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I really wonder why that is. With the advent of online shopping, you'd think there'd be more goods being transported.
TOL - Toll Holdings
- Thread starter GreatPig
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I really wonder why that is. With the advent of online shopping, you'd think there'd be more goods being transported.
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Most stuff bought online probably goes through the postal system.
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I took it to be a reflection of a downturn in general.
Construction industry is down that's easy to spot, and it means less building materials being transported from brick works, timber mills etc.
Retail seems to be struggling too - things get transported whether it's to Myer / David Jones or from overseas. It all goes on a truck at some point.
That's just two examples which come to mind.
So_Cynical
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pixel
DIY Trader
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I started buying TOL a few weeks ago with a longer-term view - hence the weekly chart.
Could have bought a few cents lower, but as long as it holds that long-term support at $4.25, I intend to stick around and treat last week's dip as a side effect of general market jitters.
The Daily chart confirms the somehow better opportunity - isn't hindsight great!
The inviting gaps overhead also suggest more upside potential if the falling trendline resistance can be overcome.
Could have bought a few cents lower, but as long as it holds that long-term support at $4.25, I intend to stick around and treat last week's dip as a side effect of general market jitters.
The Daily chart confirms the somehow better opportunity - isn't hindsight great!
The inviting gaps overhead also suggest more upside potential if the falling trendline resistance can be overcome.
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TOL had some good news today, in that some of the existing contracts with the Government Business Group (based in Singapore) are to be extended by a minimum of 2 years.
http://www.stocknessmonster.com/news-item?S=TOL&E=ASX&N=410862
http://www.stocknessmonster.com/news-item?S=TOL&E=ASX&N=410862
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I think with the increasing pressure on companies, to extract profit in a tighter market, transport of product will be outsourced.
Toll may capitalise on this, if they are nimble, which they haven't displayed in the past.IMO
I do hold, would like to add, but am yet to be convinced.
Toll may capitalise on this, if they are nimble, which they haven't displayed in the past.IMO
I do hold, would like to add, but am yet to be convinced.
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TOL closing above $6.00 gives me a warm fuzzy feeling that the Aussie economic outlook might be improving.
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Perhaps all the parcels I've had delivered by Toll in my post-xmas spending spree have helped push their profits up!
I must say that I'm impressed with the way parcels can be tracked and the notification system that Toll have in place. Received an email on the day of delivery advising the parcel would be delivered that day. Great service. Friendly delivery bloke too. I had a few parcels from Kogan and I think he's a part-time Kogan salesman as well (jk); we spent a while talking about Netflix and Kogan's range of 4K TV's.
Value Collector
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it's the oil price I am guessing, people are probably factoring higher profit margin due to declines in the cost of fuel.
Perhaps all the parcels I've had delivered by Toll in my post-xmas spending spree have helped push their profits up!
I must say that I'm impressed with the way parcels can be tracked and the notification system that Toll have in place. Received an email on the day of delivery advising the parcel would be delivered that day. Great service. Friendly delivery bloke too. I had a few parcels from Kogan and I think he's a part-time Kogan salesman as well (jk); we spent a while talking about Netflix and Kogan's range of 4K TV's.
Toll are certainly one of the best parcel delivery companies, they are more expensive though.
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TOL in trading halt after takeover bid? $9.04 @ 49% premium over current price!!!!
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It is a bit sad another Aussie company goes to O/S buyers.
But on a personal note "you ripper", just bought a big parcel at $6 for the upcoming dividend.
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Yeah, also another large cap fully franked company soon to be plucked out of the ASX.
But having done the same as yourself, fairly happy chappy.
skc
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Well done you two. I am still picking up my jaw off the floor on the premium being paid. TOL's never traded too far North of $6 for the last 6 years. I guess you can afford to pay a lot when the Yen essentially comes free.
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It amazed me how badly TOL performed relative to the increase in online shopping.
Low Ausi $$ and seismic shift in fuel costs make it look attractive.
The Japs will need to make more of it than the management has for the past 13 years to justify the price. But who cares you can borrow billions for nothing at the moment. Why not!
Low Ausi $$ and seismic shift in fuel costs make it look attractive.
The Japs will need to make more of it than the management has for the past 13 years to justify the price. But who cares you can borrow billions for nothing at the moment. Why not!
DeepState
Multi-Strategy, Quant and Fundamental
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Got lucky. In at $6.12. Enough upside to elicit an involuntary smile. No shadow boxing. On with it.
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Can't provide you advice but there are possibilities of events:
1) offer goes through as stated
2) offer is blocked by Foreign review board
3) offer is voted down by shareholders
4) Another competing offer is put forward
It's up to you to figure out any more potential scenario's and what the chances are of any occuring, then make your own decision that you can live with!
