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Didak

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12/12/17

17:57

Post #: 29576945
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Originally posted by pCap ↑

Great article in today's AFR (see link below) which reiterates a lot of what has been said on this forum about how discount variety is well positioned in a post Amazon world. Nothing particularly new, but all the discount operators agree that the small basket size ($20-$23) and geography of Australia means online is low down on their priority list. As one operator said, its very hard to deliver 6 cups to Echuca cost effectively! I also note that the share prices of the US and Canadian discount operators continue to climb, despite being on trading multiples 3-4x that of TRS (and more in the case of Dollarama in Canada).

http://www.copyright link/business/retail/the-retailers-that-yawn-about-amazon-20171211-h02vn5

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Thanks for sharing pcap. great stuff. Yeap dollarama went from $25 to $156 in five years. This is a good sign that trs might do well.

I still think if they deliver that 17mil npat we are set for a $7 price. The current trs store offer looks really really awesome.

TRS Price at posting: $5.42 Sentiment: Buy Disclosure: Held
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Amazon, page-8

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