HLG - Hallenstein Glassons Holdings

[Basil]

Thanks Winner.  Just over a month until we get guidance for the first half on or about 17 February.
Guidance is usually in a tight range so we should have a good basis to forecast out the full year eps at that stage. 

[Waltzing]

The lastest phrase on polish TV is taken from the English ...

keep calm and carry on ....

as pointed out by MR B many times its an AUSSI  story.....

[Hectorplains]

Despite my ongoing reservations around retail in general, I too decided to take a little paddle in the HLG pool.  It might be a case of water on the brain after all this rain but... I do feel that HLG's ducks are lining up.  This and IKE are my only NZX additions for 2023.  Calm, carrying on and quietly confident. 

[Waltzing]

Not as much confident on NZ but hopefully AUSSI will have our back....

[Basil]

After hounding up a few thousand more I've now reached 20% portfolio allocation.

[winner (n)]

After hounding up a few thousand more I've now reached 20% portfolio allocation.

And top 20 holder?

[Clearasmud]

And top 20 holder?

Are we the only buyers?

[Basil]

Are we the only buyers?

The lack of any analyst coverage, while disappointing, does provide what I believe, (backed by how many I hold), is an outstanding opportunity.   

[winner (n)]

Are we the only buyers?

You two the market makers lol

[Waltzing]

 Aus Stats

https://www.abs.gov.au/statistics/economy/key-indicators

[Basil]

You two the market makers lol

lol I think there might be a few other players as well

[Clearasmud]

lol I think there might be a few other players as well

If you bought 2k yesterday then just us
Today I got some more.

[Basil]

If you bought 2k yesterday then just us
Today I got some more.

Last buy was just a tiny top up of 2,000 on 6 January.
Bought ~ 40,000 ARG today.  I still believe in a diversified portfolio even if I am heavily overweight in my favorite   

[Waltzing]

ARG - hoooooping it stays down for another 12 months ....

as RSVB's over do tighening and QT piles on...

not that one understands the mechanics of QT...

QUUU Eeee's

This was a cry of  Teen Crotty on the banks of the Whanganui River as Dick Tonk's sculled for the finish line in 1972....

wasnt there but was informed at afternoon tea ten years later... The days of afternoon Tea and Cream scones...

[Clearasmud]

Last buy was just a tiny top up of 2,000 on 6 January.
Bought ~ 40,000 ARG today.  I still believe in a diversified portfolio even if I am heavily overweight in my favorite   

I know maximum 15% in one stock.