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Thread: KMD - Kathmandu

  1. #791
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    Quote Originally Posted by winner69 View Post
    Pennyacw, always interested in others who use the EPV concept

    Getting $2 with WACC of 15% though implies you have a pretty high 'normalised earnings' figure

    I assume that also implies things that need fixing at Kathmandu are capable of getting fixed to the extent that 'normal' going forward is achievable?
    Just the last 3 years of NOPLAT. Yes, agree but if you start speculating on the cost of fixing this, then you might as well use the dreaded DCF model.
    Last edited by pennyacw; 13-07-2015 at 11:19 AM.

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  3. #793
    Speedy Az winner69's Avatar
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    The PR machine in full flight .....story in Aussie papers as well

    He some guy that Xavier

    First of many feel good stories .....put the pressure on Briscoes
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  4. #794
    Speedy Az winner69's Avatar
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    Go Rod

    Decent of you to stop short of saying 'broken'

    http://www.smh.com.au/business/retai...0150717-gicx2c
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  5. #795
    On my rounds and just a little behind..
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    Quote Originally Posted by winner69 View Post
    Go Rod

    Decent of you to stop short of saying 'broken'

    http://www.smh.com.au/business/retai...0150717-gicx2c
    Love your previous work Rod but you're not getting mine for $1.80 equivalent.
    You're going to have to prove you can survive in Australia - and you've admitted to being scared to go there before.

  6. #796
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    Quote Originally Posted by winner69 View Post
    Go Rod

    Decent of you to stop short of saying 'broken'

    http://www.smh.com.au/business/retai...0150717-gicx2c
    Love your previous work Rod but you're not getting mine for $1.80 equivalent.
    You're going to have to prove you can survive in Australia - and you've admitted to being scared to go there before.

  7. #797
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    Hes not taking BGR to Australia BGR are trying to buy KMD that have a number of Australian stores - I think there is a difference.

  8. #798
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    Kathmandu board sure are taking their sweet time in getting back to shareholders. It's been 3 weeks since the takeover was announced and we're still yet to hear the board's guidance, besides "take no action".

    Anyway, some recent news about Rod Duke. He reckons Kathmandu will release a trading update by August 1st.
    http://www.theaustralian.com.au/busi...-1227446402760

    http://www.theage.com.au/business/br...0150720-gig4vw

  9. #799
    Speedy Az winner69's Avatar
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    Quote Originally Posted by JayRiggs View Post
    Kathmandu board sure are taking their sweet time in getting back to shareholders. It's been 3 weeks since the takeover was announced and we're still yet to hear the board's guidance, besides "take no action".

    Anyway, some recent news about Rod Duke. He reckons Kathmandu will release a trading update by August 1st.
    http://www.theaustralian.com.au/busi...-1227446402760

    http://www.theage.com.au/business/br...0150720-gig4vw
    They told you to take no action.

    KMD waiting for the formal offer to come before saying much more. Need independent reports to justify their indignation at such a low offer.

    Rod not 'expecting' an update - he pressuring them to make one (helps him maybe)

    Of course there will be really good news from KMD. Goldman will tell them when to tell the world.

    Maybe tomorrow, maybe not but be patient.

    Jay, you surely not going to be guided by what your Board says are you?
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  10. #800
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    LOL, I'm just impatient. This is the first time I've been involved in a takeover, so pretty excited by it.
    4yrs ago, I sold out of Charlies a few weeks before they got taken over by Asahi, so I was pretty gutted to miss out!

    I just want to see any form of action by Rod or the Kathmandu board.

    As for being guided by the board, not like we have much choice?
    After the actual offer documents are sent out, we can accept the offer and sell our shares to Briscoes. Or sell our KMD shares on the market. Or do nothing - and miss out on everything.
    Hmmm, leads me to think, what happens if you sit back and do absolutely nothing? What happens to your KMD shares?

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