Justin Cameron and Lex Pedersen, founders of SurfStitch, the online retailer that scooped up FCS, Stab, among other enterprises. Now this gorgeous coupling has split. Is good? Is bad?

Just in: SurfStitch Shares Collapse!

Online surf retailer's stock hits record low… 

What are your math skills like? Mine are crummier than yours, I’m guessing, but even these rheumy eyes can deduce that SurfStitch’s share price ain’t what it used to be.

Forty eight cents apiece just then after a second profit warning, down from over a buck a week or so ago and from a high of $2.09 in November last year.

This morning, The Australian newspaper reported,

Shares in SurfStitch collapsed by more than 50 per cent this morning as investors fled from the online retailer after it issued its second profit warning this year. SurfStitch this morning had plummeted 52 cents, or 50.24 per cent, to a new record low of 51.5c on its shock profit warning as trading conditions across its key markets deteriorated.

“Pre-tax profits are now expected to slump by as much as 75 per cent in 2016.

“And the highly anticipated takeover bid from the former chief executive Mr Cameron, who quit suddenly to join forces with an unnamed private equity firm in March, is yet to materialise, with SurfStitch also announcing in a trading update that it had received to date no communication from its former boss or any private equity group.

“Meanwhile, the loss of the SurfStitch founder and a downturn in trading conditions will leave its mark on the online surfing and sports apparel retailer.

“The management turmoil at SurfStitch has impacted the company’s ability to implement its transformation program and integration of the companies acquired over the last 12 months, SurfStitch warned this morning, which combined has constricted the earnings benefits that were expected to be booked in the second half from its acquisition spree.

“SurfStitch co-founder and joint chief executive Lex Pederson said testing of the businesses it had scooped up in the last year had revealed the integration of the businesses had not been as fast as first hoped, with a downturn in trading also to hit the bottom line.

“These businesses present exciting content and advertising opportunities which will underpin our long term competitive advantage, but the benefits will not flow through into our results until 2017 and beyond,’’ Mr Pederson said.

“The scaled back earnings guidance of $2m to $3m is against an original forecast of EBITDA of between $15m and $18m.”

Is SurfStitch, the online retailer that owns FCS, Swell, Magicseaweed and Stab, a bargain at a little under fifty cents or is 15 cents the likely figure when recently departed co-founder Justin Cameron will step back into the game and buy back the company?

Further reading: Blood Feud! SurfStitch vs SurfStitch! 

 

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Sigmund.Freudenstein
Sigmund.Freudenstein
10 years ago

Another Gold Coast disaster like Billabong. It is one thing to build a company through the creation, promotion & sale of groovy surf clothing. It is another thing to have the financial sense to know how to manage the business. In early 2012, Bong reported a big financial loss, Merchant owned 38 million shares & Bong received a takeover offer for $3 per share, which is equivalent to $15 per share today (since the BBG share capital was ‘consolidated’ by 1 share for every 5). Today, BBG is worth $1.32 per share. Gordon Merchant could have sold out for $114M but this is now worth $10M. Us Jews don’t look a gift horse in the mouth. When it comes to money, we don’t fall in love with the companies we create. When God ordered Abraham to sacrifice his only Issac, Abraham obeyed because we Jews don’t let sentimental love come between us & money (aka ‘God’).

Ultimate Troll Brah
Ultimate Troll Brah
10 years ago

How much did Sam make from the STAB sale please…?

Ultimate Troll Brah
Ultimate Troll Brah
10 years ago

Thanks everyone!

NEGATRON
NEGATRON
10 years ago

My old buddy Roy! where’s he hanging out these days on the web?

bankswar
bankswar
10 years ago

The Stab had an add for Futures. Rott is in the house.

Dumb Florida Redneck
Dumb Florida Redneck
10 years ago
Reply to  bankswar

“The stab” lol

Dumb Florida Redneck
Dumb Florida Redneck
10 years ago

I mean cavvy already OWNS it so how can one own that is which is cavvy’s?

Dumb Florida Redneck
Dumb Florida Redneck
10 years ago

GET MY BROKER ON THE PHONE! ( Does rail off hookers ass)

Badger
Badger
10 years ago

I’m still really confused about websites like SurfStitch. How many people are there in the world that actually want a Billabong T-shirt?

Dumb Florida Redneck
Dumb Florida Redneck
10 years ago
Reply to  Badger

I got a sweet brutha sista, and a set of FCS 1’s.

Audit In Progress
Audit In Progress
10 years ago
Reply to  Badger

I always wonder who the fuckers are with Billabong/Quiksilver stickers on their cars?

Bertleman
Bertleman
10 years ago
Reply to  Badger

Cheaper they send me my new booties than I buy them in a store on the other side of the tasman. It’s a cruel world if you’re a retailer

DrunkenAngel
DrunkenAngel
10 years ago

Pirate, you been raiding my stash again? No pills left :'(

Dumb Florida Redneck
Dumb Florida Redneck
10 years ago
Reply to  DrunkenAngel

It appears to be a LACK of seritonin reuptake inhibitors.

Hypto Krypto One Board Quiver
Hypto Krypto One Board Quiver
10 years ago

People actually thought it was a good idea to invest in a surf retailer?

With that said a 53% drop in one day is a massive overreaction. It will have a slight correction tomorrow because all the day traders will jump in at 48c

Dumb Florida Redneck
Dumb Florida Redneck
10 years ago

I opvoted you just for the cartman “shaka brah” pic.

Hypto Krypto One Board Quiver
Hypto Krypto One Board Quiver
10 years ago

Shaka brah

bitter guy
bitter guy
10 years ago

doubt it. was probably never worth a $1.00/share if the acquisition rumors hadn’t been swirling.

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago

Dude, bro. I like your shifty moves. You would make a great roller-derby girl. Like if you were totally abducted by aliens and had your brain sucked clean out… could you tell me where they are so I can find some competent players?

I am a team player.

Like Blair Marlin.

Don’t worry, you can continue your conservative approach after your Cotillion class later.

Wiggolly's Paddling Style
Wiggolly's Paddling Style
10 years ago

Anyone read their announcements?

http://www.asx.com.au/asx/s…

Dusty Butt
Dusty Butt
10 years ago

SWELL

Dumb Florida Redneck
Dumb Florida Redneck
10 years ago

Why is everyone asking me to read stuff? I mean I comment off vibes bruh.

Sigmund.Freudenstein
Sigmund.Freudenstein
10 years ago

My brethren love Dick Cheney. He spent US taxpayer dollars & expendable soldier lives to conduct wars for us. That is why we pay him so well.

Dumb Florida Redneck
Dumb Florida Redneck
10 years ago

Thus the “war criminal” part, thanks for knowing your villains!

Sigmund.Freudenstein
Sigmund.Freudenstein
10 years ago

You need my Jewish analysis again? This time financial rather than psychiatric? The EBITDA forecast is $2.5M. SRF have 274M shares on issue (with 5 M performance shares & options). $27M in receivables, which infers they are doing trade sales as well as consumer sales. Cash flow $2.3M v $3.3M profit last half, which reflects the receivables (money owed to SRF). $3.3M profit last half means a loss or break-even for this half. $50M in past losses so no tax payable. No interest or depreciation expense. However, the financial performance should be treated like it was taxed to reflect long term valuation. The earnings per share (EPS) forecast for the year is $2.5M/279M shares = 0.9 cents before tax or 0.6 cents after tax. SRF is currently trading on a whopping PE ratio of 91 (after tax). Companies like this are for bogans who are financially illiterate. Only an idiot would have bought into the IPO at $1 per share or 36 times forecast EBITDA. My Jewish brethren at JP Morgan push this kind of rubbish onto bogan Gentiles.

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago

Mullet, like SurfStitch, once thought that coding sequences could not be revised once they’re established. I don’t blame him, I heard it was one hell of a Bacardi Breezer fueled bar fight last night at Chas’ homecoming.

I’m going out on a limb to say you’d rather be getting laid right now?

Wacka, wacka…

Tom
Tom
10 years ago

I’d been waiting to hear the plight of Surfstitch for some time – hostile takeover ripe for the picking now!! Or maybe an Aussie Chapter 11 and the rebirth of a giant, then Lex can sell his $4mill house in Byron.
Then we can squat up there Wiggolly

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago

He died long ago if you can still read or watch his lectures.

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago

I just can’t bring myself to make a Parkinson’s Disease joke after that. It would be tasteless, crass, and totally too complimentary to you.

You are using two fingers to play this game which matches your IQ level.

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago

If this is a discussion then you need to learn grammar Mullet.

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago

Noam Chomsky was a simpleton Anarcho-Capitalist. A Libertarian. A laughable clod of clap trap who bit only towards the end of the race, bless his soul.

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago

Actually, it’s just what you get when you assign a value to currency.

You can’t sound any dumber..

funky Gibbon
funky Gibbon
10 years ago

No it’s what you get when you assign a value to clicks.

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago
Reply to  funky Gibbon

Even monkeys know how valuable food is.

funky Gibbon
funky Gibbon
10 years ago

Gibbons are apes. Tails Monkeys no tail equals Ape

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago
Reply to  funky Gibbon

But you still have a dick?

Clay Davis
Clay Davis
10 years ago
Reply to  funky Gibbon

Fuk moi…I just learnt something. Sheeeeiiiiiiiiiit

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago

Westbrook.

Two for two down the stretch. Bang.

NBA… No problems with TV rights.

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago

BAM!!

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago

It’s not surfing that has caused mass murders in the dozens of millions in the last century, but rather the banking elite and their secular dogma who are the real bloodthirsty demagogues. Mao, with the banking elite fully bolstering his rubber dingy, killed far more people in the 20th century than any Euro Baron.

Is it really landed nobility who are the enemies of surfing? Who is SurfStich? Is it not rather the technocratic social engineers and billionaire banking oligarchs who funded and founders who are perpetually “rolling in their graves?”

Is it not the banking elite who have continually bested kings and rulers through war debt and currency manipulation?

SurfStich is a fucking stitch… Pun intended… In time.

Trogan Fan
Trogan Fan
10 years ago

I’ve been trying to get in touch with this banking “elite” – you know where I can find them?

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago
Reply to  Trogan Fan

Give me your ATM card and your PIN number and I’ll find them for you.

Also, a Nigerian prince I know can locate one within about a minute.

Wiggolly's Paddling Style
Wiggolly's Paddling Style
10 years ago

Yeah whats up?

Neah Kah Nie Pirate
Neah Kah Nie Pirate
10 years ago

Me.

Brutus
Brutus
10 years ago
Reply to  Trogan Fan

yeah the USA federal Reserve!

Spicoli
Spicoli
10 years ago

how many other forums have been subject to your cute little cut-and-paste diatribe?

Clay Davis
Clay Davis
10 years ago
Reply to  Spicoli

LMFAO he actually did cut/paste from Google. This shit was from Crimson Peak! Sheeeeeeiiiiiiiiiiiiiiiiit


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