SUM's due diligence in terms of its expansion into Australia has been extremely thorough and it looks like their first land acquisition was right at the bottom of the cycle.
And we know how tight they are with parting with their money aye Beagle.
And we know how tight they are with parting with their money aye Beagle.
LOL Yes, we certainly do !
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
Resales going gangbusters - that’ll help Underlying Earnings with all those recent revaluations
New sales down again
Odd Julián says Mr Cook said new sales maintained the momentum reported in the first half.
Yes Julián the rate of decline maintained its momentum ...so true what you said
Mystery shopping mot working obviously
Well - might be time to look at it from a glass half full perspective. This is the first time in 5 quarters that the rolling sales total is going up again ... Clearly a trend change ... do I sense a bell shaped recovery ?
Julián says ‘total sales were aligned with expectations’
Jeez Julián - you have low expectations .....and did you tell the market about your low expectations.
Resales are going gangbusters.
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
Well - might be time to look at it from a glass half full perspective. This is the first time in 5 quarters that the rolling sales total is going up again ... Clearly a trend change ... do I sense a bell shaped recovery ?
Originally Posted by Beagle
Reply With Quote
?
Bookmarks