HLG - Hallenstein Glassons Holdings

[winner (n)]

Deserves to be at $7+ on its own merits in my opinion and yes I have seen 20%+ movements in share prices on NZX50 inclusion before.  Time will tell if its included in the next NZX50 rebalance or one a little further down the track but as mentioned earlier, I think inclusion is only a matter of time.
No doubt inclusion will be like the icing on the cake in due course, but I bought this for the quality of the cake.    Some cake's don't need icing to be truly delectable.

I meant 7 bucks soon ...and then 10 bucks on merit next year sometime.

[Basil]

Glassons AU doubled their share last 4 years so expect them to double share again in say 3 years ... to 1.5%

That's about $400m of sales .... just from Glassons AU
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Fabulous work from Winner late last year that people might like to reflect upon

[Waltzing]

Yes chicken and egg.....
 

[Basil]

Got me crayons out and updated this for you waltz

Still priced on F22 earnings

The big column on the right July 23 is basils forecast

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and this one.
No argument from me that there is deep value in HLG's share price and that a significant rerating is fully deserved based on their well proven track record of strong growth with Glassons Australia.

[Waltzing]

Tracking upwards but is NZ the hand break now...

[Basil]

Broke up through its 200 day MA today!

[Waltzing]

graph is very wavy isnt it... big ups... downs and then long periods of level flight....

it bounces about a bit....

appears to be forming a bit of a base here... just need a decent report...

[Basil]

I have a "front row" seat, (AKA well positioned), to the forthcoming half year guidance expected on or about 17 February, just 13 trading days away.
Excellent base built all the way back to May 2022 in the ~ low $5 range, (low point was $4.93).

[winner (n)]

I have a "front row" seat, (AKA well positioned), to the forthcoming half year guidance expected on or about 17 February, just 13 trading days away.

It's going to surprise even the gung ho you

[Whome]

Waltz buddy, forget the wavy ups and downs. Just look at the co-relation of EPS and share price going back to 2005. A graph like that should be printed and hung on the wall  with a caption 'Opportunity Knocks'!

[Basil]

Yes, wonderful work by Winner, (reproduced at post #348 above), best post of 2022 in my opinion.

[Waltzing]

"wavy ups and downs"

  hopefully we will hve a fully automated wavy line drawer later in the year...

 winner may create a whole formula for capital returns on investment from profit reinvested..

yes the fact that its all been generated from profit and still paying over 5%

[winner (n)]

Bloody heck - just in from ABS re Oz retail sales for December

Clothing, footwear and personal accessory retailing fell 13.1% (-$417.9m) in December, in seasonally adjusted terms.

Need to dig deeper methinks

[winner (n)]

Bloody seasonally adjusted numbers - always make things look really good or really bad - like clothing etc falling 13% in December is really really bad- disastrous
 
But compared to December 21 they were UP 8.6% - not disastrous  at all ... but some would say the start of a trend.

Now that's a lot better eh

Suppose commentators will say the boom in clothing sales has peaked and we will see low growth or even a decline over the next 12 months

Never mind - we'll know how up to January how Glassons went and then a few months later at ASM time how Feb/March/April are going

[Waltzing]

much better to read thanks W() >-  8.6%
 
think the market has been expecting  a slow down and that why it dipped to 490's