stutes
25 Nov 2019
Odd pricing Up 2% on Tiffany takeover but negative swings exceed 2% be they Hong Kong or Trump related, negative factors seems City put more weight upon but B trades unaffected by City fears.
stutes
25 Nov 2019
B buyback or sale? If BB cannot see a price over £24 then put itself up for sale.
stutes
25 Nov 2019
B buyback or sale? B should opt for either a sale or status quo?
stutes
25 Nov 2019
Price When market is on negative move we see B down more in% terms than on positive days. Why the difference?
stutes
25 Nov 2019
Market value vs fair value Is the market fairly valuing B in light of Tiffany and/or fewer quality plc/Inc businesses on the market?
stutes
25 Nov 2019
Time for B to challenge Market Does the share price reflect value?
stutes
25 Nov 2019
Why has B not used its scale like LVMH? LVMH to Buy Tiffany for $16 Billion in Largest Luxury-Goods Deal Ever [link] Look at the number of deals LVMH have completed and the boost in share price and then ask had B adopted a similar prudent takeover strategy what would its share price be today?
stutes
25 Nov 2019
Best strategic options for B's shareholders Tiffany takeover by LVMH is a stark reminder assets need to provide a return or be sold. Therefore how is B setting itself up for the medium term and not be so dependent upon one designer for inspiration?
stutes
24 Nov 2019
What next for B? LVMH reported to be announcing agreed Tiffany takeover tomorrow. What will B do in response?
stutes
22 Nov 2019
What next for B? Watching luxury fashion brands being swallowed up by French/US based companies may be wise or foolish. I tend to think the fewer companies to buy then focus is on organic growth and getting each collection spot on.
stutes
21 Nov 2019
What next for B? LVMH have upped their bid for Tiffany. What is B doing strategically in response?
stutes
21 Nov 2019
B share price - fair or mispriced? Share buybacks do not anything for shareholders, it allows market to offload shares back to the company. Why not move main listing, pay a higher dividend ?
stutes
20 Nov 2019
Trump's Trade War Trump boasted trade wars are easy to win, well it seems corporate USA is suffering a backlash from Chinese consumers which could go on or some time. Trump uses the market to put pressure on China which shows to me he is not that powerful.
stutes
18 Nov 2019
B share price - fair or mispriced? Time for B to follow Ferguson and move to another Bourse or sell itself to Chanel, Kering or Richemont.
stutes
18 Nov 2019
B share price - fair or mispriced? The share buyback appears not to be boosting share price. Time for something new.
