HLF 0.00% 0.7¢ halo food co. limited

Yes, still holding, but I don't have much hope. I will be...

  1. 3,387 Posts.
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    Yes, still holding, but I don't have much hope. I will be keeping an eye on the operating cash burn figure in the next quarterly (April, May, June), which will be released late July. It is essential that they continue to cost-out until they reach CF+. The "transformative" THM acquisition was a lifeline that never came. Reading back through the old acquisition materials, it is hard to understand how they got this so dramatically wrong. I do feel like I had honey poured into my ears from management (THM EBITDA guidance etc that was released to the market). But I've learned a lesson here and it will ultimately make me a better investor. I'm trying to see the positives and take learnings from the experience.
 
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