News } TBK Capital

Opportunities Update - September 2019

As we head into the last quarter of 2019, and reflect on the year to date, I find it difficult to feel disappointed in the economy, and the immediate future for business and property.

As we head into the last quarter of 2019, and reflect on the year to date, I find it difficult to feel disappointed in the economy, and the immediate future for business and property.
And a recent article in which headlines “The number of new dwellings being consented in Auckland has doubled over the last five years” seems to support this view.
So I thought it appropriate to provide a brief summary of the investment opportunities we have available through TBK Capital. Note these can only be offered to those who qualify as wholesale investors – see note at bottom of this newsletter.
This is a business we have been associated with for some years now. It is a privately owned company in Waiuku, south of Auckland, which sources New Zealand grown fruit and vegetables of all grades, and dries them into powders, pieces and slices. DryNZ is exporting to Europe and is the New Zealand fruit ingredient supplier for the tea brand ‘Ti Ora’.
DryNZ is now raising capital by offering new shares in the business. This will used to purchase a new European state of the art dryer to meet increased demand - which will increase their drying capacity by 300% - and for working capital requirements.
Other uses of the funds include new plant and equipment and a factory upgrade. A copy of the IM describing the Offer will be available soon. If you’d like a copy reply to this email or give me a call.
See our original Opportunities newsletter here. Since the IM came out Liquidstrip Limited has entered into confidential discussions with a JV partner of significance, for waste water treatment in New Zealand and Australia, and for medium term opportunities in Asia. It’s this export business where the true potential for Liquidstrip lies.
The equipment was originally designed for the separation of water from solids for dairy farms, followed by concrete disposal in the construction industry. There are only so many dairy farms or buildings under construction in New Zealand, but there are plenty of rivers, harbours and beaches here, and all over the world, being contaminated by waste water disposal.
I think this is a marvellous and well overdue product. The attraction for customers includes the problem of high disposable cost now, and for you the investor, buyers in the number of different industries that will either have to start paying for these costs or incur heavy compliance fines for incorrect disposal.
This Offer has already received an excellent response. For copy of the IM - which is now already out of date as a result of renewed support from councils - and a copy of the revised financial projections, reply to this email or give me call.
Pet food supplements
Bestmate PetCare is a new client that has developed a range of pet food and vitamin supplement beverages for animals. It has also had assistance from Massey University’s Nutrition Department in Palmerston North. It is a business that has developed an impressive marketing plan before finalising its range of products, and has already identified large international markets including New Zealand, Australia, the UK and Europe, Asia (China and Japan) and North America.
The first product, a vitamin supplement beverage with natural flavours, is completed even to the detail of its packaging, and the business has a clear 4 year international marketing strategy. It is now raising initial capital to set up the first product runs and finalise distribution and marketing.
This is a business that immediately impressed me with their pre-launch product and marketing research - and I can tell you I’ve seen a few over the decades I’ve been in investment banking. Further information call me or send me an email and I’ll get back to you with an overview. An IM is currently being prepared. 
Meeting the Demand for Affordable Housing
See our Opportunities newsletter here. FirstBuild has a proprietary system that enables them to build the components of their quality modular houses in a factory. This provides several advantages over traditional building, and houses can be produced in greater numbers with a faster build time and a higher and more consistent quality. Streamlined raw material supply and manufacturing, together with onsite construction, means the delivery cost is well below the current levels in the industry. Bad weather is not an issue.
In addition FirstBuild has answered the matter of land supply by partnering with noteworthy developers, and solved the delays around council consent by providing a standard (NZS 3604) design solution.
This is a proven system in the U.S.A, Europe and Asia. However research undertaken by FirstBuild shows their house design, delivery and build method, is unique in New Zealand. They have put together a complete business model that integrates council consent, the supply of land, raw materials, construction and finance. For a copy of the IM reply to this email or give me call.
New Retirement Villages
Amberley - Christchurch: We’ve already hinted at this Offer in our July Newsletter, have received numerous expressions of interest, and we’re now pleased to advise that the loan finance required to proceed with the village has now been approved and construction will proceed. All those of you who have shown interest will have just recently been sent the documents required to invest.
To remind you of the Offer, investors will belong to a limited partnership which will raise $1,000,000 by the issue of 100 shares at $100,000 per share of which 50 shares are now available. The promoter, Tim Bartells, will take up the balance.
Applicants will be required to a pay 10% deposit on application which needs to be made by 12th September. This will be held in a solicitor’s trust account. The balance of the investors’ investment will be required on 25th September.
If you wish to participate please reply to this email for a copy of the IM and an indication of how many $100,000 shares you would like to apply for. If you have any queries, or would like to speak to Tim Bartells, call me or reply to this email.
Auckland – Thames Valley: We’re also in discussions with another promoter looking for capital and seeking consent to build a retirement village in the Thames Valley. This will be up to 350 units, together with an adjacent residential development. If that’s of interest please let me know and I’ll keep in touch with you as the project progresses.
Funeral Home in Gisborne: Well I guess I could call this the ultimate retirement village, but our client is building a purpose built Funeral Home across the road from Gisborne’s public cemetery. It will have seating for up to 350 people plus a smaller auditorium for 50 people. Bank funding has been approved for construction and the intention is to provide an annual return to investors.
The tenant has committed to a 15 year lease and will buy out investors within 4 years. This gives investors an exit plan and a “development margin”, being the difference between the cost now and the market value then with a tenant in place. Excellent returns are forecast for this much needed facility for the district. 
Bridging Finance for hotel development
As readers of our newsletters include lenders as well as investors, we’ve got somewhere you could lend a significant amount of money on first mortgage over land for a few months at a good interest rate.
And then if you then wished, you could take up the opportunity to put it towards a consented large hotel development in the South Island and share in the development profit. Further information is available under Confidentiality Agreement.
Manuka Oil Plantation
I’ve mentioned this Opportunity before. If it interests you in principle – 800 hectares of fully grown Manuka ready for harvest near Manganui - then we should have a conversation. We have already had meetings with a distributor in Australia with a proposal that deserves more detailed discussion.

Want to Know More?
If you’d like to know more about these and other offers we have, reply to this email with your phone number or give me a call on +62 21 902 901.
The above investment is not an offer of financial products that requires disclosure under the Financial Markets Conduct Act 2013 (Act) and is available only to wholesale investors as defined by that Act. It is intended for distribution only to selected people to whom, under the relevant laws, it can be lawfully distributed. It cannot be distributed in any other jurisdiction, or to any other people. It is not an offer or solicitations in any jurisdiction in which such offers or solicitations are not authorised, or in which the person making such offers or solicitations are not qualified to do so, or to any person to whom it is unlawful to make such offers or solicitations. Any representation to the contrary would be unlawful. No action has been taken by any person that would permit a public offering in any jurisdiction where action for that purpose would be required.


John Paine B.Sc., Dip BIA
TBK Capital Limited
Level 10,120 Albert Street
Auckland 1010, New Zealand
Phone +64 9 307 3257
Mobile +64 21 902 901

⇑ back to top