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  1. #4981
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    Quote Originally Posted by Davexl View Post
    Comment from Aust on re-purposed buying power - good for HLG...

    “But you know I think our cautiousness around the consumer has probably been ill-placed. Remember too that Australians as a whole used to spend some $40 billion or so travelling offshore in any given year. That equates to about 12 per cent of retail sales.”

    Despite disappointing GDP out of China, the relative performance of it's Retail sector is instructive as a Reference baseline:

    "...And retail sales were also the highest since December - up 3.3 per cent and beating expectations of 1.8 per cent growth."

    Applicable to NZ as a well managed Covid country IMO...
    Last edited by Davexl; 19-10-2020 at 02:53 PM.
    All science is either Physics or stamp collecting - Ernest Rutherford

  2. #4982
    ShareTrader Legend Beagle's Avatar
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    Issuer Details
    Registered Name: Hallenstein Glasson Holdings Limited
    Short Name: HALGLASS
    Issuer Code: HLG
    End of Financial Year: 08
    First Listed Date: 01/10/1947

    Wow...isn't that something quite special ! Investors starting to load up and think about collecting that lovely juicy 24 cent fully imputed dividend due in December ?
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  3. #4983
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    orders for rowing blades for manufactures from australia are up as schools stayed home and decided to spend money on over due items for repair and new.

    Just shows that in many sectors people are spending that money on home repairs, new curtain, floors, carpets and clothes? and outdoor sporting equipment?

    garden centre spending for spring would be interesting to know.
    Last edited by Waltzing; 28-10-2020 at 08:41 PM.

  4. #4984
    ShareTrader Legend Beagle's Avatar
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    Default Annual Report

    Mine arrived today...I love a good hard copy to read and it certainly made for interesting reading.
    Even a few pages in there for the greenies about sustainability.
    https://www.hallensteinglasson.co.nz...report-2020/18
    Disc: Well positioned and happy holder.
    Last edited by Beagle; 29-10-2020 at 02:07 PM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  5. #4985
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    result without the little disruptions would have been ? anyone want to stammer out a number? Mr B thinks enough to increase the Div. Stats for Xmas will be very very interesting.

    Did we know this already?

    "The first eight weeks of thenew financial year have seenGroup sales grow +10.71% onthe prior year, this has beendriven predominantly byonline sales as physical storegrowth has been slower,particularly in CBD locations."
    Last edited by Waltzing; 30-10-2020 at 10:44 AM.

  6. #4986
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    Quote Originally Posted by Waltzingironmansinlgescul View Post
    result without the little disruptions would have been ? anyone want to stammer out a number? Mr B thinks enough to increase the Div. Stats for Xmas will be very very interesting.

    Did we know this already?

    "The first eight weeks of thenew financial year have seenGroup sales grow +10.71% onthe prior year, this has beendriven predominantly byonline sales as physical storegrowth has been slower,particularly in CBD locations."
    That would be reflective of Auckland level 3 and melbourne. Still managing to make up for that via online method. More of the same good news!

  7. #4987
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    Yes JIM , i must admit im a little stunned at the results. Finding it rather hard to believe.

  8. #4988
    ShareTrader Legend Beagle's Avatar
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    Undoubtedly one of the most attractive annual reports I've read all year in more ways than one
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  9. #4989
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    Quote Originally Posted by Beagle View Post
    Undoubtedly one of the most attractive annual reports I've read all year in more ways than one
    Wonder how much the cash mountain has shrunk by
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  10. #4990
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    Quote Originally Posted by winner69 View Post
    Wonder how much the cash mountain has shrunk by
    5 mill if they pay back the wage susidy.

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