frog_in_a_tree
09 Dec 2019
Strategic drift Perhaps you should just sell you your Burberry holding and have done with it? Frog
stutes
09 Dec 2019
Strategic drift B in opting to remain independent could be squeezed by the big boys and fast moving new brands. We’ve seen in other sectors how companies in the middle ground suffer from such a squeeze. B needs to show it can survive or agree to a merger.
stutes
07 Dec 2019
More consolidation Should B merge with Capri Holdings (Michael Kors)?
stutes
06 Dec 2019
More consolidation B opting for a merger with a company could create scale at a time big players are increasing scale
rogerhorton
05 Dec 2019
TV reporters on rumoured Moncler/Kering deal BRBY Burberry…might be worth dipping into now on this intra day fall. Down a couple of % points.
stutes
05 Dec 2019
TV reporters on rumoured Moncler/Kering deal Reporter suggested Kering could pay a full price for Moncler. I wonder if Kering should look at under valued brands that are coming out of restructuring or repositioning?
stutes
05 Dec 2019
More consolidation Consolidation in luxury sector currently looks more likely than a China/USA interim trade deal which is reported to be close one minute the next post 2020 Election
stutes
05 Dec 2019
More consolidation B continues to buy it’s own shares which could be seen as a sign B thinks share price provides value for shareholders: therefore what is B’s fair value?
stutes
05 Dec 2019
More consolidation Up 56p on sector consolidation but it went down 137p approx on trade war, latter still relevant.
stutes
05 Dec 2019
More consolidation Gucci owner Kering holds exploratory talks to buy Moncler - Bloomberg - [link] What is B doing?
stutes
04 Dec 2019
Price ups/downs Volume close to 1.5m generates up 18 yet smaller volume minus 36p or say 99p., who is taking the mickey?
stutes
04 Dec 2019
Up 23p but down 99 or 36 ish Too much focus is on Trump and not on other World Leaders
stutes
04 Dec 2019
Trump Market should price shares on basis of ongoing talks .
stutes
04 Dec 2019
Trump U.K. – 4 Dec 19 U.S. and China move closer to phase-one trade deal - Bloomberg The United States and China are moving closer to agreeing on the amount of tarif... How many times have the market been fed such information?
stutes
03 Dec 2019
Trump If Trump put 100% tariff on some luxury goods then watch what France and EU do to American based luxury goods from say Tiffany, Capri and Tapestry. Macron seems set on standing up to Trump and could act as a focal point for other countries to join.
