COL - Coles Group

divs4ever · 26 March 2025

qldfrog said:
Thanks
While i like Dan Murphy, i lately prefer to visit First Choice Liquor Market Maroochydore..better pricing and huge choice but not as good as Dan for rare European bottles

my fav. outlet is an IGA ( MTS ) one small has mostly what i want considering it is a small shop/store

i just don't get there much these days

( i hold WOW and COL at no cash risk , and MTS at full cash risk )

sptrawler · 26 March 2025

divs4ever said:
my fav. outlet is an IGA ( MTS ) one small has mostly what i want considering it is a small shop/store

i just don't get there much these days

( i hold WOW and COL at no cash risk , and MTS at full cash risk )

IMO MTS is a funny one, it has a great footprint especially in low populated areas, my younger sister owns an IGA in a country town.

How they grow?
Does that matter?
Not if you aren't interested in growth only income.

I've never owned them, bought a ute load of WOW when Adelaide Steam ships sank ($2.40), sold WOW few years ago and bought AFI, still own some COL from the WES demeger and they are still on my hold list, less bloatware than WOW IMO.

divs4ever · 26 March 2025

sptrawler said:
IMO MTS is a funny one, it has a great footprint especially in low populated areas, my younger sister owns an IGA in a country town.

How they grow?
Does that matter?
Not if you aren't interested in growth only income.

I've never owned them, bought a ute load of WOW when Adelaide Steam ships sank, sold WOW few years ago and bought AFI, still own some COL from the WES demeger and they are still on my hold list, less bloatware than WOW IMO.

i got burnt and shaken out in MTS in earlier years , but bought back in after seeing how some of the franchisees are doing some IGA , a couple of hardwares and a little bottle some ( although the IGA in the next town has a HUGE drive-in bottle-o but i never get to shop there ) , maybe i am wrong again , but MTS seems to have some quality franchisees on board

COL ditto i have about half the demerger from WES allotment ,

WOW i have less than 10% of the inherited holding ( or a one third of the DRP earned in the preceding 13 years of holding ) , they have just so disappointed me ( i sold out of EDV including the freebies as well )

BTW i do hold several LICs and ETFs which include two or three of them in the portfolios

now income from WOW

Dividend Type	Dividend Amount ($)	Franked	Ex-Div Date	Pay Date
Interim	0.390	100.00%	05/03/2025	23/04/2025
Final	0.970	100.00%	03/09/2024	30/09/2024
Interim	0.470	100.00%	28/02/2024	11/04/2024
Final	0.580	100.00%	31/08/2023	27/09/2023
Interim	0.460	100.00%	02/03/2023	13/04/2023
Final	0.530	100.00%	31/08/2022	27/09/2022
Interim	0.390	100.00%	03/03/2022	13/04/2022
Final	0.550	100.00%	02/09/2021	08/10/2021
Interim	0.530	100.00%	04/03/2021	14/04/2021
Final	0.480	100.00%	01/09/2020	06/10/2020
Interim	0.460	100.00%	04/03/2020	09/04/2020

income from WOW isn't so great unless you bought them near $22 ( or under ) .. FMG has been much better return-wise

and COL probably needs another 2 years before they get themselves settled and we can see if they are a good stand-alone stock

MAYBE i would actually part with some cash if under $15 , but i want to see how they handle the coming two or three years preferably ( they could start hiring dud management as well )

mullokintyre · 29 March 2025

Col very kindly paid me a dividend last week, and for this I am eternally gratefull
I also have it in the yearly comp, so that is a small bonus.
MIck

Dona Ferentes · 3 April 2025

divergiberation day
close $20.29

Dona Ferentes · 9 April 2025

Dona Ferentes said:
divergiberation day
close $20.29

Now that TDS (Tariff Disruption Shock) has been around since late 2nd April, as expected certain sectors are doing better than others.

.
today's close $20.63

Dona Ferentes · 21 April 2025

Dona Ferentes said:
certain sectors are doing better than others.
.
today's close $20.63

now $21.27

defensive
safe haven, tariff impact should be low?

Dona Ferentes · 13 May 2025

Dona Ferentes said:
now $21.27

defensive
safe haven, tariff impact should be low?

and COL proving to be an interesting study.

Moving with index prior to recent connections, then money was parked on it. Today’s tariff reset has seen it off 3%

still around mid $21

mullokintyre · 26 August 2025

Coles yearly report out.
All the important mterics up.
A picture tells a thousand stories.
up 6% on the open.
Another of the long term term defensive holdings that has been an absolute winner for me.
Up 20% since my first foray.
Mick

divs4ever · 26 August 2025

well my holding was a guaranteed winner because WES were nice enough to stash a handful in my portfolio

and WES has doubled in share price since divesting COL to boot !

the fact that COL currently my preferred shopping adventure only makes that sweeter

i would probably need $16 ( or less ) before i threw actual cash into adding to the COL holding

and depending if desperate politicians start bashing the supermarket chains again , that might be sooner rather than in the distant future

Dona Ferentes · 26 August 2025

mullokintyre said:
Coles yearly report out. All the important metrics up.

up 6% on the open.
Another of the long term term defensive holdings that has been an absolute winner for me.
Up 20% since my first foray.
Mick

now 9 percent up, around $21.64

and Woolworths to report tomorrow.. will it be a tale of two contrasting companies?

farmerge · 26 August 2025

Dona Ferentes said:
now 9 percent up, around $21.64

and Woolworths to report tomorrow.. will it be a tale of two contrasting companies?

Not really raped in either as She Who is never wrong is by me banned from shopping at Coles and She has a huge dislike of Woolworths.
The Spud Shed and occasionally Aldi are shops of choice.

divs4ever · 26 August 2025

farmerge said:
Not really raped in either as She Who is never wrong is by me banned from shopping at Coles and She has a huge dislike of Woolworths.
The Spud Shed and occasionally Aldi are shops of choice.

can never buy all i need in one trip at Aldi , so i prefer COL , IGA ( MTS franchisee ) and WOW in that order , with adventures into Aldi and the discount stores ( several in the main town up here ) on rare occasions

and there is only cash on the table in MTS , the large parcel of WOW i inherited whittled down to less than 10% of the original parcel

a nice place to be ( cash-wise ) in the supermarkets .. well maybe i can recover previous losses in MTS in the future , but you just never know ( a take-over could crystallize the current gains about 30% and the cement permanently the previous losses )

but where next from COL ? it is probably still trying to get all it's ducks in line after being released from WES , hopefully they have been learning from the missteps made by WOW

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