15225 replies to this topic

[DayTraderDad]

Well done DTD,

Just remember to add back the once off costs to your EBITDA of 82 Million. So you are basically spot on.

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Thanks yes forgot about that it was fun indeed!!! now lets focus on the FY 2019!!

[andi222]

Well done DTD,

Just remember to add back the once off costs to your EBITDA of 82 Million. So you are basically spot on.

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[DayTraderDad]

Andi/ dtd....i cant recall if the finance xosts are once off for the majority of the issues or whether we expect this to double for full year results. A large proportion would also be for the restructuring. With this be accounted for totally now ?

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IN think Andi best person to answer!!

[DayTraderDad]

Well done Andi.

 

My are only for continue operations: Basically I was way out with Conforama revenue is much higher but margin is lower. Captain did mention about it!

 

REVENUE CONTINUED OPERATION

UNIT                    ESTIMATED     ACTUAL    DIFFERENCE

Pepkor Europe:          1744              1726             18

Conforama:                1692              1797           -105

Other:                           420               492              -72

Properties:                       6                    6                0

Pepkor SA:                2171               2192            -21

Greenlit Brands:           631                 644           -13

 

Total revenue:            6664                6861         -193

 

EBITDA CONTINUED OPERATION

UNIT                    ESTIMATED     ACTUAL    DIFFERENCE

Pepkor Europe:            155                151             4

Conforama:                    76                  19           57

Other:                              9                    -9           17

Properties:                      6                     0              6

Pepkor SA:                  245                 248            -3

Greenlit Brands:            32                   14            18  

 

Total EBITDA:              522                423           100

[andi222]

So to compare my forecast to the actual numbers you get to the following: (Please note I still have the full revenue in from MF and CONFO as discontinued Operation)

 

Total revenue forecast from continuing operations: 5200 

Total revenue forecast from discontinuing operations: 3800

Total revenue : 9000

 

Actual numbers so far for HJ 1: 8920 

 

EBITDA Forecast  from continuing operations: 425

EBITDA Forecast  from discontinuing operations: 130

Total EBITDA: 555

 

Actual numbers so far for HJ 1: 387+75+82 = 544 Mil € (Excl. MF once of fee of restructuring (75 Mil) and Excl. 82 Mil Advisory, consult fees)

 

So I'm really happy with the numbers and performance of the businesses.

 

My prediction was a bit off due to the following reasons:

Revenue - Expected better results from Unitrans- Missed the revenue by 50 Mil

 

EBITDA:

MF is only starting to produce profits so I missed the target here. 

 

How did your predictions do?

 

[Investment novice]

Andi222 how do the results compare to your predictions?

Andi/ dtd....i cant recall if the finance xosts are once off for the majority of the issues or whether we expect this to double for full year results. A large proportion would also be for the restructuring. With this be accounted for totally now ?

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[DayTraderDad]

Andi222 how do the results compare to your predictions?

[DayTraderDad]

worried???  

 

oh virtual trades again??

Yes want I meant you always hovering around the share to create sensation predict dooms day etc yet you will not touch it  so you like a fly always flying around to annoy people!!!

 

It must really give you a big kick!!! Let me tell you green beer is much better for giving kicks!!! Hahaha

[Polly]

Right so why are you so worried about it!!! It was a perfect trading day for me like I always say SNH is the best ATM I ever found as a DAY TRADER ( Polly do you need me to explain what is day trading so you don't call me a fraud and liar)

worried???  

 

oh virtual trades again??

[Investment novice]

I wont touch this even with a barge pole!!!

Dont touch ...just hover buy and sell and lock away your trade

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[DayTraderDad]

I wont touch this even with a barge pole!!! 

Right so why are you so worried about it!!! It was a perfect trading day for me like I always say SNH is the best ATM I ever found as a DAY TRADER ( Polly do you need me to explain what is day trading so you don't call me a fraud and liar)

[Polly]

Well it is much the same as on this thread does not matter what management does there is always people that look for the negative.

I wont touch this even with a barge pole!!! 

[new john]

Can someone advise me on LOWERING my Average price per share. I haven't done it before. Do you'll do that to bring the price per share down? or do you'll SIT AND WAIT patiently like me for it to go above the initial price of purchase?


IM STILL A NEWBIE.....i just bought and SAT lol

Are you willing to lose more than you already have on the line? Reason I ask is, I would only bring my cost down if I was certain the price would surpass my initial cost. If you’re looking to invest and not speculate.

[DayTraderDad]

Its so funny how all newspapers still try to spread negative news. Unbelievable, who is paying these okes??

 

Just a few example of the last 5 articles:

Steinhoff: Gamblers celebrate next loss

Ex-Kika/Leiner mother Steinhoff continues deep red after balance sheet scandal

Steinhoff does not emerge from the crisis: Another 356 million euros loss - share still in demand

Scandal-hit Steinhoff reports $400m loss in first half

Well it is much the same as on this thread does not matter what management does there is always people that look for the negative.

[andi222]

Its so funny how all newspapers still try to spread negative news. Unbelievable, who is paying these okes??

 

Just a few example of the last 5 articles:

Steinhoff: Gamblers celebrate next loss

Ex-Kika/Leiner mother Steinhoff continues deep red after balance sheet scandal

Steinhoff does not emerge from the crisis: Another 356 million euros loss - share still in demand

Scandal-hit Steinhoff reports $400m loss in first half

 

 

[Investment novice]

Keep an eye on price and volumes.
.

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[andi222]

MF was booked in at 21 Mil € under investments in equity accounted companies. 

 

I'm pretty sure that the 50% in MF after the restructuring is worth more than that haha. What a joke.

[Motivated]

Can someone advise me on LOWERING my Average price per share.  I haven't done it before.  Do you'll do that to bring the price per share down?  or do you'll SIT AND WAIT patiently like me for it to go above the initial price of purchase?

 

 

IM STILL A NEWBIE.....i just bought and SAT lol

[DayTraderDad]

It might drop again but I think this time it's different. Close to no volumes before release of the results so I think all the clever shorters are out. If we get the implementation notice today you will see this share go up slightly in the next few weeks . But as always it might drop again. 

 

However Steinhoff is on the best way to become profitable again in the next few years.

Andi222 (my 2 cts not to defraud people or lie etc) we can expect a pull back the price run hard ( there will be profit taking) but should settle around 0.085 to 0.086. I agree will IN this is a start of a long bull run because all figures are out so the big one left is the restructure.

[Polly]

 

Depth

 

BidVol

 

BidPrice

 

AskPrice

 

AskVol

 

        155,000 140 142 113,039 90,000 139 143 60,051 102,408 138 144 100,669 40,000 137 145 9,421 85,834 136 146 79,751

 

 sorry that messed up...but best i can do