Comments on: Tonight I’m all Alone http://www.fusioninvesting.com/2010/04/tonight-im-all-alone/ Fusing Fundamental and Technical Analysis with lashings of Behavioural Finance. Investing in Australia and North America. Thu, 02 Feb 2012 06:57:27 +0000 hourly 1 http://wordpress.org/?v=3.2 By: Justin http://www.fusioninvesting.com/2010/04/tonight-im-all-alone/comment-page-1/#comment-1820 Justin Wed, 05 May 2010 00:52:39 +0000 http://www.fusioninvesting.com/?p=5427#comment-1820 Hope you hadn't taken the plunge on Elders yet! You may get it below $1 any day now :-) Hope you hadn’t taken the plunge on Elders yet! You may get it below $1 any day now :-)

]]> By: Justin http://www.fusioninvesting.com/2010/04/tonight-im-all-alone/comment-page-1/#comment-1789 Justin Wed, 28 Apr 2010 05:17:16 +0000 http://www.fusioninvesting.com/?p=5427#comment-1789 Hi Dean, Yes I saw the open briefing. I was hoping it would be a bit more positive. Like you say there are a few bullets to dodge - MIS being one of them. The FEA writedown is going to make things look messy too. If the market continues to have the Greek wobbles, you may have an opportunity below $1.20 you would have to thnk. Hi Dean,

Yes I saw the open briefing. I was hoping it would be a bit more positive. Like you say there are a few bullets to dodge – MIS being one of them. The FEA writedown is going to make things look messy too.

If the market continues to have the Greek wobbles, you may have an opportunity below $1.20 you would have to thnk.

]]> By: Dean Morel http://www.fusioninvesting.com/2010/04/tonight-im-all-alone/comment-page-1/#comment-1788 Dean Morel Wed, 28 Apr 2010 05:06:09 +0000 http://www.fusioninvesting.com/?p=5427#comment-1788 Hi Justin I was very tempted at $1.24 today. The recent open briefing contains a lot of current information on performance. <a href="http://asx.com.au/asxpdf/20100326/pdf/31pgxcrvtrtwk5.pdf" rel="nofollow">http://asx.com.au/asxpdf/20100326/pdf/31pgxcrvtrtwk5.pdf</a> With a Sept year end I expect Elders will be announcing the interim results in May. Auto and rural sound on track or ahead, Elders is borderline and Forestry is completely up in the air. The interim will contain the write-down for FEA. Hi Justin
I was very tempted at $1.24 today. The recent open briefing contains a lot of current information on performance. http://asx.com.au/asxpdf/20100326/pdf/31pgxcrvtrtwk5.pdf With a Sept year end I expect Elders will be announcing the interim results in May. Auto and rural sound on track or ahead, Elders is borderline and Forestry is completely up in the air. The interim will contain the write-down for FEA.

]]> By: Justin http://www.fusioninvesting.com/2010/04/tonight-im-all-alone/comment-page-1/#comment-1787 Justin Wed, 28 Apr 2010 04:14:33 +0000 http://www.fusioninvesting.com/?p=5427#comment-1787 Hey Dean, Regarding Elders, I noticed that today Ruralco (pg 51 in the Fin Review) announced that first half profit would be between 15 and 25% higher than last year due to improved trading conditions. If I recall correctly Wesfarmers also mentioned something recently about improved performance from Landmark. Of course it's no guarantee that Elders is making the most of the conditions, but I'm beginning to think that it mght surprise on the upside. I also have a fair amount of respect for Malcolm Jackman and hope to see his fingerprints all over the next Elders result (not sure when the next market update will be though). Disclosure - I am a long-suffering investor in ELD Cheers Justin Hey Dean,

Regarding Elders, I noticed that today Ruralco (pg 51 in the Fin Review) announced that first half profit would be between 15 and 25% higher than last year due to improved trading conditions.

If I recall correctly Wesfarmers also mentioned something recently about improved performance from Landmark.

Of course it’s no guarantee that Elders is making the most of the conditions, but I’m beginning to think that it mght surprise on the upside. I also have a fair amount of respect for Malcolm Jackman and hope to see his fingerprints all over the next Elders result (not sure when the next market update will be though).

Disclosure – I am a long-suffering investor in ELD

Cheers
Justin

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