1/2 yr results one week today. A sleeper? A goner? Market pretty quiet on this yet sp risen almost 10% in last few weeks. Personally, I think undervalued and if full year target still confirmed could be a good little runner over next few months. Analysts have at high 1.90s-low2.00.
Yes it seems the market's expecting another positive result... I picked up a few at 150ish a few months ago - happy to see how this plays out.
2nd half will be the determining factor.. i hope the winter is very cold
Yup it's all down to the 2nd half but the recent announcements are promising and todays report seems to confirm the trend. (Notice hedging may be an issue soon but otherwise looks good).
bit of volume today with price holding, up slightly
guess a neutral to favourable response.
Looks like the result was already priced in... interesting hearing the plans for international growth though - focus either on wholesale or franchising.
Needed a new pair of hiking boots and even though Easter sale over but there was a hike and trek sale for Summit Club menbers.
Liked these $220pair (reduced from some exorbitant ticket price) and they fitted really well and comfortable as. The nice sales guy seemed to know his stuff and was really friendly and helpful - he told me they have issues with that model and pointed out where they would split and where the soles might separate from the uppers and I shouldn't buy them
Ended up with another brand he recommended which felt just as good - cost $129.99 and when i paid the nice girl at the checkout gave me a voucher for $20 to take off my next purchase. Ticket price was $319 ha ha
Not often does get the down sell treatment (even though he tried the up sell to socks etc).
Hope Kathmandu margins are holding up
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
Originally Posted by drcjp
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