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  1. #20831
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    Quote Originally Posted by Cupsy View Post
    Hey value, if we put things in context from then as well, we've really had two things play out that are highlighted as risks.
    1. Covid, no one being able to go to work during lockdowns must have seen development risks bear out, not to mention inflation costs on developments.
    2. Property downturn post covid, another risk playing out, and the two pretty much back to back.

    So I guess for a holder pre these events, you may well be pretty gutted, all be it that these problems arent necessarily due to a flawed business model or inherent fault in the business right? (given these risks were well recognised?).
    Yes and consider how the business has grown despite these events.

  2. #20832
    Speedy Az winner69's Avatar
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    Deleted…….
    Last edited by winner69; 04-06-2024 at 07:44 PM.
    ”When investors are euphoric, they are incapable of recognising euphoria itself “

  3. #20833
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    Quote Originally Posted by Cupsy View Post
    Winner I really enjoy many of your posts, but after seeing some of those older ones, I'm thinking maybe your posts should come with some kind of statement of position, like "I used to really like this but now not so much" well I don't know what but maybe something.
    I think W69 uses a bit of an irony in some of his posts. Every post on this forum comes with the implicit disclaimer that you should do your own research, or pay a professional for advice.

  4. #20834
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    Quote Originally Posted by Bjauck View Post
    I think W69 uses a bit of an irony in some of his posts. Every post on this forum comes with the implicit disclaimer that you should do your own research, or pay a professional for advice.
    Yep but then you can claim every disaster post as oh I was kidding

  5. #20835
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    Quote Originally Posted by SailorRob View Post
    Yep but then you can claim every disaster post as oh I was kidding
    Don’t rely on any posts to make any investment decisions. They are just chit-chat.
    Last edited by Bjauck; 04-06-2024 at 03:07 PM.

  6. #20836
    Speedy Az winner69's Avatar
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    Another updated chart …Underlying NPAT over the years

    Hardly an inspiring story…the result of selling heaps more and making about the same year after year
    Attached Images Attached Images
    Last edited by winner69; 04-06-2024 at 03:32 PM.
    ”When investors are euphoric, they are incapable of recognising euphoria itself “

  7. #20837
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    superfluous to requirement
    Last edited by Cupsy; 23-07-2024 at 08:23 PM.

  8. #20838
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    superfluous to requirement
    Last edited by Cupsy; 23-07-2024 at 08:23 PM.

  9. #20839
    Member ThaiJohn's Avatar
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    I've bailed. Had enough.

  10. #20840
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    Quote Originally Posted by ThaiJohn View Post
    I've bailed. Had enough.
    I admire some peoples patience ( with NTL as well?)

    Patience can be the antithesis of returns when investing.

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