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84.0¢ dusk group limited

I just asked if you agree or not.

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MattKeaton

183 Posts.

9

20/12/23

09:58

Post #: 71542099
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Originally posted by SethKlarman: ↑

AUD going up is a tailwind not headwind. It crossed over 67.5 cents last night on its way to 70 cents then 80 cents. Point to point same level as last year. Yet 10% improvement on H1 which is worth nearly a $4m in NPAT boost alone.

John Joyce has been clear Dusk manages to GP dollar not to %. Thats a fundamentally sound approach. Using GP % brings complexity. As Dusk is vertically integrated it knows end to end what $ it will make on sell through.

Read Barrenjoey report and they have torched GP to build out there projection without clarity and failing to note GP $ and rising AUD. No point being an analyst and being wrong if costs you your job. Beat and raise mentality.

Markets are forward looking. Its already in the price all these points being raised by critics and what thus years NPAT will be. It's actually meaningless to finnese over a narrow yawn.

what matters is what will Dusk look like at 300 stores. 300 * 100k NPAT per store is 30m NPAT. Stores were doing 150k NPAT per store so not unreasonable.

DESTINATION as investor Nick Sleep would say matters more.

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I just asked if you agree or not.

DSK Price at posting: $1.05 Sentiment: None Disclosure: Held
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(20min delay)
Last 84.0¢		Change 0.005(0.60%)		Mkt cap ! $52.30M

Open	High	Low	Value	Volume
83.0¢	86.0¢	80.5¢	$82.73K	99.73K

Buyers (Bids)

No.	Vol.	Price($)
3	44025	83.0¢

Sellers (Offers)

Price($)	Vol.	No.
85.0¢	9901	1

View Market Depth

No.	Vol.	Price($)
3	44025	0.830
1	500	0.820
1	3600	0.810
1	28571	0.805
3	25250	0.800

Price($)	Vol.	No.
0.850	9901	1
0.860	10293	2
0.865	1000	1
0.870	1807	1
0.885	16418	2

Last trade - 16.10pm 30/07/2024 (20 minute delay)

DSK (ASX) Chart

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