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Thread: Kathmandu IPO

  1. #1276
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    I see will run as separate entities. Was wondering what they would do as Kathmandu and Rip Curl are incompatible in terms of branding.

  2. #1277
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    I assume Briscoes will participate in cap raise

    Who would ever of thought of Rod / Briscoes owning about 20% of a surfing gear company ...even though some attachment to Rebel Sport

    But Rod is an Aussie after all so might have some affinity
    “Just consider that maybe the probability of you being wrong is higher than you think.”

  3. #1278
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    The strong initial enthusiasm this morning for Kathmandu’s big bet seems to be waning a bit after lunch
    “Just consider that maybe the probability of you being wrong is higher than you think.”

  4. #1279
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    About $1.2m for Xavier

    Suppose deserves every penny of it

    http://nzx-prod-s7fsd7f98s.s3-websit...066/314074.pdf
    “Just consider that maybe the probability of you being wrong is higher than you think.”

  5. #1280
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    I know - the sky is falling in and all these things, but still nice to do some routine tasks. One can't just buy BBOZ all the day, can you? In my quest to assess the quality of analyst forecasts I look today into KMD.

    In February 2019 the KMD share price peaked at $2.54. At that stage the combined mental power of 3 share market analysts forecasted that over the 12 months to February 2020 the KMD shareprice will rise to $2.99 (consensus), i.e. they predicted a 18% share price appreciation.

    KMD actually did rise up to $3.60 (I know, February seems now to be so long ago ), i.e. it's share price did rise by 42% instead of by the predicted 18%. According to the rules this is a FAIL (of the forecast ).

    Looking into the consensus buy recommendation - it was in February 2019 a straight "OUTPERFORM"(7.5/10) - i.e. analysts said that the share will outperform the NZX. NZX went up by 21% and KMD went up by 42%, i.e. the analysts have been right in this regard, this is a clear "PASS"

    I am doing this exercise as well with other NZX listed stocks - the overview is here:
    https://www.sharetrader.co.nz/showth...arket-analysts

    15 stocks checked so far (checking for each consensus and buy recommendation);
    Consensus shareprice forecasts correct: 2/15; analyst hitrate: 13.3%
    Consensus recommendation vs NZX50 correct: 5/15; analyst hitrate: 33.3%
    Last edited by BlackPeter; 12-03-2020 at 03:33 PM.
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  6. #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

  7. #1282
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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.
    “Just consider that maybe the probability of you being wrong is higher than you think.”

  8. #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.

  9. #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.
    “Just consider that maybe the probability of you being wrong is higher than you think.”

  10. #1285
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    I also hate being a punter or a bum on seat (as opposed to a bum on a seat...…).

  11. #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.

  12. #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

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