HGH - Heartland Group Holdings

[Teitei]

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...

Same front running George Soros who got his backside kicked by Mahathir of Malaysia?  And ending losing billions of dollars for his mug followers?

[Waltzing]

Off TOPIC but related market pressures from GME's (global macro event thingees)

Dont not know about that one .. but the questions is will the global growth pull the NZX and ASX upwards putting a floor into the market this year making this the bottom for the likes of HGH and TRA and others...

https://www.abc.net.au/news/2006-12-15/malaysian-ex-premier-mahathir-and-billionaire/2154878

[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.

I see Bull just announced on the other channel that he's just got in.  No wonder Heartland is rated BBB.  The old team of Balance, Beagle and Bull is back ! 

[snapiti]

No need to pay up just yet.

I have bought a chunk @ $1, not trying to bottom pick that's a mugs game, just think it's a good entry point created by a number of things that have created a oversold position.
Looking forward to the new CEO being announced (really think the caliber will be seen as a positive by the markets)also looking forward to the 6 monthly although a little circumspect about that

[Breezy]

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.

I want to thank you publicly for having the guts and integrity to call this out. Of the 2 posters that commented on my situation yesterday one of them quite some time ago promised to never make reference to or mention this situation again, he has broken that promise and he knows who he is. Before making glib/smug/random comments about a situation that took someone right to the edge think about how you would feel in the same circumstances, some others that went through a similar level of loss to myself sadly did not make it out the other side. It may be historic in a time sense but its effects are still very real on a daily basis and will continue to be so and thats something I have to live with so please don't use someone else's tragedy to score brownie points and make yourselves look better.

[winner (n)]

Solid gains in dairy prices latest Global auctions

4th auction in a row we've seen rises after a series of decline

Bodes well for Heartland share price over next few months....there is a correlation between the two

[Basil]

Yeap, onward and upward from here, the metrics are truly compelling.  Average analyst eps for FY26 is 16 cps.
That's a PE of only 6.25 at $1.00 which is nuts.  Could rerate to $1.50 by mid next year and still only be on a forward PE of 9.4, which is still dirt cheap.

A license to print money for anyone with the gonads to see through to the other side of all the negativism and nonsense that's all pervasive with this stock.

[LoungeLizard]

Yeap, onward and upward from here, the metrics are truly compelling.  Average analyst eps for FY26 is 16 cps.
That's a PE of only 6.25 at $1.00 which is nuts.  Could rerate to $1.50 by mid next year and still only be on a forward PE of 9.4, which is still dirt cheap.

A license to print money for anyone with the gonads to see through to the other side of all the negativism and nonsense that's all pervasive with this stock.

Says the man who ignored "the nonsense" and bought in before TWO cap raises that sent the SP plunging 

[Basil]

Had a good long chat about HGH with a friend last night, (former holder).  There's a lot of bitterness about how things played out with the latest capital raise.  I think many are struggling to get over their resentment of past losses.  Sure, I'm down a bit recently but it's been such a rewarding stock to me before that, I can very easily get over that, unlike some people who are obviously struggling.  Controlling your emotions is one of the hardest things with investing, so says Warren Buffett.  Maybe it's easier for me being a numbers man or maybe it's the 40 years+ experience, but I am finding it much easier these days to rid myself of emotional baggage when making investment decisions.  The numbers either make a compelling case for investment or they don't, it really is that simple.
TA a useful tool but it's not the be all and end all of investing that some make it out to be.

[LoungeLizard]

Had a good long chat about HGH with a friend last night, (former holder).  There's a lot of bitterness about how things played out with the latest capital raise.  I think many are struggling to get over their resentment of past losses.  Sure, I'm down a bit recently but it's been such a rewarding stock to me before I can very easily get over that, unlike some people who are obviously struggling.



Not sure who you are referring to - maybe you're confusing constructive criticism with bitterness? Many of us who saw the writing on the wall at the cap raise of $1.76, decided not to participate and took our profits off the table. History shows that that was the right thing to do. If there is any bitterness I would have thought it would be from those who refused to read the writing on the wall, stayed in and participated and saw their capital decline by 35% in a matter of months. Then, as the SP stabilised at around $1.20-$1.30 (drawing some people in again) the latest cap raise brought us to where we are now - around $1. If you are a holder, then not being bitter at a decline in the SP of over 50% in 18 months would take some doing I would have thought.

As for HGH's future it still all lies in the balance. No stock is "a licence to print money" particularly a cyclical stock like a bank. We may or may not be at the bottom of the cycle, but I think we'll be in that trough for some time yet. If the Challenger gamble pays off then yes, eventually HGH will come right - in about 2-3 years. If it doesn't then the negative effect will be felt immediately. The risk is greater than the reward in other words.
 I'll say it again - the next report will be crucial for HGH, on the back of a poor mid year report. Until then, keeping one's powder dry  is the smart thing to do imo.

[Basil]

I've done exceptionally well over the last decade + with HGH after a number of correct calls involving significant volume.   Very happy to keep backing myself.  In time, the substantial extra number I bought the other day at 96 cents will prove to be an inspired decision, I think the likelihood of that is very high.
But yeah, nobody is good enough to get every call right so as they say, time will tell.

[LoungeLizard]

I've done exceptionally well over the last decade + with HGH after a number of correct calls involving significant volume.   Very happy to keep backing myself.  In time, the substantial extra number I bought the other day at 96 cents will prove to be an inspired decision, I think the likelihood of that is very high.
But yeah, nobody is good enough to get every call right so as they say, time will tell.

Pride comes before a fall. Like when the SP was "surging" and you topped at $1.23...

[Greekwatchdog]

I've done exceptionally well over the last decade + with HGH after a number of correct calls involving significant volume.   Very happy to keep backing myself.  In time, the substantial extra number I bought the other day at 96 cents will prove to be an inspired decision, I think the likelihood of that is very high.
But yeah, nobody is good enough to get every call right so as they say, time will tell.

I suppose this depends on your timeline Basil. I do remember you called OCA as a long term hold and told others they didn't know what they were talking about.

Your Philosophy goes both ways Basil. Some see long term value when others don't. Personally if you hold HGH for next 5 years I suspect you will do very well and be proven to be correct given this is close to bottom assuming it hasn't already hit this.

I believe I will do very well in OCA over the next 5 years past Fridays result which will be blah again.

Good Luck with your Investment Philosophy.

[LoungeLizard]

Looking at the debate that goes on here, it's pretty clear that HGH has become a traders stock - declaring lows, ramping it up but always with one eye on either averaging down or heading for the exit door.
This doesn't appeal to me, but if that's your game then good luck. Just don't try and sell HGH 2.0 as a sure fire growth stock because it clearly isn't. Just ask any holder over the last 5 years.

As a conservative investor, the risk-reward ratio of HGH 2.0 is too high and because the risk is very much here and now, but the reward is somewhere over the rainbow. There's also the necessity - and insecurity - of watching what the next announcement may bring. Who needs to spend their day with a finger hovering over the sell button? Especially when there's blue chip stocks that have offered pretty much continuous - and in some cases, spectacular - growth over the last 10 years.
I just don't see the attraction of rolling the dice on HGH, at least not until the TA worm begins to turn.

[BlackPeter]

Pride comes before a fall. Like when the SP was "surging" and you topped at $1.23...

Talking from experience?

Look, we have heard your story - and in the meantime the discussion is not just moving in circles, but spiralling down to cheap personal shots.

Nobody can predict the future. Beagle outlined his view and backed it up with working assumptions - and you are highlighting some risks pointing to past events (linear extrapolations do have their limits though ), which may or may not be around.

Weighing these risks vs these opportunities is what investing is about. All have certain likelihoods - and nobody can measure them in advance - so what's the fuzz about? All we know is with the benefit of hindsight whether they happened or not. Up to each individual how to rate the opportunities against the risks.

I don't know what makes you so bitter, but personal attacks prove nothing (apart from telling us about the attacker) and never improve the dialogue.