The Gap
There’s a lot of work going on at the moment trying to address the funding needs of hundreds of companies that are emerging from New Zealand. Investors, groups of investors and funds are all lifting...
View ArticleActing responsibly – recent governance lessons
In California the giant electricity utility PG&E requested bankruptcy protection. In New Zealand a former Prime Minister and her previous colleagues around the Board table of Mainzeal have been...
View ArticleUber’s S1 and slowing growth
Uber released their S1, their prospectus for their IPO today. The biggest concern for potential investors is probably their falling growth rates, which makes it hard to model a future where the...
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A Letter to the New NZTA Chair
Dear Chair Congratulations on your appointment. You are now chairing the organisation responsible, by a substantial margin, for the highest number of preventable deaths and injuries in New Zealand....
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Valuing Xero again
In October 2013 I wrote about “Valuing Xero in one hour“, and (although it had a bug) came up with a forecast that justified the then $2.2 billion valuation of Xero with a Weighted Average Cost of...
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Punakaiki Fund Offer Exceeds $2.5 Million
Our 2019 Retail Offer, including a Discounted Rights Issue, is off to a good start. The Offer for $23 shares closes on 20 November 2019, and the 1 for 7 $16 Rights Issue closes on the 25th of...
View ArticleDid ISOC leave $1 billion on the table?
The Internet Society (ISOC) sold the .ORG domain business to a PE firm for US$1.135 billion. There is plenty of coverage of this, and I have been following both Hacker News and InternetNZ threads. A...
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Two new and free initiatives to help cope with COVID19
Two companies have stepped up to offer direct help to individuals and companies. Melon Health, in conjunction with the Ministry of Health, have launched an online community with psychosocial support...
View ArticleResponding to COVID-19 – the 3 phase approach to planning
Over the last few weeks we’ve had many conversations with founders and others inside companies about the pandemic. The conversations we have had involve three main topics: How to maintain health and...
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