HGH - Heartland Group Holdings

[nextbigthing]

Risks

2. Escrow period for vendor of HER business ends in April and they are known to want to sell their stake.


I think these two factors are presently holding the stock back a bit.

Note 30 in the 2014 Annual report, 43M shares! That's a lot of sell pressure!

[winner69]

Note 30 in the 2014 Annual report, 43M shares! That's a lot of sell pressure!

Roger and I are waiting ..... we are open to negotiations to take the lot

[h2so4]

Roger and I are waiting ..... we are open to negotiations to take the lot

Get out of here!

[dingoNZ]

I am sure institutional investors would be happy to snap em' up

[Beagle]

Roger and I are waiting ..... we are open to negotiations to take the lot

We might need a small loan to assist with this from....let me see...I know, HNZ
NBT, but seriously I don't see this size parcel as an issue...most likely they'll do an institutional placement by book-build while the shares go into a trading halt.
I think this overhang is already factored into the price. Once its removed and there's more institutional support and we have the !H results in the ledger and a profit upgrade even Vladimir Putin won't be able to save you from paying north of the current price

[RTM]

Ha ha

But does it always work out better for shareholders who think they have a bigger slice of the cake?

Seems to work quite well with Apple. Their buyback is massive tho.

[winner69]

With my open mind view of diversity, I am not prejudice as to how Heartland achieve the 10% ROE.
Any form of financial engineering gladly accepted.A nice share buy back will give me a larger slice of the cake.!
Bring it on.!!! lol.

But will the cake be getting bigger?

[percy]

But will the cake be getting bigger?

The quality of the cake certainly will be,and the capacity to add extra icing, in the form of increasing dividends, will be savored by shareholders.!!!!
Quality rather than quantity is how I prefer my cake!! lol.
Disclosure.Love cake with icing.

[iceman]

If I am not mistaken, you are saying that you are so well positioned with HNZ that you are poised to keep your cake and eat it too ?

The quality of the cake certainly will be,and the capacity to add extra icing, in the form of increasing dividends, will be savored by shareholders.!!!!
Quality rather than quantity is how I prefer my cake!! lol.
Disclosure.Love cake with icing.

[percy]

If I am not mistaken, you are saying that you are so well positioned with HNZ that you are poised to keep your cake and eat it too ?

Iceman you must be a mind reader;my thoughts exactly!!!! lol.