TIL - Trilogy [formerly ECO - Ecoya]

[Balance]

Yes, there was a tomorrow and it was another down .......and down for the next few 'tomorrows' as well

Jeez $2.90 is a long way from the $5 not that long ago - almost half price.

Heading to $2 by looks of it

Only hope for a decent profit now is a takeover

Thinking aloud :

Do not like the look of how the stock is tracking lower on reasonable volume vs when it went up rapidly on light volume - the liquidity rationale of placing $50m worth of stock has not worked positively.

$2.90 is still 13.3% up on where it was a year ago, and still some 300% up on where it was 2 years ago.

So still enough shareholders sitting on big enough gains to exit with a profit - likely means that short term selling pressure will continue until the stock finds a fundamental value base.

[winner69]

Thinking aloud :

Do not like the look of how the stock is tracking lower on reasonable volume vs when it went up rapidly on light volume - the liquidity rationale of placing $50m worth of stock has not worked positively.

$2.90 is still 13.3% up on where it was a year ago, and still some 300% up on where it was 2 years ago.

So still enough shareholders sitting on big enough gains to exit with a profit - likely means that short term selling pressure will continue until the stock finds a fundamental value base.

That's how I see it as well mate

You say likely means that short term selling pressure will continue until the stock finds a fundamental value base ......irrespective of what some think it should the market will decide what that value is

But with diminished growth prospects relative to past hype I don't think we will ever see $5 again ....and even $4 looks a bit rich

[winner69]

So much for the hype that an ASX listing would result in enough exposure to TIL that it would probably see TIL rerated in line with BWX multiple

A few months on the 'valuation gap' is about the same - no rerating has happened

Both BWX and TIL share prices down about 25% since the date TIL listed on the ASX - ouch

Seems both are dogs at the moment - unloved and unwanted - hope one finds a new home (owner) soon

[Balance]

So much for the hype that an ASX listing would result in enough exposure to TIL that it would probably see TIL rerated in line with BWX multiple

A few months on the 'valuation gap' is about the same - no rerating has happened

Both BWX and TIL share prices down about 25% since the date TIL listed on the ASX - ouch

Seems both are dogs at the moment - unloved and unwanted - hope one finds a new home (owner) soon

It is what it is, W69?

Next results will not be due until May 2017 so will be a nervous wait until then.

Share price was driven by a diet of good news until recent times so here's hoping TIL delivers an earnings update/upgrade after the crucial December/January trading period.

[Pricey]

Not currently based in NZ, how are the TIL shelves looking around town? In previous years they have been well sold.

[ShouldHaveHeld]

Was looking around Botany the other day and could see some stock on the shelf, not many though. Spoke to one of the staff members there and was told that most were bought for Christmas gifts

[RupertBear]

Not currently based in NZ, how are the TIL shelves looking around town? In previous years they have been well sold.

Have bought quite a few Trilogy products recently and must say the shelves are not as well stocked or displayed as this time last year. There appears to be less Trilogy and more Sukin and Antipodes products available. Personally I prefer the Trilogy products. Apparently the Pine Ecoya candles are very popular again this year.

[winner69]

Have bought quite a few Trilogy products recently and must say the shelves are not as well stocked or displayed as this time last year. There appears to be less Trilogy and more Sukin and Antipodes products available. Personally I prefer the Trilogy products. Apparently the Pine Ecoya candles are very popular again this year.

Pine remind you of Nutwood Forest eh Rupert

Good choice

[Balance]

Was looking around Botany the other day and could see some stock on the shelf, not many though. Spoke to one of the staff members there and was told that most were bought for Christmas gifts

Why Christmas trading period so critical for TIL to recapture momentum.

Reading through recent BWX articles, seems like the tide has well and truly gone out on the great export growth potential of China - the China government e-commerce clamp down has been savage and effective. Suspect this is what is buggering up the export sales growth momentum of of BWX, TIL and CVT.

[winner69]

Why Christmas trading period so critical for TIL to recapture momentum.

Reading through recent BWX articles, seems like the tide has well and truly gone out on the great export growth potential of China - the China government e-commerce clamp down has been savage and effective. Suspect this is what is buggering up the export sales growth momentum of of BWX, TIL and CVT.

Don't always get this seasonal thing in skincare

Surely skin needs loving attention every day of the year

Candles, I can see why it is mre important. Great business selling useless unwanted things once a year which probably get regifted anyway. At the end of the day candles make stuff all profit soit doesn't really make difference if Christmas sales are good or disappointing.