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02-09-2016, 05:14 PM
#8081
Originally Posted by winner69
t_j - you must be joking
Yes, good to see you got the joke!
Obviously it will be $1.60 well before Christmas
(especially if dairy keeps turning around this rapidly, not to mention how well positioned HBL are in general of course)
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02-09-2016, 05:27 PM
#8082
Originally Posted by trader_jackson
Yes, good to see you got the joke!
Obviously it will be $1.60 well before Christmas
(especially if dairy keeps turning around this rapidly, not to mention how well positioned HBL are in general of course)
.....and without making an acquisition as that is off the agenda
”When investors are euphoric, they are incapable of recognising euphoria itself “
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06-09-2016, 08:34 PM
#8083
Heartland say they do well in good economic times (good GDP numbers)
Jeez - last week we've seen record new vehicle sales / wholesale trade up +4.4% / Truckometer back on track implying strong GDP numbers / NZD staying high / high commodity prices / ever increasing house values etc etc etc
GDP this year probably 4% - wow
No wonder Heartland share price heading to $2 - on back of record profits in excess of $60m (even Jeff won't be able to avoid an earnings upgrade before Xmas)
”When investors are euphoric, they are incapable of recognising euphoria itself “
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07-09-2016, 06:30 AM
#8084
Global Dairy Prices up with solid increases in latest auction overnight
Generally positive for HBL share price
Just more good news
”When investors are euphoric, they are incapable of recognising euphoria itself “
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07-09-2016, 07:11 AM
#8085
Yes "the stars are aligned" for Heartland Bank.
I do not know whether we will have any further announcements before the agm on the 22nd November or not.
I expect the agm will see Heartland give a full presentation of where they are,where they are headed, and how they are going to achieve their objectives.
No word from anyone on ANZ Bank's UDC sale.Would be a perfect fit for Heartland.
Maybe a further credit rating upgrade announcement?
In the meantime we will enjoy the lovely dividend,payable on my wife's birthday, and the solid share price.
Last edited by percy; 07-09-2016 at 07:14 AM.
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07-09-2016, 07:48 AM
#8086
Originally Posted by winner69
Global Dairy Prices up with solid increases in latest auction overnight
Generally positive for HBL share price
Just more good news
Hard to believe the share price is still in the $1.50's really
NZ Herald this morning: Significant boost for dairy farmers
... should probably mean a significant boost for Heartland?
You'd think more and more and more confirmation of a rebounding dairy sector, with famers almost certain to be resonably above break even this season, would finally bump the share price over $1.60?
(on the basis that the dramatic jump in rural net impaired assets in FY16, of about $21m, will be reversed almost as quickly as they were added on)
Not that dairy is my main focus... we know Heartland is well positioned for so much more
Last edited by trader_jackson; 07-09-2016 at 07:51 AM.
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07-09-2016, 08:38 AM
#8087
Yes t_j and percy - earnings upgrade coming before ASM
Nearly 3 months into the new year and even Jeff won't be able to keep everything in the bottom drawer awaiting that rainy day.
See Coop Banking got a ratings upgrade the other day - jeez on that basis Heartland rating should have an A in front of it. Now c'mon winner don't get too excited,
”When investors are euphoric, they are incapable of recognising euphoria itself “
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08-09-2016, 03:34 PM
#8088
Finally got some: Been trying to pull it down to 1.5 for the week, but chased it up to 1.54 last night and its been taken. Am ok about that as I think too November be interesting ;-)
Last edited by jim9358; 08-09-2016 at 05:31 PM.
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08-09-2016, 05:06 PM
#8089
Originally Posted by trader_jackson
Hard to believe the share price is still in the $1.50's really
NZ Herald this morning: Significant boost for dairy farmers
... should probably mean a significant boost for Heartland?
So when dairy prices were in freefall that was not an issue for Heartland but now rising ones are a 'significant' positive.
Okay?
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08-09-2016, 05:18 PM
#8090
Originally Posted by Hectorplains
So when dairy prices were in freefall that was not an issue for Heartland but now rising ones are a 'significant' positive.
Okay?
I think it was an issue of moderate concern for HBL when milk prices fell as rapidly and as far as they did. It was never a make or break issue for HBL as they do have their eggs in many and varied baskets. Fast rising milk prices reduces that moderate concern again.
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