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HGH - Heartland Group Holdings

Started by Benji, Jun 24, 2022, 04:14 PM

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Left Field and 2 Guests are viewing this topic.

Basil

#870
Barramundi and Marlin have a proven track record of beating their benchmarks over the years after fees which is why I'm more than happy to leave my Australian and International investing to them. I've outperformed the NZX for so many years I've lost count. Index investing definitely has a place for people who lack the skills to beat the index or the knowledge of which fund manager to use.
Anyway...back to HGH, I think including dividends there's a 95%+ chance it will beat the NZX50 over the next three years.

BlackPeter

Quote from: Basil on Mar 16, 2024, 01:30 PMBarramundi and Marlin have a proven track record of beating their benchmarks over the years after fees which is why I'm more than happy to leave my Australian and International investing to them. I've outperformed the NZX for so many years I've lost count. Index investing definitely has a place for people who lack the skills to beat the index or the knowledge of which fund manager to use.
Anyway...back to HGH, I think including dividends there's a 95%+ chance it will beat the NZX50 over the next three years.


Barramundi and Marlin have a proven track record of beating their benchmarks over the years after fees

Is this right? Ah, I see - you said they are beating their benchmarks. Maybe they are not very challenging?

As far as I can see did the SP of Baramundi drop over the last 20 odd years from above $1 to now something like 73 cents, and the dividend is currently somewhere between 7 and 8%. I doubt it was ever higher.

That's actually worse than NZX average. But anyway, each to their own, and not really related to HGH.

Basil

#872
More info here for those interested.  https://barramundi.co.nz/assets/Investor-Centre/Barramundi-Monthly-Update-March-2024.pdf

They listed in 2006, very unfortunate timing, at $1 but got smashed in the GFC down to about 35 cents.  It all depends on your starting reference point.  Post GFC they have done outstandingly well and pay 8% tax free dividends every year as well as regular free warrant issues.  Their benchmark is the S&P ASX 200 index hedged 70% to the $N.Z  Over the last 5 years their annualized performance after fees and tax is 14.6% per annum vs benchmark. 9.2% per annum.  That's 5.4% per annum average outperformance after fees and tax.  With outstanding performance like that I am happy for them to do their thing for me across the ditch.



Basil

Other banks just greenwashing.  HGH is very bright lime green with every ESG box under the sun already ticked.

LoungeLizard

#875
Next week's trading may show the direction of travel in the SP. Indice drop-out done and dusted. Traders taken their profit and moved on.
So - will the SP continue to rise and a trend emerge or will the surge turn out to be nothing more than a blip and the SP remain in the low 1.20's until something is reported to send it one way or the other (Challenger becomes a bank (positive) or another cap raise (negative)?

My 2 cents is that we will probably see a holding pattern of limited gains / losses from here on until the end of year report card, which will probably be the true indicator of whether HGH 2.0 is going to be a success or not.

Left Field

Not a great day for HGH?

128,000k shares for $1.17 at closing. Looks like the downward trend remains?

"The difficulty lies not in new ideas... but in escaping from old ideas." (J M Keynes.)

Basil

We'll see.  I suspect there was an overhang from the index exit on Friday that needed to be cleared.

winner (n)

#878
Jeez a close at 117

Chart looking ugly now ....that big green candle followed by 2 big red candles

Maybe an ABANDONED BABY pattern has formed ....or about to form

Feels like it

winner (n)

Don't think it's an Abandoned Baby pattern ...whatever it is it's ugly

But not ugly enough to stop me buying a few more at that 117

LoungeLizard

Probably too early to tell where this is going, but maybe the rose tinted glasses might have to come off. If a cap raise comes in at this level then the discounting will push the SP towards $1. And those still at the table will face the same option as they did 18 months ago. Raise their stakes and hope for the best or fold and cut their losses. The cap raise is the real over-hang and until that is resolved the SP will stay in the doldrums.

Buzz

Quote from: Basil on Mar 11, 2024, 08:56 AMWho would be brave enough though to adopt two abandoned babies in one week. ;)
Maybe you might want to have another look at the chart today because others now seem to want to give baby a cuddle and there's been a clear break above the 30 day moving average at $1.29
 


What happened on Friday, down on 21m volume? Today following through on that sentiment. The 30EMA was no match for that volume.
Age is not a good measure of ability

Basil

#882
QuoteHGH will exit the FTSE small cap index today at mkt close
Posted on the other channel on Friday by Muse.

My view remains, we're either at the bottom or very close.

Crackity

Quote from: Basil on Mar 18, 2024, 06:37 PMPosted on the other channel on Friday by Muse.

My view remains, we're either at the bottom or very close.

Definitely high thigh at least

LoungeLizard

Quote from: Crackity on Mar 18, 2024, 09:17 PMDefinitely high thigh at least


Careful you don't get your hand smacked ;D