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  1. #2751
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Balance View Post
    Always right to buy at $2.10
    Surely was
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  2. #2752
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    I see nude by nature is on the block. I wonder if TIL are in the mix...

  3. #2753
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    Quote Originally Posted by co0p View Post
    I see nude by nature is on the block. I wonder if TIL are in the mix...
    How do you know that Nude by Nature is on the block? It would be a good acquisition and I even have a couple of their items in my cosmetic drawer.

  4. #2754
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    There is an article in The Australian. Its behind a paywall so I haven't actually read it.

  5. #2755
    Speedy Az winner69's Avatar
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    Quote Originally Posted by co0p View Post
    There is an article in The Australian. Its behind a paywall so I haven't actually read it.
    Crescent trying to flog off Nude by Nature

    Apparently $100m earnings. If so quite a big deal on the cards.

    They say BWX a possibility but more likely a foreign private equity player

    Industry at the top of the cycle?
    Last edited by winner69; 22-11-2017 at 08:40 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  6. #2756
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    Quote Originally Posted by winner69 View Post
    Crescent trying to flog off Nude by Nature

    Apparently $100m earnings. If so quite a big deal on the cards.

    They say BWX a possibility but more likely a foreign private equity player

    Industry at the top of the cycle?
    Wow 100M earnings! - too big for TIL

  7. #2757
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    Quote Originally Posted by winner69 View Post
    Crescent trying to flog off Nude by Nature

    Apparently $100m earnings. If so quite a big deal on the cards.

    They say BWX a possibility but more likely a foreign private equity player

    Industry at the top of the cycle?
    I would be surprised if BWX acquires NbyN Winner...Did they not buy an US firm for about $100m plus recently?

  8. #2758
    Speedy Az winner69's Avatar
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    H1 announcement pretty boring

    http://nzx-prod-s7fsd7f98s.s3-websit...022/270611.pdf

    Got to get rid of those candles - no money to be made and too many things can go wrong.

    Hope still prevails for a 10% growth full year ...hardly inspiring when you think about the acquisitions made.

    Never mind, buying at 210 was good eh Balance. The big day will come soon so let’s hope they don’t stuff things up operationally.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #2759
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    Quote Originally Posted by winner69 View Post
    H1 announcement pretty boring

    Hope still prevails for a 10+ % growth full year ...hardly inspiring when you think about the acquisitions made.
    Let me just correct one minor thing left out there Winner... Yes, boring domestically but internationally looking very promising.

  10. #2760
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    Think that’s a bit rough like the bit about 1000 new doors later on this year clearly the international market is where growth is at. Good to see they hit the 1st half ebitda target and reaffirmed FY guidance confirming they are on track.

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