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Bullboard - Stock Discussion Forum TWC Enterprises Ltd T.TWC

Alternate Symbol(s):  CLKXF

TWC Enterprises Limited is a Canada-based company engaged in golf club operations under the trademark ClubLink One Membership More Golf (ClubLink). The Company is the owner, operator and manager of golf clubs with 45.5, 18-hole equivalent championship and 2, 18-hole equivalent academy courses (including three managed properties), at about 35 locations in Ontario, Quebec and Florida. Its... see more

Bullboard (TSX:TWC)

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Comment by Martin1on Aug 05, 2022 10:56am

RE:RE:RE:RE:RE:RE:Undervalue..........

I still remember the days of 7.5 cent dividends. But a nice increase none the less. I have a very small position in MRC. Bought in 2020 at $128. Down 15%. Buy more to average down? Have done that in ...more  
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Comment by undervalueon Aug 05, 2022 10:36am

RE:RE:RE:RE:RE:Undervalue..........

Mrc is a very inexpensive stock. I do not hold. Probably should. I was amazed at the dividend bump at Twc. It appears that they cannot buy meaningful shares back.
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Comment by Malpeque2on Aug 04, 2022 3:38pm

RE:RE:RE:RE:Undervalue..........

Undervalue............I know this is the TWC Blog,  but I was wondering,  since your into RE and undervalued shares,   have you ever taken a look at Morguard  MRC,    ...more  
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Post by undervalueon Aug 04, 2022 10:24am

SCC

The appeal to the Supreme Court by Ottawa is dismissed with costs going to be paid to Clublink.  With the Lpat win, this win. The Superior Court Judge will likely be staying in his lane. Kanata ...more  
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Post by BlueHorseshoe90on Aug 04, 2022 10:19am

“Dorfman Hotel” at Glen Abbey

https://oakvillenews.org/oakville-business-news/golf-canada-leaving-glen-abbey/ No new news here: the Golf Canada exodus and the existing hotel zoning were known. But interesting to see the anti ...more  
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Comment by undervalueon Aug 02, 2022 4:00pm

RE:RE:RE:Undervalue..........

I do not disagree.  The sad part is that we now control Geranium as I understand it. I got caught year ago in Burlington in the early 90's. I built, and was stuck waiting for sales. The ...more  
Comment by carbideon Jul 31, 2022 10:22pm

RE:RE:Undervalue..........

Apparently they forward sold the houses, and then had inflation in materials and maybe labour.  So that explains some margin compression.  But judging by the account on page 11 of the MD& ...more  
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Comment by undervalueon Jul 26, 2022 3:07pm

RE:Undervalue..........

Perhaps you now get why I prefer lot sales to house building. There is an MLS for I assume one of the units at 2.688 million for 4000 feet. Around the corner there is a resale on a 60 foot frontage ...more  
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Post by Malpeque2on Jul 26, 2022 11:18am

Undervalue..........

You posted right over it without blinking an eye?     TorontoJay gave us a number   $18,000 or more in Aurora for a serviced lot,  per lineal foot of frontage.  ...more  
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Comment by undervalueon Jul 25, 2022 2:33pm

RE:Woodlands end run.

The City heard from their lawyer, he said 13th Floor was intent on trying to delay. I agree, I highly doubt that they could win with this commision.  Gelin has removed the motion. My guess the ...more  
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Post by undervalueon Jul 25, 2022 2:10pm

Woodlands end run.

Fresh off the court of appeal loss. The City is going to jam through a meeting on short notice. 13th Floor has filed a motion requesting 8 months to prepare. 10.b Discussion and motion/direction to ...more  
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Comment by Torontojayon Jul 24, 2022 8:41am

RE:RE:Rounds played stats.

A serviced lot in Aurora can easily go for $18k-$20k per linear foot. A 50ft serviced lot would easily be around $1m.  I have seen raw industrial land sell for $2.5m per acre in areas less ...more  
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Comment by undervalueon Jul 22, 2022 6:00pm

RE:RE:Rounds played stats.

Ok, golf, 128 million in rev last year, direct costs 74. Thats over $2 per share per year in grazing.  A quick look at the balance sheet. 328 million in non golf assets. Just under $14 a share ...more  
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Comment by Malpeque2on Jul 21, 2022 8:11pm

RE:Rounds played stats.

Undervalue:     Let me help you here.    It's not about GOLF.     Golf is just the "grazing rights" like cows or crops.    The highest ...more  
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