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13-10-2021, 03:04 PM
#5391
 Originally Posted by Waltzingironmansinlgescul
Yes better order a few items from WHS..
.......before they run out of stock eh
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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13-10-2021, 03:06 PM
#5392
JBL is already out of stock for some of there stuff.. web site has SOLD OUT.
Also Looking for curved display for super wide graphics support.
Run out of multi window extended display mode space.
End of the day MR B is still in the money.
Last edited by Waltzing; 13-10-2021 at 05:16 PM.
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14-10-2021, 01:08 PM
#5393
https://www.sharetrader.co.nz/showth...l=1#post917296
A link to the Harmoney thread who have reported massive growth esp in Aussie lending wondering if this is where the retail spend is coming from?
(so possibly more rel to HLG, but still....)
Last edited by peat; 14-10-2021 at 01:10 PM.
For clarity, nothing I say is advice....
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15-10-2021, 01:54 PM
#5394
... just noticed - analyst consensus on marketscreener went up this week from $3.83 to $4.45.
Lucky that analysts don't seem to read this thread  ;
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
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15-10-2021, 02:03 PM
#5395
Originally Posted by Beagle
Living with Covid
Analyst consensus price target of $4.45 feels about right but this is a 12 month price target and Waltzing has nicely articulated the risks. https://www.marketscreener.com/quote...64/financials/
I have downgraded to hold and recently adjusted my portfolio allocation accordingly.
Originally Posted by BlackPeter
... just noticed - analyst consensus on marketscreener went up this week from $3.83 to $4.45.
Lucky that analysts don't seem to read this thread ;
Posted 6 October - 9 days ago, be a good chap and try and keep up 
They say a week is a long time in politics well its also a long time in retail. In that space of time we've gone from having a reasonable degree of hope Delta could be eliminated in the Auckland region to no hope whatsoever so I would argue the risks have changed materially. Australia opening up a lot sooner and some other retailers have very fast growing operations there 
Last edited by Beagle; 15-10-2021 at 02:05 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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15-10-2021, 02:14 PM
#5396
Originally Posted by Beagle
Posted 6 October - 9 days ago, be a good chap and try and keep up
They say a week is a long time in politics well its also a long time in retail. In that space of time we've gone from having a reasonable degree of hope Delta could be eliminated in the Auckland region to no hope whatsoever so I would argue the risks have changed materially. Australia opening up a lot sooner and some other retailers have very fast growing operations there
So hard to keep up ... you mean the analysts are just too slow to read this thread?
I realise that our Covid fear did increase only recently ... but still think we might overemphasize its impact on retail (not on the infection rate and on the death rate under the vulnerable population, I am concerned about the latter).
Lets face it - retail did neither crash in Brazil, nor in the US nor in the UK ... and boy - they all know what difference a full Delta sweep makes. Despite all the efforts of our anti vaxxers - NZ just has no chance to get Covid-wise into such a bad shape as these three countries (and many more) have been.
To be honest, I think you might overrate Covids impact on retail a bit ... the time of tough lockdowns is over, we just let the vulnerable who choose not to take the jab die and can keep our shops open.
But hey - at the end we both don't know how delta will impact on our retail environment under the special NZ circumstances - so, lets just agree to disagree, shall we?
Last edited by BlackPeter; 15-10-2021 at 02:17 PM.
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
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15-10-2021, 02:29 PM
#5397
Power cuts affecting Chinese cities will have an impact on supply chain inventory .......
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15-10-2021, 02:40 PM
#5398
Originally Posted by dreamcatcher
Power cuts affecting Chinese cities will have an impact on supply chain inventory .......
but china has already relented.
and opened the coal gates.
Paywalled
China’s coalmines ordered to go full throttle (theaustralian.com.au)
Last edited by peat; 15-10-2021 at 02:48 PM.
For clarity, nothing I say is advice....
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15-10-2021, 03:01 PM
#5399
Originally Posted by BlackPeter
But hey - at the end we both don't know how delta will impact on our retail environment under the special NZ circumstances - so, lets just agree to disagree, shall we?
WHS up, Briscoes up, OCA sideways for years.
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15-10-2021, 03:05 PM
#5400
Originally Posted by peat
My understanding was they had few million tons of Aus coal in storage sold some to India which gladly accepted at $12 discount. The remaining 1m ton was only a days worth......... still approx 40 coal ships anchored
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