TIL - Trilogy [formerly ECO - Ecoya]

[stoploss]

Not me stoploss still here waiting for that asx listing. The price discrepancy between BWX and TIL is plain to see

BWX +7, TIL - 4 today , it's just getting wider .
Also 200,000 into the bid at $ 4.00 still a large seller out there .....

[boysy]

Quite right lets see where TIL sits in a months time brokers who cover BWX will be all over TIL like a rash. Seems like TIL is a few weeks behind BWX price action and recent recovery.

[kizame]

Interesting ... silence on the TIL thread and the SP seems to form a typical "head and shoulders" pattern. Party over?

Attachment 8338

Discl: didn't really look into fundamentals ... and don't hold;

Yep head and shoulders,but also target reached in the day of the AGM, hope it heads higher from here.

[boysy]

https://www.piefunds.co.nz/assets/ne...ctober2016.pdf

Good breakdown of the trilogy results on page 7

The combination of continued strength in Australian and New Zealand demand, growing brand awareness and emerging o shore growth opportunities (China distribution con rmed) supports a robust earnings pro le. TIL is still trading at an attractive discount to its closest comparable BWX. TIL trades at 20x FY17 PE versus BWX at 26x FY17 PE. The dual listing in Australia in late October or early November could provide a catalyst to close this valuation gap.

[winner69]

Hope 400 holds

Not good if it doesn't

[cdonald]

first time I have really had a look at this company. Very pretty graph, looks a bit like Rakon in the early days. Not too sure that a candle maker is worth close to 300m NZD though.

[sb9]

first time I have really had a look at this company. Very pretty graph, looks a bit like Rakon in the early days. Not too sure that a candle maker is worth close to 300m NZD though.

Few things differ though..

1. Management
2, Industry
3. Profitability
4. Target Market

[co0p]

Few things differ though..

1. Management
2, Industry
3. Profitability
4. Target Market

5. Level of governance

[boysy]

Games being played on the buy depth today not sure how the party selling at 390 this morning feels.

[muss1]

Been into 5 whole foods market stores so far. All have stocked Trilogy. Interestingly, the last one I went to one in Seattle had the latest updated packaging which I believe has only just come out (hadn't seen it in NZ before I left in late September). This can surely only be a good thing as it means good turnover of products. Thoughts?