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Thread: KMD - Kathmandu

  1. #551
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by MAC View Post
    Morningstar went from ACCUMULATE to BUY on 16th January, then from BUY to ACCUMULATE on 20th January with a $3.20 price target, and today have gone from ACCUMULATE to BUY again with a $2.50 price target, perhaps they have a good resident meteorologist.

    I suppose at least it is some good news for the staunch holders of Kathmandu even if it is just Morningstar, I do reckon they are an analyst that very rarely picks up the phone for a chat with CFO’s though.

    It will be a few months before KMD even know where they are going through under new leadership, way too early for BUY ratings just yet IMO, time will come though.
    Seriously the vast majority of analysts got this horribly wrong last year...with all the unknowns how does one reasonably expect they'll get their profit / loss "guess" right for 2015 ? a classic case of following TA.

  2. #552
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    Quote Originally Posted by MAC View Post
    Morningstar went from ACCUMULATE to BUY on 16th January, then from BUY to ACCUMULATE on 20th January with a $3.20 price target, and today have gone from ACCUMULATE to BUY again with a $2.50 price target, perhaps they have a good resident meteorologist.

    I suppose at least it is some good news for the staunch holders of Kathmandu even if it is just Morningstar, I do reckon they are an analyst that very rarely picks up the phone for a chat with CFO’s though.

    It will be a few months before KMD even know where they are going through under new leadership, way too early for BUY ratings just yet IMO, time will come though.

    New boss doesn't start for six months so the key winter season will be without him

    Hope things will be ok in the short term seems best strategy, but hope is not really a strategy is it.

  3. #553
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    Smile Kathmandu Purchasing and Logistics Recruitment Drive

    Looking for:

    1. Resident meteorologist with particularly good credentials in picking seasons well ahead of time.

    2. Tea Lady. Must have experience in not only pouring a good cup of tea but also reading the tea leaves. Would be advantageous if able to clearly articulate potential upcoming adverse events to the CEO.

    3. Himalayan chicken bone thrower. If possible originating from the Kathmandu region. Working in conjunction with the tea lady to ratify any positive or negative leads.

    These employees can be hired out at a fee when not busy to Pumpkin Patch, Cavalier and The Warehouse.

  4. #554
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    Quote Originally Posted by okay View Post
    Looking for:

    1. Resident meteorologist with particularly good credentials in picking seasons well ahead of time.

    2. Tea Lady. Must have experience in not only pouring a good cup of tea but also reading the tea leaves. Would be advantageous if able to clearly articulate potential upcoming adverse events to the CEO.

    3. Himalayan chicken bone thrower. If possible originating from the Kathmandu region. Working in conjunction with the tea lady to ratify any positive or negative leads.

    These employees can be hired out at a fee when not busy to Pumpkin Patch, Cavalier and The Warehouse.
    That's Gold !!

  5. #555
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    I'll settle for snow to sea level in May would be a good indicator

  6. #556
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    Quote Originally Posted by couta1 View Post
    I'll settle for snow to sea level in May would be a good indicator
    For now ill settle for the fact that the NZ Super Fund have just added to their holding with your money.

  7. #557
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    Thumbs down Timing

    Quote Originally Posted by couta1 View Post
    For now ill settle for the fact that the NZ Super Fund have just added to their holding with your money.
    Pity they bought them prior to Monday's price collapse

    Best Wishes
    Paper Tiger
    om mani peme hum

  8. #558
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    Quote Originally Posted by Paper Tiger View Post
    Pity they bought them prior to Monday's price collapse

    Best Wishes
    Paper Tiger
    No way will they sell now ....would crystallise the loss.

    Might need to average down a bit ....cheap last week, cheaper this week

  9. #559
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    Massive volume yesterday and today. Bloody good contest between the hopeful and the realists.

  10. #560
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    Quote Originally Posted by Roger View Post
    Massive volume yesterday and today. Bloody good contest between the hopeful and the realists.

    Easy to spot which one you are

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