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  1. #301
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    Yes, going very well!

    Perhaps it's worth bearing in mind that the original IPO was an Aussie private equity sell-off - of sorts!


  2. #302
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    Quote Originally Posted by percy View Post
    On line sales up an incredible 27%.
    Online is great....just wait for a sale and $5 postage. In my experience, they just send it from the closest store that has stock.

    Great when you don't have a Briscoes in your town.

  3. #303
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    Hint / conjecture in this article Rod might leave the stock market altogether

    Love the word miracle in the headline

    http://www.sharechat.co.nz/article/e...as-miraclehtml
    Last edited by winner69; 11-02-2019 at 02:46 PM.
    “Imagination is more important than knowledge.”

  4. #304
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    Yes, it's a routine question for some journalist or other to ask Rod that one! Like a broken watch, it'll probably be right some time.


  5. #305
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    Quote Originally Posted by percy View Post
    On line sales up an incredible 27%.
    Probably over 10% of total sales now
    “Imagination is more important than knowledge.”

  6. #306
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    Quote Originally Posted by winner69 View Post
    Probably over 10% of total sales now
    Would be nice to see an online revenue / %growth breakdown across the Group, could be one doing better than the other. Seems they're late to the online party (not very experienced in this digital stuff) if The Duke is ecstatic about only 10% or so online sales. 27% growth off an insignificant base should be easy, but you'd want to see 100%+ recurring growth if your online strategy was really humming, considering the online marketing reach extends way way beyond physical stores. Anyway, shareholders who are used to being excited about recurring 5%+ growth in what others are now saying is a challenging sector, will be chuffed by hearing 27% growth (5x) from online!
    BAA

  7. #307
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    They have been a client of www.estaronline.com for a good few years.
    So in fact they were early to the online party.
    And that 27% growth is on a significant base.

  8. #308
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    Our natural confirmation bias tends to blind us to anything that might have any risk associated with it. Better I think to acknowledge and discuss it than sweep it under the carpet with some 'she'll be right never mind' comments from vested shareholders, especially recidivist promoters who never even acknowledge risk but purport to have some understanding of it.
    BAA

  9. #309
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    Re online sales

    Jan17 they said online sales ~6% group sales and +40% growth. Implies online sales ~$35m
    Jan 18 they said online sales up about 30%
    Jan 19 they said online sales up 27%

    Means online sales grown to ~$60m or 9.5% of group sales

    Pretty good ....but growth rate slowing
    “Imagination is more important than knowledge.”

  10. #310
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    Quote Originally Posted by winner69 View Post
    Re online sales

    Jan17 they said online sales ~6% group sales and +40% growth. Implies online sales ~$35m
    Jan 18 they said online sales up about 30%
    Jan 19 they said online sales up 27%

    Means online sales grown to ~$60m or 9.5% of group sales

    Pretty good ....but growth rate slowing
    nice conclusion via deduction but mr Duke gives it all away in the sharechat link post above

    Online revenues in are now 9.5-10.5 percent of total revenues, Duke said.”



    On an unrelated note,
    Briscoes still proving (obviously with a few exceptions theres a strong correlation between a companies quality and the amount it gets discussed on this board.

    BGP more often than not on very reasonable valuations and continues to deliver great results.


    and with their superb R.O.E I will be expecting another increase in the dividend come march 31

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