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Thread: KMD - Kathmandu

  1. #1471
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    At least ‘above $70m ebitda’ means they almost broke even second half (H1 was $78m)

    Seeing H2 is Feb thru July that’s a pretty good effort

    Doubt they will give any guidance for F21 for some time
    Last edited by winner69; 02-07-2020 at 03:00 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  2. #1472
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    i own the gear "rip curl" and the older stuff has lasted me decades. Oops that not good for sales but i do enjoy trading this stock. put your best rip curl gear up here..Disc: i have no relationships or sponserships with this company!!!! Just have had exceptional experiences with the brand.
    Last edited by Waltzing; 03-07-2020 at 09:05 AM.

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    Quote Originally Posted by winner69 View Post
    At least ‘above $70m ebitda’ means they almost broke even second half (H1 was $78m)

    Seeing H2 is Feb thru July that’s a pretty good effort

    Doubt they will give any guidance for F21 for some time
    Be interesting to see what the cashflow statement looks like in comparison.... I bet they've screwed their suppliers in the interim...

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    The lifecycle of a brand is always an interesting concept - I recently read a report that Under Armor had gone to the top of a "no longer worn by teens" list... report suggested that this would be significant as those teens got older and into the core market for UA... how powerful will RipCurl and Kathmandu remain over time??
    Quote Originally Posted by Mogul View Post
    TJ, I think this may be a prescient comment. I think there is a lot of uncertainty about the long term sustainable competitive advantage of Rip Curl, a discretionary youth orientated fashion brand in a highly competitive space. Too risky for me.

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    How powerful is rip curl over time i dont know. But 15 years after i bought my dual purpose orange top i use for outdoors and cycling in the autumn , winter and spring. I would buy more of that jacket if i could still get it in stock. It looks like the day i bought it. I posted it on this thread a few weeks back. I wonder how many investors actually buy the products they invest in. After a life time of out door activities it was the best buy i ever made and now i would buy a trunk load of them and i bet i could sell them today on trademe or ebay.
    Last edited by Waltzing; 06-07-2020 at 11:02 PM.

  6. #1476
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    We all have jackets like that... Patagonia of course encourage you to have a jacket for life... I think a lot of investors do actually buy products they invest in. As I've mentioned I buy KMD stuff for the kids and I use a couple of sets of their thermals, but they arent known for being technically ahead of the curve (so for me I buy other jackets and snow pants/packs etc)but they are fast fashion followers. I was in two cafes in AKL this morning for meetings and every second person had a KMD puffer, so was quite happy with that...
    Quote Originally Posted by Waltzingironmansinlgescul View Post
    How powerful is rip curl over time i dont know. But 15 years after i bought my dual purpose orange top i use for outdoors and cycling in the autumn , winter and spring. I would buy more of that jacket if i could still get it in stock. It looks like the day i bought it. I posted it on this thread a few weeks back. I wonder how many investors actually buy the products they invest in. After a life time of out door activities it was the best buy i ever made and now i would buy a trunk load of them and i bet i could sell them today on trademe or ebay.

  7. #1477
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    "We all have jackets like that" yes i have see many jackets similar but not one of them of the same design. Not a puffer jacket , there are similar jackets out there but active wear jackets are often specific to a particular sporting use and most are not dual purpose. For active outdoor specialists the small design features are often not understood by the general public. I have other similar jackets but none of them are suitable as dual purpose training jackets as that one was/is. Closest i have seen are the jackets wore by jockey's for training but they are not suitable for the sports i do. That rip curl jacket had a perfect blend of ventilation and warmth for 3 season training.

    Another out door activity i do does not have a rain shower jacket and pants suitable but a UK firm may be able to provide a version if i ask nicely.
    Last edited by Waltzing; 07-07-2020 at 12:19 PM.

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    Kathmandu's shares price is trading at 1/3 since the fear broke down and wasn't able to claw back as others stocks. The vaccine will be produced anyway but soon or later is the question. It will be back at atleast 2/3 once come to this stage. And this is equal to 100% profit.
    To me , I stock it up and we will see.
    Last edited by tomm; 10-07-2020 at 03:47 PM.

  9. #1479
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    Quote Originally Posted by tomm View Post
    Kathmandu's shares price is trading at 1/3 since the fear broke down and wasn't able to claw back as others stocks. The vaccine will be produced anyway but soon or later is the question. It will be back at atleast 2/3 once come to this stage. And this is equal to 100% profit.
    To me , I stock it up and we will see.
    Have you taken into account twice as many shares on issue?

  10. #1480
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    Quote Originally Posted by tomm View Post
    Kathmandu's shares price is trading at 1/3 since the fear broke down and wasn't able to claw back as others stocks. The vaccine will be produced anyway but soon or later is the question. It will be back at atleast 2/3 once come to this stage. And this is equal to 100% profit.
    To me , I stock it up and we will see.
    Careful mate, KMD had ~200m shares on issue pre-covid and now has ~700m on issue; it is no longer comparable in this manner.

    EPS is therefore now aprox 1/3 less than what it was, but on the flip side KMD has a healthy cash balance. If this gets cash gets burnt however, the SP at current levels is very generous based on historical PE ratios and the current environment IMO.

    DYOR.

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