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Thread: KMD - Kathmandu

  1. #1131
    Guru Xerof's Avatar
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    Kathmandidnt and kathmandont

  2. #1132
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Xerof View Post
    Kathmandidnt and kathmandont
    Punters would have been better off if they had taken Rod's offer - by quite a lot ......wouldn't they?
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  3. #1133
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    Quote Originally Posted by winner69 View Post
    Punters would have been better off if they had taken Rod's offer - by quite a lot ......wouldn't they?
    Not really, I sold for a loss at $1.90, Rod's offer was $1.80, plus I collected another divvy after that offer. Rod needs to offer $2-$2.15 to get any real traction IMO.

  4. #1134
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  5. #1135
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    Quote Originally Posted by couta1 View Post
    Not really, I sold for a loss at $1.90, Rod's offer was $1.80, plus I collected another divvy after that offer. Rod needs to offer $2-$2.15 to get any real traction IMO.
    But winner has a point in that by accepting the offer, KMD shareholders would have harnessed themselves to a proven winner in BGR and its management.

  6. #1136
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    Quote Originally Posted by macduffy View Post
    But winner has a point in that by accepting the offer, KMD shareholders would have harnessed themselves to a proven winner in BGR and its management.
    If you like retail stocks, I'm not interested in holding any retail going forward.

  7. #1137
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    Quote Originally Posted by macduffy View Post
    But winner has a point in that by accepting the offer, KMD shareholders would have harnessed themselves to a proven winner in BGR and its management.

    That $1.80 would be $2.70 now (all things being equal)

    Kathmandu have not delivered on what they said they would do to deserve the $2.30 or whatever they thought it worth at the time.

    But Xavier owing OK with his bonuses
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  8. #1138
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    Looks like they struggled with a high USD. Sales over all pretty flat and they've stalled on their 180 store target. Might be a mature business in Australia these days. I notice the international initiatives don't commence till fy18.

  9. #1139
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    Maybe Rod is more interested in Ezibuy?
    SCOTTY

  10. #1140
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    Quote Originally Posted by SCOTTY View Post
    Maybe Rod is more interested in Ezibuy?
    Be a lot Ezier buy.!

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