HLG - Hallenstein Glasson

[Beagle]

HLG will be reporting soon, (was 25 September last year). Hopefully they will be taking all the financial support they can get from both the Aust and N.Z. Govt's like they did last year and keep it, (my feelings and reasons why I think this is entirely appropriate have already been thoroughly articulated and I'm not going to debate the issue any further). I only mention it again as I think its now a material factor in supporting FY22's earnings.

The have an excellent website and extensive marketing through social media and I feel on a "lock through to opening up in 2022 DCF basis" they are currently fair value at about $7 so I am happy to continue to hold a reasonable sized stake for its excellent dividend yield.

[nztx]

I just don't see how he can compare BGR to HLG. What a *******. Greek term starts with M end A.

You forgotten that BGP hold a sizeable minority stake in KMD - Greek ?

The point was - maybe KMD's reported fortunes (ie $10 mill Profit being lost each lockdown week by KMD)
could start showing through in BGP's SP .. it wasn't a direct comparison between the two - BGP & HLG

Those KMD shares wont stay up in terms of SP with extended Losses being sustained on both side of the Tasman
will they ?

BGP fair value their KMD stake each time they report I believe

[nztx]

HLG will be reporting soon, (was 25 September last year). Hopefully they will be taking all the financial support they can get from both the Aust and N.Z. Govt's like they did last year and keep it, (my feelings and reasons why I think this is entirely appropriate have already been thoroughly articulated and I'm not going to debate the issue any further). I only mention it again as I think its now a material factor in supporting FY22's earnings.

The have an excellent website and extensive marketing through social media and I feel on a "lock through to opening up in 2022 DCF basis" they are currently fair value at about $7 so I am happy to continue to hold a reasonable sized stake for its excellent dividend yield.

Similar view here too .. HLG are very astute operators with a long track impressive record in their game

[winner69]

No news/updates from HLG before results announcement is good news

Full year about $36m/$37m my calculated guess

[see weed]

I just pushed sp up to $7. Watching hlg depth is like watching grass grow. Started at 6.97 to 6.98, to 6.99, to $7 in about 5 min., can't be bothered waiting all day for order to go through.

[Balance]

I just pushed sp up to $7. Watching hlg depth is like watching grass grow. Started at 6.97 to 6.98, to 6.99, to $7 in about 5 min., can't be bothered waiting all day for order to go through.

An old timer broker (hugely successful long term fundamental investor) said this to me when I started investing :

If a stock is good enough to buy at $1.00, it is good enough to pay $1.02 for it to get set. You should not investing to make 5% return but 50%.’

As true as it gets!

[Beagle]

No news/updates from HLG before results announcement is good news

Full year about $36m/$37m my calculated guess

In line with my thinking too.

[Balance]

In line with my thinking too.

HLG’s online will surprise imo.

Looking forward to the results and another juicy yummy fat dividend, fully imputed.

[Beagle]

HLG’s online will surprise imo.

Looking forward to the results and another juicy yummy fat dividend, fully imputed.

Yes and it will arrive just in time for Christmas shopping

[Balance]

Yes and it will arrive just in time for Christmas shopping

Yup - and my fingers are just itching to replace my 5 year old iPad with the latest iPad Pro!