WHS - Warehouse Group

[MauroNZ]

Forget this pup and buy the best of breed being HLG.

I think I missed the train with HLG.

[BlackPeter]

I think I missed the train with HLG.

Its a cyclical ... the next time will come ;

[couta1]

Its a cyclical ... the next time will come ;

But how many years will he have to wait. Lol

[winner69]

Its a cyclical ... the next time will come ;

Originally posted by couta:

But how many years will he have to wait, lol

Different points of view

I reckon one with a rear view mirror view and the other with a forward looking view based on a changing world

[MauroNZ]

Different points of view

I reckon one with a rear view mirror view and the other with a forward looking view based on a changing world

Would you mind explaining a bit more please?.

[winner69]

Would you mind explaining a bit more please?.

BP’s view is that because HLG has shown cyclical behaviour in the past it will continue to so into the future ...and he has said a few times it’s at or near the top of the cycle currently (code for the share price may go down soon)

Couta’s view is that strong future growth in Australia (and maybe their ability to successfully adapt to changing retail trends) will mitigate any short to medium term ‘cyclical’ pressures (code for the share price will hold up if not improve in the medium term)


When growth stops in Australia BP might be right ...HLG might become cyclical again

[MauroNZ]

BP’s view is that because HLG has shown cyclical behaviour in the past it will continue to so into the future ...and he has said a few times it’s at or near the top of the cycle currently (code for the share price may go down soon)

Couta’s view is that strong future growth in Australia (and maybe their ability to successfully adapt to changing retail trends) will mitigate any short to medium term ‘cyclical’ pressures (code for the share price will hold up if not improve in the medium term)


When growth stops in Australia BP might be right ...HLG might become cyclical again

Thank you very much Winner, I appreciate it.

[winner69]

Warehouse going to war - the Leadership Squad has been appointed - to act in an agile way

Cool

https://www.nzx.com/announcements/347876

[Sideshow Bob]

Warehouse going to war - the Leadership Squad has been appointed - to act in an agile way

Cool

https://www.nzx.com/announcements/347876

Maybe the current COO isn't agile enough?? https://www.nzx.com/announcements/347804

[jonu]

WHS looking real cheap to me on the back of trading update. No material supply issues or impact expected on FY20.