HLG - Hallenstein Glassons Holdings

[winner (n)]

Jeez  780 to 714 in a few days big drop ...even allowing for going ex dividend

Punters expecting some bad news on Tuesday

[LoungeLizard]

Jeez  780 to 714 in a few days big drop ...even allowing for going ex dividend

Punters expecting some bad news on Tuesday

 As you've said, the first 8 weeks were exceptionally good and OZ retail sales seem to still be going strong. Can't be sure, but I'm expecting the news on Tuesday to be pretty good. The drop is probably just short-term dividend hunters taking their profits. Nothing to worry about eh?

[Fiordland Moose]

As you've said, the first 8 weeks were exceptionally good and OZ retail sales seem to still be going strong. Can't be sure, but I'm expecting the news on Tuesday to be pretty good. The drop is probably just short-term dividend hunters taking their profits. Nothing to worry about eh?

Glassons going gangbusters

[Pierre]

Glassons going gangbusters

Hmmm. Going gangbusters in the wrong direction at the moment.
Opened this morning at $7.01 - well down from recent high of $7.85, even after allowing for upcoming dividend.
Hopefully, we will be reassured at tomorrow morning's meeting.

[Basil]

My view remains unchanged from post #1262 except to say i see even more compelling value at $7.01 so bought some more this morning.  A lot of people use the NZX as a type of automatic teller machine and make withdrawals at this time of year for Xmas and holiday spending.  Good time to be putting cash to work especially in high quality growth companies on truly compelling metrics.

Metrics re-gauged from post 1262 for $7.01 price level below.

PE FY25 10.75 FY26 10.4 FY27 9.85

Gross div FY25 10.4 FY26 10.7 FY27 11.1%

Keep in mind these truly compelling metrics are for a company that has quadrupled sales in Glassons Au in the last 7 years.

[LoungeLizard]

Off topic.. almost.

Centre right taking  local elections... just wait could be the start of whole new NZ market...

Should sell all MHJ and any shares under water and buy HLG....

instead of a Managed BB where the retail investor is not invtited till the deal is done HLG invites you to take the DIVIDEND in whole not in part.....

Follow the HOUND!!!!

Yep, topped up with a few more myself.

[Waltzing]

yes well that was before the OCR hit and wasnt reading RBNZ documents all 50 or more pages as the FED had said it all temporary...!!!!

well the its GFC in NZ all over again...

but only in NZ while the US powered on .. the KIWI stayed FLIGHTLESS...

thank goodness for TRA... and if you want to see what happens to RAG's just watch simon reeves in south amercia..

[Basil]

Hopefully, we will be reassured at tomorrow morning's meeting.

I hope so too and I'm expecting mid to high single digit sales growth, all off the strength of Glassons Au.  Regardless of the number I'm laser focused on the long term trend of Glassons Au growth over time and the fact that the updated metrics I noted in post #1279, are normally associated with no growth companies.  James Glasson has quite obviously brough some real brilliance to Glassons Au operations.  No easy feat to quadruple sales in the last 7 years with all the pandemic and macroeconomic headwinds that have prevailed for the majority of that timeframe.

[winner (n)]

Wonder if they'll mention the 227,023 TikTok and 709,329 Instagram followers Glassons have

As Christopher Luxon would attest TikTok is key to being successful and getting one's message out.

[winner (n)]

Things can only get better eh Basil

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[Basil]

Nice uptrend since James Glasson took over Glassons Au.

[winner (n)]

Nice uptrend since James Glasson took over Glassons Au.

Good to see that this guy James managed to keep  going what Di Humphries did

Di was the one who really got that nice uptrend going turning Glassons around

[Playa]

HlG share price always seems to get hammered ex dividend by significantly more than the dividend amount

[Basil]

Good to see that this guy James managed to keep  going what Di Humphries did

Di was the one who really got that nice uptrend going turning Glassons around

I think Di Humpheries to you is like Tina is to me. We're both in love lol

[winner (n)]

WOW WOW

 For the first 18 weeks of the 2025 financial year Group turnover is up +10.1%, [/size]

Sales growth accelerating