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  1. #591
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Bilbo View Post
    In previous years forecasts have been issued in March/April:
    e.g 11 March 2015
    10 April 2014
    22 April 2013
    4 April 2012

    So I'd say we should have one before the end of April, but hopefully earlier.
    End of year is March 31

    Might have to wait until late April / early May if results heading to what they have already indicated

    Then again could be tomorrow saying sales are a disaster and previous guidance won't be met ......or hints are better than expected so watch out.

    If that keen just give the company a ring and ask when.

    NZX says Lindsay +6493679464. Is your man
    Last edited by winner69; 02-03-2016 at 01:26 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  2. #592
    Legend Balance's Avatar
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    Quote Originally Posted by trader_jackson View Post
    Not sure, but if you look at Pumpkin Patch, you could see TIL's future

    (not saying it will happen, and I really hope it doesn't, but there are similarities [to me] for the products sold - both there own brands and both in retail)
    Big big difference between the two.

    PPL owns stores and this has been the killer when their expansion plans went wrong - lease commitments costing the company tens of millions of dollars as well as the obvious, which is that sales were not taking place anymore.

  3. #593
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    Quote Originally Posted by trader_jackson View Post
    Not sure, but if you look at Pumpkin Patch, you could see TIL's future

    (not saying it will happen, and I really hope it doesn't, but there are similarities [to me] for the products sold - both there own brands and both in retail)
    With due respect, only comparison between them is they both are in Retail and there it ends.

    Product, target market, pricing model, distribution channels and advertising are all big points of differences.

    Hence its not fair comparison in my opinion.

  4. #594
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    Some daily chunky buys continuing to go through pushing up the price let's hope they know some thing we don't

  5. #595
    Legend Balance's Avatar
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    Quote Originally Posted by boysy View Post
    Some daily chunky buys continuing to go through pushing up the price let's hope they know some thing we don't
    Was told of their profit margins on their Trilogy products the other day - makes your eyes water, and want to own more of their shares!

  6. #596
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Balance View Post
    Was told of their profit margins on their Trilogy products the other day - makes your eyes water, and want to own more of their shares!
    When I was brave/stupid enough to put up my DCF valuations somebody said I had to allow for shrinking margins (implying my valuations were too high)

    Maybe I should have allowed for margin expansion on that news Balance.

    Trilogy great product range - pity the stupid candles are a drag on overall performance

    I'll stick to my numbers
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  7. #597
    Legend Balance's Avatar
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    Quote Originally Posted by winner69 View Post
    When I was brave/stupid enough to put up my DCF valuations somebody said I had to allow for shrinking margins (implying my valuations were too high)

    Maybe I should have allowed for margin expansion on that news Balance.

    Trilogy great product range - pity the stupid candles are a drag on overall performance

    I'll stick to my numbers
    All successfully branded beauty care products have huge margins.

    Example given by a contract manufacturer - a tube of moisturizer cream costs $2 for the cream and $2.50 for the packaging (use of gold and silver & high quality material) & distribution (ie. to the store). Sells for up to $19.95 (retailer typically gets between 30% to 50% - how popular is the product determines the margin). Marketing and promotional costs are obviously extra and cost per tube depends on volume sold. Trilogy now has volume so I guess margins per unit sold will keep growing.
    Last edited by Balance; 04-03-2016 at 02:06 PM.

  8. #598
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Balance View Post
    All successfully branded beauty care products have huge margins.

    Example - a tube of moisturizer cream costs $2 for the cream and $2.50 for the packaging & distribution. Sells for up to $19.95 (retailer typically gets between 30% to 50% - how popular is the product determines the margin). Marketing and promotional costs are obviously extra and cost per tube depends on volume sold. Trilogy now has volume so I guess margins per unit sold will keep growing.
    Know an owner of a hardware store. Punters moan about the price of paint at $190 a bucket -$19 a litre

    To woman customers he says "nice fingernails - how much that nail paint cost you?". Lady says about $25

    Hardware guy pretends to do some sums ...$25 for 15ml .....and says to the lady "66 to a litre eh at $25 each is nearly $1,700 a litre or $17,000 for a 10 litre bucket and you complain about $190 for same amount of house paint which does the same job

    Yes truly great margins in making people beautiful
    Last edited by winner69; 04-03-2016 at 02:15 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #599
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    Is anyone expecting the EPS to be more that 0.135?

  10. #600
    Speedy Az winner69's Avatar
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    Quote Originally Posted by LAC View Post
    Is anyone expecting the EPS to be more that 0.135?
    That's $8.5m

    So my answer to your question is yes
    Last edited by winner69; 04-03-2016 at 04:40 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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