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  1. #671
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    Quote Originally Posted by percy View Post
    Consider their huge ongoing lease commitments.They are liabilities.
    Mall rentals are savage.Only way out is at renewal, or at the end of the lease.
    So huge liabilties to be funded from a broken business model.?
    Stock valuations .Take extreme care. Depends on a lot of variables.
    When a business is under pressure, stock loses value very quickly.
    Fixtures and fiitings become near worthless.
    Their performance actually has improved. The Q4 same store sales up 0.1%, reverse the last three quarters downward trend.

  2. #672
    percy
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    Quote Originally Posted by Lease View Post
    Their performance actually has improved. The Q4 same store sales up 0.1%, reverse the last three quarters downward trend.
    Good effort,but too little too late.Lower margin means they are still behind.


    ps Have to go to the dentist at Papanui tomorrow.Will try and find time to check out the Lovisa [new store ] and MHJ stores at Northlands Mall.
    Last edited by percy; 11-07-2019 at 05:47 PM.

  3. #673
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    Quote Originally Posted by percy View Post
    Good effort,but too little too late.Lower margin means they are still behind.


    ps Have to go to the dentist at Papanui tomorrow.Will try and find time to check out the Lovisa [new store ] and MHJ stores at Northlands Mall.
    Well, you view everything on MHJ is negative. That's fine. I agree MHJ is not good. But we buy/sell shares for the purpose of making money. At current level of SP, I think the majority of negative matters, if not all, have already been reflected. I don't think there are huge room for SP drop. Buy now and most likely can make profit.

  4. #674
    percy
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    Quote Originally Posted by Lease View Post
    Well, you view everything on MHJ is negative. That's fine. I agree MHJ is not good. But we buy/sell shares for the purpose of making money. At current level of SP, I think the majority of negative matters, if not all, have already been reflected. I don't think there are huge room for SP drop. Buy now and most likely can make profit.
    Very negative.
    Was very negative on Postie Plus years before they fell over and were brought out of admistration.Shareholders lost everything.
    Been very negative on Smiths City for years.
    Been negative on MHJ for awhile now.
    Sitting on the fence with Briscoes and Hallensteins.
    Never liked KMD's business model.
    Still like Lovisa,but currently am avoiding retail ,building, and retirement sectors.
    Live in hope my Turners will turn around.
    Buy MHJ now ?...No.

    ps If you search Sharetrader threads you will see my posts on retail stocks.Every year or so a guy used to post a new thread."The King buys Postie."No sure which one you will find,but they all ended in sadness.
    Last edited by percy; 11-07-2019 at 06:11 PM.

  5. #675
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    Quote Originally Posted by percy View Post
    Very negative.
    Was very negative on Postie Plus years before they fell over and were brought out of admistration.Shareholders lost everything.
    Been very negative on Smiths City for years.
    Been negative on MHJ for awhile now.
    Sitting on the fence with Briscoes and Hallensteins.
    Never liked KMD's business model.
    Still like Lovisa,but currently am avoiding retail ,building, and retirement sectors.
    Live in hope my Turners will turn around.
    Buy MHJ now ?...No.
    I'm just doing the opposite. I'm jumping into retail ,building, and retirement sectors.

  6. #676
    percy
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    Quote Originally Posted by Lease View Post
    I'm just doing the opposite. I'm jumping into retail ,building, and retirement sectors.
    No surprises there.!!!..lol.

  7. #677
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    Quote Originally Posted by Lease View Post
    I'm just doing the opposite. I'm jumping into retail ,building, and retirement sectors.
    KMD look exceptional value current prices
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  8. #678
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    Quote Originally Posted by winner69 View Post
    KMD look exceptional value current prices
    Oh, I'll have a look. Ta

  9. #679
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    This has to be very good news for MHJ. Same store sales up 11.9% per previous quarter. and positive sales across the board with Canada up 16%.

    http://nzx-prod-s7fsd7f98s.s3-websit...456/309533.pdf

  10. #680
    percy
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    Canada is proving the be very successful.
    The 40 year promotion has been very successful too.
    However,margin compression continues,as does competition.
    Also I take it as a warning,[sensible] .;"Negotiations of existing leases,renewals and refurbishments remain a key priority for the business."
    I feel this year's Christmas trading will be the test of whether MHI will survive, or manage to put the fizz back into the bottle.
    Last edited by percy; 11-10-2019 at 08:05 AM.

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