Forum Archive Index - May 2004

[Robin Benson <rob@hammerheadmedia.co.uk>]

Thanks MacDunk -- I'm taking a fresh look at POT. The union issues at 
LPC appear to be further entrenched that I thought previously. What do 
Snoopy and Boop-de-boop think about LPC compared with POT or POA? Lots 
of trees *and* farms in the central NI ...

Cheers

Robin

On 21 May 2004, at 10:40, Duncan MacGregor wrote:

> HI ROBIN
>                THE REASON MY CHOICE OF PORT COMPANY IS PORT OF 
> TAURANGA IS IT IS THE BEST
>  RUN PORT IN THE COUNTRY.  WHEN THE LOGS START TO ROLL ITS NUMBER ONE.
> THEY HAVE TAKEN A LOT OF TRADE FROM POA LATELY AND UNLIKE LITTLETON 
> THEY
> DONT HAVE A POMME UNION TO FIGHT AT EVERY TURN.   I EXPECT THE EXPORT 
> MARKET TO TAKE
>  OFF WITH HIGHER INFLATION.           POT IS IN THE BOX SEAT IN THE 
> LONGER TERM.   FARM AND
>  FORESTRY COMPANIES ARE AT THE BOTTOM OF THE CYCLE AND MY OPINION SAYS 
> WATCH THEM RISE.
> THE HOUSE BOOM IS OVER PEOPLE HAVE LEVERED THEMSELVES INTO RIDICULOUS 
> POSITIONS.
> LOTS OF PEOPLE HAVE BOUGHT WITH THE EXPECTATION OF EVER INCREASING 
> GAINS AND
> WILL SOON FIND THE INTEREST RISES WILL PUT THEM UNDER.   THIS WILL 
> RESULT IN MORTGAGEE
> SALES A DROP IN THE PRICE OF HOUSES AND PRESSURE ON BANKS ETC.  MY 
> IDEA IS UNDERSTAND
> WHEN TO JUMP SHIP NOTHING LASTS FOR EVER.   HOUSE SALES DROPPED OVER 
> 15PC IN APRIL
> TAKE THE HINT HAVE A RETHINK WHERE WE ARE HEADING AND CLIMB ABOARD.
>                                             sCHEERS MACDUNK

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