sharetrader
Page 685 of 689 FirstFirst ... 185585635675681682683684685686687688689 LastLast
Results 13,681 to 13,700 of 13764
  1. #13681
    Member
    Join Date
    Mar 2020
    Location
    In the trough
    Posts
    498

    Default

    Nice one. I love how Snoopy has been patiently sitting back, humble as can be, content in his modeling, refusing to be baited by those other hounds over the last few weeks who were seemingly discarding HGH like it was some rotten piece of meat. Woof, woof!

  2. #13682
    Doggedly sniffing out more food Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    16,926

    Default

    Quote Originally Posted by Cyclical View Post
    Nice one. I love how Snoopy has been patiently sitting back, humble as can be, content in his modeling, refusing to be baited by those other hounds over the last few weeks who were seemingly discarding HGH like it was some rotten piece of meat. Woof, woof!
    I had that coming, guilty as charged ...but to my credit as soon as I sniffed that the dog food wasn't rotten I jumped in boots, (paws) and all.
    https://www.youtube.com/watch?v=z9SK4l2ibvM

    I should probably sniff and make up with the other Beagle...so here you are Snoopy, my gift to you, enjoy https://www.tvnz.co.nz/shows/dog-squad-puppy-school
    Last edited by Beagle; 17-09-2020 at 01:26 PM.
    No butts, hold no mutts, (unless they're the furry variety).

  3. #13683
    Member
    Join Date
    Jul 2020
    Location
    Chrsitchurch
    Posts
    35

    Default

    And good on you for eating humble pie (little bone in your case) and backing it with dollars...I am happily surprised with result and have added more..

  4. #13684
    Advanced Member
    Join Date
    Apr 2008
    Location
    Kerikeri
    Posts
    1,589

    Default

    52-Week Range: 89 - 193
    Wished I'd sold at 193 and bought again at 89.
    Gosh....I'm stupid. It seems so obvious.

  5. #13685
    Member
    Join Date
    Apr 2020
    Location
    Lower Hutt
    Posts
    37

    Default

    I'm holding and happy with the result, kicking myself for not topping up yesterday but was probably the right decision for us.

  6. #13686
    Advanced Member King1212's Avatar
    Join Date
    Dec 2015
    Location
    Maori land
    Posts
    1,556

    Default

    one of my top companies to park my money.....very resilient!!!

  7. #13687
    One Fearsome Feline winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    27,415

    Default

    Hey beagle me old mate ...no more relativity exercises v Australian banks allowed.....yep,not allowed now.

    Jeff says -

    Current bank price-to-earnings ratio multiples are below many of those for finance companies and fintechs, and Heartland recognises that its current share price may not appropriately reflect the price of underlying nature of its businesses. Consequently, the Board has asked management to explore this and identify means of optimising value.


    Even that ultimate dog FXL trades on a PE of 20 .....Jeff must have noticed
    “Just consider that maybe the probability of you being wrong is higher than you think.”

  8. #13688
    Junior Member
    Join Date
    Jul 2020
    Posts
    16

    Default

    I'm not sure of I like the sound of this. Management need to focus on the core business and pay no attention to the share price, which will take care of itself eventually. Mr Buffet would have kittens! Potentially a big distraction for management. Let Harmoney get the high multiple in the IPO and look to sell some down would be the way to play it.

  9. #13689
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    14,437

    Default

    Quote Originally Posted by winner69 View Post
    Hey beagle me old mate ...no more relativity exercises v Australian banks allowed.....yep,not allowed now.

    Jeff says -

    Current bank price-to-earnings ratio multiples are below many of those for finance companies and fintechs, and Heartland recognises that its current share price may not appropriately reflect the price of underlying nature of its businesses. Consequently, the Board has asked management to explore this and identify means of optimising value.


    Even that ultimate dog FXL trades on a PE of 20 .....Jeff must have noticed
    Just what we would expect from a board whose members are substantial shareholders.It is called "the owners eye."

    Disc.I am again a shareholder.[45% of what I used to hold].
    Last edited by percy; 17-09-2020 at 04:04 PM.

  10. #13690
    One Fearsome Feline winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    27,415

    Default

    Quote Originally Posted by KJMLimited View Post
    I'm not sure of I like the sound of this. Management need to focus on the core business and pay no attention to the share price, which will take care of itself eventually. Mr Buffet would have kittens! Potentially a big distraction for management. Let Harmoney get the high multiple in the IPO and look to sell some down would be the way to play it.
    Don’t agree there mate

    They’ll concentrate on the business ....but they need to tell a story that they are not a bank

    The bank story did what they wanted it to do years ago ...remember the chief financial guy saying becoming a Bank was only an advertising ploy and gave them ‘credibility’ ..... now they’ve grown up and a essentially a finance company.

    If fintechs get rated at greater multiples then a fantastic story to tell the story they are more than a boring bank

    I’m all for it ...great move

    Maybe jeff has listened to some shareholders ...some been saying that for a while
    Last edited by winner69; 17-09-2020 at 04:03 PM.
    “Just consider that maybe the probability of you being wrong is higher than you think.”

  11. #13691
    Doggedly sniffing out more food Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    16,926

    Default

    Quote Originally Posted by winner69 View Post
    Hey beagle me old mate ...no more relativity exercises v Australian banks allowed.....yep,not allowed now.

    Jeff says -

    Current bank price-to-earnings ratio multiples are below many of those for finance companies and fintechs, and Heartland recognises that its current share price may not appropriately reflect the price of underlying nature of its businesses. Consequently, the Board has asked management to explore this and identify means of optimising value.


    Even that ultimate dog FXL trades on a PE of 20 .....Jeff must have noticed
    Does look super cheap on a forward PE of 8.8 that's for sure. Normal range is 11-17. Once we're on top of this virus it'll be back to 17 again as growth surges back into the economy. Heck 14.5 cps x 17 = $2.47...easy double your money stuff when the coast is clear. What could possibly go wrong lol

    Quote Originally Posted by percy View Post
    Just what we would expect from a board whose members are substantial shareholders.It is called "the owners eye."

    Disc.I am again a shareholder.
    Welcome back on board. Better to be on the right side of the investment ledger eh mate, 8.2% yield > 1.5% on term deposit
    Last edited by Beagle; 17-09-2020 at 04:07 PM.
    No butts, hold no mutts, (unless they're the furry variety).

  12. #13692
    Junior Member
    Join Date
    Jul 2020
    Posts
    16

    Default

    Quote Originally Posted by winner69 View Post
    Don’t agree there mate

    They’ll concentrate on the business ....but they need to tell a story that they are not a bank

    The bank story did what they wanted it to do years ago ...remember the chief financial guy saying becoming a Bank was only an advertising ploy and gave them ‘credibility’ ..... now they’ve grown up and a essentially a finance company.

    If fintechs get rated at greater multiples then a fantastic story to tell the story they are more than a boring bank

    I’m all for it ...great move

    Maybe jeff has listened to some shareholders ...some been saying that for a while
    I hope you're right. I'm staying long but I'm not resting that easy with it.

  13. #13693
    Advanced Member King1212's Avatar
    Join Date
    Dec 2015
    Location
    Maori land
    Posts
    1,556

    Default

    Great...all the masters are back on holding...all aboard!!!!! The ships ia ready to sail!

  14. #13694
    Go The Warriors "This Year!"
    Join Date
    Mar 2017
    Location
    Auckland
    Posts
    236

    Default

    Quote Originally Posted by Beagle View Post
    Does look super cheap on a forward PE of 8.8 that's for sure. Normal range is 11-17. Once we're on top of this virus it'll be back to 17 again as growth surges back into the economy. Heck 14.5 cps x 17 = $2.47...easy double your money stuff when the coast is clear. What could possibly go wrong lol



    Welcome back on board. Better to be on the right side of the investment ledger eh mate, 8.2% yield > 1.5% on term deposit
    Had a T/D mature last week..Got a phone call from Heartland offering me 1.65% for 6 or 9 months..
    Politely declined the offer...bought shares today instead!

  15. #13695
    Doggedly sniffing out more food Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    16,926

    Default

    Quote Originally Posted by Benny1 View Post
    Had a T/D mature last week..Got a phone call from Heartland offering me 1.65% for 6 or 9 months..
    Politely declined the offer...bought shares today instead!
    Good move mate. Just got to get Iceman back on board now and all the good old boys will be back. Toot Toot Iceman...the train is leaving the station
    No butts, hold no mutts, (unless they're the furry variety).

  16. #13696
    Advanced Member
    Join Date
    Jul 2000
    Location
    Masterton, , NZ.
    Posts
    1,709

    Default

    Quote Originally Posted by Benny1 View Post
    Had a T/D mature last week..Got a phone call from Heartland offering me 1.65% for 6 or 9 months..
    Politely declined the offer...bought shares today instead!
    Good move - makes perfect sense, happy long term holder, pleasing result.

  17. #13697
    Membaa
    Join Date
    Nov 2004
    Location
    Paradise
    Posts
    3,251

    Default

    Like RTM I had some concerns about whether the divvy would be retained, so today there were two orders on market, the buy if it was good, the sell if it wasn’t.

    Happily I have a few more of heartland and for me the results and divvy ticked all the boxes, the outlook was the icing on the cake.

    As some would say, and apologies for stealing this … we are well positioned.

    🤣

  18. #13698
    Advanced Member King1212's Avatar
    Join Date
    Dec 2015
    Location
    Maori land
    Posts
    1,556

    Default

    Yesterday is history, tomorrow is a mystery, and today is a gift... that's why they call it present'

    HGH was unloved stock till this morning. A lot u guys said doom n gloom....

    No one can predict the future...But we all can be assured now...HGH is well positioned

  19. #13699
    Member
    Join Date
    Sep 2001
    Location
    Wellington, , New Zealand.
    Posts
    383

    Default

    Quote Originally Posted by Beagle View Post
    https://www.youtube.com/watch?v=z9SK4l2ibvM Guess what I did at market open
    Entered at a price of $1.20, well that's the price I got as I topped up in the open trade. Putting the announcement on at 9.50am did however mean it was only a short window to read, consider if it would be a good feed and put in the buy order.

  20. #13700
    Member
    Join Date
    Feb 2020
    Location
    Nelson
    Posts
    443

    Default

    I hope the dividends will resume soon, it will be faster than other companies who you'd expect to recover faster than a bank (or innovative fintech )

    From the 2020FY presentation:

    96% of Consumer loans and 98% of SME and Business loans are on usual (pre-COVID) repayment schedules or have taken up Heartland Extend.

    I imagine the rural loans will be doing well given our strong export numbers.
    Last edited by Panda-NZ-; 17-09-2020 at 10:11 PM.

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •