pyueck
20 Mar 2018
Re: DEB Personally don't have any confidence in management turning this around. What is more worrying is that I can't even start to think of what management can do to turn this around.Too big stores with crazily high overheads, a tired brand, a poor online presence and a seemingly never ending move of the consumer away from the highstreet. I can see this one having a pretty unpleasant demise.
soi
16 Mar 2018
Re: DEB '......I don't think Mike Ashley has been upping his stake in DEB because he wants to lose money... P/E currently < 7 and div yield ~12.5%. If there's a 50% dividend cut there'll still a hefty yield on offer. DEB has been around for a very long time and has gone through many changes. The management seem to be taking steps to reposition the company. This is a good recovery play at the moment and you get paid to wait. " FRTEBHiI happen to agree.I bought a modest share tranche and also opened a light long SB ( spreadbet ) position.Speculative , if I am wrong won`t be the first or last time.A calculated risk that might reward well in time.ATB & GLsoi
lastminute-world
15 Mar 2018
Buy [link]
FRTEB
08 Mar 2018
Re: DEB " we don't make money retailing " Quite right, DEB don't make any money from retailing. Well, apart from £49m net profit last year.= 4ppp & 3.43p dividend. or if you prefer your figures adjusted: 6.4ppp.I don't think Mike Ashley has been upping his stake in DEB because he wants to lose money... P/E currently < 7 and div yield ~12.5%. If there's a 50% dividend cut there'll still a hefty yield on offer. DEB has been around for a very long time and has gone through many changes. The management seem to be taking steps to reposition the company. This is a good recovery play at the moment and you get paid to wait.
Gooffy
07 Mar 2018
Re: DEB Ah so we transform to property company because we don't make money retailing.At least he is doing something, I think.
nk1999
07 Mar 2018
Re: DEB DEB have been held back on the issue of "onerous" long leases for their stores.Renting out space to other brands, and now to even unrelated businesses will hopefully resolve that issue.nk
lastminute-world
07 Mar 2018
DEB In the latest sign of retailers battening down the hatches Debenhams is considering renting space in its flagship London department store to a hot desking firm. The retailer is in talks to rent floor space to flexible-office provider WeWork, as it looks to scale back its high street presence. - Guardian
nk1999
02 Mar 2018
Re: SOLD OUT NOW RNS is already there now.And SP has gone up (significantly in % terms).With SportsDirect now at 29% (just below the 30% limit for mandatory offer, I understand) it seems to be coming soon.nk
mexicoman
02 Mar 2018
Re: SOLD OUT NOW BBC news says Mike Ashley ups is holding in Debenhams maybe a takeover here
Eagerbeaver66
02 Mar 2018
Re: SOLD OUT NOW Retail always looks worst in January and February, when sales are quiet.Its the one time of year that Sales Managers like to take holiday and relax, secure in the knowledge that no-one will come along and produce a good set of sales figures while they were away and make them look bad!
G8
01 Mar 2018
Re: SOLD OUT NOW It seems there is no safe place to hide at the moment. Deb is one of very few high street shops I still occasionally visit... Hopefully it will survive.
The Revenge of Meredith Hunter
28 Feb 2018
SOLD OUT NOW I sold out a few weeks ago at a painful 48 percent loss. The latest bad news from the bricks and mortar sector about Maplins and Toys'r'Us won't directly affect Debs as they are rarely sited on the same retail parks however it's just another death knell sign with regard to physical shopping.I invested my depleted funds instead into National Grid. It's been hammered by negative political sentiment from Corbyn and the press but for now still pays a decent dividend.
lastminute-world
23 Jan 2018
SHORTS Stockwatch: The mother of all short squeezes?Is the £3 billion online grocery/technology stock Ocado (OCDO) to be squeezed even higher as short sellers feel pain? This week has brought news of a second international technology/warehousing deal - with Canada's second-largest retailer after a major French retailer only seven weeks ago. These deals have inflated Ocado shares well over two-thirds in market value, to 525p.Before the Canadian deal, Ocado was the third-largest short on the London market, with 13.5% of issued shares loaned out, thus now putting hedge funds in a dilemma whether to nurse losses, increase their shorts or close out.It has wider relevance beyond Ocado, ie how much notice should you take of accumulated short positions and when? The collapse of Carillion (CLLN) is now proclaimed obvious in hindsight, with 14.0% of its equity having been loaned out, making it the second most-shorted stock. Debenhams (DEB) at number one is having a sore time, too, its market value halving in the last six months.Please do your own research...
lastminute-world
22 Jan 2018
Short Capitulation Amazing OCDO capitulation and how the institutional investors do get it wrong.Loving it.Please do you own research...
Radaking
17 Jan 2018
Re: Debenhams take over target now Hopefully Mike Ashley will sell Newcastle soon and feel the need to spend the cash..........Nope that deal is off.............
