Share Investor

Monday, June 13, 2011

Sky City to pay for National Convention Centre

Sunday, June 12, 2011

Share Investor Portfolio: Value @ 10 June 2011

The Share Investor Portfolio was down in the second week of June, the third time in 3 consecutive weeks - the longest losing streak since tracking for this portfolio began. The portfolio was down by 0.6% or $1621.20 on the June 3 update . For the first 22 weeks of 2011 the portfolio has increased by 12.86 % or $32703.13 . This weeks drop was due, primarily, to a 12c drop in SKC, extending last weeks 12c loss. There were a number of smaller falls and good rises in other stocks like MFT, BGR & RYM but if not for a rally of 21c for FRE the portfolio would have been down over $3000.00 more than it was.

The total of unspent dividends and interest in the bank as at 26 May from the 2010 - 2011 earnings years is $25382.95 at close of reporting season for 2010 and at the end of the 2011 1st half reporting year. There are also approx $55000.00 in tax credits earned from the portfolio since it began in late 2002.

The Share Investor Portfolio has increased in value by 17.65% or $46460.38 since I began tracking it for this blog on October 11 2010.

Share Investor Portfolio as at 17:30:00, Friday 10 June, 2011 (NZT)

Stock

Quantity

Cost price

Total cost

Market price

Market value

Change

AIA

2,000

$1.700

$3,400.00

$2.260

$4,520.00

$1,120.00

32.94%

AIA

2,000

$1.510

$3,020.00

$2.260

$4,520.00

$1,500.00

49.67%

AIA

558

$0.000

$0.00

$2.260

$1,261.08

AIA

754

$2.150

$1,621.10

$2.260

$1,704.04

$82.94

5.12%

ASBPB

3,109

$0.000

$0.00

$0.700

$2,176.30

ASBPB

6,891

$1.000

$6,891.00

$0.700

$4,823.70

$2,067.30

30.00%

BGR

619

$0.000

$0.00

$1.500

$928.50

BGR

2,381

$0.990

$2,357.19

$1.500

$3,571.50

$1,214.31

51.52%

FBU

284

$0.000

$0.00

$8.660

$2,459.44

FBU

830

$9.750

$8,092.50

$8.660

$7,187.80

$904.70

11.18%

FPH

3,000

$2.350

$7,050.00

$2.930

$8,790.00

$1,740.00

24.68%

FPH

1,365

$3.720

$5,077.80

$2.930

$3,999.45

$1,078.35

21.24%

FPH

635

$0.000

$0.00

$2.930

$1,860.55

FRE

2,054

$0.000

$0.00

$3.470

$7,127.38

FRE

6,577

$3.630

$23,874.51

$3.470

$22,822.19

$1,052.32

4.41%

GFF

586

$0.000

$0.00

$1.300

$761.80

GFF

1,414

$2.330

$3,294.62

$1.300

$1,838.20

$1,456.42

44.21%

HLG

299

$0.000

$0.00

$3.900

$1,166.10

HLG

701

$2.530

$1,773.53

$3.900

$2,733.90

$960.37

54.15%

KIP

763

$1.480

$1,129.24

$1.035

$789.71

$339.54

30.07%

KIP

237

$0.000

$0.00

$1.035

$245.30

MFT

1,000

$7.960

$7,960.00

$10.010

$10,010.00

$2,050.00

25.75%

MFT

1,838

$8.000

$14,704.00

$10.010

$18,398.38

$3,694.38

25.13%

MFT

1,375

$4.200

$5,775.00

$10.010

$13,763.75

$7,988.75

138.33%

MFT

787

$0.000

$0.00

$10.010

$7,877.87

MHI

1,646

$0.860

$1,415.56

$0.920

$1,514.32

$98.76

6.98%

MHI

7,000

$0.630

$4,410.00

$0.920

$6,440.00

$2,030.00

46.03%

MHI

494

$1.050

$518.70

$0.920

$454.48

$64.22

12.38%

MHI

860

$0.000

$0.00

$0.920

$791.20

PPG

$0.000

$0.00

$0.260

$8.06

PPG

1,500

$0.440

$660.00

$0.260

$390.00

$270.00

40.91%

PPG

1,004

$0.800

$803.20

$0.260

$261.04

$542.16

67.50%

PPL

1,000

$3.090

$3,090.00

$1.160

$1,160.00

$1,930.00

62.46%

PPL

1,000

$2.870

$2,870.00

$1.160

$1,160.00

$1,710.00

59.58%

PPL

939

$4.200

$3,943.80

$1.160

$1,089.24

$2,854.56

72.38%

PPL

975

$0.000

$0.00

$1.160

$1,131.00

PPL

1,086

$1.530

$1,661.58

$1.160

$1,259.76

$401.82

24.18%

RYM

555

$0.000

$0.00

$2.800

$1,554.00

RYM

4,445

$1.970

$8,756.65

$2.800

$12,446.00

$3,689.35

42.13%

SKC

5,750

$7.430

$42,722.50

$3.460

$19,895.00

$22,827.50

53.43%

SKC

1,000

$7.600

$7,600.00

$3.460

$3,460.00

$4,140.00

54.47%

SKC

2,750

$7.700

$21,175.00

$3.460

$9,515.00

$11,660.00

55.06%

SKC

1,431

$8.750

$12,521.25

$3.460

$4,951.26

$7,569.99

60.46%

SKC

272

$4.720

$1,283.84

$3.460

$941.12

$342.72

26.69%

SKC

25,712

$0.000

$0.00

$3.460

$88,963.52

STU

$0.000

$0.00

$2.650

$206.70

STU

303

$4.740

$1,436.22

$2.650

$802.95

$633.27

44.09%

WHS

4,500

$3.730

$16,785.00

$3.690

$16,605.00

$180.00

1.07%

WHS

6,979

$6.000

$41,874.00

$3.690

$25,752.51

$16,121.49

38.50%

WHS

$3.710

$55.65

$3.690

$55.35

$0.30

0.54%

WHS

3,506

$0.000

$0.00

$3.690

$12,937.14

29.48%

	Total cost	Market value	Change
	$269,603.44	$349,081.58	$79,478.14

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c Share Investor 2011

Friday, June 10, 2011

Burger Fuel Worldwide Ltd: FY 2011 Profit Commentary

You might think that since Burger Fuel Worldwide Ltd [BFW.NZX] have made a maiden profit of just under $34,000.00 in the year to March 31 2011 after 4 years of trying and millions spent getting there that I would be starting to sing the company's praises from the roof-tops but I am still pretty damb negative even after their first result with black ink.

Lets have a look at some of the key figures:

Profit of $33,513.00 up on last years $552,983.00 loss.

Revenue of $8.326 million down on last years $8.722 million

Middle East stores performing well.

$1,213,785 in cash & no debt.

On first look and if you ignore that it took 4 years to get here, the signs look OK.

Heres the fly on the burger bun though, while the losses have been pared back by more than half a million that has been done by cost cutting rather than an improvement in the operation of the business and in absence of revenue growth, the company, who is a franshisor and gets it revenue from a portion of sales from franchisees, continues to put the focus in its profit releases on how much sales at their franchisees stores have increased rather than focusing on the bottom-line at the parent company.

Fine, revenue is supposed to increase as sales at its franchisees stores grow but we just haven't seen this yet and investors need to know just when the current $8.2 million odd is going to be translated into a decent sustained profit.

Management are very bullish about expansion in the Middle East but investors should note that we have seen this kind of exuberance before - in terms of bullish growth projections in Australasia pre-IPO - and it has turned into nothing but broken promises.

We need to see some good sustained profits before I can give this company a pass mark.

4 out of 10.

Burger Fuel Worldwide @ Share Investor

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Discuss BFW @ Share Investor Forum - Register free
Download BFW Company Reports

c Share Investor 2011

Share Investor

Monday, June 13, 2011

Sky City to pay for National Convention Centre

Sunday, June 12, 2011

Share Investor Portfolio: Value @ 10 June 2011

Friday, June 10, 2011

Burger Fuel Worldwide Ltd: FY 2011 Profit Commentary

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