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From: | "Ben Dutton" <bendutton@sharechat.co.nz> |
Date: | Mon, 13 Mar 2000 16:00:06 +1300 |
Hi Richard, > If the site is bueatydirect.co.nz it's not working today anyway. Try http://www.beautydirect.co.nz/ it was working fine when I visited just before. A typo perhaps? > Does the info says who owns it currently? Check out the prospectus at DF Mainland's site. http://www.dfmainland.com/ Thanks Benjamin Dutton > > > > >>> nathan.mercer@softwarespectrum.com 13-03-2000 15:28 >>> > I tend to agree, there seems to be very high growth forcaster for this > company which IMHO is not sustainable. > There also seems to be little that is special about the company, and > certainly not a high-level barrier for a competitor to enter the > marketplace. > > But hey, I could be completely wrong about them, and these fundamentals > could mean nothing - the fact that this is an "E" stock could make it rise > once listed on the NZSE. > > Mark, you mention about B2B vs B2C, people like Gartner predict that only > around 20% of E-com transcations will be B2C, the balance being B2B... > > Kind regards > Nathan > -- > www.softwarespectrum.com > > > > -----Original Message----- > From: Mark Hubbard [mailto:mhubbard@es.co.nz] > Sent: Sunday, 12 March 2000 3:36 p.m. > To: sharechat@sharechat.co.nz > Subject: Re: [sharechat] Beauty Direct Float > > > I've had a read of DFM research report, and of the prospectus, and I have to > say it is just too 'unknown' for my blood. The financial forecasts are for > steep percentage increases in sales revenues, from memory 30% per month > (I've chucked my report away, so perhaps someone could correct me if wrong), > which is very high, and even with this the company doesn't plan to be in > profit until 2003. Also, no track history to hold forecasts against. > > And I'm not a 'professional woman' (which is who the site is aimed at), but > I suspect cosmetics are the sort of product women like to see, and smell, > physically before purchasing - so is the net the way to go here? Perhaps the > women posters to this forum might like to let us guys into your minds over > this one. > > Anyway, I'm dipping out on the offer. I agree with the theory that B2B > (business to business) is where the money is rather than B2C (business to > customer) on the net. So I'll continue looking at ASX rather than NZSE. > > I would be interested in others' thoughts. > > -------------------------------------------------------------------------- -- > http://www.sharechat.co.nz/ New Zealand's home for market investors > To remove yourself from this list, please us the form at > http://www.sharechat.co.nz/forum.html. > > > > > -------------------------------------------------------------------------- -- > http://www.sharechat.co.nz/ New Zealand's home for market investors > To remove yourself from this list, please us the form at > http://www.sharechat.co.nz/forum.html. > ---------------------------------------------------------------------------- http://www.sharechat.co.nz/ New Zealand's home for market investors To remove yourself from this list, please us the form at http://www.sharechat.co.nz/forum.html.
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