HLG - Hallenstein Glasson

[winner69]

Yes that is when I bought a substantial parcel..I owe Rodger a beer for that one..prior I only had 10000 shares.

........Roger owes me a few beers for that one as well

[Beagle]

Yes that is when I bought a substantial parcel..I owe Rodger a beer for that one..prior I only had 10000 shares.

You're welcome but I'll have to defer cashing in on that as the fat hound has overindulged from the generous HLG December dividend and is now on a rabbit food diet, (min 10 kg target weight loss) with no alcohol allowed

Bid $3.32 now....and heading north

[Beagle]

........Roger owes me a few beers for that one as well

Yes if I recall correctly, you started barking first I hereby authorize the transfer of said Raz beers to W69...saved 1 kg of weight right there lol.

[winner69]

Don't forget HLG was well $5 not that long ago

And probably doing better now than then

$3.30 still cheap as

[Raz]

Blardy hell sounds like I owe Winner a beer or two now as well..given their reputation... sounds expensive... my parcel cashed up may not be enough to come out even.

Seriously was a great tip..so obvious when I had a closer look..like all good insights.

[winner69]

I drop in at different times of the day and racks are always full. Maybe a strategy to always have maximum product out there.

HLG stock management is world class (if stock turns and GMROI are appropriate measures)

Good having most of their stock on the shop shelves getting sold .....better than sitting in a distribution centre(s)

[winner69]

Westpac guru commentary on latest December quarter CPI numbers included 'we are surprised by gains in clothing .....'

Jeez appears as if cost of clothes going up (number was 1.0% from Sep to Dec) ....at a time when any said prices were going to be ravaged by those awful new global entrants making the market so competitive etc etc

All looking good for HLG this year

Share price in a few months time - much more than $3.30

[winner69]

Westpac guru commentary on latest December quarter CPI numbers included 'we are surprised by gains in clothing .....'

Jeez appears as if cost of clothes going up (number was 1.0% from Sep to Dec) ....at a time when any said prices were going to be ravaged by those awful new global entrants making the market so competitive etc etc

All looking good for HLG this year

Share price in a few months time - much more than $3.30

Jeez, just image if HLG selling prices are actually 1% higher than expected

And that feeds through to margin - 1% on $230m - could be another $2.3m margin

What was percy's forecast again - maybe eps of 45 cents

[percy]

Jeez, just image if HLG selling prices are actually 1% higher than expected

And that feeds through to margin - 1% on $230m - could be another $2.3m margin

What was percy's forecast again - maybe eps of 45 cents

Sounds as though you have caught Trump's "alternative facts" as my eps, post #871 13/12/2016 , was for between 30 and 35 cents,and most probably at the upper end.
However, I would be "over the moon" if they were between 35 and 45 cents.!!..lol

[winner69]

Sounds as though you have caught Trump's "alternative facts" as my eps, post #871 13/12/2016 , was for between 30 and 35 cents,and most probably at the upper end.
However, I would be "over the moon" if they were between 35 and 45 cents.!!..lol

Yes you did say 35 cents as the top end .....but you did reckon i'd out bid you and go to 40 cents

That 45 cents was a typo in that post - meant to be 40 cents - still on the cards I reckon