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Thread: KMD - Kathmandu

  1. #1591
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    As I thought -- double the number of shares translates into half the Prior Interim div 2.0 cps AUD
    with no imputation credits (the standard KMD Interim pattern)

    Not bad in the circumstances I guess .. normalised FY I guess Final 4.0 - 5.0 with Imp Credits
    assuming post covid trading bubble effects have been shaken out of the rug to get there ..
    Last edited by nztx; 08-04-2021 at 09:03 PM. Reason: add more

  2. #1592
    always learning ... BlackPeter's Avatar
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    Clearly - Yarra Capital management do see value at this price - they bought themselves a wee parcel of 8.36%:

    https://announcements.nzx.com/detail/370718
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  3. #1593
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    Quote Originally Posted by BlackPeter View Post
    Clearly - Yarra Capital management do see value at this price - they bought themselves a wee parcel of 8.36%:

    https://announcements.nzx.com/detail/370718
    Something to do with Yarra acquiring Nikko

    Yarra/Nikko held more last year than this I think
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  4. #1594
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by winner69 View Post
    Something to do with Yarra acquiring Nikko

    Yarra/Nikko held more last year than this I think
    Good memory! However - this does not make the picture clearer.

    Yarra submitted last December a change of interest notice saying that they now hold 72,436,067 shares.
    http://nzx-prod-s7fsd7f98s.s3-websit...430/336728.pdf

    Today they submitted a "notice of initial substantial holder" claiming a holding of 59,277,176 shares.
    http://nzx-prod-s7fsd7f98s.s3-websit...718/344244.pdf


    WTF? What happened with the 72 mil odd they owned last year?
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  5. #1595
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    Quote Originally Posted by BlackPeter View Post
    Good memory! However - this does not make the picture clearer.

    Yarra submitted last December a change of interest notice saying that they now hold 72,436,067 shares.
    http://nzx-prod-s7fsd7f98s.s3-websit...430/336728.pdf

    Today they submitted a "notice of initial substantial holder" claiming a holding of 59,277,176 shares.
    http://nzx-prod-s7fsd7f98s.s3-websit...718/344244.pdf


    WTF? What happened with the 72 mil odd they owned last year?
    Saw that as well and said to myself what the heck

    Mysterious ways of the big end of town

    The 72m shares was actually 65m shares ...they sold down April to November
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  6. #1596
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by winner69 View Post
    Saw that as well and said to myself what the heck

    Mysterious ways of the big end of town

    The 72m shares was actually 65m shares ...they sold down April to November
    Well, yes - but this was before they said that they hold 72.4m shares on Dec 1st, 2020.

    No later notice after that (like end of substantial holding or change of substantial holding) until they report today an initial public holding of 59.2 m shares.

    Funny that - did they just forget to notify the market that they first sold down below the 5% threshold (if that's what it was) after Dec 1st ?
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  7. #1597
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    Gut feel for SP breakout today or in the near term .... heading up on volume. Hitting top of intra-day range. Chartists what do you think.

  8. #1598
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    Quote Originally Posted by Habits View Post
    Gut feel for SP breakout today or in the near term .... heading up on volume. Hitting top of intra-day range. Chartists what do you think.
    Not a chartist ... but its Golden Cross time today!

    KMD.JPG

    The two analysts on market screener are exuberant as well (consensus forecast $1.73, straight BUY rating), winter is coming (traditionally the better season for Kathmandu) it is getting colder today and the sun is shining (which will drive customers into the shops ....). What can possibly go wrong?
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  9. #1599
    always learning ... BlackPeter's Avatar
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    Interesting:

    KMD-HLG.JPG

    Blue Line: KMD
    Yellow line: HLG

    I didn't realize that these two are that strongly correlated. Interesting as well, if one of them was lagging in the past, the other typically caught up in a matter of months. Currently HLG is significantly higher - this the time for KMD to catch up again?
    ----
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  10. #1600
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    Kathmandu (brand) doing a bit of strategic branding etc etc

    One retail guru said - Pretty interesting strategic shift with Kathmandu now aiming to become some hybrid between Hallensteins and Glassons.

    https://www.stuff.co.nz/business/125...s-on-under-35s
    Last edited by winner69; 06-05-2021 at 12:43 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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