StockTalk

Quote from: BlackPeter on May 29, 2026, 11:44 AMAnyway - we planned recently a NZ holiday and considered as well to rent a campervan, but hey - the campervans cost so much more than taking a rental car and going into a good hotel instead ...

I held THL about 2015 when they had just expanded into the USA (THL had purchased  El Monte RV's as I recall.)

Then we hired one of their USA RV's for a 1 month holiday. Big mistake. Both the RV and the service were terrible.

Sold my shares soon after and have never held since.

Result day is boring vs quartely updates. Conference call today was a total waste of time.

My take going forward, small loss Full Year 27, small profit from Full Year 28 and from there hold on tight assuming IKE hasnt been taken over up by a competitor


                                         

It will be interesting to see how the $6m Retail CR unfolds.
As at 8am Monday applications totalled $14m and probably reached $16-18m by last night.
The $18m Placement was oversubscribed by ~40% so it would be unfair to smaller holders if a similar uplift wasn't applied to the Retail offer before scaling.
PEB will end up with somewhere around $31-33m in the piggy bank following this CR. This should give them the opportunity to get moving rapidly as soon as the LCD is confirmed later this year.
Game on!

sssshhh I've been taking advantage of the recent weakness to top-up!

Some market research .... Australian women's apparel market is currently valued at roughly AUD 17+ billion and is projected to grow at a Compound Annual Growth Rate (CAGR) of 6.88%.

Jeez add market share gains for Glassons along with what Basil mentioned above re Gen Z no reason not to assume Glassons will grow by 15%/20% pa in the forseeable future

Quote from: Left Field on May 29, 2026, 10:53 AMBoom! Takeover offer @ $3.10

https://www.nzx.com/announcements/473532

Holders should be happy!?

Highly conditional proposal ... but sure, if it goes ahead its much better than yesterdays SP.

At the end it depends on the future development of flight shame and a lot of highly unpredictable global issues. Will the big pink monster baby making the US unvisitable go or fade away? What are the chances of WW3? What will be flying cost in the coming years?

Anyway - we planned recently a NZ holiday and considered as well to rent a campervan, but hey - the campervans cost so much more than taking a rental car and going into a good hotel instead ... 

Looks like, they lost me as a shareholder (due to US monster baby) as well as a potential customer ... but hey, all the best to holders!

Boom! Takeover offer @ $3.10

https://www.nzx.com/announcements/473532

Holders should be happy!?

HLG's target market Gen Z very optimistic about the year ahead, significantly more so than other age groups.
https://www.news.com.au/finance/money/young-australians-back-themselves-to-beat-costofliving-crunch/news-story/2bed848015bbd86ca9f198fce5991928
13-30 year old's love getting out there dressed nicely to peacock around no matter what's going on in the world.  The social media pressure to look their best is relentless and HLG has their back with stylish clothes at an affordable price.

Quote from: BlackPeter on May 29, 2026, 09:33 AMHmm - a basically unchecked autocrat running the show and controlling the judges. Can't control however the inflation - more than 30% at the moment.

Turkey is great if you want to loose your money and your freedom.

I wouldn't call this "looking good". Maybe you should recommend as well investments into North Korea and Gaza ...

Ha, fair enough!  bit dodgy alright.

Quote from: Red Baron on May 28, 2026, 10:06 PMAbzolutely, vhich proves my point.  Bonds do not tend to go up een value like zhat, nor do they go down, like Zky Zity.   The vact zhat you chose Visher and Paykel Healthcare as a illustrative example zimply zhows you are a very good retrospective investor.

My original comment related to an observation that in MY actual NZX portfolio I likened MY holdings in FHP and IFT as MY  'bond equivalents."

It is a relative comparison of the comparative safety of some shares in MY NZX  portfolio to others in MY portfolio. That's all.

Time to move on RB.