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  1. #931
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Left field View Post
    While the HLG bulls continue to get excited, it seems WHS is not finding the Christmas trading conditions quite so favourable.

    "The Board of The Warehouse Group advise that performance in the lead up to Christmas has been below expectations and while the next few weeks are an important trading period, it is unlikely that the year to date shortfall will be fully offset. Adjusted Net Profit After Tax (NPAT) for the Group for the First Half of Financial Year 2017 (H117) ending on 29 January 2017 is expected to be between 10%-15% lower than the same period last year, which is between $41.0m and $38.5m."


    But NZer's spending heaps more on Christmas this year
    http://www.nzherald.co.nz/business/n...ectid=11769543

    Stop scare mongering - HLG doing just fine while Warehouse lost their way
    Last edited by winner69; 20-12-2016 at 02:10 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  2. #932
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    Quote Originally Posted by winner69 View Post
    Stop scare mongering - HLG doing just fine while Warehouse lost their way
    WHS lost their way many years ago, they are thrashing about and their story not believable IMO. HLG know their business inside and out and stick to the knitting.

  3. #933
    Speedy Az winner69's Avatar
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    Quote Originally Posted by winner69 View Post
    But NZer's spending heaps more on Christmas this year
    http://www.nzherald.co.nz/business/n...ectid=11769543

    Stop scare mongering - HLG doing just fine while Warehouse lost their way
    That was for the first 2 weeks of December

    Heard that the last few days have been even more buoyant

    Betcha HLG doing better than most
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  4. #934
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    Quote Originally Posted by Left field View Post
    While the HLG bulls continue to get excited, it seems WHS is not finding the Christmas trading conditions quite so favourable.

    "The Board of The Warehouse Group advise that performance in the lead up to Christmas has been below expectations and while the next few weeks are an important trading period, it is unlikely that the year to date shortfall will be fully offset. Adjusted Net Profit After Tax (NPAT) for the Group for the First Half of Financial Year 2017 (H117) ending on 29 January 2017 is expected to be between 10%-15% lower than the same period last year, which is between $41.0m and $38.5m."


    HLG seem to be doing the opposite to WHS. Wonder if anyone was lucky enough to sell their WHS yesterday at over $3 and buy HLG for the same price, and double their div. Was thinking of buying WHS couple months back but couldn't resist HLG 30c div.

  5. #935
    ShareTrader Legend Beagle's Avatar
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    2016 30 cps
    2015 31 cps
    2014 28.5 cps
    2013 33.5 cps
    2012 33.5 cps
    2011 31 cps
    2010 31 cps

    Pretty consistent isn't it !
    Last edited by Beagle; 20-12-2016 at 04:24 PM.
    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

  6. #936
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    Come on now, someone take out 3.14-3.15 and see how far it will go......3.18-3.19?
    Last edited by see weed; 21-12-2016 at 07:54 AM.

  7. #937
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    Quote Originally Posted by see weed View Post
    HLG seem to be doing the opposite to WHS. Wonder if anyone was lucky enough to sell their WHS yesterday at over $3 and buy HLG for the same price, and double their div. Was thinking of buying WHS couple months back but couldn't resist HLG 30c div.
    Why would anyone buy WHS their business model has been proven to be broke since the last CEO jumped ship.

    Interesting to note H&M and Zara at Sylvia park are so full they are losing customers to alternatives as people are sick of waiting for changing rooms and checkout..generally good for everyone else in the mall...overactivity results in increased activity for others and spillover sales to HLG....

  8. #938
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    Quote Originally Posted by Raz View Post
    Why would anyone buy WHS their business model has been proven to be broke since the last CEO jumped ship.

    Interesting to note H&M and Zara at Sylvia park are so full they are losing customers to alternatives as people are sick of waiting for changing rooms and checkout..generally good for everyone else in the mall...overactivity results in increased activity for others and spillover sales to HLG....
    Yes, that's the "cluster" effect - and presumably justify the high rentals!

  9. #939
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    Quote Originally Posted by Raz View Post
    Why would anyone buy WHS their business model has been proven to be broke since the last CEO jumped ship.

    Interesting to note H&M and Zara at Sylvia park are so full they are losing customers to alternatives as people are sick of waiting for changing rooms and checkout..generally good for everyone else in the mall...overactivity results in increased activity for others and spillover sales to HLG....
    Yes, and that little HLG shop is pulling in $20,000+ per day leading up to Christmas. Wonder how much the other 128 Gla. Hal. and storm stores are doing? Maybe 20,000 x 129 =$2,580,000 per day? x 12 days leading up to Christmas = $30,960,000. Correct me if I'm wrong. Noticed some one took out most of 3.14 before close yesterday. It appears the sellers are holding off and the buyers are creeping up to meet their selling price.
    Last edited by see weed; 21-12-2016 at 08:36 AM.

  10. #940
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by see weed View Post
    Come on now, someone take out 3.14-3.15 and see how far it will go......3.18-3.19?
    Posted 4.55 p.m. yesterday. Gosh that was quick, what next ?
    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

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