Agree with you on favourable FX movements. My discussions with previous CFO was that most inventory purchases were hedged and that FX cover was usually about 3 months out on a rolling basis. We might see some GP benefit in December quarter but not sure if there have been any changes in hedging policy.
As for overseas product enquires, I am not surprised but not sure if there is any substance in the financial impact. Buying product from Oz and then shipping back OS is a rather expensive way, double handling of freight essentially. Maybe it is expats wanting a slice of home developed product.
The warehousing and land costs for Adairs are hopefully locked in for the first term of the new lease, at least 5 years I would think and then we would be subject to a rent review to market which are generally uncapped, but all good for say the next 5 years.
Nice to see a finish above $2 yesterday. I must say Adairs is one of my most anticipated results coming into August. There is some chance that it will knock the lights out, as they say...
Cheers......Daicosisgod
- Forums
- ASX - By Stock
- ADH
- Ann: ADH Trading Update and Stores Re-opening
ADH
adairs limited
Add to My Watchlist
1.40%
!
$2.17

Ann: ADH Trading Update and Stores Re-opening, page-64
Featured News
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
|
|||||
Last
$2.17 |
Change
0.030(1.40%) |
Mkt cap ! $382.6M |
Open | High | Low | Value | Volume |
$2.15 | $2.17 | $2.12 | $550.4K | 256.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
9 | 10510 | $2.16 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.17 | 14215 | 23 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
9 | 10478 | 2.160 |
13 | 16410 | 2.150 |
7 | 14879 | 2.140 |
9 | 24983 | 2.130 |
4 | 13552 | 2.120 |
Price($) | Vol. | No. |
---|---|---|
2.170 | 14215 | 23 |
2.180 | 35411 | 12 |
2.190 | 22281 | 8 |
2.200 | 37226 | 7 |
2.210 | 71699 | 6 |
Last trade - 14.48pm 10/07/2025 (20 minute delay) ? |
Featured News
ADH (ASX) Chart |