HLG - Hallenstein Glassons Holdings

[LoungeLizard]

$5.60! You guys crunching the numbers are having an effect....

[Waltzing]

quite right ...  RAWZ

 

[Rawz]

Waltzingironman, sales is different to profit. your software coding is backwards today

I said in my post to look through the cogs/expenses stuff effecting margins (as naughty as that is) because management are of high caliber, so we can trust that they will revert to the mean. as long as the sales (revenue) trend line is up up up like winners chart shows then it is fine to sit around and collect to dividend and continue watching the company grow

[Waltzing]

not arguing with that Raws ... the PL has been effect by the biggest swings in supply chain and Money supply variations since when ? WW2 ?

a team of economists could comment..

[Waltzing]

RAWS last time profit NAPT half year hit 19  in 21 look where the  SP was...

but as you point out margins have compressed a bit and inflation may keep them there for a while as im sure your LOOK THROUGH statement implies...

still an SP above 7 is where it should be..

MR B is well positioned ...

[Rawz]

OMG you are right. I said SP over $6 first thing this morning but i was well wrong. its trading close to the 200dma.

could get into a nice uptrend on its way to $7 and the best part is collecting the dividends along the way   

[Waltzing]

thats why put the picture up of the half Year.... and at that time feb 21 OCR rates were not hitting 5!!!

we will be above 5 all this year!  Hard landing ? possible the FED always gets it wrong or mostly...

Rates have a LAGGING effect and for that you need to look at M2 in the US...

we traded out the other day but thinking of backing up the Tonka Truck at 5.50....

its just with inflation lagging and RBA not yet going hard these margin compressions could last well into 24...

theory says you should have time ... but i found ONIEL the other day  under a computer and HE SAYS... the longer the base line the bigger the lift off...

 after all what really changed since 1988...

had lost the book for over a year!!!! Its a classic full of charts from the 1980, 90's.

get excited people... the higher the inflation rate and the harder the margins get hit the better the buying will be,

[Waltzing]

Huge Vol today 48,333

deserves to be the HOT stock on the forum today.. at the TOP!

[Waltzing]

Lets not put HLG into Chat AI....

https://www.cnbc.com/2023/02/16/microsofts-bing-ai-is-leading-to-creepy-experiences-for-users.html

looks like noting is going to replace specialised software any time soon...mayb thats why it used Overjoyed 3 times...

surprised it did not fall for all the models in on the web site...

its pretty clear Winner() is not going to be replaced by AI any time soon...

In fact we can conclude that AI has in fact failed.... miserably and it will now be restricted to a search engine refinement as marketing asks engineering to explain...

Creeeeeppy  DONT even cover it... shut it down ... quick... will be marketings new mantra..

[Waltzing]

while this is a great result RAWZ... its the next 12 months inflation effects that as you say look through... but the market might not look through when the PL comes out and we find out where that costs ly..

then some research into where that cost is and is it going to have a material effect and for how long...

GOVT now looks like its stuffed and will blame everyone else for Infras... you know stuff they arnt built,,,

saving 10 rivers from the cop block ...who know but slips and floods and bolders will hurt no matter what..

no cut to fuel tax for long?  hard choices coming

[winner (n)]

lots of people will need to replace their wardrobes as a result of floods

[Basil]

Mainly a lower currency and higher than expected freight rates is how I see it, both matters that will revert to more normal levels over time
Will of course need to see financial statements to confirm.

Feeling good about 2H as we lap a period where consumers were pretty scared to shop with 20,000+ cases of Covid a day.

[Waltzing]

" higher than expected freight rates is how I see it"

that is prob the one... its still a buy as should be north of 7 for th next hightif they can shut non performing NZ stores and take a knife to any fat...

might be time to buy the flying stocks..even with fuel prob going up...

[LoungeLizard]

$6 by end of the week? Jeez, it's $5.80 now!

This is when low liquidity helps - so few sellers, so SP goes up with a real bump on good news. If they announce an increased HY divvy - maybe as much as 30c - I reckon $6.50 should be very achievable.

[Waltzing]

"$5.80 now!"

sorry about that but thought it needed a push even if it drops back...

sometimes you just have to lend a helping hand...

it it fails and drops back  we dont care...