SHM 2.70% 72.0¢ shriro holdings limited

Shriro SHM Time to buy, page-4

  1. 932 Posts.
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    They won’t sell any Heston BBQs this season. The auS season will kick off in May again and orders will have to be in place say 3 to 4 months prior.  


    Regards Hestton range it’s worth considering (if) there are any ongoing fixed costs associated with the deal.  Heston is the sort of guy that is used to spending up lots of other people’s money (google the video on the move of Heston’s restaurant the ‘Fat Duck’ from the UK to Melbourn to understand more). 


    im extremely glad to have got out of this at $1.10 ish following the May update which was the precursor to the current situation.  

    I remain cautious still on the stock, I’m expecting inventory writedown (hence NTA writedown) on appliances.  When done these will be a big hit alas.


      



 
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