Happy Camper wonders whether the departure of V Salmon from RBD confirms that private equity interest in RBD from across the ditch has ground to a screaming halt?
Cheers
Will the board be any better at selecting a replacement CEO who can deliver change and growth this time?Quote:
quote:Originally posted by duncan macgregor
Just announced VICKI SALMON has just resigned.
It might be the first little ray of hope for the company. Macdunk
This company does not need a headline catching acquisition or "shareholder friendly" dividends. It needs attention to the small details and a commitment to benchmarked improvement, the kind of boring operational stuff that doesn't appeal to the average corporate climber more interested in PR and stock options ...and it needs to live within its means.
Or,... was one of the conditions for their further involvement?Quote:
quote:Originally posted by Happy Camper
This Happy Camper wonders whether the departure of V Salmon from RBD confirms that private equity interest in RBD from across the ditch has ground to a screaming halt?
Cheers
TRY buying some stock and then have a REAL say non holder.. [8D]Quote:
quote:Originally posted by Halebop
Will the board be any better at selecting a replacement CEO who can deliver change and growth this time?Quote:
quote:Originally posted by duncan macgregor
Just announced VICKI SALMON has just resigned.
It might be the first little ray of hope for the company. Macdunk
This company does not need a headline catching acquisition or "shareholder friendly" dividends. It needs attention to the small details and a commitment to benchmarked improvement, the kind of boring operational stuff that doesn't appeal to the average corporate climber more interested in PR and stock options ...and it needs to live within its means.
It appears you don't have a REAL rationale to counter anything I say. So I don't think throwing my good money after all that bad money is going to make any difference to what I think about this particular deep fried puppy.Quote:
quote:Originally posted by BRICKS
TRY buying some stock and then have a REAL say non holder.. [8D]
Disclosure: Non Holder
AND WE ARE SICK OF YOUR MOANING.. [8D]Quote:
quote:Originally posted by Halebop
It appears you don't have a REAL rationale to counter anything I say. So I don't think throwing my good money after all that bad money is going to make any difference to what I think about this particular deep fried puppy.Quote:
quote:Originally posted by BRICKS
TRY buying some stock and then have a REAL say non holder.. [8D]
Disclosure: Non Holder
The shareholders should hold the board fully responsible for the SP performance. The board has in the past made some very bad decisions that has cost RBD dearly. IT is now time for the board to stop what it's doing and continue with what is in the best interest of the shareholders. The best interest is to give the shareholders a way out at a premium.
RBD IS NOT FOR SALE..[8D]Quote:
quote:Originally posted by Bling_Bling
The shareholders should hold the board fully responsible for the SP performance. The board has in the past made some very bad decisions that has cost RBD dearly. IT is now time for the board to stop what it's doing and continue with what is in the best interest of the shareholders. The best interest is to give the shareholders a way out at a premium.
WHO SAYS? ;)Quote:
quote:Originally posted by BRICKS
RBD IS NOT FOR SALE..[8D]Quote:
quote:Originally posted by Bling_Bling
The shareholders should hold the board fully responsible for the SP performance. The board has in the past made some very bad decisions that has cost RBD dearly. IT is now time for the board to stop what it's doing and continue with what is in the best interest of the shareholders. The best interest is to give the shareholders a way out at a premium.
You really have to be as thick as a brick if thats what you think. The only hope shareholders who are silly enough to hold RBD have if some one buys the business and get back on track.Quote:
quote:Originally posted by BRICKS
RBD IS NOT FOR SALE..[8D]
A secret recipe might do wonders or at least learn how to cook chook. :D:D:DMacdunk
RBD market cap 1997 was over $210M .... Vicki was a founding directorQuote:
quote:Originally posted by Bling_Bling
The shareholders should hold the board fully responsible for the SP performance. The board has in the past made some very bad decisions that has cost RBD dearly. IT is now time for the board to stop what it's doing and continue with what is in the best interest of the shareholders. The best interest is to give the shareholders a way out at a premium.
RBD marker cap today $106M and Vicki is on her way
Vicki presided over a 50% decline in the value of RBD ... all of $100M +
Not as good as Theresa's effort though .... maybe a hidden message in those stats
But looking forward .... maybe RBD market cap will one day reach $200M again ... and the new head honcho will be a hero
The company confirms that at this stage, NO firm proposal has beenQuote:
quote:Originally posted by Bling_Bling
WHO SAYS? ;)Quote:
quote:Originally posted by BRICKS
RBD IS NOT FOR SALE..[8D]Quote:
quote:Originally posted by Bling_Bling
The shareholders should hold the board fully responsible for the SP performance. The board has in the past made some very bad decisions that has cost RBD dearly. IT is now time for the board to stop what it's doing and continue with what is in the best interest of the shareholders. The best interest is to give the shareholders a way out at a premium.
forthcoming from any of these parties following a period of discussions.
The Board of Directors will keep shareholders updated on any material developments should anything eventuate..
[not for sale last report dated 8 Mar 2007]
Well Theresa is available!Quote:
quote:Originally posted by Halebop
Will the board be any better at selecting a replacement CEO who can deliver change and growth this time?Quote:
quote:Originally posted by duncan macgregor
Just announced VICKI SALMON has just resigned.
It might be the first little ray of hope for the company. Macdunk
PLEASE write some thing funny next TIME.. [8D]Quote:
quote:Originally posted by Deev8
Well Theresa is available!Quote:
quote:Originally posted by Halebop
Will the board be any better at selecting a replacement CEO who can deliver change and growth this time?Quote:
quote:Originally posted by duncan macgregor
Just announced VICKI SALMON has just resigned.
It might be the first little ray of hope for the company. Macdunk
No sane company will make an offer when due diligence is not yet completed. Due diligence and negotiations on this size company takes many months.Quote:
quote:Originally posted by BRICKS
The company confirms that at this stage, NO firm proposal has beenQuote:
quote:Originally posted by Bling_Bling
WHO SAYS? ;)Quote:
quote:Originally posted by BRICKS
RBD IS NOT FOR SALE..[8D]Quote:
quote:Originally posted by Bling_Bling
The shareholders should hold the board fully responsible for the SP performance. The board has in the past made some very bad decisions that has cost RBD dearly. IT is now time for the board to stop what it's doing and continue with what is in the best interest of the shareholders. The best interest is to give the shareholders a way out at a premium.
forthcoming from any of these parties following a period of discussions.
The Board of Directors will keep shareholders updated on any material developments should anything eventuate..
[not for sale last report dated 8 Mar 2007]
BLING get it in your head NOTHING is going ON.. [8D]
Wonder why they never mention white bread/flour and sugar - probably the two main items contributing to poor eating by volume consumed. Little or no nutritional value in either, except for people who just cannot get enough carbohydrate in their diet. (That's a joke BTW.) There would no doubt be an uproar if focus went on these. Fast food is an easy target. Don't have the nutrtional info in front of me but would not be surprised if KFC chicken is a better bet than Girl Guide biscuits. At least it has a good dose of protein.Quote:
quote:Originally posted by hiawatha
It was interesting that the item on TV1 News last night about obesity and junk food seemed to focus mainly on KFC. I would have thought that McDonald's and Burger King's stuff was junkier than KFC's which, after all, is mainly just chicken and would be no more "junk food" than chicken roasted at home in an oven.
It seems to be largely a matter of perception.
hiawatha
.... Pause to check a packet of chocolate GG biscuits - 69% carbs, 20% fat (mmost of it is saturated).
Not really.Quote:
quote:Originally posted by hiawatha
...after all, is mainly just chicken and would be no more "junk food" than chicken roasted at home in an oven.
It seems to be largely a matter of perception.
The "F" in KFC stands for Fried rather than the roasted or wok sauteed kinds most healthy kiwis eat. I can roast a chicken using no more fat than the chicken itself provides. I can also then remove a lot of the fat remaining. The same cannot be said for KFC's chicken or it customers eating habits. I don't see them becoming Kentucky Poached Chicken any day soon.
Independant research a few years ago showed 16% of calories were from fat in a KFC chicken breast (5% saturated), although at least it provided half the amount of energy as say a MacDonalds Big Mac (also 16% of calories from fat, 6% saturated). Problem is consumers would eat 2 pieces of chicken for each burger consumed so they were left in much the same position. KFC chicken delivered the highest sodium hit of any fast food (matched only by KFC's stable mate, pizza). Those "secret herbs and spices" it seems must contain a fair wack of salt. Sodium itself isn't always the biggest problem though it has been linked to several lifestyle illnesses but of course consumers will wash it down with a fair dose of sugary soft drinks - which turns back into fat unless we run it off.
Artemis New Zealand is a high per capita consumer of breads and flour. I think it's why so many kiwi guys and girls have big guts and bums! There is also more than one fast food company out there that brand names their bread with "bread sounding" names because their products are technically confectionary and they could not otherwise label their product as something even a casual consumer might find acceptable... kind of like wedging those double beef patties between two scoopings of jelly beans.
KFC under pressure in OZ re use of trans fat and palm oils .... they use it in NZ as well .... some would say YUK not YUM but most wouldn't care
But one day public opinion will come home to roost .... like in NZ sales on takeaways going throught he roof but KFC not getting any of that increased 'discretionary' spend (See Lizards charts)
Health Minister a bit pissed off it seems
From SMH the other day
http://www.smh.com.au/text/articles/...548109827.html
Only people still eating KFC are the trailor trash types who care little about health. They the same people who smoke, beat their kids and drive noisy cars
Look at the queue if there is one, fat, badly dressed, screaming kids in tow. The only saving grace for restaurant brands is the country is still full of these scum
(yes i am in a bad mood)
...they were my charts :( [sob sob]Quote:
quote:Originally posted by winner69
(See Lizards charts)
Sorry doubly sorry HalebopQuote:
quote:Originally posted by Halebop
...they were my charts :( [sob sob]Quote:
quote:Originally posted by winner69
(See Lizards charts)
Good charts though and so pertinent when assessing the future of RBD
;)
The lower the SP for RBD the more Bling will buy. :D
YOU are a SNOB.. [8D]Quote:
quote:Originally posted by ratkin
Only people still eating KFC are the trailor trash types who care little about health. They the same people who smoke, beat their kids and drive noisy cars
You live in Pleasant Ville with the ideal family that looks like something out of Beverlyhills 90210? :DQuote:
quote:Originally posted by ratkin
Look at the queue if there is one, fat, badly dressed, screaming kids in tow. The only saving grace for restaurant brands is the country is still full of these scum
(yes i am in a bad mood)
BRICKS is that you short selling RBD? :DQuote:
quote:Originally posted by BRICKS
BLING get it in your head NOTHING is going ON.. [8D]
AS usual your WRONG 69 yet again, it was the PM.JH who called a meeting of vendors and ask them to change the oil and they "OK" and every thing was HAPPY.. [8D]Quote:
quote:Originally posted by winner69
KFC under pressure in OZ re use of trans fat and palm oils .... they use it in NZ as well .... some would say YUK not YUM but most wouldn't care
But one day public opinion will come home to roost .... like in NZ sales on takeaways going throught he roof but KFC not getting any of that increased 'discretionary' spend (See Lizards charts)
Health Minister a bit pissed off it seems
From SMH the other day
http://www.smh.com.au/text/articles/...548109827.html
Was only going what was in the paper and like what is on the internet it must be true ... and no mention of Johnny in the article ..... or was he having lunch with the porno king that day
KFC owner sticks by its cooking oil
A LEADING fast-food company has refused to bow to the Federal Government's demand it remove harmful fats from its products ......
HAD some KFC today was great and the shop was FULL.. [8D]Quote:
quote:Originally posted by winner69
Was only going what was in the paper and like what is on the internet it must be true ... and no mention of Johnny in the article ..... or was he having lunch with the porno king that day
KFC owner sticks by its cooking oil
A LEADING fast-food company has refused to bow to the Federal Government's demand it remove harmful fats from its products ......
Here's a question (to all),
do you find yourself consciously or subconsciously supporting the stocks you hold?
i.e. BRICKS going to KFC or a T-Com holder specifically buying only T-Com products?
Just a random thought / rant
J5
YOU should think some where else you cant eat a T-Com.. [8D]Quote:
quote:Originally posted by jonny5
Here's a question (to all),
do you find yourself consciously or subconsciously supporting the stocks you hold?
i.e. BRICKS going to KFC or a T-Com holder specifically buying only T-Com products?
Just a random thought / rant
J5
If you don't consider Theresa to be funny you need a HUMOUR TRANSPLANTQuote:
quote:Originally posted by BRICKS
PLEASE write some thing funny next TIME..Quote:
quote:Originally posted by Deev8
Well Theresa is available!
Good recovery in the share price late today after hitting 103 earlier ..... even so 103 doesn't indicate much confidence
SORRY you beat me to IT.. [8D]Quote:
quote:Originally posted by Deev8
If you don't consider Theresa to be funny you need a HUMOUR TRANSPLANTQuote:
quote:Originally posted by BRICKS
PLEASE write some thing funny next TIME..Quote:
quote:Originally posted by Deev8
Well Theresa is available!
Herald been the one in fuelling the takeover story (every time they mention it the RBD share price goes up) .... but what the heck .... they are now talking fire sale
Can Restaurant Brands avoid a fast-food firesale?
http://www.nzherald.co.nz/section/3/...ectid=10429237
The most revealing piece in the article is that most on this thread are as perceptive as the doyen of NZ investing in Carmel Fisher .... she says "We look for companies that can double their earnings over three to five years and Restaurants Brands is never going to do that. It's competitive, it's low margin and it's a hard business."
Herald certainly beating up RBD today .... yet another story
Salmon's exit takes bite out of sale talk
http://www.nzherald.co.nz/section/3/...ectid=10429236
Ends with ....... Long-suffering Restaurant Brands shareholders grimly holding on for a windfall from the sale might be facing a long and disappointing wait.
YOUR up early 69 keep it coming saves me having to look for the news, in this dull NZ market place of very few companies they have to write some thing just to keep in BIZ that's there JOB.. [8D]Quote:
quote:Originally posted by winner69
Herald certainly beating up RBD today .... yet another story
Salmon's exit takes bite out of sale talk
http://www.nzherald.co.nz/section/3/...ectid=10429236
Ends with ....... Long-suffering Restaurant Brands shareholders grimly holding on for a windfall from the sale might be facing a long and disappointing wait.
Brian Gaynor has a few things to say about Restaurant Brands in the Weekend Herald as well.
Salmon lost her job on Wednesday when chairman Ted van Arkel announced that she had stepped down and would be replaced by acting chief executive Russel Creedy until an appropriate replacement had been identified ...
When van Arkel replaced Falconer in July 2006 he had one of two choices, he could either do nothing or take decisive action. He took the latter option without any apparent pressure from large shareholders.
Somebody had to be held responsible for Restaurant Brands' poor performance and Salmon was the obvious choice. But van Arkel's job is only half done as he now has to find a high quality replacement. This will not be an easy task as the fast food industry is extremely competitive and Salmon, along with her predecessor, Jim Collier, struggled to achieve acceptable shareholder returns ...
Chief executives of poorly performing companies often look for a takeover offer as a way to leave with their reputation intact. Rumour says that Vicki Salmon wanted to sell Restaurant Brands but her board of directors rejected this approach. If this is true then Ted van Arkel and his fellow directors should be congratulated for their decision to dismiss Salmon.
Brian Gaynor: Directors need a pro-active approach
SOMEONE has to run the boat we don't know do we until time moves on he mite only be temporary but they did say they would look for an replacement lets hope things will get BETTER and don't dwell on the PAST.. [8D]Quote:
quote:Originally posted by Deev8
Brian Gaynor has a few things to say about Restaurant Brands in the Weekend Herald as well.
Salmon lost her job on Wednesday when chairman Ted van Arkel announced that she had stepped down and would be replaced by acting chief executive Russel Creedy until an appropriate replacement had been identified ...
When van Arkel replaced Falconer in July 2006 he had one of two choices, he could either do nothing or take decisive action. He took the latter option without any apparent pressure from large shareholders.
Somebody had to be held responsible for Restaurant Brands' poor performance and Salmon was the obvious choice. But van Arkel's job is only half done as he now has to find a high quality replacement. This will not be an easy task as the fast food industry is extremely competitive and Salmon, along with her predecessor, Jim Collier, struggled to achieve acceptable shareholder returns ...
Chief executives of poorly performing companies often look for a takeover offer as a way to leave with their reputation intact. Rumour says that Vicki Salmon wanted to sell Restaurant Brands but her board of directors rejected this approach. If this is true then Ted van Arkel and his fellow directors should be congratulated for their decision to dismiss Salmon.
Brian Gaynor: Directors need a pro-active approach
BRICKS, What a great opportunity to average down.:D:Dmacdunk
NO worry hiawatha he is just upset because he was REJECTED.. [8D]Quote:
quote:Originally posted by hiawatha
I thought perhaps you might apply for the job, macdunk. You seem to have a pretty good idea of how the show should be run. Or so you keep telling us.
hiawatha
THE new look KFC @ The Kent Terrace at Wellington is now open for BIZ come and have a look and try !!! Meanwhile back at Paraparaumu try,
Pete`s Pies @ Fries where Pete`s fries comes from Mr CHIP just like all of KFC fries, Nothing like a bag of CHIPPIES... [8D]
You being plenty today then Bling BlingQuote:
quote:Originally posted by Bling_Bling
The lower the SP for RBD the more Bling will buy. :D
The NZ Herald moving the market again with all those sad stories .... but 102 is pretty low aint it
Don't buy too many mate ... you'll push the price up too fast
Is RBD falling out of the NZX50 soon ..... again?
GREAT who cares the index wont help the company make profits.. [8D]Quote:
quote:Originally posted by winner69
Is RBD falling out of the NZX50 soon ..... again?
Neither it seems, does their business plan. ...the index however will help ascribe a higher value to those profits as index based investors are forced to purchase. The reverse is true if they were ejected.Quote:
quote:Originally posted by BRICKS
GREAT who cares the index wont help the company make profits.. [8D]
Profits and losses are only irrelevant in moments of euphoria.Quote:
quote:Originally posted by hiawatha
I thought the index was based on the share price and that profits (and losses) were irrelevant in this context.
hiawatha
If being in an index lifts demand so my PE rise to 15 from 14, profits are hardly irrelevant.
Huh?Quote:
quote:Originally posted by hiawatha
The conclusion doesn't seem to follow from the premise.
Could you see that share prices are based on profits (and/or prospects of profit growth)?
THANKS for all your dribble again about nothing the word is KFC needs to hire a hero to fix things so HELP may be on the way in the meantime stop going on about the past and fill your portfolio with RBD that is if you have one,, let us in what you actually HOLD,, Regards.. [8D]Quote:
quote:Originally posted by Halebop
Could you see that share prices are based on profits (and/or prospects of profit growth)?
BRICKS lets all have a laugh what do you hold?.Quote:
quote:Originally posted by BRICKS
THANKS for all your dribble again about nothing the word is KFC needs to hire a hero to fix things so HELP may be on the way in the meantime stop going on about the past and fill your portfolio with RBD that is if you have one,, let us in what you actually HOLD,, Regards.. [8D]Quote:
quote:Originally posted by Halebop
Could you see that share prices are based on profits (and/or prospects of profit growth)?
I started the year with MCR, AGM, SMY, SMM, then bought IGO. The first down turn i sold half my portfolio the second day, and missed half the downtrend. On the third day the market started to right itself, so I bought more of SMM at $4-15 AUS. It is now $4-54 AUS. Half my portfolio is SMM with equal ammounts in the others. Look it all up and start to think for a change, not post dribble to everyone that dares to have a different position. LETS BE HAVING YOU BRICKS WHAT DO YOU HOLD. :D:D:Dmacdunk
BEN. BENDIGO BANK.. [8D][8D][8D]Quote:
quote:Originally posted by duncan macgregor
BRICKS lets all have a laugh what do you hold?.Quote:
quote:Originally posted by BRICKS
THANKS for all your dribble again about nothing the word is KFC needs to hire a hero to fix things so HELP may be on the way in the meantime stop going on about the past and fill your portfolio with RBD that is if you have one,, let us in what you actually HOLD,, Regards.. [8D]Quote:
quote:Originally posted by Halebop
Could you see that share prices are based on profits (and/or prospects of profit growth)?
I started the year with MCR, AGM, SMY, SMM, then bought IGO. The first down turn i sold half my portfolio the second day, and missed half the downtrend. On the third day the market started to right itself, so I bought more of SMM at $4-15 AUS. It is now $4-54 AUS. Half my portfolio is SMM with equal ammounts in the others. Look it all up and start to think for a change, not post dribble to everyone that dares to have a different position. LETS BE HAVING YOU BRICKS WHAT DO YOU HOLD. :D:D:Dmacdunk
Rubbish bricks you told us all you had bought into it I presume in advance like I do?. What a pathetic little person you really are. Stick to your RBD the company needs people like you. macdunk
SLOB been in BEN some years below $4 and RBD @ 92 cents and still in front 18%Quote:
quote:Originally posted by duncan macgregor
Rubbish bricks you told us all you had bought into it I presume in advance like I do?. What a pathetic little person you really are. Stick to your RBD the company needs people like you. macdunk
unlike you who has just found AUS a few weeks ago and now an expert on everything and not backwards of telling all in OZ you can FIND dill enough to listen to SCOT SLOBS who wish to lay in GUTTERS to drink all from your own MOUTH.. [8D][8D][8D][8D]
BRICKS, People that revert to personal abuse to try and prove a point are normally thick as bricks. :D:D:D. Macdunk
YOU said all those things with your own mouth and you wanted a laugh so why ant you laughing and just back to repeating yourself again in other circles it would be called Burping in PUBLIC.. [8D][8D][8D][8D][8D]Quote:
quote:Originally posted by duncan macgregor
BRICKS, People that revert to personal abuse to try and prove a point are normally thick as bricks. :D:D:D. Macdunk
BRICKS I consider you the sharetrader expert on dribble so will give your suggestion all the consideration it deserves.Quote:
quote:Originally posted by BRICKS
THANKS for all your dribble...
YOUR WELCOME.. [8D]Quote:
quote:Originally posted by Halebop
BRICKS I consider you the sharetrader expert on dribble so will give your suggestion all the consideration it deserves.Quote:
quote:Originally posted by BRICKS
THANKS for all your dribble...
Surely this couldn't go below the magical $1 mark again ... could it
Hell ... whats going on ..... a few years ago 3 RBD shares bought you a regular Hawaiian pizza ...and now you need 9 RBD shares
.... and then to get it delivered you need 6 more RBD shares
.... but then the company would prefer cash ... yes
nil
Brian Gaynor's take on this in The Weekend Herald was that the board dumped Salmon because she wanted to sell out to private equity.Quote:
quote:Originally posted by etrader
they bought out that they were talking to the "flavour of the month" Private Equity firms but nothing in concrete. Seems to have lost it's momentum.
Chief executives of poorly performing companies often look for a takeover offer as a way to leave with their reputation intact. Rumour says that Vicki Salmon wanted to sell Restaurant Brands but her board of directors rejected this approach. If this is true then Ted van Arkel and his fellow directors should be congratulated for their decision to dismiss Salmon.
Brian Gaynor: Directors need a pro-active approach
nil
Deev8 This is the second time your used the same paper talk down try to get new NEWS & etrader your facts are same that gets repeated which we all have heard before try getting real NEWS Thanks.. [8D]Quote:
quote:Originally posted by Deev8
Brian Gaynor's take on this in The Weekend Herald was that the board dumped Salmon because she wanted to sell out to private equity.
Brian Gaynor: Directors need a pro-active approach
WHILE we have your attention 69 your exaggerating again delivery has all ways been FREE... [8D][8D]
[/quote]
Deev8 This is the second time your used the same paper talk down try to get new NEWS & etrader your facts are same that gets repeated which we all have heard before try getting real NEWS Thanks.. [8D]
WHILE we have your attention 69 your exaggerating again delivery has all ways been FREE... [8D][8D]
[/quote]
Brick I've deleted my posts on this topic, it's an open chat site, but you just reply two liners of nothing to other posters, i struggle in recent posts you've had not many new facts so i've deleted my posts to help free up room for you
BRICKS .... shop on line and the best price (even on 2 big Hawaiian jobs) includes $6 delivery
STILL the worse case, so go down and pick them up free will get you out of the house and away from the wife in your case.. and guessing you prob don't eat THEM.. [8D]Quote:
quote:Originally posted by winner69
BRICKS .... shop on line and the best price (even on 2 big Hawaiian jobs) includes $6 delivery
etrader more dribble than facts.. [8D]
Right on BRICKS .... prefer real pizza
Pomodoro .... great pizza even though eating in is a bit rustic
One Red Dog ..... another great pizza but a bit too noisy on a Friday night
Spagalimis is the go... if you want great pizza
i'll give it a go when next in chchQuote:
quote:Originally posted by Onthemoney
Spagalimis is the go... if you want great pizza
Disappointed that The Herald didn't have a few stories about private equity taking at RBD in the near future.
That would have balanced all the crap they produced last week ..... hell RBD needs all the help it can to get back over $1 ...
..... maybe the Sunday pepaers might help out
THE latest news @ RBD its BIZ as normal against the rest, Yesterday
at KFC at Oxford Terrace WEL going gang busters full of happy faces it seems to have done wonders to that store but RBD is NZ wide and one of the largest chains and is under attack from every KIWI that has a tongue and/or a mouth to FEED.. [8D]
.... probabaly meant the refurbed KENT Terrace one ..... 2 people in it at 7pm last night .... suppose that's gangbustersQuote:
quote:Originally posted by BRICKS
....at KFC at Oxford Terrace WEL
One of those they sold at a 6-7% yield .... wonder what the rent is now?
YES Oxford yer right and was there at 7pm sorry you did not talk to me and the place was full, exaggerating will not get you to heaven and the big exchange in the sky think AGAIN.. [8D]Quote:
quote:Originally posted by winner69
.... probabaly meant the refurbed KENT Terrace one ..... 2 people in it at 7pm last night .... suppose that's gangbustersQuote:
quote:Originally posted by BRICKS
....at KFC at Oxford Terrace WEL
One of those they sold at a 6-7% yield .... wonder what the rent is now?
Quote:
quote:Originally posted by BRICKS
YES Kent yer right and was there at 7pm sorry you did not talk to me and the place was full, exaggerating will not get you to heaven and the big exchange in the sky think AGAIN.. [8D]Quote:
quote:Originally posted by winner69
.... probabaly meant the refurbed KENT Terrace one ..... 2 people in it at 7pm last night .... suppose that's gangbustersQuote:
quote:Originally posted by BRICKS
....at KFC at Oxford Terrace WEL
One of those they sold at a 6-7% yield .... wonder what the rent is now?
Bricks ..... 1 person in Kent Tce KFC about 6pm tonite ........ 3 in Dominos across the road .... and the Adelaide Rd Pizza Hut empty (maybe everybody was paying the delivery fee) .... 3 in the pizza/takeaways place in Berhampore ...... and 2 in Hell in Island Bay
Then again Monday might not be the busiest for takeaways
Thought u might be interested
The only interest that i have is Why do you find it interesting. I really dont give a sh*t myself.:D:D:DmacdunkQuote:
quote:Originally posted by winner69
Bricks ..... 1 person in Kent Tce KFC about 6pm tonite ........ 3 in Dominos across the road .... and the Adelaide Rd Pizza Hut empty (maybe everybody was paying the delivery fee) .... 3 in the pizza/takeaways place in Berhampore ...... and 2 in Hell in Island Bay
Then again Monday might not be the busiest for takeaways
Thought u might be interested
Macdunk .... always interesting to see how busy things are .... no bother to do this research for BRICKS as traffic lights at most of these places.
Main concern is giving BRICKS some idea as to whether he should start selling seeing that he is now only 5 cents up on his 92 cents buy price
And mate ... every time I see that KFC in Kent Tce I think of you and your little raves about them selling all the properties .... looks really good now after the refurb (HATE TO THINK HOW MUCH THIS ONE COST) but I reckon the rent will have gone up (or will go up)a bit since they sold this piece of prime real estate
RBD pls come down to around 90 cents. Bling has buy orders waiting. :D
Keep up with all the negative talk, it is working in Blings favour. Thank you.
Bling bling ..... 90 cents was never on the cards .... and now missed your opportunity to even get some at 95 cents
Back over 100 by weeks end
Bling Bling, 90cents is too high.
I would say 75cents best bet.
You mean i can get it cheaper? fantastic. :DQuote:
quote:Originally posted by lager
Bling Bling, 90cents is too high.
I would say 75cents best bet.
Bling is cashed up, so bring it on.
DO you have any to SELL will BUY them @ 75 if you have make sense LAD,Quote:
quote:Originally posted by lager
Bling Bling, 90cents is too high.
I would say 75cents best bet.
Bling all the negative talk has WON even 69 said they wont go to 90 cents and bugger me he was wrong the clown Scott has yet to play his record again and again, this is the bottom of pit take your life in your its a BUY one word of takeover and off it will go like a AIR 777 JET.. [8D]
I wonder if SNOOPY is still averaging down now that those lovely divQuote:
quote:Originally posted by Snoopy
Please all rise for this session of the Sharechat internet court, Judge Mick 100 presiding.
The defendent, Snoopy, is here to answer the following question
"Before you decide to hold or buy more shares in a company whose shareprice is plumetting in value - eg, restarant brands
Ask your self this question:"
"Is there a possibility that my decision making process is being affected by 'escaslation of commitment'?"
"So how about it Snoopy? Are you suffering from escalation of commitment?"
---------
A fair question Judge Mick. Now please allow me to present my evidence.
I am a foundation shareholder of RBD. I acquired my first shares in June 1997 at an effective $2.03. In March 1998 I purchased some more at an equivalent price of $1.29. I have made several purchases in subsequent periods, priced as follows: September 1998 62c (equivalent), February 2000 $1.20 (equivalent) and another batch at $1.18 (equivalent). More purchases were made in September 2000 at $1.14, March 2002 at $2.08, July 2002 at $1.71, September 2003 at $1.25, September 2004 at $1.26, December 2004 at $1.26, March 2005 at $1.29, July 2005 at $1.60, October 2005 at $1.30 and finally later in that same month at $1.24. My weighted average purchase price is $1.26. My weighted average share holding time is 2.5 years. (That's because most of my holding has been bought in the last couple of years, during the time RBD has suffered from the most derision on this forum.)
Based on a market price of $1.33 I have made an average capital gain of 2.5cps per year held. The current net yield is 10cps, or 12.5cps if we add the annualised capital gain. That gives a gross yield annual return of 13.8%. Now, I'm not going to claim that is a fantastic return, although it is double what you would earn in the bank. But I do see that return as more than satisfactory, given the conservative nature of the underlying investment.
Some people see successful investment, in the cricket analogy, as a process of hitting as many sixes as you can. Personally I prefer a technique which gets less headlines but over the long term can be just as rewarding if not more so (because you are taking less risks). I refer to the 'pushing for singles' method. Just go about your job quietly clocking up the runs and keeping the scoreboard ticking over.
Being an investor in RBD won't score you many bonus swoons at cocktail parties. But it's a great investment to put your mother into. That's because my quoted returns are IMO, quite sustainable - even if the business doesn't grow at all! That's why RBD should be a core holding of any income based portfolio. For this whole century, RBD has had a consistent dividend income record that puts *all* the listed property trusts to shame.
As for the 'plummeting share price', there has been no long term plummet since 1998, since the inital fall from grace after the IPO. The share price today is more or less what it was in 1998. Since RBD have paid out nearly all of their profits as dividends since then, this is to be expected.
The case for investment, since 1998 has always been based on dividend yield. Investing in this company from a dividend perspective makes as much sense in 2006 as it did in 1998 and virtually every year in between. Therefore I reject the 'escalation of commitment' argument. If you look at 'new' investment in RBD in 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005 and 2006 it has made huge sense every year, for eight different annually discrete reasons.
RBD, highly profitable, highly reliable and proven as a sound investment for every year of this century. Judge Mick, I rest my case.
SNOOPY
discl: hold RBD, and very satisfied with the investment performance.
[quote]quote:Originally posted by duncan macgregor
[quote]quote:Originally posted by Snoopy
Please all rise for this session of the Sharechat internet court, Judge Mick 100 presiding.
The defendent, Snoopy, is here to answer the following question
"Before you decide to hold or buy more shares in a company whose shareprice is plumetting in value - eg, restarant brands
Ask your self this question:"
"Is there a possibility that my decision making process is being affected by 'escaslation of commitment'?"
"So how about it Snoopy? Are you suffering from escalation of commitment?"
---------
A fair question Judge Mick. Now please allow me to present my evidence.
I am a foundation shareholder of RBD. I acquired my first shares in June 1997 at an effective $2.03. In March 1998 I purchased some more at an equivalent price of $1.29. I have made several purchases in subsequent periods, priced as follows: September 1998 62c (equivalent), February 2000 $1.20 (equivalent) and another batch at $1.18 (equivalent). More purchases were made in September 2000 at $1.14, March 2002 at $2.08, July 2002 at $1.71, September 2003 at $1.25, September 2004 at $1.26, December 2004 at $1.26, March 2005 at $1.29, July 2005 at $1.60, October 2005 at $1.30 and finally later in that same month at $1.24. My weighted average purchase price is $1.26. My weighted average share holding time is 2.5 years. (That's because most of my holding has been bought in the last couple of years, during the time RBD has suffered from the most derision on this forum.)
Based on a market price of $1.33 I have made an average capital gain of 2.5cps per year held. The current net yield is 10cps, or 12.5cps if we add the annualised capital gain. That gives a gross yield annual return of 13.8%. Now, I'm not going to claim that is a fantastic return, although it is double what you would earn in the bank. But I do see that return as more than satisfactory, given the conservative nature of the underlying investment.
Some people see successful investment, in the cricket analogy, as a process of hitting as many sixes as you can. Personally I prefer a technique which gets less headlines but over the long term can be just as rewarding if not more so (because you are taking less risks). I refer to the 'pushing for singles' method. Just go about your job quietly clocking up the runs and keeping the scoreboard ticking over.
Being an investor in RBD won't score you many bonus swoons at cocktail parties. But it's a great investment to put your mother into. That's because my quoted returns are IMO, quite sustainable - even if the business doesn't grow at all! That's why RBD should be a core holding of any income based portfolio. For this whole century, RBD has had a consistent dividend income record that puts *all* the listed property trusts to shame.
As for the 'plummeting share price', there has been no long term plummet since 1998, since the inital fall from grace after the IPO. The share price today is more or less what it was in 1998. Since RBD have paid out nearly all of their profits as dividends since then, this is to be expected.
The case for investment, since 1998 has always been based on dividend yield. Investing in this company from a dividend perspective makes as much sense in 2006 as it did in 1998 and virtually every year in between. Therefore I reject the 'escalation of commitment' argument. If you look at 'new' investment in RBD in 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005 and 2006 it has made huge sense every year, for eight different annually discrete reasons.
RBD, highly profitable, highly reliable and proven as a sound investment for every year of this century. Judge Mick, I rest my case.
SNOOPY
discl: hold RBD, and very satisfied with
BRICKS, They have very little to sell. They sold the roof over their head for that overseas trip remember. They then spent what was left doing up the landlords premises. What is left to sell other than a few pots and pans, and a name. The writing is on the wall giving great opportunities to average down.:D:Dmacdunk
Hiawatha, we all know that. The business now has very little to sell it costs more to run paying rent. The family silver is gone, not very much worth buying at a fire sale. The opposition can now squeeze them out, why buy them out.macdunk
With the benefit of hindsight RBD perhaps made the wrong move selling their real estate. However, they received around $52m for the property at a time their debt levels stood at almost $80m. Given RBD wanted to maintain their dividend, the bankers were probably uncomfortable with this level of debt on top of an $8.5m annual dividend overhead.
The real problem was not real estate divestments, but capital management, poor acquisition policy and operational decline. I suspect if dividends had have been modest, the real estate could have been maintained and would probably now be worth closer to $100m. All those investors excited about the dividend yield and willing to overlook capital loss and operational shortcomings, were in fact just swapping non taxable capital for taxable dividend income.
In the time RBD has been listed, they have made about $43m in acquisitions and grossed $52m from real estate sales (By my reckoning they have netted +$9.299m from this process). Alas the acquisitions comprised Pizza Hut Victoria and Pizza Haven. These investments have doubtless not met management projections.
Over the same period, depreciation expensed has been $85.878m but Capex expended has been $124.802m. This means they have reinvested an extra $38.924m back into the business - on Pizza "delcos", a national call centre, upgraded KFC stores and greenfield Starbuck sites. If you include the pizza acquisitions, $82m has been invested for growth. Meanwhile, the $52m in property divestments has essentially maintained the $55m+ in dividends since 2002.
If I'd have invested $82m over almost a decade, I'd have expected that investment to yield results above what the previous version of the business could achieve, not below it. Allowing for the time value of money at a 15% return, RBD has so far destroyed $150m in shareholder value on their new investments alone, not counting the reduced performance of historical assets and missed profits on the property portfolio. This is the "real" value of those dividends.
When you add in reduced flexibility and higher leverage & risk those dividends contributed, it is difficult to see how investors could expect only the CEO to fall on her sword?
ANOTHER YESTERDAY HISTORY LESSON.. [8D]Quote:
quote:Originally posted by Halebop
With the benefit of hindsight RBD perhaps made the wrong move selling their real estate. However, they received around $52m for the property at a time their debt levels stood at almost $80m. Given RBD wanted to maintain their dividend, the bankers were probably uncomfortable with this level of debt on top of an $8.5m annual dividend overhead.
The real problem was not real estate divestments, but capital management, poor acquisition policy and operational decline. I suspect if dividends had have been modest, the real estate could have been maintained and would probably now be worth closer to $100m. All those investors excited about the dividend yield and willing to overlook capital loss and operational shortcomings, were in fact just swapping non taxable capital for taxable dividend income.
In the time RBD has been listed, they have made about $43m in acquisitions and grossed $52m from real estate sales (By my reckoning they have netted +$9.299m from this process). Alas the acquisitions comprised Pizza Hut Victoria and Pizza Haven. These investments have doubtless not met management projections.
Over the same period, depreciation expensed has been $85.878m but Capex expended has been $124.802m. This means they have reinvested an extra $38.924m back into the business - on Pizza "delcos", a national call centre, upgraded KFC stores and greenfield Starbuck sites. If you include the pizza acquisitions, $82m has been invested for growth. Meanwhile, the $52m in property divestments has essentially maintained the $55m+ in dividends since 2002.
If I'd have invested $82m over almost a decade, I'd have expected that investment to yield results above what the previous version of the business could achieve, not below it. Allowing for the time value of money at a 15% return, RBD has so far destroyed $150m in shareholder value on their new investments alone, not counting the reduced performance of historical assets and missed profits on the property portfolio. This is the "real" value of those dividends.
When you add in reduced flexibility and higher leverage & risk those dividends contributed, it is difficult to see how investors could expect only the CEO to fall on her sword?
What a load of rubbish property values were going up 10pc pa before and since. They could have borrowed the money from the bank cheaper or asked you blue eyed starry eyed types to finance it.Quote:
quote:Originally posted by hiawatha
"Hindsight" is obviously a valuable thing. Though property values seem to have increased since the decision to sell and lease back was taken they could not have certain at the time that this would happen. Indeed property values may have fallen. On the eve of launching a risky venture into Australia it was probably good risk management to pass the property risk over to someone else.
hiawatha
Would you spend $800000 doing up the landlords property :D:D:D macdunk
TURN THE RECORD OVER.. [8D]Quote:
quote:Originally posted by duncan macgregor
What a load of rubbish property values were going up 10pc pa before and since. They could have borrowed the money from the bank cheaper or asked you blue eyed starry eyed types to finance it.Quote:
quote:Originally posted by hiawatha
"Hindsight" is obviously a valuable thing. Though property values seem to have increased since the decision to sell and lease back was taken they could not have certain at the time that this would happen. Indeed property values may have fallen. On the eve of launching a risky venture into Australia it was probably good risk management to pass the property risk over to someone else.
hiawatha
Would you spend $800000 doing up the landlords property :D:D:D macdunk
With a 90 cent share price, the other side of the record plays "it's yesterday once more"...Quote:
quote:Originally posted by BRICKS
ANOTHER YESTERDAY HISTORY LESSON.. [8D]
Another one springs to mind YESTERDAYS MAN.[:o)]macdunkQuote:
quote:Originally posted by Halebop
With a 90 cent share price, the other side of the record plays "it's yesterday once more"...Quote:
quote:Originally posted by BRICKS
ANOTHER YESTERDAY HISTORY LESSON.. [8D]