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  1. #1

    Default PAC - Pacific Current Group

    seems to have come back a bit of the last couple of months.

    MD has a strong rep in financial circles

    had some pretty good mail that will be a take over target once FUM hit 10 billion.

    now broadening into ASIA.

    Does anyone else know of this stock??

  2. #2

    Default Re: TRG - Treasury Group

    Sam, u looked at this lately?
    Chart looks interesting imo - had a run after Oct to 13.70, but then H&S developed and now back at $12, volume is increasing and other aspects look good - particularly if it can breakthru 12.30-12.40 might then have a run to 13.80 again?
    Seems to have traditionally had a bit of a run from May-Jun apparently cause performance fees are at end of the year.
    just some thoughts...

  3. #3

    Default Re: TRG - Treasury Group

    Quote Originally Posted by 56gsa View Post
    Sam, u looked at this lately?
    Chart looks interesting imo - had a run after Oct to 13.70, but then H&S developed and now back at $12, volume is increasing and other aspects look good - particularly if it can breakthru 12.30-12.40 might then have a run to 13.80 again?
    Seems to have traditionally had a bit of a run from May-Jun apparently cause performance fees are at end of the year.
    just some thoughts...

    Sorry 56gsa just read your post then

    there has been a lot of "robot" buying with TRG over the last couple of weeks.

    today it's all about the number 36.

    Do you think it could have any significance or is it just random?


    Today: 13-Apr-2007 Time(AEST) Price Volume Value Condition Codes
    14:45:27 14.1000 36 507.60
    14:35:21 14.1000 36 507.60
    14:34:16 14.1000 36 507.60
    14:34:06 14.1000 36 507.60
    14:33:56 14.1000 36 507.60
    14:33:46 14.1000 36 507.60
    14:33:36 14.1000 36 507.60
    14:33:25 14.1000 36 507.60
    14:33:25 14.1000 5,000 70,500.00 XT
    12:50:19 14.1000 36 507.60
    12:36:11 14.1000 36 507.60
    12:36:01 14.1000 36 507.60
    12:35:51 14.1000 36 507.60
    12:35:41 14.1000 36 507.60
    12:35:31 14.1000 36 507.60
    12:35:30 14.1000 1,775 25,027.50 XT
    12:27:39 14.1000 36 507.60
    12:03:25 14.1000 36 507.60
    12:03:24 14.1000 334 4,709.40
    12:03:24 14.1000 26 366.60
    12:02:45 14.1000 110 1,551.00
    11:41:15 14.1000 36 507.60
    11:41:05 14.1000 36 507.60
    11:40:55 14.1000 36 507.60
    11:40:45 14.1000 36 507.60
    11:40:44 14.1000 720 10,152.00
    11:40:44 14.1000 380 5,358.00
    11:38:41 14.1000 200 2,820.00
    10:52:54 14.1000 40 564.00
    10:52:44 14.1000 40 564.00
    10:52:43 14.1000 340 4,794.00
    10:52:43 14.1000 13 183.30 XT
    10:38:34 14.1000 42 592.20
    10:38:24 14.1000 42 592.20
    10:38:24 14.1000 570 8,037.00
    10:24:18 14.1000 280 3,948.00
    10:08:58 14.1000 23 324.30 XT
    10:08:58 14.1000 425 5,992.50
    10:08:58 14.1000 600 8,460.00
    10:08:58 14.1000 300 4,230.00
    10:08:58 14.1000 52 733.20
    10:08:58 14.1000 49 690.90

  4. #4
    Retired bigdog's Avatar
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    Default Re: TRG - Treasury Group

    sam76 - What is your opinion of TRG today as I assume you still hold?

    The SP today was up 25 cents and with good volume

    52-wk High $16.75
    52-wk Low $11.15
    Market Cap: $343,926,524
    Issued Shares: 22,776,591.00
    First listed 25-Sep-87
    First traded 25-Sep-87
    Dividend 0.35

    Recent trading
    Date------ Close Volume
    27-Sep-07 15.00 105,925
    28-Sep-07 14.75 11,129
    27-Sep-07 14.49 25,564
    26-Sep-07 14.50 31,629
    25-Sep-07 14.35 18,116
    24-Sep-07 14.40 65,289
    21-Sep-07 14.50 38,841
    20-Sep-07 14.30 43,822
    19-Sep-07 14.15 66,961
    18-Sep-07 14.00 41,515
    17-Sep-07 13.94 9,673
    14-Sep-07 14.00 62,379
    13-Sep-07 13.77 12,468
    12-Sep-07 13.71 78,310
    11-Sep-07 13.65 6,775
    10-Sep-07 13.70 18,572
    DYOR, I am not a financial advisor

  5. #5
    Coal & Phosphate, thats it! michael_selway's Avatar
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    Default Re: TRG - Treasury Group

    Quote Originally Posted by bigdog View Post
    sam76 - What is your opinion of TRG today as I assume you still hold?

    The SP today was up 25 cents and with good volume

    52-wk High $16.75
    52-wk Low $11.15
    Market Cap: $343,926,524
    Issued Shares: 22,776,591.00
    First listed 25-Sep-87
    First traded 25-Sep-87
    Dividend 0.35

    Recent trading
    Date------ Close Volume
    27-Sep-07 15.00 105,925
    28-Sep-07 14.75 11,129
    27-Sep-07 14.49 25,564
    26-Sep-07 14.50 31,629
    25-Sep-07 14.35 18,116
    24-Sep-07 14.40 65,289
    21-Sep-07 14.50 38,841
    20-Sep-07 14.30 43,822
    19-Sep-07 14.15 66,961
    18-Sep-07 14.00 41,515
    17-Sep-07 13.94 9,673
    14-Sep-07 14.00 62,379
    13-Sep-07 13.77 12,468
    12-Sep-07 13.71 78,310
    11-Sep-07 13.65 6,775
    10-Sep-07 13.70 18,572
    It really has taken off since 2001

    Earnings and Dividends Forecast (cents per share)
    2007 2008 2009 2010
    EPS 79.4 83.7 95.7 105.3
    DPS 60.0 67.5 77.5 85.8


    Looks like it still has steady growth forecast

    thx

    MS
    A company is worth the PV of all future cashflows (forecast EPS) discounted for time and risk, nothing more or less.
    1/PE = ROI. Money in the bank is about 6% ROI or PE of 16, but risk free.
    Risk = high debt, commodity price sensitivity etc

  6. #6

    Default Re: TRG - Treasury Group

    Quote Originally Posted by michael_selway View Post
    It really has taken off since 2001

    Earnings and Dividends Forecast (cents per share)
    2007 2008 2009 2010
    EPS 79.4 83.7 95.7 105.3
    DPS 60.0 67.5 77.5 85.8


    Looks like it still has steady growth forecast

    thx

    MS
    This is what impresses me.

    1- 6,327 1510 1530 1,300 - 1
    1 - 1,500 1425 1550 928 - 1
    1 - 1,186 1415 1650 1,000 - 1
    1 - 700 1409 1712 600 - 1

    Someone wants in bad.

    Just went ex-dividend last week so it cant be that.

    What's going on, I don't know.

    I'm still holding.

    This is a good solid stock and makes up a fair percentage of my portfolio (you can buy a lot at $3.00)

  7. #7
    Retired bigdog's Avatar
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    Default Re: TRG - Treasury Group

    Quote Originally Posted by sam76 View Post
    Sorry 56gsa just read your post then

    there has been a lot of "robot" buying with TRG over the last couple of weeks.

    today it's all about the number 36.

    Do you think it could have any significance or is it just random?
    http://www.aussiestockforums.com/for...28&postcount=3

    Looks like today is 13!!!
    Today: 02-Oct-2007
    TimeAEST Price... Vol Value...
    10:43:04 15.3000 447 6,839.10
    10:39:51 15.2500 12 183.00
    10:36:38 15.2500 360 5,490.00
    10:36:32 15.2500 13 198.25
    10:33:22 15.2500 13 198.25
    10:30:26 15.2500 13 198.25
    10:27:42 15.2500 13 198.25
    10:25:01 15.2500 13 198.25
    10:22:31 15.2500 13 198.25
    10:20:07 15.2500 13 198.25
    10:17:52 15.2500 13 198.25
    10:15:43 15.2500 1 15.25
    10:09:08 15.2500 635 9,683.75
    10:09:08 15.2500 67 1,021.75
    DYOR, I am not a financial advisor

  8. #8
    Retired bigdog's Avatar
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    Default Re: TRG - Treasury Group

    Latest SP
    TRG 14.70 -0.300 -2.00% high of 15.30 low of 14.25 4,721 shares $71,417 @ 02-Oct 03:44:57 PM

    Is the following DMA (Direct Market Access) or algorithmic trading?
    -- DMA trading allows a client to send orders directly onto a trading platform without human intervention. One form of DMA trading involves a strategy to match the volume weighted average price (VWAP) for a stock over a day. As a means of capturing the VWAP, a single order might be split up into several smaller orders which are submitted periodically (every 3 minutes for example).

    I bought 500 shares today at average price of $14.687

    It was the must unusual experience ever!

    The SP opened this morning at $15.25

    After midday the price was down to $14.65 and I placed my order where the top buyer price was $14.65 which has been filled with a few trades of $14.65; so I placed order for $14.66 to be head of the queue!

    My order was partially filled at $14.66 with many parcels of 13 shares with a few at 12 and 14 shares
    -- a buyer order was placed for 1000 shares at $14.67 and $14.70 so I increased my buy price to $14.72 which again was filled by trades of 13, 14 and 15 shares

    Just about all trades have been for 12 to 15 shares but mostly 13!!!!

    Today: 02-Oct-2007
    TimeAEST Price...Vol.Value
    15:18:57 14.7000 14 205.80
    15:16:41 14.7000 15 220.50
    15:14:27 14.7000 14 205.80
    15:12:12 14.7000 13 191.10
    15:09:52 14.7000 15 220.50
    15:07:31 14.7000 14 205.80
    15:05:12 14.7000 13 191.10
    15:02:46 14.7000 14 205.80
    15:00:42 14.7000 212 3,116.40
    15:00:42 14.7200 75 1,104.00
    15:00:23 14.7200 14 206.08
    14:57:52 14.7200 15 220.80
    14:55:23 14.7200 13 191.36
    14:52:47 14.7200 15 220.80
    14:50:12 14.7200 14 206.08

    14:49:31 14.7800 43 635.54
    14:47:38 14.7800 13 192.14
    14:44:58 14.7800 14 206.92
    14:42:17 14.7800 14 206.92
    14:39:33 14.7800 14 206.92
    14:36:47 14.7800 14 206.92
    14:33:57 14.7800 14 206.92
    14:31:07 14.7500 14 206.50
    14:28:13 14.7200 14 206.08
    14:25:21 14.7200 14 206.08
    14:22:17 14.7200 14 206.08
    14:19:12 14.7200 14 206.08
    14:16:07 14.7200 14 206.08
    14:12:58 14.7200 13 191.36
    13:59:42 14.6600 13 190.58
    13:56:11 14.6600 13 190.58
    13:52:37 14.6600 13 190.58
    13:49:02 14.6600 12 175.92
    13:45:22 14.6600 13 190.58
    13:41:32 14.6600 13 190.58
    13:37:37 14.6600 13 190.58
    13:33:37 14.6600 13 190.58
    13:29:32 14.6600 13 190.58
    13:25:17 14.6600 13 190.58
    13:20:52 14.6600 13 190.58
    13:16:22 14.6600 13 190.58
    13:11:42 14.6600 13 190.58
    13:06:46 14.6600 13 190.58
    13:01:42 14.6600 13 190.58
    12:56:22 14.6600 13 190.58
    12:50:46 14.6600 12 175.92
    12:44:52 14.6600 13 190.58
    12:38:37 14.6600 13 190.58
    12:32:02 14.6600 13 190.58
    12:25:01 14.6600 13 190.58

    12:17:31 14.6500 13 190.45
    12:09:36 14.6500 13 190.45
    12:01:16 14.6500 13 190.45
    11:52:36 14.2600 12 171.12
    11:45:13 14.2500 13 185.25
    11:37:04 15.2900 405 6,192.45
    11:35:21 15.2900 13 198.77
    11:27:16 15.2900 13 198.77
    11:19:48 15.2900 11 168.19
    11:00:14 15.2900 404 6,177.16
    11:00:14 15.2900 596 9,112.84
    10:54:38 15.2900 2 30.58
    10:54:38 15.2900 6 91.74
    10:54:38 15.2900 7 107.03
    10:54:38 15.2900 6 91.74
    10:54:38 15.2900 27 412.83
    10:54:38 15.2900 6 91.74
    10:54:38 15.2900 350 5,351.50
    10:51:37 15.2500 12 183.00
    10:47:21 15.2500 13 198.25
    10:43:27 15.2500 14 213.50
    10:43:04 15.3000 447 6,839.10
    10:39:51 15.2500 12 183.00
    10:36:38 15.2500 360 5,490.00
    10:36:32 15.2500 13 198.25
    10:33:22 15.2500 13 198.25
    10:30:26 15.2500 13 198.25
    10:27:42 15.2500 13 198.25
    10:25:01 15.2500 13 198.25
    10:22:31 15.2500 13 198.25
    10:20:07 15.2500 13 198.25
    10:17:52 15.2500 13 198.25
    10:15:43 15.2500 1 15.25
    10:09:08 15.2500 635 9,683.75
    10:09:08 15.2500 67 1,021.75
    Last edited by bigdog; 2nd-October-2007 at 04:09 PM.
    DYOR, I am not a financial advisor

  9. #9

    Default Re: TRG - Treasury Group

    Yep, it definetly is a strange share.

    It's being chased up now with some pretty heavy offers being put up.

    Did you see the order for 35,000 right on the bell at $15.20

    Something is afoot here.

    (but it's all good)

  10. #10
    Retired bigdog's Avatar
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    Default Re: TRG - Treasury Group

    The share price today is looking very good +$0.84 +5.36%

    TRG $16.50 +$0.84 +5.36% with high of $16.50 7,113 shares $115,294 @ 08-Oct 11:32:11

    Tightly held share!
    DYOR, I am not a financial advisor

  11. #11
    Retired bigdog's Avatar
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    Default Re: TRG - Treasury Group

    ASX ANN today

    There has been no change to the SP today $16.25 since ANN

    14/11/2007 Chairman`s Address to Shareholders
    http://www.asx.com.au/asx/statistics...idsID=00782647

    2007 Results
    If you recall last year’s AGM, I stated that Treasury Group had laid the foundations for a new phase of growth. In 2007 we made a start on leveraging that growth platform and achieved attractive financial results. For the year ending 30 June 2007:
    • Treasury Group’s revenue increased by 12.9% to $58.2 million;
    • Our net profit after tax increased by 25.0% to $18.0 million; and
    • Group funds under management increased by over 43% to $14.5 billion.

    Your board approved a fully franked final dividend of 35 cents per share, bringing the annual dividend for 2006/ 2007 to a total of 60 cents per share. As we have previously stated, we are aiming to give shareholders a level of predictability in dividend payments, and accordingly, our policy is to pay a half-year dividend that is equal to half the previous full-year dividend (as long as there are no unexpected events).

    2007 Highlights
    In February 2007 Treasury Group announced the establishment of TG Investment Funds, an Ireland-based vehicle for Treasury Group managers to offer products to European investors. Treasury Asia and RARE Infrastructure have both opened funds under this vehicle.

    In July we announced the startup of a new boutique, Cannae Capital Partners, with Hugh Giddy as its principal. I am pleased to confirm that Cannae is now managing money and there has been strong interest from institutional clients. We welcome Hugh and his team to Treasury Group and hope for a long and successful association.

    Investors Mutual continued to enjoy steady flows on the retail side and Orion showed continued growth, especially on the back of its alliance with Trilogy Global Advisors.

    Global Value Investors and Treasury Asia both became profitable last year and continue to show pleasing growth in this last calendar quarter of 2007. RARE Infrastructure has also broken into profit-making territory and we expect a material contribution from each of these businesses this year. Each of these three businesses is internationally scalable and is well positioned to expand quickly.

    We recently came to a mutual decision with Campbell Boag to close Confluence Asset Management Limited. Mr Boag intends to pursue other business interests outside of funds management, and though the business was a strong performer, it did not contribute significantly to Treasury Group’s results.
    DYOR, I am not a financial advisor

  12. #12
    Value only - buy cheap & keep battiwallah's Avatar
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    Default Re: TRG - Treasury Group

    TRG is now selling (albeit very thinly) at a very attractive price, around $4.30 which is very low compared to the high of about 12 months ago of over $12.00. This company has a very high return on equity and little debt. There have been some major share movements recently, but it appears that some directors are buying up the shares while they are cheap.

    Does anyone have any thoughts on this stock?

    Disclosure: I have a small holding and plan to buy a few more over the next few months.
    Battiwallah

  13. #13
    Off into the sunset Country Lad's Avatar
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    Default Re: TRG - Treasury Group

    TRG is not normally the type of company in which I would invest. However, the chart pattern and the current market sentiment is compelling, so I bought when it broke out of the consolidation pattern. I will monitor for an exit point.

    Cheers
    Country Lad

    trg 17 Jul 13.gif
    2013 - celebrating 30 years trading and just about getting the hang of it.

  14. #14

    Default Re: TRG - Treasury Group

    I hope you are still in the stock C/L? Nearing the 50% Fib of the 07/09 down leg on increasing volume.

  15. #15

    Default Re: TRG - Treasury Group

    The stock closed at $9.65c (up 5.5% on the day) on volume of only 70,000.

    NPAT up 12% (on H1 2013) to $6.8 million
    • Solid growth in underlying NPAT of $7.2 million, up 30% on H1 2013
    • Total FUM at $19.1 billion, up 13% on H1 2012 driven by strong performances from RARE, IML and Celeste
    • Dividend up 35% to 23 cents per share
    • Portfolio rationalisation – sale of TAAM, merger of Evergreen Capital, closure of Orion Australian equities
    • Solid momentum expected to continue into 2H 2014


    Half Year Results Announcement & Presentation - 31/12/14

    Treasury Group Limited (ASX:TRG, “Treasury” of “the Company”) is pleased to report the Company’s Half Year results for the six month period ending 31 December 2013. Consolidated profit after tax (NPAT) totalled $6.76 million for the half, representing an increase of 12% on the prior corresponding period (H1 FY2013: $6.0 million). On an underlying basis, the Company’s profits were $7.2 million, representing an increase of 30% on H1 FY2013 ($5.5 million). The key drivers of profit growth were improved market conditions and strong performances from RARE Infrastructure (RARE), Investors Mutual Limited (IML) and Celeste Funds Management (Celeste).

    The rest of the report can be read here:- http://stocknessmonster.com/news-ite...E=ASX&N=784385


  16. #16

    Default Re: TRG - Treasury Group

    Interesting to see that Perpetual Ltd (PPT) has increased its interest in TRG by over 3% since mid december from 8.5% to 11.89%

  17. #17

    Default Re: TRG - Treasury Group

    Quote Originally Posted by agumby View Post
    Interesting to see that Perpetual Ltd (PPT) has increased its interest in TRG by over 3% since mid december from 8.5% to 11.89%
    They also have the NAB onboard with just over 5% voting power...


  18. #18

    Default Re: TRG - Treasury Group

    Quote Originally Posted by piggybank View Post
    They also have the NAB onboard with just over 5% voting power...
    NAB position now up from 5.1% to 6.3%

  19. #19

    Default Re: TRG - Treasury Group

    I had a buy order in fir TRG a couple of years ago for about $3.75

    They have just announced a merger with Northern Lights a US based funds management business.

    http://www.asx.com.au/asxpdf/2014080...t7z0jsz5c1.pdf

    SP is now $10.43
    If a bargain cannot be obtained today, the market will open again tomorrow offering you a fresh new opportunity and a new price.

  20. #20
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    Default Re: TRG - Treasury Group

    Quote Originally Posted by robusta View Post
    I had a buy order in fir TRG a couple of years ago for about $3.75

    They have just announced a merger with Northern Lights a US based funds management business.

    http://www.asx.com.au/asxpdf/2014080...t7z0jsz5c1.pdf

    SP is now $10.43

    I remember looking at them around that level as well. It was the low liquidity that turned me off.

    As a longer term investor who attempts to capture large moves (hopefully in the right direction), it's worth following the mantra "Don't be a dick for a tick" a lot of the times.



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