stutes
18 Nov 2019
Jefferies and UBS B have bought some of their own shares at prices above Jefferies’ price - suggesting to me that B sees current share price as a buying opportunity.
stutes
18 Nov 2019
Jefferies and UBS Jefferies reported to price B at £19, while UBS puts it at £21.71. The market puts a lot of faith in analysts yet is it justified based on record?
stutes
18 Nov 2019
B share price - fair or mispriced? We see B buying its shares at prices above Deutsche valuation we see drops in price on volumes of circa 150k of 38p to 40p, yet gains of say 50p to 80p on vols over 500k to 1m.
stutes
18 Nov 2019
New Store in Japan 4 new stores in 6 months - what about internet shopping?
stutes
18 Nov 2019
What next for B? What next for B? Can it standby and watch big boys get bigger and stronger? What about fixing weaknesses in leather goods and perfume?
stutes
16 Nov 2019
Trade War - opportunity for B [link] Trump’s actions and words could leave USA companies with a long lasting fallout where Chinese consumers buy from suppliers based elsewhere? We shall see how well B benefits from any switch.
stutes
16 Nov 2019
Deutsche Bank HBoS may provide scale but it remains a costly deal for shareholders.
frog_in_a_tree
15 Nov 2019
Deutsche Bank It looks like the court didn’t agree with you, Stutes, on the Lloyds takeover of HBOS. It diesn’t seem to have helped the LLOY sp though. Cheers, Frog
stutes
15 Nov 2019
Deutsche Bank [link] Seems B and CS think B is currently under valued by City?
stutes
15 Nov 2019
Deutsche Bank [link] Company have via its share buyback paid above DB’s rating .
stutes
14 Nov 2019
How many companies increasing revenue? Valid points but some of the negative cash movement is down to HMRC advance tax payments.
Gamesinvestor1
14 Nov 2019
How many companies increasing revenue? I guess not so many, but Burberry’s numbers were by no means that good. In fact if you look at the cash flow, that went in reverse compared to last year and the result was a fall in their cash position from some £837M in March down to £670M. During the period they also closed 17 stores and the net store reduction was 8 stores, having added 7, resulting in an increase in their spending commitments. On the income and revenue side, £10M of the 26week income was due to favourable currency swings, so the growth in income from £147M to £172M this year could read £162/147M – or a growth of 10% – commendable but underserved of a 9% stock jump – in fact it has fallen back to a gain of around 3.5% as I type. Net Assets are also falling – they were £1.47BN in March - now £1.27Bn No alarm signals at all amongst this lot, but it isn’t as stellar as the dressing up of the statements will have you believe.
stutes
14 Nov 2019
How many companies increasing revenue? How many plc companies are forecasting increase revenue during Trump"s Trade wars and foreign policy missteps?
stutes
14 Nov 2019
Hong Kong Evening Standard – 14 Nov 19 Burberry reports higher sales despite Hong Kong protests Fashion firm Burberry on Thursday said it has managed to boost sales despite problems in Hong Kong, where it has begun talks with landlords to negotiate new rent deals. The FTSE 100 company, known for its trademark trenchcoats, recently chose not to... Landlords and B in talks - hopefully Landlords see need to cut rent?
stutes
14 Nov 2019
Brokers CityAM – 14 Nov 19 Burberry boosts revenue despite Hong Kong disruption - CityAM Shares in Burberry jumped more than five per cent this morning after the luxury retailer reported it is on track [...] In calling for investors to switch out of B, how have the suggested alternative investments done in comparison to B?
