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08-04-2021, 10:02 PM
#1591
As I thought -- double the number of shares translates into half the Prior Interim div 2.0 cps AUD
with no imputation credits (the standard KMD Interim pattern)
Not bad in the circumstances I guess .. normalised FY I guess Final 4.0 - 5.0 with Imp Credits
assuming post covid trading bubble effects have been shaken out of the rug to get there ..
Last edited by nztx; 08-04-2021 at 10:03 PM.
Reason: add more
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15-04-2021, 11:48 AM
#1592
Clearly - Yarra Capital management do see value at this price - they bought themselves a wee parcel of 8.36%:
https://announcements.nzx.com/detail/370718
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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15-04-2021, 12:21 PM
#1593
Originally Posted by BlackPeter
Something to do with Yarra acquiring Nikko
Yarra/Nikko held more last year than this I think
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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15-04-2021, 12:41 PM
#1594
Originally Posted by winner69
Something to do with Yarra acquiring Nikko
Yarra/Nikko held more last year than this I think
Good memory! However - this does not make the picture clearer.
Yarra submitted last December a change of interest notice saying that they now hold 72,436,067 shares.
http://nzx-prod-s7fsd7f98s.s3-websit...430/336728.pdf
Today they submitted a "notice of initial substantial holder" claiming a holding of 59,277,176 shares.
http://nzx-prod-s7fsd7f98s.s3-websit...718/344244.pdf
WTF? What happened with the 72 mil odd they owned last year?
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
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15-04-2021, 01:14 PM
#1595
Originally Posted by BlackPeter
Saw that as well and said to myself what the heck
Mysterious ways of the big end of town
The 72m shares was actually 65m shares ...they sold down April to November
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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15-04-2021, 02:05 PM
#1596
Originally Posted by winner69
Saw that as well and said to myself what the heck
Mysterious ways of the big end of town
The 72m shares was actually 65m shares ...they sold down April to November
Well, yes - but this was before they said that they hold 72.4m shares on Dec 1st, 2020.
No later notice after that (like end of substantial holding or change of substantial holding) until they report today an initial public holding of 59.2 m shares.
Funny that - did they just forget to notify the market that they first sold down below the 5% threshold (if that's what it was) after Dec 1st ?
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
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30-04-2021, 08:43 AM
#1597
Gut feel for SP breakout today or in the near term .... heading up on volume. Hitting top of intra-day range. Chartists what do you think.
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06-05-2021, 09:25 AM
#1598
Originally Posted by Habits
Gut feel for SP breakout today or in the near term .... heading up on volume. Hitting top of intra-day range. Chartists what do you think.
Not a chartist ... but its Golden Cross time today!
KMD.JPG
The two analysts on market screener are exuberant as well (consensus forecast $1.73, straight BUY rating), winter is coming (traditionally the better season for Kathmandu) it is getting colder today and the sun is shining (which will drive customers into the shops ....). What can possibly go wrong?
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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06-05-2021, 09:37 AM
#1599
Interesting:
KMD-HLG.JPG
Blue Line: KMD
Yellow line: HLG
I didn't realize that these two are that strongly correlated. Interesting as well, if one of them was lagging in the past, the other typically caught up in a matter of months. Currently HLG is significantly higher - this the time for KMD to catch up again?
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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06-05-2021, 01:40 PM
#1600
Kathmandu (brand) doing a bit of strategic branding etc etc
One retail guru said - Pretty interesting strategic shift with Kathmandu now aiming to become some hybrid between Hallensteins and Glassons.
https://www.stuff.co.nz/business/125...s-on-under-35s
Last edited by winner69; 06-05-2021 at 01:43 PM.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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