TWE treasury wine estates limited

1.24%

$8.14

Expect bad debts. Channel stuffing was why TWE got rid of Deary....

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SlicebySlice

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10/05/19

13:38

Post #: 38506908
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Originally posted by thunderhead1: ↑

You have heightened short interest, trade war overhangs, and now the CEO selling a significant chunkof his holdings. Not a good look at all.

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Could not agree more. Sheet house.

Originally posted by CaptainBarnacles: ↑

A a glance their receipts don't really match their revenues - unlike how they did in 2017, and their net receipts are worse again. receivables are very high, Inventories similar.

So do sales hit the wall soon because channels are overstuffed? How do they manage to overstuff? The buyers would need to be pushed somehow. Doesn't sound like an easy thing to do without great terms or pricing or both (I think in China they were getting the good stuff - but had to take some average stuff to get it - maybe that is an aspect of the channel stuffing referred to by that shorter). Deferred payment terms could relate to the higher receivables. About 10% of annual sales higher than pcp. That could have a big impact on the bottom line. But you wouldn't think deferred payment terms would happen in China, but possibly in the US, Europe and ANZ.

Anybody have any ideas.

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Expect bad debts. Channel stuffing was why TWE got rid of Deary. And here it is again.

"Just pay us when you can" "twelve months to pay, with regular payments" that is what goes on.

There is heaps of overvalued wine on their book. Google Winelink.

TWE Price at posting: $15.26 Sentiment: Hold Disclosure: Not Held
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(20min delay)
Last $8.14		Change 0.100(1.24%)		Mkt cap ! $6.605B

Open	High	Low	Value	Volume
$8.08	$8.15	$8.03	$43.93M	5.422M

Buyers (Bids)

No.	Vol.	Price($)
1	119871	$8.12

Sellers (Offers)

Price($)	Vol.	No.
$8.14	134077	4

View Market Depth

No.	Vol.	Price($)
1	119871	8.120
1	9641	8.110
1	1	8.100
3	18614	8.090
5	68221	8.080

Price($)	Vol.	No.
8.140	134077	4
8.150	173214	14
8.160	44562	5
8.170	66001	3
8.180	153899	3

Last trade - 16.10pm 19/06/2025 (20 minute delay)

TWE (ASX) Chart

Expect bad debts. Channel stuffing was why TWE got rid of Deary....

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Expect bad debts. Channel stuffing was why TWE got rid of Deary....

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