- Joined
- 28 May 2020
- Posts
- 6,612
- Reactions
- 12,679
GG, you are doomed.I have been worried about Catch for a little while.
It is not user friendly and the name is a dog.
A new CEO, especially a female should get it moving.
I do hope I do not get reported for being sexist.
gg
GG, you are doomed.
Never use female and dog in the same message.
Mick
I would have thought these two would have had a positive influence on the price but it has been very disappointing so far. I had intended to hold this as a long term keeper, I had held it for a while but it began failing too many points, such as a rising support and the 200dMAs, then it kept falling into my stop loss area and looked darn weak, so as much as I wanted to keep it, I recited the old mantra, don't fall in love with a stock and sold. However, this is not the end of the love affair, I am watching for any signs of recovery. Now I hear @Dona Ferentes say there is a woman taking the helm, we may well see some upside, fingers crossed! I am still seeing weakness in the chart.BTW i am more interested on what WES is doing with the lithium and fertilizer assets
I would have thought these two would have had a positive influence on the price but it has been very disappointing so far.
Bunnings is 75% of the WES business, and Catch is only a footnote. The hotshot ex-Amazon dude hired from Seattle to run Catch is packing his bags, and the new appointment is moving into what they hope is a bigger reorganised digital presence. But there are limitations, as newly acquired API won't blend in seamlessly. In fact, treading on pharmacists' toes and cannibalising that business model is a no-no. So WES is going to have two parallel digital strategies, Sounds messy.... so as much as I wanted to keep it, I recited the old mantra, don't fall in love with a stock and sold. However, this is not the end of the love affair, I am watching for any signs of recovery. Now I hear .... there is a woman taking the helm, we may well see some upside, fingers crossed! I am still seeing weakness in the chart.
A key strategy to reverse the stagnant customer growth numbers is Catch OnePass membership that gives shoppers free delivery, exclusive deals, and the cheapest prices around in exchange for a monthly subscription fee. That sounds a lot like the Amazon Prime model of [the departing dude's] former employer.
| Mr Michael Alfred Chaney | Non-Executive Director,Non-Executive Chairman | 03/06/2015 |
NAME POSITION NAME DATE APPT.
Mt Holland remains one of only a small number of vertically-integrated projects where sustainably-sourced, battery-grade lithium hydroxide will be produced from a single origin, Wesfarmers told the recent Macquarie investment conference.
Compared to the publicity for the likes of Albemarle, IGO, Liontown and Pilbara Minerals this project has had a low profile because it is buried within the larger Wesfarmers corporate structure....
But a 2024 start date would put it in company with a number of other projects on a similar timescale.
well i am not a trained expert in anything , and folks should be doing their own research even if i was a trained expert in a topicyou sure make a lot of guesses, , Mr Divs
One of the bits I left off the article was along these lines:
The supply response is in train; will the demand be there? Or will there be price destruction? Contract or spot? Boom n bust?
Everything will be superseded, the issue is will it be supersede before it reaches peak value, that is the issue with nickel and lithium IMO.i still think lithium will be superseded for use in mobile ( vehicle ) applications , that still does not exclude it from gaining acceptance in other applications , where research progress is continuing
but i am trying to pick long termersEverything will be superseded, the issue is will it be supersede before it reaches peak value, that is the issue with nickel and lithium IMO.
Will solid state batteries develop at as fast a rate as E.V uptake happens?, will LiFe batteries get the energy density of Lion batteries and make nickel obsolete, will li ion batteries improve and still keep a huge advantage over LiFe, will H2 fuel cells make a breakthrough and H2 production drops below $2/kg.
That's the fun with buying specs.
The banks and the punters keep underwriting them.
Well I don't have any of them and sold MLT, because I was going to inherit SOL, so obviously we work on different parameters.stocks like APE , CSR , BHP , and SOL that survive ( fairly healthy ) for decades
and that is not a bad thing either , a crowded trade often means somebody over-paysWell I don't have any of them and sold MLT, because I was going to inherit SOL, so obviously we work on different parameters.
“We reduce our Wesfarmers earnings forecasts by ~3-4% incorporating a weaker earnings outlook for Bunnings. This reflects a more cautious view on margins normalising back towards pre-COVID levels and slower revenue growth as the housing market cools,” the broker said.
As soon as I saw that I immediately put some low ball bids in.Citi has slashed its Wesfarmers price target from $50 to $42 a share and slapped a sell rating on the business.
Meanwhile the latest iterations of Bunnings are appearing. The new stores feature "some of the latest in-store Bunnings concepts which are currently being rolled out across the store network, to provide customers with more inspiration and an easier shopping experience".
These include a Kitchen Design Centre, a newly laid out paint department, bathroom displays, new look trade service area, a wider range of site safety and workwear products in the one location, as well as an aisle for transport and moving needs.
And basically, these are multi-level shops that are being shoe-horned onto smaller footprints. Parking underneath and at least two levels of service hubs and the like. The catalogue looks like it's giving HVN (or even Ikea) a run, in terms of product and how concepts are developed, rather than just individual items....
somewhere near $30-$31 will get me interested ( to add more ) i already participate in the DRP and have a comfortable amount ( for me )As soon as I saw that I immediately put some low ball bids in.
CITI are no better than monkeys at stock recos.
what is more likely is that they have a big hedge fund looking to buy in at prices below current levels, so the first thing you do is drive the price down.
We use cookies and similar technologies for the following purposes:
Do you accept cookies and these technologies?
We use cookies and similar technologies for the following purposes:
Do you accept cookies and these technologies?