AFF Member Stock Discussion

[Quickstatus]

unlisted VLP

You mean this?

TAH

Is the Austrac thing significant?

 

[moa999]

They are competing with Qantas who are using many 737 planes that are almost 20 years old.
Shares should bounce once fuel supplies return to normal.

What's this industry? What are 737 planes.

Good buying under $2.20. lasted for a week then gapped 10%

 

[cove]

The VLP company is a Perth based veterinary supplier that can issue e-scripts. The reason for my interest is the animal/pet servicing business has grown to a $2 billion size..
It would be something for sophisticated investors to look at as the growth would need to be funded.
Talking about VGN which is Virgin Airlines in Australia they are going ok against Qantas who have pretty old domestic 737s.
Yesterday we flew on Qantas 321XLR from Perth to Sydney and some design errors are obvious that may get fixed as they roll out new planes. It is not a replacement for the old 330-200 with sleeper seats so now Qantas is competing with very ordinary products domestically.

 

[cove]

Budget day on Tuesday. I am hoping for a budget surplus to help cut inflation.
We will watch from overseas.

 

[SYD]

Budget day on Tuesday. I am hoping for a budget surplus to help cut inflation.
We will watch from overseas.

I wouldn’t hold your breath. CPI is heading one way for a while yet (which is doing wonders for my modest CPI indexed DBS pension. Other stuff (around the world), has not been so good for my super…and direct shares/funds….

 

[drron]

Budget day on Tuesday. I am hoping for a budget surplus to help cut inflation.
We will watch from overseas.

Tell him he's dreaming.

 

[cove]

Yes the Treasurer has now said he is planning 4 more years of deficits. With a bit of luck he can become a casualty of rising taxes but maybe I am dreaming.
Over the years shares and property have been good to us and we need a country where capital can grow and prosper.
The number of businesses teetering on failure is growing larger and all our governments are growing larger.
That was a nice bump from Virgin which is VGN.

 

[Mr_Orange]

we need a country where capital can grow and prosper.

That will never happen without a serious overhaul to the taxation system. Think Henry George!

all our governments are growing larger.

When they should be doing the opposite.

 

[Brissy1]

Yes the Treasurer has now said he is planning 4 more years of deficits. With a bit of luck he can become a casualty of rising taxes but maybe I am dreaming.
Over the years shares and property have been good to us and we need a country where capital can grow and prosper.
The number of businesses teetering on failure is growing larger and all our governments are growing larger.
That was a nice bump from Virgin which is VGN.

I fear that he will sell it as lowering the deficit... i.e. I'm not as bad an economic manager now, as I was.
But, done by increasing taxation ("fairer") primarily.
Market reaction will be telling, the smart money doesn't have political affiliations.

 

[Dr Ralph]

CSL

I've just sold out all of my holidings. I was looking at a signficiant tax payment for capital gains this financial year and this loss will now help offset that expected tax bill.

 

[cove]

Whenever I feel that I have been stupid I look up GEM and ABY to realize there are worse stocks than we have.
ABY is Adore Beauty and GEM is G8 Childcare.
Gold shares are going ok today..
IPH have a share buy back.

 

[Mr_Orange]

CSL

I've just sold out all of my holidings. I was looking at a signficiant tax payment for capital gains this financial year and this loss will now help offset that expected tax bill.

Not sure when you bought (and it's none of my business anyway) other than the top up that you posted about in October last year, it's worth noting that the high was February 2020. Since then and until April 2025, the tops, around $320, have been flat and the lows decreasing which means the stock was distributing. The subsequent fall is no real surprise.

We all have our losers, but so long as the winners outweigh them, life is good!