HLG - Hallenstein Glassons Holdings

[Waltzing]

5 th may retail stat for March AUS..

Are Kiwis now all waiting to become Kangas?

 NZ on track to become a state of AUS...

[winner (n)]

5 th may retail stat for March AUS..

Are Kiwis now all waiting to become Kangas?

 NZ on track to become a state of AUS...

5th will just confirm the strong growth in Oz clothing sales is continuing. Even NZ market pretty solid.

B's full year forecast real conservative ...... HLG will do better than what he's saying.

[Waltzing]

winner () ,  tink that would be Grand....

[Basil]

HLG in the N.Z. Herald as well.  Cat, (speculation on NZX50 index inclusion), well and truly out of the bag now.
Hope I'm right.  Doggy doesn't like egg on his face lol
https://www.nzherald.co.nz/business/market-close-strong-day-on-wall-st-lifts-nz-stocks-higher/FGBXYT52QVCNTLAOMJWCYYEDOA/
Paywalled.

Rather be conservative now Winner.  Been licking my wounds for a while now over the eps forecast of 80 cps.  Be conservative at 60 cps and a fair PE of 14 (considering fabulous growth prospects are clearly proven and clearly evident in Australia v long term average of 12.5).
14 x 60 cps = $8.40.  If they manage to do 30 cps in the second half that's 65 cps x 14 =$9.10.
Just putting up possible targets for those index tracking funds to aim for in the (hopefully), forthcoming index inclusion bidding frenzy.😁
Cindy told us to be kind, remember, so I might toss them a modest sized bone and let them have a few of mine somewhere in that $8.40 - $9.10 range.

[Whome]

Cutting firewood yesterday and stopped for a cuppa and a check on the market...... and voila... the HLG sp rise was underway...... compelling to watch the scramble to buy HLG on the  prospect of NZX50 inclusion, as long predicted by the Basil School of Logical Thinking and the Winner School of Graphic Art...... so, up a buck, and 2 more to go...... wonderful, made my day... will make trading on Monday interesting to say the least.
Now to pick the top do I keep a count of the no. Of shares traded since Friday until the total gets close to 104 million.

[Waltzing]

"like egg on his face "

dogs breakfest...

[Whome]

Rather be conservative now Winner.  Been licking my wounds for a while now over the eps forecast of 80 cps.  Be conservative at 60 cps and a fair PE of 14 (considering fabulous growth prospects are clearly proven and clearly evident in Australia v long term average of 12.5).
14 x 60 cps = $8.40.  If they manage to do 30 cps in the second half that's 65 cps x 14 =$9.10.
Just putting up possible targets for those index tracking funds to aim for in the (hopefully), forthcoming index inclusion bidding frenzy.😁
Cindy told us to be kind, remember, so I might toss them a modest sized bone and let them have a few of mine somewhere in that $8.40 - $9.10 range.[quote :Basil]

No need for apologies, Basil. This is all cherry on the top material for holders who are invested in a company already providing a ~9% gross divi yield in challenging global times.

[Basil]

I'm expecting to here from S&P in respect of the index change mid - late next week.

Thanks Whome.  Seaweed on the other forum doing well too and obviously happy. Really good to see my mates doing well out of this.

[Waltzing]

Nearly there and those companies that are right for a take over will be in demand?

Those companies already AUSSI Fied wont mind one supposes.. MHJ, HLG.. and some others..

https://www.stuff.co.nz/opinion/300863277/hey-mate-heres-why-new-zealand-should-become-a-state-of-australia

[winner (n)]

Most were laughing their heads off not that long ago when a HLG share price of 10 bucks was mentioned

Next update mid to late August with full year 23 sales and likely full year profit .....will be much higher than expected numbers, even higher than B's estimate

Then late September confirmation of of full year results but will be saying first 8 weeks of new year are well up on pcp...maybe even double digit

Then December the ASM and they'll say F24 sales are still tracking well ahead of pcp ...jeez growth into F24

They don't say much but three big updates before Christmas that 10 buck share price might be here by Christmas

[Basil]

Most were laughing their heads off not that long ago when a HLG share price of 10 bucks was mentioned

Next update mid to late August with full year 23 sales and likely full year profit .....will be much higher than expected numbers, even higher than B's estimate

Then late September confirmation of of full year results but will be saying first 8 weeks of new year are well up on pcp...maybe even double digit

Then December the ASM and they'll say F24 sales are still tracking well ahead of pcp ...jeez growth into F24

They don't say much but three big updates before Christmas that 10 buck share price might be here by Christmas

Loving your positivity.  Please post that in the other forum too mate.

[LoungeLizard]

Just to add my appreciation to both Basil and Winner for their sterling work in crunching the HLG numbers. Certainly got my attention and glad they did as retail is not my thing and wouldn't have bought in when I did (at $5.30 only a couple of months ago!) Kudos to you both!

I'm wondering whether those that have bumped the SP up dramatically over the last few days will tip the balance in HLG's favour for inclusion win the NZX50 since it will help with the averaging exercise and capitalisation ? Sort of self-fulfilling prophesy. I know that you thought Turners were in the mix a while back, Basil, but HLG may have timed its run to perfection. Next week you reckon? Can't wait!

[Waltzing]

Ok Winner() says its sailing away ...  https://www.youtube.com/watch?v=FSV_ctdr2Z4

an in the good ol  USA ...

https://www.census.gov/retail/sales.html#:~:text=Advance%20estimates%20of%20U.S.%20retail%20and%20food%20services%20sales%20for,0.7%20percent)%20above%20March%202022.

Aus Retail sales ... waiting ...

https://tradingeconomics.com/calendar

[SuperMario]

Champion work Basil and winner (iirc you identified the PE ratio trend?). And cheers for sharing.

[Waltzing]

side by side word table of 21 H Ytd 23 H Ytd.

Comp ranges easy to see for those who may not have previously seen the reports side by side and compared the variances.