stutes
22 Jan 2020
Stop buybacks and pay higher div City have a ceiling for B’s share price and it’s unlikely to be broken , unless takeover, so boost the div by stopping £150m buybacks and redirect the money to paying more dividend
stutes
22 Jan 2020
Coronavirus - city panics 4 flights a day from London to Wahun. USA assess risk as low. Seems City panicking again - it panicked over trade war but B delivered, it panicked over HK but sales up 3% overall, it didn’t like the fitout of B Oxford Street, store closures in China. The City appear to be looking for any excuse to mark B down.
stutes
22 Jan 2020
Burberry and China virus City are now concerned over new virus hirting B’s sales- yet LVMH, Hermes & Kering are up. B’s forecast is upgraded . Coty appear to have a negative agenda on B but forgetLVMH, etc or banks, manufacturers.
stutes
22 Jan 2020
B's future The company continues to buy its own shares in the belief it offers value for shareholders yet on yr to date basis the shares up only 0.32%). The buybacks should stop and the money given to shareholders. If the company is significantly undervalued put the business up for sale or switch the main listing - standng still should not be an option.
stutes
22 Jan 2020
Cost saving £125m How much more costs could be saved if B was part of bigger business?
stutes
22 Jan 2020
Citywrong on B [link] How can a business go down when it produces better results than City expected?
stutes
22 Jan 2020
Citywrong on B How many in the City have guided their clients away from B and B has continued to increase sales, up forecast?
stutes
22 Jan 2020
Citywrong on B FT reports how B is upgrading its forecast and overcoming Hong Kong drop by switching more sales to China.
stutes
22 Jan 2020
Citywrong on B U.K. – 22 Jan 20 Burberry sees full-year sales growth after strong Christmas quarter British luxury label Burberry edged up its forecast for full-year sales on Wedne... Makes you wonder how many times the City are correct in their predictions - Burberry Kier, Aston Martin Lagonda, Sirius, Carillion, Woodford, pension investments missing goals?
stutes
21 Jan 2020
429pm B down 14 (66p) this week so far I do wonder the logic of the City in its pricing of B today?
stutes
21 Jan 2020
Buyback or takeover rumour I am not convinced that the City mark shares up in tandem with any buybacks but more likely if there is speculation of a bid. I think it is better if shareholders are paid a higher divs as opposed to share buybacks
stutes
21 Jan 2020
Only up .08% Makes you wonder about company and valuation.
stutes
21 Jan 2020
City - I think B should explore ways of releasing the value not priced in the share price - e.g., switching its main listing to Paris, merging with other fashion brands to gain scale, sell itself.
stutes
21 Jan 2020
City - B keeps buying its shares City have cut the price by 140p+ on low volume which suggests to me it is adopting a safety first position ahead of tomorrow’s trading update.
stutes
20 Jan 2020
Share price How can B up inUSA but down 48p?
