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$9.48 dicker data limited

Ann: Q1 FY24 Market Update, page-58

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Aquarius11

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21/05/24

11:43

Post #: 73931585
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Originally posted by Burgerbuns: ↑

Dude, I got some pretty good weed, but what the hell are you smoking? You gotta stay off that hydro stuff. It'll melt your brain.

You "double down" at $8.88 but then "offload at $9.18" and then put an order in at $9.00. Seriously...you're off your trolley!

Some comments about the DRP - I mentioned before that it sucked. But that's the way it goes. For the most part, I always re-invest. I don't like the way that Dicker did it, but it's not the end of the world. The pessimism is quite interesting and usually a sign that it's a great time to get involved in a stock. I made mention that the DDR result is an insight into the weakening of the consumer and the economy in general. Look at the Michael Hill result (MHJ) who released their trading update after-market on Friday, down -22% today.

It's happening folks. The squeeze is finally taking hold. All that free money is vaporising. 750 bucks a week to sit at home and bong on and pay almost zero interest on your mortgage. Let the good times roll, but all good things must come to and end. What goes up, must come down. The bigger the rise, the bigger the fall. You get the picture right?

However, I'm afraid that many of you cannot see the forest from the trees. If your revenue declines by over 10% and your profit goes down by less than half that amount, you'd have to say that there's an element of resilience in the business. What's unfolding isn't a Dicker Data structural issue. It's a much broader economic issue. I hold shares in Lovisa and every man and his dog are saying "buy". Every time I walk past a Lovisa store (like most other stores), it's nearly empty. I think that I should sell, but then I think "why not just top up when the sh*t hits the fan?" That's how I view DDR.

Crazy times are coming. I could be totally wrong. But after those crazy times pass, everyone's going to need a new computer because these things have a shelf life. There's a good reason for that. It's called recurring revenue. I also hold Breville and the worst thing about that company is that their products last a long time. But I guess that's why they can charge more and not discount their products when their competitors are selling their souls and discounting their products left, right and centre.

If you've never seen the attached link by Ray Dalio explaining how the economy works, you should check it out. It's made for idiots like myself and is one of the best pieces I've seen.

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Love it Burgerburns. Simple and interesting economics. I'm going to share this to my Economist son (who should really take a long look at this video, as removing complexity back to understanding the bare bones of something is a rare skill. Thank you very much for this.

DDR Price at posting: $9.02 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $9.48		Change -0.030(0.32%)		Mkt cap ! $1.710B

Open	High	Low	Value	Volume
$9.50	$9.51	$9.37	$973.2K	102.9K

Buyers (Bids)

No.	Vol.	Price($)
1	30	$9.47

Sellers (Offers)

Price($)	Vol.	No.
$9.51	100	1

View Market Depth

No.	Vol.	Price($)
1	250	9.400
1	2450	9.390
1	1000	9.380
1	500	9.370
1	450	9.360

Price($)	Vol.	No.
9.520	1060	1
9.580	1000	1
9.800	138	2
9.860	550	1
9.880	1000	1

Last trade - 16.10pm 27/09/2024 (20 minute delay)

DDR (ASX) Chart

Ann: Q1 FY24 Market Update, page-58

Week 39 Wrap: What HotCopper’s watching; China’s new stimmy moves boost metals; Oz CPI drop

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The market's shrugged at China's stimulus measures all year. Why is this one different?

The winners & losers on market if negative gearing were gone

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Q1 FY24 Market Update, page-58

Top Stories

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ACCC seeks Olam divestments before it can buy Namoi Cotton

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

KalGold rolls out detailed aeromagnetic survey across Pinjin project

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

The market's shrugged at China's stimulus measures all year. Why is this one different?

The winners & losers on market if negative gearing were gone

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

5.6g/t gold intercept at Serbia's Rogozna supports Strickland's hopes for high-grade core

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News