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29-02-2016, 02:28 PM
#581
So the 60k bidder sitting at 3.22 I dipped my toes in the water to buy a few more. Must be pie funds one would think.
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29-02-2016, 02:34 PM
#582
Junior Member
Yup piefunds.co.nz see TIL as a major winner. They speculated that there was going to be a potential listing on the ASX as well.
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29-02-2016, 02:36 PM
#583
Long Member
that 60k was filled. another few parcels of that size and we might see another significant holder release imo.
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29-02-2016, 05:06 PM
#584
Good trading day in a while with reasonable volume.
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01-03-2016, 08:49 PM
#585
Doesn't take much to move til up or down on.a low volume day. We will remain in a trading pattern until a trading update is provided.
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02-03-2016, 05:05 AM
#586
Member
Does anyone know when a trading update is expected?
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02-03-2016, 05:10 AM
#587
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)
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02-03-2016, 08:17 AM
#588
Long Member
Hard to make that comparison stick when you even scratch the surface and start comparing the distribution model, branding, competition etc. Pumpkin patch established a chain of physical locations producing children's clothing that could be (and was) undercut by pretty much anyone with a sewing machine, there is no real point of difference. Trilogy produce and distribute (without the need of owning a network of expensive and timely to setup stores) organic health products. Their products are less easy to replicate and copy, due to sourced ingredients and branding, subsequently they attract a premium price and a number of celebrity endorsements.
A large part of PPs failure was its costly USA strategy in my view. It closed all its USA stores back in 2011, following a tough trading period and has been struggling pretty much ever since. Long slow death spiral. It is Hard to draw a link to suggest Trilogy is the even in the same league as the woeful pumpkin patch.
Personally I still think Trilogy is ripe for a takeover. It is getting big enough/creating enough noise that one of the big players might notice and act defensively or look to acquire a bolt-on, to bolster their organic offerings.
all my opinion off course.
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02-03-2016, 08:36 AM
#589
Long Member
Of course I'm not saying it isn't possibly Trilogy fail. I just don't think they are at all comparable to Pumpkin Patch. in my view, worst case, expansion slows and they are forced to cut marketing/global domination, Trilogy remains a large player in the Australasian organic market and scales back its marketing, head office expansion costs to consolidate as a profitable mature business (but significantly overpriced, based on the current SP) business.
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02-03-2016, 01:00 PM
#590
Member
Originally Posted by clarky
Does anyone know when a trading update is expected?
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.
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