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20 Jan 2020
Temple Works Leeds It’s around 9 months since the announcement putting the site up for sale. The passage of time surely means an announcement of the sale is due shortly?
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20 Jan 2020
Wednesday update Company needs to reassure shareholders it won’t be squeezed by the big boys and it has a plan.
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20 Jan 2020
Market down ahead of Davos A talking shop of key movers hasn’t started yet but market is reported to be down because of it, China market not bothered yet FTSE is nervous.
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20 Jan 2020
Share butback I note B continues to buy its own shares ahead of Wednesday’s Q3 update. Surely it is a positive sign as a bad update would mean share price would fall and company could buy more shares for less?
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17 Jan 2020
B tipped by IC as a possible takeover target We shall see if it happens
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16 Jan 2020
Burberry B still buying it’s own shares at current prices - shows to me B thinks there is more value in the buyback.
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15 Jan 2020
Ratberry launched Hopefully the game will help to increase B’s presence in the young aged luxury market in China/Asia?
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15 Jan 2020
Burberry update The recent consolidation in luxury market both actual/rumoured may provide B with the opportunity of updating shareholders on B’s response.
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13 Jan 2020
Kering and Moncler The deal is described as a long shot, if correct who will K buy?
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10 Jan 2020
High Street retailers bad Christmas We shall see how luxury end of the fashion fared over Christmas compared to High Street fashion. The timing if the General Election might have affected sentiment but like Mr Arnault is reported to have said," if one country is in a slump he can switch products to another." B has a global footprint so we shall see how well it delivered on sales, etc.
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09 Jan 2020
FT report on US buybacks Yes buybacks reduce the number of shares available but they also create an imbalance in terms of dividend yield. I think B needs to focus more on increasing the div, it would encourage investor interested in yield to invest in B. Share buybacks take too long for the market to revalue the business- hard cash in the form of a growing div is better - in my opinion.
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08 Jan 2020
City not looking at business? We see articles referring to Creative Director but it seems City is more focused upon Mr Tisci than the top line or bottom one. The City rightly rated Mr Bailey’s time at B yet too much doubt is on new Creative Director when it is a team of designers who have to deliver the goods. Not everything Mr B designed was a success so City needs to look at revenue and profit. The City have been too pessimistic - predicting things which have not happened or to the extent prophesied by City.-B also needs to position the business so as to compete with big boys of fashion. I think it needs big deal or it will be vulnerable in a cutthroat period of trading.
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07 Jan 2020
Share buybacks Update re Leeds land sale and if the cash from the sale is to pay for a special dividend or another share buyback.
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07 Jan 2020
Share buybacks Had a cursory look at sp of other fashion companies; Moncler, LVMH,Kering, Hermes, Capri, Tapestry and Tiffany and they all appear to be marked up. B ,however down - why the difference in valuing B?
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07 Jan 2020
Share buybacks Buying shares at say £22.27/ share shows company sees value in the shares which is not reflected in the current market - why not put the market to the test and see if a competitor will pay above the current price for B?
