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Thread: KMD - Kathmandu

  1. #1431
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    ACC selling some.

  2. #1432
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    bought some again at 1.10 yesterday after selling out at 1.10 from .72... nice bounce

  3. #1433
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    lowering my weighting each time.. more selling to come from ? at 1.30-1.40?

  4. #1434
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    Quote Originally Posted by King1212 View Post
    Meh...$600m plus cap clothing company...better place to put the money ....
    More like about $865m.....

  5. #1435
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    more capital value than pre-covid19

  6. #1436
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    Quote Originally Posted by Justin View Post
    more capital value than pre-covid19
    how does the multiple on new Capital stumped up in comparison look ?

  7. #1437
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    KMD is about brands and in a media world brand is everything. cool brands will only get more valuable not less although in a more pollution aware world expensive fashion brands may come under pressure if they are not green around the edges. In this world cool brands become more valuable.

  8. #1438
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    bought back in at 1.10....brands, the world is about brands...

  9. #1439
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    stocked up on stuff to keep us warm for our Sth Is trip this week. Good prices , huge sales (as always)
    I'm not really a Kathmandu shopper myself but partner has been and with Summit card we got great deals.

    For you holders the Whanganui store told us they'd been really steady even busy and weren't really dependant on overseas tourists.
    For clarity, nothing I say is advice....

  10. #1440
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    bought and sold in the space of 2 days. Stocks are always over priced... BUY great Brands are Great Value. I hope this is not considered a Ramp. But stock prices in this market are not related to FA Fundamentals.
    Last edited by Waltzing; 08-06-2020 at 01:45 PM.

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