chucki
24 May 2017
Results Cracking results.. looking good
II Editor
01 Feb 2017
NEW ARTICLE: TalkTalk rockets on Dido's departure "Fourteen months ago, we asked if chief executive Dido Harding was "all TalkTalk". Then, the telecoms and media company was reeling from a damaging cyber-attack, and confidence in top brass was at rock bottom. A partial recovery was short-lived, ..."[link]
nk1999
25 Jan 2017
Liberum "Update reaffirms Liberum’s confidence in Dixons CarphoneA trading update from Dixons Carphone (DC) has reaffirmed Liberum’s confidence in the electrical retailer. Analysts reiterated their ‘buy’ recommendation and target price of 470p on the stock, which was trading down 3%, or 10p, at 325p at the time of writing. ‘Christmas trading has come in at nearly double our expectations reflecting the continued momentum within the business and further market share gains,’ they said. ‘Management has confirmed guidance in line with market expectations, although given the current like-for-like growth run-rate we see strong upside risk. The shares have been down into the results and we expect them to perform well on [the] update, which reaffirms our confidence around Dixons Carphone’s long-term growth prospects.’ "From Citywire.
nk1999
24 Jan 2017
HL view "Demand for electronics should grow in the long term. That puts Dixons Carphone in an enviable position as the UK's last remaining electrical specialist with a bricks-and-mortar presence.Recent trading has been strong, despite unfavourable economic conditions in many of its core markets. The joint venture (JV) in the US with Sprint, a big American network, looks to be emulating the success of Carphone Warehouse's JV with Best Buy Mobile a few years ago. With the Connected World Services division growing rapidly, there is plenty of scope for growth.The opportunity to take costs out through integrating PC World, Currys and Carphone Warehouse stores into a 3-in-1 model should help the bottom line too. Analysts expect earnings per share to grow by over 20% from 2016-19, with the dividend increasing by a similar amount. At present, the shares offer a prospective yield of 3.4%.However, sentiment around the shares has weakened somewhat since the Brexit vote. We have yet to see if the gloomy predictions about the UK's economy are accurate, but any negative impact on the UK consumer would surely be felt by the group. After all, big ticket electronic items usually fall into the discretionary spending category.Sterling's weakness means that the cost of imported goods looks set to rise, so Dixons could find itself in something of a 'catch 22' situation. The group may need to choose whether to protect sales growth by keeping costs low and taking the hit on profitability, or to protect margins by passing the extra costs on through higher prices, which runs the risk that shoppers will go elsewhere.The threat posed by online retailers, like Amazon and eBay, is also a concern. These competitors have cost advantages; such as lower rent, staff and business rate burdens. In light of these challenges, the shares change hands for a little over 10 times expected earnings, significantly less than in 2015 when 17x was the going rate. "
play3r
24 Jan 2017
Re: Strange No idea either... Only thing i can think of is uncertainty for 2017 but that's just horse $^!%...Makes no sense..Buy the rumor sell the fact on earnings..?Company employees dumping stock..? Any ideas when their close window starts or ends..?
wilko my boy
24 Jan 2017
Strange Can't really understand this 6% fall today on the back of quite reasonable results. Any thoughts?
II Editor
14 Dec 2016
NEW ARTICLE: Dixons Carphone cheap but 'uninspiring' "It was the warning that 2017 will be another year of uncertainty that caused LSE
C.ixons Carphone's share price to slump, as investors ignored its 20% profit growth in the first half.Two years after the tie-up of household names Dixons and ..."[link]
Heorot
28 Sep 2016
Re: Bought in Looks like I bought in too soon, 3.789 on 7th September: average cost is now 4.136. Luckily, I buy for the long haul rather than short term profits.
nk1999
27 Sep 2016
Liberum From Citywire:"Dixons Carphone share price fall presents attractive entry pointThe fall in Dixons Carphone (DC) shares are an ‘attractive’ entry point as levers for growth at the electronics giant are still to be pulled.Liberum analyst Adam Tomlinson retained his ‘buy’ recommendation and target price of 470p on the stock following a presentation from Dixons Carphone. The shares fell 3.1% to 361.7p yesterday.‘We came away from last week’s presentation confident that management can continue to drive strong trading in Dixon Carphone’s core UK and Ireland retail business,’ he said. ‘The focus on self-help, innovation and continual improvement is evident across consumer electronics and mobile and underpins the plan to continue taking market share, drive profitability and build a business for the long-term.’He added that there were ‘multiple levers for growth through further store improvements, structural support from the underlying product cycle, continued development of the multi-channel proposition and the significant growth opportunity within consumer services’. The shares are down 25% year-to-date and ‘offer an attractive entry point into high quality, long-term growth’."
fecm
08 Sep 2016
Re: Bought in Nice rise this morning on positive news. Hope that the momentum keeps up.
fecm
02 Sep 2016
Bought in Good evening,Decided recently to make a move away from AIM oil stocks where I have been invested for many years. I would now like to concentrate on stocks that are a little more stable and might actually give me a return!!Bought into DC. today after reading the following on CW:-"Electronics and telecoms retailer Dixons Carphone (DC) is expected to grow its market share as the number of smart devices consumers own booms.Liberum analyst Adam Tomlinson retained his ‘buy’ recommendation and increased the target price from 425p to 470p. The shares rose 1.3% to 373.3p yesterday.‘Dixon Carphone’s market share is set to expand above its current 25%,’ he said. ‘It is doing this by enhancing its services operations ahead of a forecast five-fold increase in the number of smart devices in the UK over the next few years.‘This opportunity alongside the benefits from the UK store rationalisation programme more than support forecasts.’Tomlinson added that costs associated with the Dixon Carphone merger will end in 2017 meaning a ‘doubling of free cashflow in full-year 2018 which could fund a pay-out of £930 million over the next five years’."Hope it works out. Looking at this bb I reckon it must be one of the more quieter stocks which should be a refreshing change.
Simbrad
26 May 2016
Read Beaufort Securities's note on Dixons Group, out this morning, by visiting Research Tree "Dixons Carphone delivered better than expected result for the Q4 2016, recording strong LFL revenue growth and expanded market share across electricals and mobiles in its key division. A strong performance in the final quarter enabled the Group to narrow its headline pre-tax profit range from £440m-£450m previously announced in Christmas to £445m-£450m, against current consensus analysts' estimate of £446m. This range suggests an increase in pre-tax profit of c.+17% year-on-year. The Group continued to improve its all-important customer satisfaction and price competitiveness rating across all key markets. Recently, on 21 March 2016, the Group announced that it has entered into an agreement to acquire Simplifydigital, the UK's largest broadband, TV and home phone switching business for an undisclosed sum. This acquisition enables it to significantly improve its Services business, where Dixons Carphone provides independent advice and allowing it to become a trusted partner in customers' homes for responsive, accessible, expert and affordable technology support. In view of the Group's encouraging LFL revenue growth..."
JR710
12 May 2016
The Petition is gaining support Apologies for board hopping but-The petition is going quite well; ~4600 signatures so far. Although it really needs a turbo boost.[link] petition was stalled in parliament since 12th Aug 15; finally green lit on 12th feb 2016.The FCA don't even reply on the matter, now is your chance to have your say.If you hate seeing buys reported as sells etc!!!!!!Has already been sent to Martin Lewis, Daily Mail, Moneyweek & Watchdog.My local MP supported this petition by writing to the petitions committee to help un-stall it.There’s 650 MP’s in Westminster, So have you written to your MP? 649 to go!If this petition doesn’t reach 10,000; then imo we might as well have not bothered as it will almost certainly be filed B1N; @ 10,000 the government should respond. We are currently getting approx. 100 new signatures a week, but need 3x that amount to reach the target with only 15 weeks to go.At 5000 I will send this to the PM & the chancellor as well as my MP again.So – If you haven’t yet signed or indeed have but haven’t passed it on to others, then now’s the time to do so. If each person who has signed can get just one other person to sign then we will double the total immediately. I have posted to all aim listed gas n oilies, currently doing the footsy 100. But I can only do so much to push this. Really need you guys & gals to help. Thanks to all who have signed so far.We really need a social / media savvy individual to help generate more interest in this.
oldjoe1
27 Jan 2016
Re: DC. Broker UPGRADE............ Dixons Carphone DC. Investec Buy 463.90 456.50 510.00 510.00 UpgradesDixons Carphone DC. Numis Add 463.90 456.50 525.00 525.00 ReiteratesDixons Carphone DC. Beaufort Securities Buy 463.90 456.50 - - ReiteratesDixons Carphone DC. Citigroup Buy 463.90 456.50 560.00 560.00 Reiterates
oldjoe1
27 Jan 2016
DC. Broker UPGRADE............ <b>Dixons Carphone's improvements prompt Investec upgradeWed 27 January 2016 10:30</b> (ShareCast News) - Investec has upgraded Dixons Carphone from 'add' to 'buy' as the company's core businesses improve and gain market share.Register for Dixons Carphone plc share research updatesThe investment bank on Wednesday said that should drive medium term profit growth despite continued softness in the Nordics."Ongoing self-help and market share gains characterise the near-term story at a time when DC faces a slower electricals market," it said."Significant downsizing of its portfolio will help strengthen the underlying proposition & UK margins in our view (INVe: +25bps)."Investec said the company's valuation doesn't reflect the attractive investment case given."1) EPS growth from ongoing restructuring & market share gains (INVe: 12% EPS CAGR CY15-17e vs. 9% for the sector); 2) better visibility on CWS' growth, scale and contribution to group profits; and 3) attention turning to uses of cash as FCF generation should improve markedly in FY18e."Shares in Dixons Carphone were up 3.2p (0.70%) at 1101 GMT to 459.7p.
