HGH - Heartland Group Holdings

[winner69]

Maybe us Heartlanders should feel proud that its taken something as the mighty Macquarie to seduce Jason to prefer them over Heartland .... think I'll stick to Heartland

From Direct Broking current ratios

Macquarie PE 14.47 / Div Yield 3.38% / 2.9 time NTA

Heartland PE 13.21 / Div Yield 6.2% / 1.7 time NTA

Maybe time for Beagle to update his peer group comparisons

[winner69]

HGH seems to have entered bear territory - 20% down from recent high

Did the same in 2018 and when markets went stupid with onset of Covid in 2020

Falling Global Dairy Trade prices since March don't seemed to have helped the Heartland share price ..... bit spooky GDT prices fell during 208 as well.

Jeff says Heartland fortunes dependent on GDP ..... many say we are heading into a recession .... is HGH share price a leading indicator .... or is more bad to come

[nztx]

HGH seems to have entered bear territory - 20% down from recent high

Did the same in 2018 and when markets went stupid with onset of Covid in 2020

Falling Global Dairy Trade prices since March don't seemed to have helped the Heartland share price ..... bit spooky GDT prices fell during 208 as well.

Jeff says Heartland fortunes dependent on GDP ..... many say we are heading into a recession .... is HGH share price a leading indicator .... or is more bad to come

Already well sold down here to avoid Kiwi Bears

Some nice big Oilers elsewhere lurking to warm things up and frazzle your whiskers on any currency woes ..

[newbieinvestor]

banks invariably get caught up in the negative sentiment when the economy looks like it will deteriorate. it's just one of those things...some investors start to fret 'what happens to the bank' if a recession (or the always on the horizon depression) occurs. I wouldn't be surprised at all if that continues to happen.

recession might happen and we start to get some increased incurred credit losses and increased provisions...but between now and then at least we have all that lazy regulatory capital (that has just been chilling out earning nothing) start to earn some actual interest income as rates rise. that'll be good, and probably be a few relief rallies after earnings announcements, before the drift sets back in again.

Happy holder - but not accumulating, yet.

Thanks Fiordland Moose! Tried to post earlier but the website has been down...
Exited my recent small position in green on reading your post and watching Josh's video..
HGH seems to be in a bit of a bear hug now ... $2.05.. will wait for it to fall more...

[Old mate]

Global milk price up 1.5% in latest auction. First rise for 3 months winner.

[alokdhir]

HGH is really looking weak these days ...Need some help from financial engineering in upcoming results and optimistic future outlook ...

So far Forbar winning over our as well as Jarden analysts ....

[winner69]

Global milk price up 1.5% in latest auction. First rise for 3 months winner.

That's pretty good eh ...even higher in NZD

HGH share price could follow suit in a few weeks time ..... maybe a profit upgrade coming

[alokdhir]

That's pretty good eh ...even higher in NZD

HGH share price could follow suit in a few weeks time ..... maybe a profit upgrade coming

Then is it time to load up mate ??

[Old mate]

Yeah mate rip into it

[newbieinvestor]

HGH is really looking weak these days ...Need some help from financial engineering in upcoming results and optimistic future outlook ...

So far Forbar winning over our as well as Jarden analysts ....

When is the next result expected to be made available..? Will be interesting to see how they account for HMY shares like Josh mentioned....