KMD - Kathmandu

**winner69** · 25-09-2021, 04:00 PM

Updated my KMD database with this years results

The last years been tough for everybody but KMD has had Ripcurl to help them out

But I was rather taken aback to see this years NPBT of $75m is less than F19 of $81.3m and about the same as achieved in F18 which was before the acquisition splurge.

And all those new shares has seen EPS fall from 24.0 cents in F18 to 8.9 cents this year.

So much for eps accretive acquisitions

All that new capital and biq acquisitions and nothing to show for it - ie revenues up about $400m and no extra profit

Never mind - let's forget the past as KMD now a global company going places from its new baseline ... all good

EPS 5 year CAGR now -12% pa

**nztx** · 27-09-2021, 01:20 AM

Originally Posted by winner69

Could say KMD is at an inflection point

Goodness .. all this over a mere 3.0 cps divvy (Note: NO Imputation Credits either)

a bit of a long time to wait for it though - provided there are no further major lock downs,
untoward events or any other Dividend under-arm bowling in the interim ..

You never can tell

ps: winner - Survey needed to see how many KMD holders also love AIR & vice versa ?

**Waltzing** · 27-09-2021, 10:13 AM

" on the Numbers Winner".

Yes well i think the remark about AIR and KMD is perhaps an interesting correlation.

Perhaps the market is looking through a lens out to the horizon.

All those shop closures impacting after all.

**winner69** · 28-09-2021, 04:42 PM

Steadily closing in on Jarden's $1.75 target

**Waltzing** · 28-09-2021, 04:48 PM

1.75 , Euphoria.

**winner69** · 05-10-2021, 04:43 PM

No worries ….heading towards Jarden’s target 175

Share price was nearly 4 bucks not that long ago

So cheap as

**Waltzing** · 06-10-2021, 08:01 AM

4 dollars , a decade to go then.. 5 years at best.

**winner69** · 15-10-2021, 10:48 AM

Abby quick off the mark in getting a new job after probably losing her Z directorship

Welcome to Kathmandu …..and bringing that ESG stuff along with her