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Thread: KMD - Kathmandu

  1. #1731
    Speedy Az winner69's Avatar
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    Might be solid greekwatchdog --- but what a messy update --- the only number that made sense was H1 sales were likely to be $405m which is slightly less than last year but GM going to be a lot less.

    Then you takes your pick of what ebitda might be - seems to be a few different measures

    Suppose they trying to convey the future is all bright ...so no worries
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  2. #1732
    Speedy Az winner69's Avatar
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    From that rather hard to make much sense of update the other day it does seem that Q2 was pretty good for them

    Rip Curl after 13 weeks were -9.40% on pcp but after 26 weeks were -1.60% on pcp
    Kathmandu after 13 weeks were -17.60% on pcp but after 26 weeks were +2.80% on pcp

    Last 13 weeks must have been pretty positive ... hard to est how much because I don't know the sales split q1/q2

    Maybe we will see share price at that guru analysts target of 175 sooner than later
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  3. #1733
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    " but what a messy update"

    junk....

  4. #1734
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    Quote Originally Posted by Habits View Post
    Product placement par excellence on 1news winter Olympics reporter
    I see at the coldest day of the Winter Olympics yesterday, the reporter was wearing their One News Macpac jacket.

    Maybe Kathmandu for show, Macpac for when you really need it......

  5. #1735
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    Quote Originally Posted by Sideshow Bob View Post
    I see at the coldest day of the Winter Olympics yesterday, the reporter was wearing their One News Macpac jacket.

    Maybe Kathmandu for show, Macpac for when you really need it......
    Neither of them are top brands though... both play in a lower end market along with Mountain Warehouse... and usually always discounted to get sales

  6. #1736
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    had an orange rip curl top for 20 years and looks like new.. some of that early stuff was pretty good.

  7. #1737
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    Quote Originally Posted by MarineSalvage View Post
    Neither of them are top brands though... both play in a lower end market along with Mountain Warehouse... and usually always discounted to get sales
    Mountain warehouse any & every
    day same quality better price

  8. #1738
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    Anyone holding out for a Div from KMD in May ?

    Any advances on 1c at best - Zero at worst ?

  9. #1739
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by Waltzing View Post
    had an orange rip curl top for 20 years and looks like new.. some of that early stuff was pretty good.
    Maybe that's one of their problems ... their stuff is just too good, so people don't need to replace it. I think Toyota had the some problem ... building cars which did run 20 years without problems ...
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  10. #1740
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Waltzing View Post
    had an orange rip curl top for 20 years and looks like new.. some of that early stuff was pretty good.
    ...have you ever worn it waltzing
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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