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  1. #191
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    Anyone else looking at this one to invest in? Had dropped close to 30% off its peak and now looks pretty good value to me.

    Strong history of growth, well managed, good dividend and nice confidence from Rod on another strong year in his recent quarterly update (albeit lower YOY growth than normal is expected). Foreward PE of around 12 - definitely something I'm considering as a value play.

  2. #192
    Speedy Az winner69's Avatar
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    Quote Originally Posted by JeremyALD View Post
    Anyone else looking at this one to invest in? Had dropped close to 30% off its peak and now looks pretty good value to me.

    Strong history of growth, well managed, good dividend and nice confidence from Rod on another strong year in his recent quarterly update (albeit lower YOY growth than normal is expected). Foreward PE of around 12 - definitely something I'm considering as a value play.
    Rod best retailer in NZ which reflects in BGR long term company performance

    Question though - do you see it as a value play just because its 30% of its recent highs?

    Share prices driven by sentiment (translated as multiples) and maybe, just maybe, BGP is one of those companies being rerated.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  3. #193
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    I have held briscoes for a few years now. I see Amazon as an existential threat to Briscoes, more so than any other retailer in NZ, despite Briscoes having a pretty good online platform.

    Yet I continue to hold, if you forget about Amazon they appear to be very good value at current prices. Even the KMD attempted aquisition has turned out to be in Briscoes favour.
    Last edited by James108; 04-11-2017 at 09:49 AM.

  4. #194
    Membaa
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    Quote Originally Posted by percy View Post
    May be a real hot idea to look at who does their ecommerce platform ???
    EstarOnline Ltd is an unlisted public company. http://www.estaronline.com/blog/post...r-dinkum!.html

    Investor info: https://www.estaronline.com/About_Us...formation/5883

  5. #195
    percy
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    Quote Originally Posted by Baa_Baa View Post
    Thank you for the links.
    Clever company.
    Great clients.


    Disc.Am an Estar shareholder.

  6. #196
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    Quote Originally Posted by percy View Post
    Thank you for the links.
    Clever company.
    Great clients.


    Disc.Am an Estar shareholder.
    https://www.sharetrader.co.nz/showth...starOnline-Ltd

  7. #197
    Speedy Az winner69's Avatar
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    Rod on radio this morning said Briscoes had their BEST DECEMBER EVER

    Might need to come out ith a profit upgrade
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  8. #198
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    4th Quarter Sales due in early Feb. Where did you hear the "Rod" interview winner69?

  9. #199
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    Quote Originally Posted by dragonz View Post
    4th Quarter Sales due in early Feb. Where did you hear the "Rod" interview winner69?
    Probably early morning Newstalk ZB over the break
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  10. #200
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    Liquidity is not going to improve anytime soon if Rod Duke continues to buy. Almost $500,000 in Sep/Oct. With the accumulation of almost $60,000,000 in cash I smell a special dividend in the wind. Particularly if the Amazon threat turns out to be a fizzer. Could we be seeing the beginnings of a delisting in the making. Great for currant shareholders

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