HLF 0.00% 0.7¢ halo food co. limited

$80 million revenue is meaningless if you don’t have positive...

  1. 99 Posts.
    lightbulb Created with Sketch. 25
    $80 million revenue is meaningless if you don’t have positive free cash flow. $200m, $40m it doesn’t really matter. The company had been bleeding cash (the quarters they have been positive look manipulated through inventory etc to me).

    I think Mr Market is pricing in a reasonably high probability management can’t consistently hit positive free cash flow and higher interest rates spell the death of HLF.
 
watchlist Created with Sketch. Add HLF (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.