Yes you are right - these are all just considerations which form a better appreciation of the company. We will only find out on the next report day.
I guess my question/challenge was more directed towards those who are forecasting. @SethKlarman was critical of the forecasts because they didn't accomodate for those options, and I saw this as a reasonable point. Whilst they didn't do it in the past, they could of learned their lesson and look for better opportunities moving forward, especially with a new CEO. If they don't, that may be something shareholders write to Dusk about.
Dusk is able to open and close with 1 person. They then have a second person that assists throughout the day for a couple hours. But the surging I see at the stores can increase to 4 people. So lets assume that no surge is needed and the base case is 2 employees every month for 12 month. And the surge case covers 2 extra employees for 6 weeks per store. 11.5% of the year they are doubling their labour costs. Whilst this is an extreme example, because a. I didn't see 4 employees at every store, and b. some stores do need more employees (like Penrith), I think it shows that the forecasts are making an overly pessimistic case without including this as an assumption on a potential EPS forecasts. I guess to give this assumption a bit for weight for inclusion is that they already do this in retail as a course of action (maybe not Dusk yet, but I don't think its too out there to consider).
- Forums
- ASX - By Stock
- Updated Views on DSK
Yes you are right - these are all just considerations which form...
-
-
- There are more pages in this discussion • 72 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add DSK (ASX) to my watchlist
|
|||||
Last
$1.10 |
Change
0.015(1.38%) |
Mkt cap ! $68.18M |
Open | High | Low | Value | Volume |
$1.09 | $1.11 | $1.09 | $123.9K | 113.4K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 1155 | $1.10 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.10 | 25 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 1155 | 1.095 |
3 | 23546 | 1.085 |
2 | 46412 | 1.080 |
1 | 2300 | 1.035 |
2 | 10029 | 1.020 |
Price($) | Vol. | No. |
---|---|---|
1.100 | 14 | 3 |
1.105 | 600 | 1 |
1.110 | 7448 | 2 |
1.120 | 4752 | 1 |
1.130 | 26518 | 2 |
Last trade - 15.51pm 06/09/2024 (20 minute delay) ? |
Featured News
DSK (ASX) Chart |