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Hi Gaurav, since you're covering AYS, I thought you would be best person to ask this question. Having gone through the recent accounts of AYS, it appears quite strange to me that AYS gross profit margin increased by ~6% in 2HY16 vs. 1HY16 without any corresponding increase in ARPU? I've gone through other materials from AYS but could not come up with an explanation as to how they could achieve that uplift in margin. Just wondering what you think about this and whether you think there's any accounting manipulation behind it at all? Thanks
Dear II team I see on ASX update page that the recent dividend is quoted at 15.596c and you have it as 3.05c. I pull the ASX div data into my spreadsheet and got all excited with a huge div from RMD but quickly realised it must be an error on ASX's part. I let the ASX know and 'they will look into it'. Just in case anyone else gets caught and spends the div before it's paid!!
1. Would it be possible to enhance your q and a so that other members could also chip in, similar to the discussion threads you have on articles?
2. In relation to the discussion thread, not that it's a big deal, is it possible to have an alert or 'notify me' if an when a response occurs ?
With the recent bankruptcies of Australian fashion brands, driven by the entry of international global brands with better global supply chain, do you think MYER would suffer as well, or do you think they occupy different (more expensive) niche than the like of Herringbone, Rhodes & Beckett,etc?
We went with Steve Johnson into the TII Australian Share Fund when it opened, and its done really well. (Thanks Steve, if you're watching!) Now its Forager and ASX listed. $1.66 in NAV (Net Asset Value), but trading at $1.845 - a premium of roughly 11%. We're staying, but as a general rule, in a closed listed fund like this, what premium to NAV would you suggest makes sense (10%?), and what would you see as excessive (25%?)? We would probably buy more if it fell 10% or so under NAV. Its now approaching 5% of our Aussie share portfolio - is there a portfolio limit you could suggest? We were thinking along the lines of Platinum (6%) and Perpetual (7%). Kind Regards, Rob & Julie