KMD Kathmandu Brands

[Waltzing]

getting hit a bit now... might be a real bargain at a dollar...

[lorraina]

From Craigs' research today.
Recovery on track.
overweight.
Price target-12 mth.....$1.44

[Waltzing]

i had drinks a few years back with a local craigs guy... he said dont put your money with us...

he dressed like a london spiv...

hey winner(), found W J ONiel, charting in stocks.. it wass holding up a computer....

[lorraina]

I have been a very happy satisfied client for over 40 years.
Christchurch and Dunedin branches have served me well.

[Shareguy]

I have been a very happy satisfied client for over 40 years.
Christchurch and Dunedin branches have served me well.

I agree. Have made a lot of money through Craig's. They don't get it right all the time but no one does.

[Waltzing]

They do publish some nice booklets... for those not running multiple live portfolios a full service broker is nice to have for the retail investor.

Its ten years past the point where FA reports from Listed companies dont come with Tag objects in PDF files.

Once they do CHAT AI (open AI) back ends can go to work.

[Waltzing]

market updates may be positive... but retail investors may not have any money to drive stocks higher...

they are keeping it for a rainie day and..... retail shopping...

[lorraina]

The Group continues to benefit from a return to travel and international tourism through January, with
Kathmandu sales strengthening +52% and Rip Curl continuing its growth trajectory at +19% for the
month.

[Waltzing]

Volume   
69,280

BIDS:

Quantity   No.   Price
 21,357   2   109


Asks   
Price   No.   Quantity
110   3    23,293

Recent Trades   
Price   Volume   Time   Cond
109   1,653   14:2

[Waltzing]

going to need some rip curl gear.. summers here.

BOP surf beaches were pumping today and people came out from 8 weeks of  winter in summer....

[Shareguy]

1H23 out Wednesday. I'm expecting a great result and turn around.

I'm forecasting

NPAT $18m
EPS 2.5 cps
DPS 3.0 cps

[winner (n)]

1H23 out Wednesday. I'm expecting a great result and turn around.

I'm forecasting

NPAT $18m
EPS 2.5 cps
DPS 3.0 cps

Hope you right shareguy

But whatever has to be better than last year, after all sales are 34% higher

But I reckon $19m/$20m NPAT but KMD will be touting Underlying EBITDA eh

[Hectorplains]

Hope you right shareguy

But whatever has to be better than last year, after all sales are 34% higher

But I reckon $19m/$20m NPAT but KMD will be touting Underlying EBITDA eh

Sales will be up...but so will costs.  It'll be interesting to measure them against HLG. 

[winner (n)]

1H23 out Wednesday. I'm expecting a great result and turn around.

I'm forecasting

NPAT $18m
EPS 2.5 cps
DPS 3.0 cps

We were both optimistic eh ....did you change your forecast and edit original post?

Statutory NPAT of $14.0 million; Underlying NPAT1 of $16.5 million

[winner (n)]

Statutory NPAT of $14.0 million; Underlying NPAT1 of $16.5 million

One thing I noticed

Group EBIT (underlying) $29.3m ...RipCurl EBIT $28.8m

Shoes and Kathmandu don't contribute much do they

http://nzx-prod-s7fsd7f98s.s3-website-ap-southeast-2.amazonaws.com/attachments/KMD/408724/391122.pdf