AFF Member Stock Discussion

[prozac]

Looking at alcohol based stocks like Endeavour group. EDVs problems aside the sector does not look robust at all at this time and one could surmise drinking habits in Australia are changing, except for the performance of one company MTS that bucks the trend.

The Moments in Alcohol survey from consumer analysis agency Fontoshowed a 10.9% YoY fall in spending per customer at Dan Murphy’s althoughthe same metric at BWS rose 1.1%. This compares very favourably, however,with the brands owned by Coles (COL), where spending per customer sank14.8% at Vintage Cellars, slumped 13.3% at First Choice, and fell 1.4% atLiquorland. The much smaller Cellarbrations franchise operation of Metcash(MTS) was the outlier in the latest Fonto survey, showing a 14.1% increase inspending per customer.

AGL looks friendless as the market seems unimpressed with cost containment and perhaps the battery venture? Standing aside for now.

 

[CaptainCurtis]

Finally hoping that my AUQ is going to get moving... sell side is very thin -
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I'm also a long suffering holder. Chipping away slowly today.

 

[RSD]

I'm also a long suffering holder. Chipping away slowly today.

Maaaaate! It has been a long suffering, when it was rising steadily and got to 8.8 cents last April I don't think that any of us would have imagined that it would end up back down to 1.8 cents in less than 12 months. Then there was the Takeovers Panel thing - never in a million years did I imagine that I would have to take a company to the Takeovers Panel.

But finally at long last things are heading in the right direction again.

 

[CaptainCurtis]

Maaaaate! It has been a long suffering, when it was rising steadily and got to 8.8 cents last April I don't think that any of us would have imagined that it would end up back down to 1.8 cents in less than 12 months. Then there was the Takeovers Panel thing - never in a million years did I imagine that I would have to take a company to the Takeovers Panel.

But finally at long last things are heading in the right direction again.

Seems to be, I just worry about how much reputational damage has been done.

You all did very will with the Takeovers Panel.

 

[RSD]

Seems to be, I just worry about how much reputational damage has been done.

That seems to be the thing now - quite a bit of damage done that will take time to recover from

You all did very will with the Takeovers Panel.

An extremely arduous couple of months - the sheer amount of questions from the Takeovers Panel that we had to reply to, and then rebuttals to what Alara had submitted and so forth - the amount of thinking that had to go into all of that and the fatigue and everything else - a lot of brain cells were killed off.

 

[Brissy1]

That seems to be the thing now - quite a bit of damage done that will take time to recover from

An extremely arduous couple of months - the sheer amount of questions from the Takeovers Panel that we had to reply to, and then rebuttals to what Alara had submitted and so forth - the amount of thinking that had to go into all of that and the fatigue and everything else - a lot of brain cells were killed off.

Well done.
I read the Takeovers Panel decision https://takeovers.gov.au/sites/takeovers.gov.au/files/2025-02/2025-ATP-1.pdf
Very disturbing, and insisted on making a "determination of unacceptable circumstances".

But what now, is the board going to work for the benefit of all shareholders fair and equitably?

 

[Katie]

RPM Global Holdings (RUL) is about to get a takeover offer. And expectations are that there will be more than one suitor.

This has been in my portfolio for a long while and it has been an exceptional performer. The business is excellent.

I’ll be sad to let it go but if an excellent offer kid made then I’ll reluctantly accept.

It’s a shame that such good businesses get taken off the ASX too early.

Now in hard exclusivity period with Caterpillar with an NBIO for $5 per share/option.

I shoulda bought some shares or asked for options for performance when I started there!!!