Forum Archive Index - March 2003

["Michael McGregor" <mikemcgregor@nzoomail.com>]

>Hi Snoopy
>
>Yes, all the info is from the book. As far as targets go, could 
>perhaps this have been an internal goal? I don't know. OK, I was 
>baiting you a little, as 15% seems to be your magic number.
>As a matter of fact why not get the book from the library and read 
>it. She claims to be a value investor, and at the end does an 
>analysis of WHS for year 1999/2000. True may be old hat for you, 
>but if appropriate could be helpful to beginners.
>I notice that POT has come alive, but have doubts that the figures 
>actually relate to POT?  All the Ports,AIA  etc are natural 
>monopolies, in NZ.
>EVA in my view is another of these catch phrases which have 
>caught on. adding value is not a new concept.
>As a matter of interest could the person who did the evaluation on 
>WHS perhaps post his whole evaluation on the other channel?
>
>
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>
>New Zealand's ports are actually quite competitive. Recently, Lyttelton lost
their P&O contract to 
Port Chalmers after a bidding war so they are not complete monopolies.

Cheers,

Mike M


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