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27-11-2023, 03:12 PM
#2441
Member
"EBITDA after ERP investment" the word "after" is disgusting, when the real meaning is "before"。Munger once quipped, "Every time you saw that word (adjusted EBITDA), you just substituted the phrase with 'bull**** earnings
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28-11-2023, 09:43 AM
#2442
Member
Originally Posted by Gerald
"Comvita does not believe the first four months result is indicative of its underlying trading"
Bit of a weird sentence, by the very definition actual results are indicative of underlying trading.
This means they didn't figure out what happened in their sales. We could see all "shows" they attended, in another word "all the spending" but hardly to see how do they turn those cost to quality revenue growth.
Last edited by william67; 28-11-2023 at 10:06 AM.
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28-11-2023, 10:05 AM
#2443
Originally Posted by william67
This mean they didn't figure out what happened in their sales.
Rampant discounting of manuka honey out there still and no signs of abating.
Sold my CVT shares when I saw UMF10+ (Egmount Honey) manuka honey being discounted down to $29.95 (1 kg jar) at Costco this year.
Comvita's advertised price is $84.99 for a 500g jar!
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28-11-2023, 03:15 PM
#2444
Member
Maybe it is a good time to acquire Comvita Limited!
Last edited by william67; 28-11-2023 at 03:16 PM.
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28-11-2023, 03:23 PM
#2445
Originally Posted by william67
Maybe it is a good time to acquire Comvita Limited!
Not when Egmont Honey is still selling the same 1 kg jar of UMF10+ honey for $49.95 vs Comvita’s $84.99 for 500g!
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28-11-2023, 04:20 PM
#2446
Member
Originally Posted by Balance
Not when Egmont Honey is still selling the same 1 kg jar of UMF10+ honey for $49.95 vs Comvita’s $84.99 for 500g!
Do you think Comvita will involve price war with any other manuka honey brands? check up this:https://www.costco.com/CatalogSearch...d=manuka+honey
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29-11-2023, 11:16 AM
#2447
Member
Charlie Munger, investing genius and Warren Buffett's right-hand man, dies at age 99
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01-12-2023, 12:53 PM
#2448
Member
Pinduoduo‘s market value surpasses Alibaba
PDD Holdings Inc - ADR/ temu
Alibaba Group Holding Ltd - ADR/taobao/tmall/
JD.Com Inc
https://asia.nikkei.com/techAsia/PDD...in%20the%20U.S.
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12-12-2023, 06:25 PM
#2449
Dave always does a great sell job, his rave must have impressed the judges for these Awards
In BusinessDesk (and paid for by Comvita)
(NZX:CVT), the premium natural health and wellness products provider, proudly announces its significant achievement in winning the coveted Best Growth Strategy category at the annual Deloitte Top 200 Awards.
Comvita CEO David Banfield stated, "We’re thrilled to receive the Best Growth Strategy award at the Deloitte Top 200 Awards. This recognition is a testament to the hard work and dedication of the talented Comvita team, around the world and here at home in Aotearoa New Zealand, who’ve played a crucial role in driving our recent growth and success."
Comvita's consumer focus and transformation program, has a focus on sustainability, social and environmental impact and connection to its amazing founding philosophy nearly 50 years ago. This has resonated with discerning consumers in their key markets around the world and has enabled Comvita to achieve strong levels of growth. Looking ahead, Comvita remains on track to deliver its 2025 EBITDA target of c$50M (20%) as they celebrate their 50th year.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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12-12-2023, 06:29 PM
#2450
And CVT share price in 220’s ……if you forget about the couple on months at Covid onset time share price hasn’t been this low s for over 10 years
Must be a bargain ……
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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