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Thread: KMD - Kathmandu

  1. #721
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    Reckon will have to be north of $1.80 probably $2.20ish I reckon.

  2. #722
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    Very well played by Mr Duke, acquiring at a 30% premium to market shows how they perceive this stock to be well undervalued. Excellent strategic move.

    I hope it's north of $2.20, plenty of value to be gained even at that price. Emphasis on 'hope' tho.

  3. #723
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    Will be interesting to see which instos sold. With NZSuper holding a huge amount, they could put him over 50% pretty much by themselves.

  4. #724
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    I wonder what the ratio of cash to scrip would be?
    Glad I purchased some a week ago

  5. #725
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    Quote Originally Posted by Harvey Specter View Post
    Will be interesting to see which instos sold. With NZSuper holding a huge amount, they could put him over 50% pretty much by themselves.
    probably goldman sachs they were buying heaps at lower price
    one step ahead of the herd

  6. #726
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    Quote Originally Posted by Hawkeye View Post
    I wonder what the ratio of cash to scrip would be?
    Glad I purchased some a week ago
    probably weighted more scrip than cash then intos can roll loss making Kathmandu scrip into briscoes
    one step ahead of the herd

  7. #727
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    Quote Originally Posted by bull.... View Post
    probably weighted more scrip than cash then intos can roll loss making Kathmandu scrip into briscoes
    I'll eat my hat if KMD makes a full year loss

  8. #728
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    Quote Originally Posted by TheHunter View Post
    I'll eat my hat if KMD makes a full year loss
    I think bull was meaning many instos were sitting on losses with their KMD shares ...and this is one way to sort of 'lose' those losses
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #729
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    Quote Originally Posted by winner69 View Post
    I think bull was meaning many instos were sitting on losses with their KMD shares ...and this is one way to sort of 'lose' those losses
    Oh right, got ya!

    But speaking of which... KMD hasn't posted any market update for a long time. Anyone have some earnings expectations?

  10. #730
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    Quote Originally Posted by TheHunter View Post
    Oh right, got ya!

    But speaking of which... KMD hasn't posted any market update for a long time. Anyone have some earnings expectations?
    Guarantee there will be a real positive announcement shortly after offer is made.

    Will be along lines of a fantastic early start to winter, the sales have gone exceptionally well and we expect full year earnings to be about $25m to $30m

    (I did the sums after h1 and got $10m to $15m but that was before the fantastic start to winter)
    Last edited by winner69; 01-07-2015 at 02:39 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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