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05-08-2021, 01:05 PM
#4551
Member
re: shipping costs
just listened to the NCK.asx conference call. they import and retail furniture mostly from SE Asia (ie, bulky goods) and shipping costs has crimped their gross margins esp. in 2H vs 1H (but still grew NPAT 100% YoY). NCK CEO&MD said he felt shipping costs couldn't really go higher, and they would need to move prices if they did (they hadn't moved prices to date for higher shipping). based on those comments, I'm not too worried about shipping costs for WHS ... it can't be a positive, but I don't think higher shipping costs can do much harm to the otherwise very favourable tailwinds the retail sector is enjoying (and the specific improvements WHS is making to its business)
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05-08-2021, 01:17 PM
#4552
 Originally Posted by Waltzingironmansinlgescul
360 coming up ...train starting to leave the station... quick quick
370 coming up
go you beauty
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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05-08-2021, 02:07 PM
#4553
"370 coming up"
gosh who would have thought.
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05-08-2021, 02:14 PM
#4554
Originally Posted by Waltzingironmansinlgescul
"370 coming up"
gosh who would have thought.
Was in 380s not long ago
So nothing new
400 one gets excited
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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05-08-2021, 02:40 PM
#4555
"Was in 380s not long ago"
april ... delta turned up since then, a life time ago...
4.0! well what would drive that one wonders...surely MR B cant be right again!
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05-08-2021, 03:39 PM
#4556
Not sure how much longer the share price will start with a "3". Once the cat is out of the bag with how well they're trading, good luck finding any decent number for sale under $4.
Last edited by Beagle; 05-08-2021 at 03:56 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
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05-08-2021, 04:08 PM
#4557
Well if investors havnt got their portfolios rebalanced with some WHS then with the DOS attacks starting again good luck find some if MR B is on the money yet again...
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05-08-2021, 04:12 PM
#4558
The Warehouses's DINERS CLUB (NZ) now officially stuffed
https://www.stuff.co.nz/business/125...arehouse-group
The once-proud Diners Club (NZ) has been put into liquidation.
Its ultimate owner was The Warehouse, which bought it for $3 million in 2014 in a bid to launch a financial services operation.
But in 2018, the NZX-listed retailer pulled the plug, sending letters to cardholders explaining that Diners Club (NZ) would stop issuing cards and membership would be discontinued from the end of December that year.
The letters asked cardholders to pay off any debts they owned on their cards, or contact the company to arrange repayment plans.
Spose it had it's uses & own niche in it's better days, but maybe as hinted at - at the prescribed cost of an arm & three legs for the privilege .. 
God only knows how WHS thought DINERS would fit into any part of their works & brandings when acquired ..
more at link..
Last edited by nztx; 05-08-2021 at 04:18 PM.
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05-08-2021, 04:44 PM
#4559
Originally Posted by Waltzingironmansinlgescul
"370 coming up"
gosh who would have thought.
The Beagle Effect!!
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05-08-2021, 05:31 PM
#4560
"The Beagle Effect!!"
well hes starting to look like that young NZ paddler ... always on the money... anyone bet on that NZ paddler!
NZTX, did you really have to post that or did you want the share price to back up to 3.45 again... dont think it will work although ...correction on the DOW predicted.. as always..
Last edited by Waltzing; 05-08-2021 at 05:34 PM.
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