HGH - Heartland Group Holdings

[Waltzing]

YUP am NN for sure but for other reasons and those are global ones not local...

[Red Baron]

Also the Australian Govt provides a reverse mortgage service.  Hard to compete with the Government. 

Oz government RM competition vill do a regular pension.  But not 'lump zum' like Heartland.

RB

[Teitei]

No, its the info Interactive Brokers provides in its trading software, not an external link. 

Which is how I believe Marketscreener obtains its information.

So Marketscreener is incorrect?

[Basil]

Market screener is an average of 3 analysts, interactive brokers 4, (suggests to me Market screener does not get their data from interactive brokers).
Looking at FY25 as an example, Market screener's 3 analysts projecting 13.23 cps earnings (total of 3 analysts 39.69 cps.
If interactive brokers are at 12.0 cps for 4 analysts, total 48 cps so that suggests whoever the fourth analyst is they are projecting eps of just 8.31 cps (48-39.69) eps for FY25 when the average of the other 3 analysts is 13.23 cps.
Doesn't make any sense or look in any way credible to me.  Maybe the fourth analyst is Morningstar lol
https://www.marketscreener.com/quote/stock/HEARTLAND-GROUP-HOLDINGS--47041144/finances/

Further, using the same data sourced, (Market Screener) HGH share price can go up 84% from its current level just to trade in line with the peer group I have used for the last decade+.  (Over more than a decade I have observed it normally trades within a 1-2 PE discount or premium to that peer group.)
I couldn't care less if others don't think the peer group I have chosen is relevant, I know from long experience it is.
I think HGH shares are not without risk for sure, but they are at an unprecedented discount to the peer group I track and that makes them a strong buy in my book.  Buy in gloom, sell in boom, it's a very simple and highly effective strategy I have used for over a decade.

[Teitei]

Market screener is an average of 3 analysts, interactive brokers 4, (suggests to me Market screener does not get their data from interactive brokers).
Looking at FY25 as an example, Market screener's 3 analysts projecting 13.23 cps earnings (total of 3 analysts 39.69 cps.
If interactive brokers are at 12.0 cps for 4 analysts, total 48 cps so that suggests whoever the fourth analyst is they are projecting eps of just 8.31 cps (48-39.69) eps for FY25 when the average of the other 3 analysts is 13.23 cps.
Doesn't make any sense or look in any way credible to me.  Maybe the fourth analyst is Morningstar lol
https://www.marketscreener.com/quote/stock/HEARTLAND-GROUP-HOLDINGS--47041144/finances/

Further, using the same data sourced, (Market Screener) HGH share price can go up 84% from its current level just to trade in line with the peer group I have used for the last decade+.  (Over more than a decade I have observed it normally trades within a 1-2 PE discount or premium to that peer group.)
I couldn't care less if others don't think the peer group I have chosen is relevant, I know from long experience it is.
I think HGH shares are not without risk for sure, but they are at an unprecedented discount to the peer group I track and that makes them a strong buy in my book.  Buy in gloom, sell in boom, it's a very simple and highly effective strategy I have used for over a decade.

HGH needs to bed in the  last two acquisitions (Stockco and Challenger Bank) fully before the market will embrace the stock again and value it in line with its banking peer.  Will be 2025/26 before that happens imo. Watch then for the PE and valuation multiple expansion which is of course the biggest driver of a share price.

Just an observation as well for those who are contemplating HGH as an investment - the real action does not start until ASX opens. Fair bit of the placement stock went to Australian institutions and they appear to be the flippers, selling the placement stock for a quick gain.

[snapiti]

HGH needs to bed in the  last two acquisitions (Stockco and Challenger Bank) fully before the market will embrace the stock again and value it in line with its banking peer.  Will be 2025/26 before that happens imo. Watch then for the PE and valuation multiple expansion which is of course the biggest driver of a share price.

Just an observation as well for those who are contemplating HGH as an investment - the real action does not start until ASX opens. Fair bit of the placement stock went to Australian institutions and they appear to be the flippers, selling the placement stock for a quick gain.

I think it maybe more simple when it comes to a positive market rerate of Hgh...me thinks the market has priced in a modest deterioration come next report so if that does not occur or is smaller decline than the market is participating up she goes also I suspect a meaningful reaction on Ann about quality of new CEO

[Untamed]

Seriously? You both chose to go there again after numerous warnings at the "other place" and here too I believe. You need to stop. It is nothing short of bullying and it shows you both up as nasty pieces of work, who have zero understanding of trauma and mental health. Breezy has been upfront and honest about the huge impact his decision had on his well-being, yet you continue to drag it up and use it for your own agenda.

I have hit the report button on both of you, and I seriously hope others will do the same. Your lack of empathy and compassion is blatantly obvious, as is your complete lack of integrity.

Beagle and I tried very hard in unison to dissuade one poster to invest big on ATM ('go big or go home') when it was going through its downgrades.

Unfortunately we failed and the rest is history.

It wasn't for lack of trying on our part, that's for sure mate !

[Basil]

HGH up 3 cents to $1.03 is very supportive of the contention that 96 cents was the bottom.  Very pleased I bought lots more at that price.
"Some guy" said "Be fearful when others are greedy and greedy when others are fearful"  Can anyone tell me who said that famous quote ?

[Teitei]

HGH up 3 cents to $1.03 is very supportive of the contention that 96 cents was the bottom.  Very pleased I bought lots more at that price.
"Some guy" said "Be greedy when others are fearful"  Can anyone tell me who said that famous quote ?

Me?

Still selling around but the flippers are not panicking to get out now. Let's hope buyers do not pay up - allow the sellers to close out their positions at $1.00 and for HGH to build up a strong base at $1.00 to rise higher from.

Seriously? You both chose to go there again after numerous warnings at the "other place" and here too I believe. You need to stop. It is nothing short of bullying and it shows you both up as nasty pieces of work, who have zero understanding of trauma and mental health. Breezy has been upfront and honest about the huge impact his decision had on his well-being, yet you continue to drag it up and use it for your own agenda.

I have hit the report button on both of you, and I seriously hope others will do the same. Your lack of empathy and compassion is blatantly obvious, as is your complete lack of integrity.

For fxxk's sake, I did not even know who Breezy is but now, I guess I do.

Also, it was in the context of Beagle and I ever agreeing on something.

[snapiti]

Yep got a bit of overhang to get through yet.....about 5m shares by my count

[Basil]

"Some guy" said "Be greedy when others are fearful"  Can anyone tell me who said that famous quote ?

Me?

Warren Buffett

[Teitei]

Yep got a bit of overhang to get through yet.....about 5m shares by my count

No need to pay up just yet.

[Teitei]

Warren Buffett

But of course, Beagle.

He also said to make your investment decisions really matter - make it worthwhile as great investments are hard to find. So make them count.

[Basil]

But of course, Beagle.

He also said to make your investment decisions really matter - make it worthwhile as great investments are hard to find. So make them count.

Yeap, I bought a good sized extra amount at 96 cents the other day.  Bought even more TRA the other day too @ $3.90.  Be greedy when others are fearful.

[Waltzing]

and what did SOROS say? https://www.theatlantic.com/business/archive/2010/06/go-for-the-jugular/57696/

https://www.youtube.com/watch?v=q4k8SGmJqIA

NZ not likely to see normalisation of the OCR until 2027 unless you think the central bank has got it wrong...