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Author Topic: Peregrine  (Read 42001 times)

chang9015

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Re: Peregrine
« Reply #30 on: October 22, 2015, 03:19:11 pm »
Just close your eyes  :TU:
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Orca

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Re: Peregrine
« Reply #31 on: October 22, 2015, 05:48:04 pm »
This happens all the time. It always spooked me when I had CML under my microscope but she kept hurtling on up after.
The FSB sets mandates for UT's to only hold a certain percentage in sectors so when the weightings change over time, they have to correct it.
What worries me is that the Trading Statement should have been out by now so we might be under 20% gain in HEPS for the first time in years.
« Last Edit: October 22, 2015, 05:58:15 pm by Orca »
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gcr

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Re: Peregrine
« Reply #32 on: October 22, 2015, 09:31:08 pm »
If I look at historic sens announcements it seems that for the September 2014 unaudited results were released on 12th November 2015, and based on their fact sheet interims are indicated as being announced on 12 November 2015 - so it seems a little patience is needed for the results
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Not everything that counts, can be counted, and, not everything that can be counted counts - Albert Einstein

Orca

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Re: Peregrine
« Reply #33 on: October 23, 2015, 10:32:30 am »
Trading Statements are usually out 17-20 October.
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Broke(r)

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Re: Peregrine
« Reply #34 on: November 12, 2015, 09:51:03 am »
MoneyWeb Article today on Peregrine: backing what Orca and others have been saying all along.
Especially in the light of CMLs performance-fee based struggle, PGR looks to be by far the more sound investment going forward.

If only the share price will start to reflect this!

http://today.moneyweb.co.za/article?id=530482&acid=W7w%2B2BgoujceZeuwhd4cWQ%3D%3D&adid=zxbLu18uLOMzlOOOYw3skQ%3D%3D&date=2015-11-12#.VkRCNbcrL4Y

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Orca

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Re: Peregrine
« Reply #35 on: November 12, 2015, 09:54:48 pm »
A return of 30% for this year is not to be scoffed at. My benchmark is the INDI25 or STXIND has had a return of 20% in this time frame. The ALSI was much less at 5%.
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Broke(r)

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Re: Peregrine
« Reply #36 on: November 13, 2015, 12:21:37 pm »
Quote from: Orca on November 12, 2015, 09:54:48 pm
A return of 30% for this year is not to be scoffed at. My benchmark is the INDI25 or STXIND has had a return of 20% in this time frame. The ALSI was much less at 5%.

I know - which together with some solid technicals and operational model is exactly the reason I switched from CML to PGR.

But this is my view:
https://www.google.com/finance?chdnp=1&chdd=1&chds=1&chdv=1&chvs=maximized&chdeh=0&chfdeh=0&chdet=1447426800000&chddm=32227&chls=IntervalBasedLine&q=JSE:PGR&ntsp=0&ei=aLhFVsGcNc2QUJy_ubgI

Time the market, they say... Make some money, they say... :-[

I realise it is temporary and there's ongoing good news supporting them, so I'll ride it out. It just hurts n the short term  :frustrated:



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Broke(r)

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Re: Peregrine
« Reply #37 on: December 11, 2015, 11:38:42 am »
Negative 8% so far for the day...  -12% for the week...

Thinking back on the day I purchased PGR, my alternative was DBXUS...

This will take a while to make-up... if ever.
Thank you SA Inc.

:'(
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Fanus

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Re: Peregrine
« Reply #38 on: December 11, 2015, 12:12:40 pm »
Funny you should say that. My DBXUS is offsetting the fall in my SA ETFs almost equally.  I'm able to bet against SA while still acquiring quality dividend / income shares here at home.  That US rate increase will aid this process further.
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marguerittereed

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Re: Peregrine
« Reply #39 on: December 11, 2015, 01:20:24 pm »
@broker

what price did you buy pgr???
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Broke(r)

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Re: Peregrine
« Reply #40 on: January 26, 2016, 11:42:15 am »
Quote from: marguerittereed on December 11, 2015, 01:20:24 pm
@broker

what price did you buy pgr???

Sorry only saw this now...
Bought PGR at just about R30... thought it was a bargain at the time. promise.

So: can someone tell me - are we still acquiring 'good quality shares at a good price'?!?!  :frustrated:
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marguerittereed

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Re: Peregrine
« Reply #41 on: January 26, 2016, 01:51:41 pm »
Hi
Peregrine has very good fundamentals!! Be patient!! A lot of foreign money has left SA. Peregrine has also been effected.  They have managed to hold their own these last 3 weeks despite heavy market volatility!!!
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Broke(r)

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Re: Peregrine
« Reply #42 on: January 26, 2016, 04:01:55 pm »
Thanks! Yup - in it for the long run I suppose.
I guess it was time for me to learn that it would be unfair to expect two CML-like bull runs in rapid succession...

However, I also believe that PGR is well (best?) positioned to capitalise once (when?) the tide turns. For that I ported virtually everything (a little too late) from CML to PGR.

Learnt some expensive lessons as fall-out from a greedy binge in Q3-Q4 last year.
I do believe that everything I bought are good shares that will stand the test of time... just frustrated that I could have picked them up for a lot less now.

And then of course there's my DBX'ers staring me in the face... laughing at me for not going with my gut at 13.50 to the $...
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marguerittereed

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Re: Peregrine
« Reply #43 on: January 26, 2016, 04:10:06 pm »
DBX very bad dividend payers!!!
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Broke(r)

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Re: Peregrine
« Reply #44 on: January 26, 2016, 04:12:26 pm »
Quote from: marguerittereed on January 26, 2016, 04:10:06 pm
DBX very bad dividend payers!!!

Hehe - also true, but our beloved ZAR made up for all of that!
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