TIL - Trilogy [formerly ECO - Ecoya]

[winner69]

The way the OIC seems to be thinking these days maybe no takeover anyway

HNA blamed the changed ‘political environment’ in NZ as one reason why their UDC application was rejected.

We might be left with this pup yet

[sb9]

The way the OIC seems to be thinking these days maybe no takeover anyway

HNA blamed the changed ‘political environment’ in NZ as one reason why their UDC application was rejected.

We might be left with this pup yet

That's what I tht too, looks that might be theme under Labour Govt.

[LAC]

How would CITIC sell these products in China if they keep to not doing animal testing? Isnt that the current problem for TIL selling in the chain stores in China?

[Balance]

The way the OIC seems to be thinking these days maybe no takeover anyway

HNA blamed the changed ‘political environment’ in NZ as one reason why their UDC application was rejected.

We might be left with this pup yet

Finance sector requires RBNZ clearance?

There was no way RBNZ would clear debt-leaden HNA to buy UDC. No show in hell!

[co0p]

Price sensitive bits:

China CBEC has been a key market strategy for Trilogy this year and in market activity has reaped rewards for TIL, with the renowned “Singles’ Day” (November 11) delivering 175 percent of expected retail sales.

Ecoya:

The coveted Christmas collection - The Christmas collection sell-in period indicates a strong festive period, with sell-through in store very positive at time of print.

ECOYA.com was relaunched in October 2017 and delivered a much improved digital customer experience. To date, sales have reached record amounts for the channel, adding to the Group’s overall success.

Lanocorp:

Key domestic markets of NZ and AU delivered good growth and further channel opportunities are being investigated for further growth in the 2018 calendar year (possibly price sensitive)

[boysy]

thought this bit might prompt a bit of excitement

Furthermore, two new international markets were opened,
Turkey and Indonesia, while USA beauty giant Ulta Beauty was
signed to secure more than 1000 additional doors in the USA for
the latter part of FY18.

[co0p]

According to Stuff, they've also signed Marks and Spencer in the UK

[BlackPeter]

Price sensitive bits:

China CBEC has been a key market strategy for Trilogy this year and in market activity has reaped rewards for TIL, with the renowned “Singles’ Day” (November 11) delivering 175 percent of expected retail sales.

Ecoya:

The coveted Christmas collection - The Christmas collection sell-in period indicates a strong festive period, with sell-through in store very positive at time of print.

ECOYA.com was relaunched in October 2017 and delivered a much improved digital customer experience. To date, sales have reached record amounts for the channel, adding to the Group’s overall success.

Lanocorp:

Key domestic markets of NZ and AU delivered good growth and further channel opportunities are being investigated for further growth in the 2018 calendar year (possibly price sensitive)

thought this bit might prompt a bit of excitement

Furthermore, two new international markets were opened,
Turkey and Indonesia, while USA beauty giant Ulta Beauty was
signed to secure more than 1000 additional doors in the USA for
the latter part of FY18.

good points - and yes you both are right - there is more positive stuff in the text than I first discovered. Another reason not to let CITIC get away with $2.90?

[boysy]

Yes a more upbeat report than expected particularly the overseas trading component which is where the majority of growth can only come from with relatively saturated domestic market share (NZ and Aus market)

[BlackPeter]

FWIW - 4 traders upgraded the (3-analyst) consensus from $3.13 to $3.30 (in a range from $2.90 to $3.70) - admittedly due to shifting the lowest estimate up to $2.90 (the current takeover offer price); Recommendation (unchanged): outperform;

http://www.4-traders.com/TRILOGY-INT...933/consensus/

Not sure whether an offer sitting at the absolute low point of the estimated range will do it.

Maybe TIL holders have in February another helping of Christmas?