HGH - Heartland Group Holdings

[Rawz]

I remember posting here that the heartland extend product was not good. It extended loans on depreciating assets potentially over the assets useful life.

In my mind it was kicking the can down the road and now i guess its time to address these 'longer dated loans'

[Ggcc]

As far as I can see the report is not as bad as I had thought. Above $1.30 by the end of the week I feel

Maybe by the end of the day lol

[beetills]

Been a holder since cbs days and topped up when i think it was Kerr selling out.
Still a happy holder.

[SCOTTY]

I particularly like the HGH ambition of $200m NPAT for 2028

[percy]

Today is the day that yesterday we worried about,and all is well...lol.
I am impressed that they are progressing well with their sound growth strategy.
Pleased to see Challenger Bank has already started accepting retail deposits.

[Traderx]

Ok result, solid outlook

- "Recent success of Challenger Bank in the AU deposit market has exceeded Heartland’s expectations"
- "NIM compression expected to be temporary"
- CTI "expected to gradually improve"

Disc - small recent entrant holder

[nztx]

I particularly like the HGH ambition of $200m NPAT for 2028

Need Big money to make Big money like that

In just 4 years too .. where will the economy & interest rates go in that time ?

Where's it coming from in high interest volatile times - withholding dividends or robbing another bank ?

Or hand outstretched for further Cap Raises on the back of outgoing dividends having the lid put on them ?


We all know what a trail of Cap Raises regularly flung out does to the SP -- HGH in past have demonstrated
that very very well .. Did someone say but for all the frequent Cap Raises the SP should be north of $5 ?

[bull....]

Need Big money to make Big money like that

In just 4 years too .. where will the economy & interest rates go in that time ?

Where's it coming from in high interest volatile times - withholding dividends or robbing another bank ?

Or hand outstretched for further Cap Raises on the back of outgoing dividends having the lid put on them ?


We all know what a trail of Cap Raises regularly flung out does to the SP -- HGH in past have demonstrated
that very very well .. Did someone say but for all the frequent Cap Raises the SP should be north of $5 ?

looks like stock being offered to buyers all day now with it being dropped from index in march guess it may continue

[ralph]

Damn, guess I'll remove my bids at 60c

Yep to risky

[rabcat]

I particularly like the HGH ambition of $200m NPAT for 2028

Totally agree with this. Have thought for a long time that Heartland will be a $5 share in a few years.

Result announced this morning was very solid.

Company seems to be on the right track.

PS Would you rather buy Heartland or Fletchers?