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Thread: KMD - Kathmandu

  1. #1391
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    Quote Originally Posted by Ogg View Post
    They are $73m in debt once you take out the cash.

    Not bad but not great either.

    Pumpkin Patch went under owing $60m.
    Learned a very expensive lesson with Pumpkin Patch. Those were different days, those were days like today.

    I can't compare the two, Kathmandu, reaches many target groups. Now with what you mention, I will take that on board.

    You have a very good point, and one I had forgotten. Thanks OGG.

    Disc. Not a holder, currently out 99.5% (thanks to a Divi reinvestment, came as a surprise after my exit sale early March)
    Last edited by Food4Thought; 23-04-2020 at 08:57 AM.

  2. #1392
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    depth for tomorrow goes all the way down 63... DISC: always selling KMD...trading stock in private portfolios prehaps transfer to trusts at a later date.. DISC: run multiple entity transfers.

  3. #1393
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    Surge in online sales and staged reopening of stores

    https://www.nzx.com/announcements/352665

  4. #1394
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    Good news from the online business.

    Sometimes it pays to be contrarian. When in lock-down, buy outdoor gear (company shares).

  5. #1395
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    Quote Originally Posted by dreamcatcher View Post
    Surge in online sales and staged reopening of stores

    https://www.nzx.com/announcements/352665
    Tough times for retailers ...wonder how much sales are down by?

    Everything positive from Xavier but this statement slightly pessimistic ... Delaying and cancelling existing inventory orders where possible, based on reduced levels of expected demand in the medium term;
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  6. #1396
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    Quote Originally Posted by dreamcatcher View Post
    Surge in online sales and staged reopening of stores

    https://www.nzx.com/announcements/352665
    10% jump in SP on the back of that... really?

  7. #1397
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    Quote Originally Posted by 850man View Post
    10% jump in SP on the back of that... really?
    SURGE a cool word for online sales growth as well as the share price,

    Online about 10% of sales last year so online SURGING to 20% this year implies overall sales probably down 80%

    But what the future holds is up the air so no worries ...we’ll be OK ...no worries
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  8. #1398
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    Quote Originally Posted by winner69 View Post
    SURGE a cool word for online sales growth as well as the share price,

    Online about 10% of sales last year so online SURGING to 20% this year implies overall sales probably down 80%

    But what the future holds is up the air so no worries ...we’ll be OK ...no worries
    I believe the "Staged Reopening of Stores" is the interesting part the SURGE in online sales while helpful is all feel good fluff ........

  9. #1399
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    interesting article yesterday in Stuff on NZ company in the south island that brought in Italian machine for sock making and the Italians send over software to make woolen masks. KMD is one of there biggest outlets and the manufacture cant wait for NZs store to open. I was thinking just that , where could KMD get fashionable PPE. Well its being manufactured in WOOL right here in NZ using modern Italian machinery brought into the country late last year.. DISC: often holding , buying and selling this stock. Well done NZ and the value in this stock is the BRANDS and every generation loves the outdoors more and more...Do we charge a special package to bring in echo tourists ? Special flights with a 6 month stay at the now closed heritage ? For a mere cool 1 million a person?

  10. #1400
    Speedy Az winner69's Avatar
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    KMD the star of the NZX today ...surging big time

    Xavier needs to put announcements more people often picking on a real positive indicator And building from that
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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