TIL - Trilogy [formerly ECO - Ecoya]

[boysy]

Yes interesting how low it was dumped you have to wonder how a few of the large holders are feeling about selling down at those levels. Will be interesting to see if the Australian fund continues to top up on any weakness going forward.

[boysy]

any one else noticing the much lower discounting across the trilogy range through 3rd party retailers of late. As a large proportion of TIL revenue is made though these independent retailers i take this as a good sign that margins are increasing again. Discounts of >35% were common on chemist warehouse aus for example in the past few months but these have come right back with discounts now around the 15% level off RRP.The reduction in discounting on the most saleable products is also a good sign.

[Balance]

Yes interesting how low it was dumped you have to wonder how a few of the large holders are feeling about selling down at those levels. Will be interesting to see if the Australian fund continues to top up on any weakness going forward.

The probably switched to BWX so are happy?

Maybe, they are now switching back to TIL.

[boysy]

Same headwinds for both companies i would suggest BWX more so as they were pinning their expansion plans on China of late. The biggie has to be what impact on the NZ/Aus daigu channel TIL's t mall move will make, how will this impact NZ and AUS sales ?

[co0p]

Up 8c today. Are we witnessing the Percy effect?

[peat]

Up 8c today. Are we witnessing the Percy effect?

cough cough

What I was trying to say was that the extra months of CS in F16 was one of the main drivers of that 25% increase in revenues but you stille xpect similar growth in F18

Growth from Lanocorp acquisition may compensate? Thats a good business from what I heard.

[King1212]

Any stocks that Percy got in..will turn to gold...

good old Percy!

[kiora]

Up 8c today. Are we witnessing the Percy effect?

Maybe some one waking up to it still being a growth stock

[percy]

cough cough



Growth from Lanocorp acquisition may compensate? Thats a good business from what I heard.

Yes cough cough indeed.
I was watching TIL,and thought the Lonocorp acquisition made good sense.This was confirmed , by an excellent report a friend sent me,put out by Equity Investment Advisers.I was waiting for the share price to come back a bit.After it did not I then decided to buy.

[winner69]

I was convinced that the downtrend ended at 214 .....went down a bit more ....but who cares now the share price is 260

Still reckon a takeover is best outcome .....but in the meantime 300 in a months time will be good.