HGH - Heartland Group Holdings

[winner69]

Heads Up to Jeff - Greece is looking for a big loan, I'm sure they're good for it

Bit big for Jeff I think

Hmm ....think opportunity ......niche thinking ......maybe some Greek money has found its way to NZ before their banks go broke ..... Think niche .....hmm .....invest in apartments ..... special deal for Greeks .....yes we have a deal for you ......and a promise of a page in Greek in the annual report.

Yes, growth, niche, heartland, social responsibility, diversity ....all boxes ticked

[Onion]

Blockhead was yarning to a 60 odd year old lifelong sheep farmer the other day in the midst of a dairy farm conversion, there were patches in his already thinned hair where he was frequently scratching and asking "what am I doing"

Before his first season is even started he has reduced staff by around 1.5 units, he can't turn back now, all the infrastructure is there glistening and waiting to be paid for.

Not so many new Hyundai and Kia SUV's parked outside the coffee shops in Geraldine these days either, dairy incomes not being spread as lavishly as a couple of seasons ago.

I know someone in the first 2 years of dairy farm ownership. He acquired Fonterra "wet" shares (at a higher value than now) when he bought the farm but under the supplier rules was allowed to sell some of them to reduce bank debt (some leeway -- can't remember how long -- is given to new suppliers NOT to own their full "wet" share obligation). He has been steadily buying shares cheaply as the SP has dropped as he eventually needs to own shares to match productivity.

[vin]

http://www.heartland.co.nz/news/219/...eculation.aspx

"Heartland confirms that it is not currently participating in any process to acquire F&P."

[Xerof]

http://www.heartland.co.nz/news/219/...eculation.aspx

"Heartland confirms that it is not currently participating in any process to acquire F&P."

but we'll look at ANZ if the price is right

[winner69]

This might brighten up some folks' day. E&OE, and the flag could last a while. I still think there's a chance that gap will be filled at $1.18 level. But despite my flag-waving, think of this move as a healthy retracement after a strong run. Entirely natural market reaction, which can be seen on lots of stocks, bonds, FX, all day every day across the globe, on all timeframes. It depends how hard you look

I love these bull flags

Now the gap has been filled and current level is showing strong support I can see a new flag pole being formed.

The price has fallen 25 cents from the top of he previous pole .....some books say that the top of the new flag pole will now be 25 cents higher than the previous high .....ie about $1.60 plus

Sounds fair enough, bring it on

[Xerof]

Yeah, funny how some go to plan isn't it Winner. I was too early at 117, bugger, could have got them at 116

What do you make of the last sentence regarding capital management to improve returns on equity? Just Jeff pushing the rhetoric or is he about to buy some shares back?

[Joshuatree]

http://www.heartland.co.nz/news/219/...eculation.aspx

"Heartland confirms that it is not currently participating in any process to acquire F&P."

Thanks vin.

It also confirms profit will be in the upper end of $46-$48 mill

[sb9]

I sense a little surprise at release of FY results, be it through an slight tick up on earnings or divvy...

[macduffy]

but we'll look at ANZ if the price is right

May have to outbid Warren Buffett if reports are to be believed. Said to be interested in acquiring stakes in 4 or 5 Aust stocks, probably including one of the big four banks.

[winner69]

Yeah, funny how some go to plan isn't it Winner. I was too early at 117, bugger, could have got them at 116

What do you make of the last sentence regarding capital management to improve returns on equity? Just Jeff pushing the rhetoric or is he about to buy some shares back?

Well done Mr Xerof ...you are doing well.

If this flag pattern eventuates again how high will the flag pole go this time? For you though just a new high will be great.

Signal is a share buy back. One way to increase ROE (increase leverage) but not as good as actual growth. I know what I would prefer.