Friday, February 20, 2015

Have Contact, what do I do with it now?

I bought this share in August 2011 thinking that the worst was over and that Contact was about to bring in the divs.

The company had just appointed a stonking CEO called Dennis Barnes and all was right with the world.

Or so we thought.

All the talk from Dennis, yes Dennis, I'll call him that from now since the folks at Contact will be reading this.

Anyway, he has been talking about a return to shareholders since taking over the reigns.

What made him change his mind?

Has Contacts prospects gotten so bad, he simply can't entertain the idea?

No, the company is doing well, and looks good to return $1 billion.

But what is this, oh no Dennis your 53.1 per cent shareholder Origin Energy has made some bad choices over the years as well and now looks to treat Contact as its own personal ATM by using that very same money that is supposed to be mine, ok ours, on buying up overseas energy companies.

Come on Dennis they are big boys.

Let them find their own money!

You have been talking about this for a long time. Expectations are that you would return it, to us.

Do you want to treat shareholders like your previous CEO treated your customers?

We know how that ended.

So I urge you, do the right thing. Treat us like owners as well as Origin Energy and return the money where it belongs, to us.

Don't be a paid lacky, we share in the fortune that you started with in this company.

Lets make it a long, mutually beneficial fortune.

* Contact has had a look ...

CEN @ Share Investor

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I'm Buying: Contact Energy Ltd
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Follow the Monopoly Board

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c Share Investor 2015

Tuesday, February 3, 2015

Headliner: Stop Sending Me Your Paper (Unless it is free!)

The owners of that wonderful financial rag The Headliner are going to have to stop sending me their rag!

So far I have been sent zero,zip,nada, nothing at all.

So Derek Freear from Mercantile Gazette Marketing Ltd listen up-I'm not getting it anymore!

If you wanna send me say 6 months worth ill make it worth your while. Free publicity.

I would love to hear from that mysterious benefactor once again.


Darren Rickard
309a Charles St
Hastings 4120.

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c Share Investor 2013, 2015

Monday, February 2, 2015

Kathmandu: How much in a week from now?


No, not the price of the sugar in a cup of Auckland latté but the price of something similar.

Kathmandu stock after a day of trading on news that its shares are down again, that came out today it failed to make the grade over Christmas.

Well below the IPO price of $2.15, the share price is likely to head south tomorrow before it does its typical dead cat bounce sometime in the next few days.

Its not the first or second time in its history, although it has been 3x in as many months lately, that the stock has been punished due to missing sales targets.

It has missed them before in the past - got down these levels vis a vie price - but this time it feels a little diff.

Something tricky going on with the reporting. I mean how can the reporting vary from Dec 22 2014 to Jan 31 2015. You have to question that?

What were the staff doing, giving up?

Thought they had a touch of a pumpkin or worse still a postman?

You just hope that they can get over this rather large hiccup and move on but something just nags at me.

Could this be the beginning of the end?

Kathmandu @ Share Investor

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c Share Investor 2015