HLG - Hallenstein Glasson

[Beagle]

In selling mode at the moment and have sold half my holding since div day, but will be buying them back in early April, and not worried about paying over $4 for them, as long as the div is still good.

Marvelous theory that you can divvy strip with scant regard for the underlying trend BUT... the trouble is you might have to pay over $5 and miss out on over $1 of capital gain. Some people think 50% profit growth is the bare minimum and it could be significantly more !
If you stopped selling this thing would be over $4 already...food for thought ?

[see weed]

Marvelous theory that you can divvy strip with scant regard for the underlying trend BUT... the trouble is you might have to pay over $5 and miss out on over $1 of capital gain. Some people think 50% profit growth is the bare minimum and it could be significantly more !
If you stopped selling this thing would be over $4 already...food for thought ?

Had to sell, it was about 50% of portfolio, but still hold a big chunk.

[couta1]

Had to sell, it was about 50% of portfolio, but still hold a big chunk.

HaHa we must both now be on the same % more or less, I was on 35%, now on 25% (Quite conservative)

[Beagle]

Wow with you two selling no wonder it hasn't cracked $4 yet. Please PM me when you're both finished selling and I'll then buy some more

[winner69]

Top 30 shareholders selling down always a bad sign

[percy]

Maybe one of the top 10, or top 20, shareholders are buying?

[JeremyALD]

Don't really see why you're selling tbh. The summer has been a scorcher weather wise, transactions have been up on last year, the brands have good momentum, the forward PE is still low if they can deliver 12m+ NPAT in the first half which is looking very likely. Another dividend is coming in 4 months. What's not to like?

I also have been thinking they wouldn't of given an estimate of 50%+ NPAT unless they were pretty confident. Otherwise why else wouldn't they just of been conservative and said 30% or 40% plus. I remain confident.

[couta1]

Don't really see why you're selling tbh. The summer has been a scorcher weather wise, transactions have been up on last year, the brands have good momentum, the forward PE is still low if they can deliver 12m+ NPAT in the first half which is looking very likely. Another dividend is coming in 4 months. What's not to like?

I also have been thinking they wouldn't of given an estimate of 50%+ NPAT unless they were pretty confident. Otherwise why else wouldn't they just of been conservative and said 30% or 40% plus. I remain confident.

Last lot I sold was 2 weeks ago, loaded up for the divvy so unloaded half of them (Could have got another 20c odd for them but thats life) As I said before, my holding is still XXOS in size, just dropped a couple of X's off, no intention of selling any more, taking a Percy outlook on the rest and going long.

[see weed]

Last lot I sold was 2 weeks ago, loaded up for the divvy so unloaded half of them (Could have got another 20c odd for them but thats life) As I said before, my holding is still XXOS in size, just dropped a couple of X's off, no intention of selling any more, taking a Percy outlook on the rest and going long.

Same here, have gone xos to os, no more selling this year.

[percy]

Would appear to me after portfolio adjustments,rebalancing,and divvy strips,we all are "well positioned", to benefit from HLG 's share price upward trajectory.
The market rerating of HLG looks to continue for some time yet.