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28-03-2022, 11:41 AM
#8211
 Originally Posted by LaserEyeKiwi
Have they set up a US based fulfillment center yet? (You can use a 3rd party service for this even) - that would be the sign that they are serious on the US online effort.
No update as far as I know.
Last I heard was they were supplying via Australia.
Was disappointed there has been no update.
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28-03-2022, 11:41 AM
#8212
Junior Member
Originally Posted by Beagle
Everything riding on Australia. N.Z. sales have effectively been stagnant on average for many, many years.
Huge market that they've only begum to scratch the surface of. I'm impressed with how well they're managing the supply chain challenges with the gross profit margin up a bit in the latest half year result. No easy feat given the widely publicized severity of the issue. Market doesn't seem too concerned so it looks like I can go back to sleep. 5% gross yield is fine for a growth company, that's what the market is saying.
Shares are up today, no worries 
its only being held buy those who want the dividend then after that it'll drop by more than dividend amount....at least down to mid fives
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28-03-2022, 11:53 AM
#8213
Looking at W69s chart can you even call HLG a growth company?
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28-03-2022, 12:19 PM
#8214
They've done very well with Glassons Au enjoying excellent growth over the last 5 years. N.Z. operations are no growth.
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
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28-03-2022, 12:27 PM
#8215
Originally Posted by Rawz
Looking at W69s chart can you even call HLG a growth company?
Shudder - how can you ask such question?
HLG of course is always growing, it is only the direction of the growth which might change cyclically  :
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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28-03-2022, 12:43 PM
#8216
Originally Posted by Beagle
They've done very well with Glassons Au enjoying excellent growth over the last 5 years. N.Z. operations are no growth.
Di did tremendous job getting it going and making the initial step change in growth through 2017/2018 when sales nearly doubled
Growth rate has slowed since then - maybe down to 10% pa at end of F22 since 2019
Bring back Di
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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28-03-2022, 12:54 PM
#8217
Originally Posted by winner69
Di did tremendous job getting it going and making the initial step change in growth through 2017/2018 when sales nearly doubled
Growth rate has slowed since then - maybe down to 10% pa at end of F22 since 2019
Bring back Di
James Glasson is the bright future.
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28-03-2022, 12:58 PM
#8218
Originally Posted by winner69
Di did tremendous job getting it going and making the initial step change in growth through 2017/2018 when sales nearly doubled
Growth rate has slowed since then - maybe down to 10% pa at end of F22 since 2019
Bring back Di
Mate it seems you have a bit of a thing for Di, should we be worried 
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
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28-03-2022, 01:04 PM
#8219
Originally Posted by Beagle
Mate it seems you have a bit of a thing for Di, should we be worried
No, but perhaps Di should be,?
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28-03-2022, 01:04 PM
#8220
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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