I think the quiet share market and the silence here can be attributed to Snapiti being on holiday. The graph huggers may have to factor in Snapster when they do their next calculation.
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Quoted from forest...
"http://www.sharetrader.co.nz/images/icons/icon1.png For those who like to get info directly from the source.Not to be missed meeting with David Darling.
I have met David before and I find him passionate about PEB
NZSA Auckland branch meeting as below. All welcome have your questions ready.
Branch Meetings - 2014
Wed, 18th June
Speakers :
John Hisco – CEO ANZ Bank
David Darling – Pacific Edge
(Tea, coffee and biscuits from 7.00pm – presentation commencing promptly at 7.30 pm; please note there will be the usual $5 cover charge )
Hobson Room, Level 4
Alexandra Park Functions Centre, Greenlane."
Thanks NewGuy. A valuable post.
I was also at the presentation. David darling is a funny guy. Asked when we will see a dividend. He replied, "what's a dividend"
[QUOTE=NewGuy;487113]ok. got there just as this kicked off. Thought the bank CEO on first was really interesting BTW. But I digress.
Nothing much new to report about PEB except:
1. confirmation that partners in Oz and Spain are failing and PEB are so small that they can't command better performance from those partners, so "we'll just have to wait."
2. "the curve" will likely remain flat for quite a while, but "eventually" take off.
3. I'm not convinced they've got the pricing structure quite right in the states. There are a lot of variables at play - like DD mentioned. I wanted to ask more about it, but didnt get an opportunity.
Forest - sorry I didn't find you guys. Didn't arrive till 7:40, Cheers.[/QUOTE
Glad that you made the meeting.
Point 1, I remember that DD said the Partners in AUS and Spain are the right partners however the progress is slow as PEB is depended on partners time table.
Point 2, I think DD was talking about a straight line, which is (I think) likely to be partly up.
I got there early about 7pm. and had a cup of tea with DD. Very nice fella, but did not realize he was CEO. Thought he was part of the Share Holders Association. A very good presentation.