Warwickb
Warwickb
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Warwickb commented on the post, Suria Capital Holdings Bhd (KLSE:Suria): A Cheap, Conservatively FInanced Port Concession Operator 4 years, 4 months ago
Correction – typo in the first paragraph on safety. Replace Jeff with Geoff. Need to fire my proof reader.
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Warwickb wrote a new post 4 years, 4 months ago
Writeup by Warwick Bagnallwww.oceaniavalue.comSuria has some sell-side analyst coverage so I wouldn’t say it is a totally overlooked stock. But it has several features which make it a quick pass for many in […]
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Warwickb wrote a new post 4 years, 5 months ago
Post by Warwick BagnallThis is a brief follow-up to my earlier post regarding ALG. In that post I wrote that I would write the company up in full if I found that it was robust. I didn’t find that ALG was r […]
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Warwickb commented on the post, Ardent Leisure Group Ltd (ASX:ALG): Initial Interest Post and Request for Scuttlebutt 4 years, 7 months ago
Thanks Adam. Yes, it’s a bit of a desert here (compared to the US) when it comes to discretionary spend.
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Warwickb wrote a new post 4 years, 7 months ago
Posted by: Warwick BagnallALG consists of two main parts; the Dreamworld/White Water World theme park in Queensland, Australia and the Main Event chain of family entertainment centres in the US. I’m interested in […]
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Warwickb commented on the post, United Plantations: A Low-Cost Palm Oil Producer with 11 to 17% Returns on Equity and Excellent Capital Allocation 4 years, 9 months ago
Hi Thales. Glad you enjoyed the write-up. The price drivers are hard to separate, especially as I’m not a macro analyst. I do have an opinion but it is totally anecdotal. There was definitely a change in demand […]
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Warwickb commented on the post, Ball (BLL): A Debt Laden, “Economic Value Added” Obsessed Organization with a Super Wide Moat 4 years, 11 months ago
I wouldn’t be too worried about a move away from standardised packaging. It’s far cheaper for a small brewer or other FMCG manufacturer to put a full wrap label on a stock can than to pay for the tooling for a […]
