Doubled down on these last week. The way they are converting sales increases to the bottom line makes them a really compelling proposition and a lot of what they sell are consumer staples.
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Doubled down on these last week. The way they are converting sales increases to the bottom line makes them a really compelling proposition and a lot of what they sell are consumer staples.
Suppose the management consultants have deserved every cent of the $20m plus 'success fees' they are going to get (restructure stuff)
At least all transformational / restructure / redundancy costs don't show up 'Adjusted Profit' - they've done well in sticking to the Adjusted Profit basis of reporting and no body has really noticed the $100m or so of not normal costs over the years)
Looking forward to $200m plus Adjusted Profit this year
Sold the remaining one third OCA and bought WHS... I recommend that to others also. Right now WHS looks better than good
Sold the remaining one third OCA and bought WHS... I recommend that to others also. Right now WHS looks better than good
What a difference a year makes, this time last year you were all slagging the warehouse off as a troublemaking dog. Now you all pumping it up like it the next walmart
Classic turnaround story and all the benefits of their new "agile" strategic approach are starting to bear fruit with a bountiful harvest in the years to come.
Resistance is futile...can't fight the new trend which is definitely your friend :)
I am not talking about the share price.
The company were sharetrader big rogues. Firstly for saying they were going to be open during the first lockdown when they were not. Secondly for taking subsidy money, then laying off loads of staff. Thirdly for having awful management
Yes i know all that and get it which is why i said those shd who have been there the whole year and hung in deserve recognition as winners. To me its about what is coming up more than what is past, the past is the past we can't change that... but the future has not been written yet and that is exciting