TIL - Trilogy [formerly ECO - Ecoya]

[NZSilver]

Mrs did all xmas gifts online, Trilogy and Ecoya 20% off for friends and family, all items got there on time (orders put through on the 18th December). Hand written messages as well, nice little touch.
Great service.
Saves me going to the mall and dealing with that madness

agreed 100%

[winner69]

Mrs did all xmas gifts online, Trilogy and Ecoya 20% off for friends and family, all items got there on time (orders put through on the 18th December). Hand written messages as well, nice little touch.
Great service.
Saves me going to the mall and dealing with that madness

Hope not a sign that Trilogy weren't that busy at what is meant to be the busiest time of the year

[boysy]

making better margins off selling directly rather than through the likes of a retailer still recon there is plenty of margin to be made even with 20% off. seeing plenty of 40-50% off everything signs in many retailers but a trading update in January would be welcome. This time of year is when ecoya make the bulk of their profit both trilogy and CS Co earnings have been historically by and large even over the year. The biggie will be how the co is trading in Australia that is where the growth in revenue and profitability will continue to be driven from.

[winner69]

The more I learn about Trilogy (repots, visiting stores, talking to consumers, feedback on Sharetrader etc) the more convinced I am that the boom growth for Trilogy (exc the one off impact of CS acquisition) is over and that in future we will see more modest growth.

Still not too shabby. I've given up on my high growth valuations and sticking with my Conservative Scenario. Still strong growth of Trilogy/Ecoya products (CS counted separately) assumed - 30% in F17, 20% in F18, 10% in F19 etc.

That valuation come to $3.14. Current price $3.14 - spooky eh. The market agrees with me that the real boom times are no longer.

Trilogy/Ecoya might struggle to achieve those growth rates mentioned so I reckon not too much upside for the share price - unless one wants to add heaps in for the inevitable takeover.

Bit sad really - probably never see $4 or $5 again for a while (barring takeover)

[muss1]

Pie have been buying again according to their latest newsletter

[winner69]

Pie have been buying again according to their latest newsletter

Good eh ....share price might be a lot lower if they hadn't been topping up

[boysy]

Got a link muss1 they haven't updated the website

[winner69]

Got a link muss1 they haven't updated the website

https://www.piefunds.co.nz/assets/ne...ernewsletter16

[NZSilver]

Recovery from recent lows - even though volume is low. Good results after the busy trading period over xmas and hopefully we can shake some of that uncertainty.

[QOH]

Must be time for TIL to dump their Ecoya candles division. More bad publicity.
http://www.nzherald.co.nz/nz/news/ar...ectid=11786929