KMD - Kathmandu

[winner69]

Shame Kathmandu has completely lost its way because Rip Curl going well …but Group profit (and share price) is always going to be ‘disappointing’ because of Kathmandu no matter how great Rip Curl get

Maybe time to come to do what WHS did to T7 and cast Kathmandu adrift ……somebody must think they are worth something.
buyers

[Leemsip]

I think the consumer weakness has a few more quarters to run... no hurry on this.

Big Allan's dip buying hasnt been working great in MPG and KMD.. Decent returns speak for themselves though, so presumably this does work out in the long run

[Toddy]

Hold on, no mention of the record summer weather. Happy campers and outdoors punters buying up large.

6 months to January means August to January trading. I would have thought the majority of 'Winter' trading happens before August.

[Greekwatchdog]

Problem I have with KMD product is that it is so expensive, given Macpac price. This above anything should be where the Management should be looking at especially given the tough economic conditions we are in. They simply haven't read their own market well enough

[nztx]

Capitain Kirk, we have a strong meltdown under way - time to call in more experienced operators
to see if they can offer a fix that the resident talent on a high screw can't seem to diagnose ?

[Goob]

Directors buying. Love to see it.

There is some downside support imo if you assume Rip Curl is worth say $350m (they did pay a near top-of-the-cycle $370m in 2019). Would leave around $150-180m on debt-free basis for Kathmandu and Oboz but that doesn't include lease liabilities. Would still need to see Kathmandu recover for that but it's somewhat interesting

[biker]

Nice lift today but off a VERY low base. Quite good volume with VWAP 58.5 up 10%.

Always nice to see directors buying.

[Rawz]

Got to give credit to the board buying up when their company is down in the dumps. Good on them, a lot of other boards are no where to be seen when the SP falls.

David Kirk adding another 100k shares.

https://announcements.nzx.com/detail/428612

[nztx]

Got to give credit to the board buying up when their company is down in the dumps. Good on them, a lot of other boards are no where to be seen when the SP falls.

David Kirk adding another 100k shares.

https://announcements.nzx.com/detail/428612

http://nzx-prod-s7fsd7f98s.s3-websit...297/404314.pdf


It was +207 K Shares added for the six months preceding that to 3 Oct 2023

[winner69]

Punters should be indebted to Alan Gray forvsupporting the share price of the likes of KMD and Fletchers

Without them wonder where share price would be

http://nzx-prod-s7fsd7f98s.s3-websit...928/416026.pdf