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Thread: KMD - Kathmandu

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  1. #1
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Dr_Who View Post
    What multiples is KMD trading at?

    I am not a sh, but keeping an eye on it.
    Dr - about 6 times this years EBIT and an estimated PE of around 14-15 (to be confirmed) when result out

    Shareprice still about where it dropped to after the announcement so looks like all the damage has been done .... and other retailers like BGR haven't gone anywhere in August either

    retail will come out of the doldrums soon and I still believe that KMD will be one of the better bets

    A great company, great managed and massive margins and a growth startegy for the nextfew years to keep things pumping

  2. #2
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    Quote Originally Posted by winner69 View Post
    Dr - about 6 times this years EBIT and an estimated PE of around 14-15 (to be confirmed) when result out

    Shareprice still about where it dropped to after the announcement so looks like all the damage has been done .... and other retailers like BGR haven't gone anywhere in August either

    retail will come out of the doldrums soon and I still believe that KMD will be one of the better bets

    A great company, great managed and massive margins and a growth startegy for the nextfew years to keep things pumping
    Massive margins alright. When I was involved with Briscoes I thought they were bad. KMD has products that they sell for $399 disc to $199 and then even $99 they are still more than doubling their money.

  3. #3
    percy
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    Quote Originally Posted by Onthemoney View Post
    Massive margins alright. When I was involved with Briscoes I thought they were bad. KMD has products that they sell for $399 disc to $199 and then even $99 they are still more than doubling their money.
    The good retailers make sure they keep their customers,by selling good products at fair prices.It is called reputation,brand loyalty,honest reliabitliy.When looking to buy a retail stock,think if you want to keep dealing with someone who sells you something for $200, and next day it is in their mailer for $100.The Aussie election is not good for retail.Rising unemployment is not good for retail.SCF problems not good for South Island business.Empty shops is not good for retail.The upturn is not insight.
    Last edited by percy; 30-08-2010 at 09:34 PM.

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