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Thread: KMD - Kathmandu

  1. #1281
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    The more I see the shareprice get hammered and the P/E contracting the mote I’m expecting Rod Duke to swoop in with a great takeover

  2. #1282
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Mr Slothbear View Post
    The more I see the shareprice get hammered and the P/E contracting the mote I’m expecting Rod Duke to swoop in with a great takeover
    Market didn’t like today’s announcement and share price continues to tumble

    Jeez at 144 it’s nearly 60% down from a couple of months ago.

    That’s quite a lot.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  3. #1283
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    "There has been a recent significant reduction in footfall in Australian and New Zealand stores."
    Footfall? This is the type of thing that really annoys me. Foot traffic used to be bad enough. I want to be known as a customer-not just a pair of feet-clumping about the shop.
    Last week when I visited a Kathmandu store I must admit there wasn't much footfalling going on.....
    It was a Monday though.
    Some good bargains too.

  4. #1284
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    Quote Originally Posted by Grimy View Post
    "There has been a recent significant reduction in footfall in Australian and New Zealand stores."
    Footfall? This is the type of thing that really annoys me. Foot traffic used to be bad enough. I want to be known as a customer-not just a pair of feet-clumping about the shop.
    Last week when I visited a Kathmandu store I must admit there wasn't much footfalling going on.....
    It was a Monday though.
    Some good bargains too.
    Xavier loves buzz words ...even though it’s a recognised term in retail ....awful but somebody invented it

    Remember when ‘eye balls’ was the big thing in the dot com days.
    Last edited by winner69; 18-03-2020 at 05:21 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  5. #1285
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    I also hate being a punter or a bum on seat (as opposed to a bum on a seat...…).

  6. #1286
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    Quote Originally Posted by winner69 View Post
    Market didn’t like today’s announcement and share price continues to tumble

    Jeez at 144 it’s nearly 60% down from a couple of months ago.

    That’s quite a lot.
    perfect opportunity for duke.

    would love to see him roll up his sleeves and get to work on Kathmandu. Xavier a careerist, doesn’t have an owner mentality and falls prey to institutional imperative.

  7. #1287
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    Kathmandu cutting costs. Smiths City in trading halt and in talks with ASB.

    As expected, retail feeling the pains.

    https://www.stuff.co.nz/business/industries/120630538/retailer-smiths-city-in-trading-halt-in-talks-with-asb

  8. #1288
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    Considering their product portfolio (aligned with travel & adventure) IMHO Kathmandu is in a poorer position than other retail to dig themselves back out of this.

  9. #1289
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    Quote Originally Posted by kiwidollabill View Post
    Considering their product portfolio (aligned with travel & adventure) IMHO Kathmandu is in a poorer position than other retail to dig themselves back out of this.
    I was thinking the opposite. With the borders shut for months, the only thing that kiwis will be able to do is camping and tramping. But certainly a very risky time for them, especially with having just bought Rip Curl.

  10. #1290
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    Quote Originally Posted by mikeybycrikey View Post
    I was thinking the opposite. With the borders shut for months, the only thing that kiwis will be able to do is camping and tramping. But certainly a very risky time for them, especially with having just bought Rip Curl.
    Dollar has climbed up a little from its low's but won't be helping them either. China starting to get back on line with factories/production - but not much good if stores are closed and can't ship online orders.....

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