Quote Originally Posted by hardt View Post
TGH remains solid and they have continued to show dominance in the NZ market...
I thought exports would remain stable, so in that regard it underperformed.
I am sure plenty of people shared my same thoughts, has me contemplating taking my profits and buying back later.

At the end of the day brokers will likely continue to support and funnel clients into TGH.

OUT AT 135
Yes a solid company. Will continue to make decent profits.

Punters get carried away about all this talk about investing in their brand, innovation, new products and investing to improve efficiencies etc and assume that all those things will boost profits (markedly?)

In reality those things are the cost of staying in the game (don’t do them and you gradually die) and really only maintain profitability. After all no matter how much they talk about premium products aren’t they still dealing with a commodity product. That’s why they continually ‘have ongoing challenges around pricing’

Current performance plus or minus a bit is about as good as its going to get I reckon.

same comments apply to Metro Glass