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Thread: WHS

  1. #41
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    THE KING says never BUY shares on a long weekend this is a good time for BAD news, But yesterday the large turnover was not hard to notice large sellers but large buyers around $4.01 its good money for NZ.. [^]

    It seems some one with large pockets wants the price to hold now this is where you need inside INFORMATION.. [^][^]

  2. #42
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    quote:Originally posted by THE KING


    It seems some one with large pockets wants the price to hold now this is where you need inside INFORMATION.. [^][^]
    Funny you say that King. I have been thinking that there is organized support being exercised on this one for quite some time. I have a feeling it may be coming from Amro's.

  3. #43
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    quote:Originally posted by belgarion

    donner, aggree that their seems to be 'organised support' but I have no idea where it is coming from. As I've posted before, At 4.00 WHS is way overvalued including Oz and undervalued with Oz excluded ... And my gut tells me that WHS will fight it out in Oz ... and eventually win. It just won't be this year. Sub $4 is a certainty.
    Agree too. One wonders if those crossings at $4.00 were "real" transactions or just pseudo ones to make it appear like there was a large buyer at $4.00. Call me a cynic but it looked too good to be true.

    Cheers

  4. #44
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    quote:Originally posted by winner69

    Remind you that 4th quarter salesa were dismal

    Red Sheds up 7.3% - same store 4.2%
    Stationery down 5.6% with same stores down a whooping 17.3%
    Australia down 6.3% - same stores down 7.5%

    Maybe the 1st quarter sales following the same trend and that is what is causing the latest weakness. Early November will this be confirmed?

    When you consider that the Red Sheds 2nd half profitability was behind the prior year what real hope is there of improved profits this year?

    Price deflation is a killer for the likes of WHS - especially when operating costs are going up.

    Look at one of their recent catalogues - prices this year compared to 'last years price' are highlighted throughout. Something I saw was $75 this year compared to $88 last year - thats a lot less $ margin for WHS as well and the indications are they are not selling heaps more units to make up the shortfall.
    Winner, sorry about late reply, but remember the effect of the strong dollar.

    Their margins may be at similar levels as they will be paying less in $NZD terms for imports.

  5. #45
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    quote:Originally posted by thereslifeafter87
    [br .....but remember the effect of the strong dollar.

    Their margins may be at similar levels as they will be paying less in $NZD terms for imports.
    The strong dollar is the problem.

    WHS seem to have a cost plus selling mentally - so lower product costs are passed on to consumers

    Margin %age stay the same - $ margin goes down .... unless they sell heaps more units ... and they don't appear to be doing so

    While expenses such as wages and store overheads go up WHS makes less than before .... even the Red Sheds made less in the second half of last year than the year prior.

    WHS unlike the likes of HLG who keep the benefits of lower import costs for themselves

    “What the wise man does in the beginning, the fool does in the end”

  6. #46
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    THE KING says this so call "Organised support" which somehow dose stand out could after consideration be the No 1 shareholder Mr T.. direct holds 27.54% but with others around 50% control.. [^]

    Not knowing his personal bis arrangements could need to hold a certain price to stop a possible Bank call, so to throw a few Million in you own company would not go astray ANYWAY.. [^][^]

  7. #47
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    THE KING says we will have to see what GOES on today BONG.. [^][^]

  8. #48
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    quote:Originally posted by THE KING

    THE KING says we will have to see what GOES on today BONG.. [^][^]
    I see there is another related party notice out today and Mr Head Honcho is selling more shares.

    Not a good look if you ask me.

  9. #49
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    bizarre - why doesnt Tindall tell him to stop!!
    try underwater salvage... cos its there... somewhere... maybe...

  10. #50
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    Obviously doesn't understand the concept of Captain going down with ship

  11. #51
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    THE KING says we get all these SELL notices but never get who BUY notices as there is only 4 holders over 5% this company has a mix,mash of tiny holders 18,304 in TOTAL.. [^][^]

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    quote:Originally posted by bongo66
    How can that be King when insiders like Greg Inger are selling largish amounts for crissy presents...

    B
    Your Majesty, I bet he buys them at KRK's not the WHS

  13. #53
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    THE KING says at KRK prices he may have to sell the lot,, besides a fellow in his position is pretty WEAK to sell and say nothing to the TROOPS, including the BOARD who is proberly selling TOO.. [^][^]

  14. #54
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    quote:And my gut tells me that WHS will fight it out in Oz ... and eventually win
    A little optimistic Belg? I agree they'll continue to slug it out in Oz, but my view is that they will keep hitting their head against the brick wall until common sense dictates they pull out to save what little value they have left.

    Long-term (and like you this is a gut feeling) WHS will be a NZ and NZ-only company, after having tried to work in Aust and failed. They are giving it until 2006 (at the earliest) to reassess Aust ops. It will take a turnaround of massive proportions (and big $$$ spend) to make money in Oz. It's been 4 years so far, not a bean. The ink is all red. Meanwhile margin squeeze on here in NZ.

    There's no doubt in my mind Australia is an albatross around WHS's neck. I'd love to be a fly on their boardroom wall. The new pommie chief exec has walked into a difficult environment, clearly the board is committed (determined) to push through Oz at any cost. Bull-headed (pig-headed?). I'd love to know his private view on this, as an outsider coming in. I regard myself as a relative outsider, I look at their problems and wonder why they don't just cut their losses. Is this smart business. Yes the long-term rewards are potentially large but how long do you keep trying to make it work?

    This WHS board has already pushed out one CE (Muir) over Oz. How long before they take down another?
    Marriage isn't a word. It's a sentence

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    quote:Originally posted by THE KING

    THE KING says at KRK prices he may have to sell the lot,, besides a fellow in his position is pretty WEAK to sell and say nothing to the TROOPS, including the BOARD who is proberly selling TOO.. [^][^]
    Ah yes Your Majesty, when one sells to the hoi poloi and not the cost conscious lumpen proletariat one can hold one's margins by not passing on the Kiwi $ savings to the ruling class.

    Specially as all the others are doing it as well in their little boutiques. When you are the only game in town at the quality end of the market, well why not, I say. Its what that Buffett chap refers to as a moat, I think.

    Warehouse, warehouse, full of never mind the quality look at the price peasants.

    "Keep on fawning and you won't have to sell awnings"- thats how we KRK's shareholders like to see things done.

  16. #56
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    THE KING says if you can SELL your KRK`s to someone you can always BUY 2 of BGR for 1 KRK that sounds better and collect a bigger DIV..[xx(][xx(]

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    That U bid at $4.00 must be a on behalf of an insto desperately trying to prevent the sp from falling into the abyss

  18. #58
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    quote:Originally posted by clearasmud

    That U bid at $4.00 must be a on behalf of an insto desperately trying to prevent the sp from falling into the abyss
    Your not wrong there. Do you think it was put there by WHS insiders?

    But she is gone now. When will it go below $4.00

  19. #59
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    Honestly,
    Anyone who is still holding this company, unless you would be prepared to buy more at current prices you should now be selling.

    Take your loss like a man and move on.
    There are greener pastures. This share does not care about you, it does not owe you anything.

    Calculate your possible returns from this company, and compare them to other shares and you will see that it is silly to hold onto WHS just because you are in the red.

    As for KRK... Why would anyone buy such a thing?

  20. #60
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    Someone bought 178,000 KRK today. There are none left. Has MacDunk tracked down their truck depot ?

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