TIL - Trilogy [formerly ECO - Ecoya]

[boysy]

Decent off market sales at 454 of $240k good to see buying interest at these levels following recent movements. Once again BWX is up seven cents to 566 with a MC of AUD$518m (NZD $545m). Makes you wonder what a listing on the ASX could bring with TIL having 20 million fewer shares on issue but a similar product line albeit TIL being a premium product and having greater diversity of earnings through CS company and ecoya.

[boysy]

Good to see til starting to consolidate around the ~455 level. Happy for a few cent increases per week from here leading into the AGM.

[boysy]

Sizeable 100k trade at 460 off market of course

[boysy]

And another 100k on close surely for turnover of nearly $1m

[Snow Leopard]

And another 100k on close surely for turnover of nearly $1m

Man you need to relax a bit.

If we need a blow by blow account of trading then we can always use stocknessmonster or similar.

Best Wishes
Paper Tiger

Disc: Hold TIL

[Longhaul]

If we need a blow by blow account of trading then we can always use stocknessmonster or similar.

\

Wonder if anyone has tried this over on the AIR thread?

[sb9]

Getting ready for another run up...

[boysy]

Yep .... Locked and loaded

[winner69]

You going to update that valuation winner69 ?

Not yet boysy - nothing new to add.

Trading at 25% to that valuation - probably fair enough reflecting risks in actually achieving the expectations of huge growth to continue for some years

Of my DCF valuation over 60% of it relates to what is assumed to happen 10 years and beyond.

A current $370m odd enterprise value also reflects a lot of expectations.

Like you boysy i'm not besotted to the company to the extent that i will 'invest' in it forever through good and bad. It's not that fantastic. I'm only interested as long as that squiggly line is trending up - is that how you feel as well?

[boysy]

I will remain in TIL as long as they continue to meet my revenue and profitability expectations ( personally think this could run much further on the proviso they retain marketshare in key markets while the organic skincare market grows at similar levels to current years ~25% p.a).