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  1. #2471
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    Quote Originally Posted by boysy View Post
    Will take the current seller exiting their holding to get TIL going again me thinks. You have to wonder how keen the current seller is to continue to offload their shares in a rising market, perhaps the gulf in PE is being noticed by the Australian fund buying up large of late PE 18x vs 38x for BWX especially if the Chinese market comes good (will NZ and Aussie daigu sales suffer to boost Chinese numbers ?) either way the recent moves by china should help free up this market.

    But when u look at the depth...not a big sellers....buyers are lining up....so confidence gained with Til

  2. #2472
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    Its all off market pressure which has caused the change in sentiment though - many of the trades of late have been off market the $64,000 question is has the party offloaded what they want or do they have more to sell - I take it once the off market seller is done the illiquidity of TIL will return which caused it to rise and fall so much
    Time is a great teacher, but unfortunately it kills all its pupils

  3. #2473
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    Quote Originally Posted by boysy View Post
    Its all off market pressure which has caused the change in sentiment though - many of the trades of late have been off market the $64,000 question is has the party offloaded what they want or do they have more to sell - I take it once the off market seller is done the illiquidity of TIL will return which caused it to rise and fall so much

    The market can can be a beast...panic sellers..the fundamental of the company is strong...with cpa less than $200m....an update will rocket the sp....happy holder here...

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  5. #2475
    Speedy Az winner69's Avatar
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    Jeez - just imagine if Trilogy got 0.5% of the Japanese market.

    Nearly 1/2 billion bucks opportunity
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  6. #2476
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    Quote Originally Posted by winner69 View Post
    Jeez - just imagine if Trilogy got 0.5% of the Japanese market.

    Nearly 1/2 billion bucks opportunity

    Hard to go against the Japanese skincare, makeup and beauty care multi-nationals like Shiseido but hi, even $50m revenues from that country will be a great result.

  7. #2477
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    Quote Originally Posted by winner69 View Post
    Jeez - just imagine if Trilogy got 0.5% of the Japanese market.

    Nearly 1/2 billion bucks opportunity

    Good time to get in winner....less than $200m cap company.....could double easily in the near future....

  8. #2478
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    A wee bit about the upcoming (August) brand refresh for Ecoya.

    http://www.vogue.com.au/vogue+living...ce+house,43396

    Seems like a good idea focusing on the Australasian heritage - at least it offers a point of difference from their competitors. Probably targeting Asia.

  9. #2479
    Speedy Az winner69's Avatar
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    Quote Originally Posted by co0p View Post
    A wee bit about the upcoming (August) brand refresh for Ecoya.

    http://www.vogue.com.au/vogue+living...ce+house,43396

    Seems like a good idea focusing on the Australasian heritage - at least it offers a point of difference from their competitors. Probably targeting Asia.
    Wonder what this refresh is costing ......and prob cost a small fortune (relative to Ecoya brand sales) to get mentioned in Vogue

    Still reckon candles are and will continue to be a drag on group performance.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  10. #2480
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    Quote Originally Posted by winner69 View Post
    Wonder what this refresh is costing ......and prob cost a small fortune (relative to Ecoya brand sales) to get mentioned in Vogue

    Still reckon candles are and will continue to be a drag on group performance.

    Totally agree - if this doesn't work they really should get rid

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