Subscribe to this topicForums > [ hoorenbeek ] > Topic: HBK undervalued ?
| Dec 9th 2007, 01:39 Sean4you Shepherd |
HBK undervalued ? | |
| Nov months divident is about 4 %. Compared with other companys the shareprice would be about 2.0-2.20 L. Keep up the good work Limer with team, revenues increasing with 45 % and profits going good as well and the shareprice surely will raise. Anyone with a thoroughly analys of the company ? |
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| Dec 9th 2007, 06:18 Dezmond Martinek |
Re: HBK undervalued ? | |
| I think 1.30-1.60 this month with a continued rise over the next two months if dividends continue. I would bet on 2.0-2.50 in 2-3 months. Cost of sales is very high, stream lining after expansion could produce more revenue. Better communication with shareholders would improve things. I would rate this company as a strong buy. I control a combined total of about 90k shares. This is my opinion on the matter and is not intended as investment advice. As with all hype on forums it should be taken with a grain of salt. | ||
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| Dec 9th 2007, 06:46 Sean4you Shepherd |
Re: HBK undervalued ? | |
| Thanks Desmond. Yes the costs have raised fast but it ususally does when a lot of marketing is going on. I think the divident defends a price of the share above your estimate this month. |
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| Dec 13th 2007, 07:49 Gedeon Zehetbauer |
Re: HBK undervalued ? | |
| what I still miss for this company is a balance sheet! Its is NOT POSSIBLE to evaluate HBK without a balance sheet! In comparison to other companies HBK is performing with good profits from the beginning, so compared with others their IPO (4 million) may have been to small in size! What I still don't understand is why there even was an IPO? when I look at the income statements and the prospectus, they never needed the additional capital from the IPO! They should now have about 1.4 million Lindens liquid assets!!! Well a balance sheet would tell us what they do with all this money, that they do not need for their operational business! |
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| Dec 13th 2007, 08:28 Dezmond Martinek |
Re: HBK undervalued ? | |
| Good point Gedeon, it was unclear to me as to why they needed the IPO. I believe the money is being spent on marketing and tools for marketing as well as a designer but as you point out without a balance sheet there is no way to know. Still when you compare financial statements for the last 2 months it appears to be a growth company which pays out a nice return for the money. More communication and better financial information would certainly add strength to the share price. On another note though, this is SL and much of the trading that is done here on this exchange and others has little to do with actual company value. Profits can be made here on stocks that have no real value by understanding the complex variables that come into play in this particular market. This is not true of long term investments in SL, however is very often true when seeking a profit in the short term. As such it may not be possible as you say to evaluate HBK overall profitability, however it is certainly possible to predict future share price and potential profitability as it applies to the short term investor. |
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| Dec 13th 2007, 14:55 Gedeon Zehetbauer |
Re: HBK undervalued ? | |
| you are right Dezmond, much of the trading here has not much to do with actual company value. You can make nice profits with short term investments without any knowledge about the company financials or company value, but with knowledge about the psychology of the traders here. It is also true that the value of a SL-company has much to do with the personal skills of their CEO, sometimes that "intangible asset" is half of the value of a company. In case of HBK the IPO money was not really needed and nobody knows what they have done with the money. What they have spend on marketing, advertising and product development they simply could pay with the cash they had on hand before IPO. Maybe the hole IPO itself was marketing and advertising? |
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| Jan 4th, 03:15 Reverend Chapman |
Re: HBK undervalued ? | |
| They're undervalued alright. HBK posts what seems the best dividend ever here. They're doing better than JTIC and still people are selling off shares. Strange market. Too bad I can't buy any more shares of them. ;o) | ||
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| Jan 4th, 05:17 Dezmond Martinek |
Re: HBK undervalued ? | |
| The announcement of a secondary offering without further details such as the number of shares and the target price creates uncertainty. Also we don't know why they need more money, what it is going to be used for. Further there is still no balance sheet. In the absence of this information there are too many unknowns to rush out and buy a bunch of HBK. For all we know next week there will be a secondary offering at 1 L. Who wants to pay more only to see the price driven down as we saw with TNW which btw has only just recovered share price after 2 months. | ||
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| Jan 4th, 12:27 Sean4you Shepherd |
Re: HBK undervalued ? | |
| Yes Dezmong . You might be right in this. And so far we havent seen the "bimonthly" meetings for shareholder either. As usual its difficult to get answers about our questions. But so far the dividents are very good and i expect the growth in classy clothes can be huge. Limer ... I have send you IM twice. And i am going to send you a notecard as well. Would you please respond ! |
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| Jan 4th, 12:28 Sean4you Shepherd |
Re: HBK undervalued ? | |
| Dezmond. Sorry about the typo. | ||
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