LK Hyman
15 Feb 2017
Re: Praise, praise de lawd! Games,"Harrisons (ex coffee machine man) has ho[o]ver bagged £3/4M of the [Dunelm] stock.E ain't no fool"Ain't E? He paid over £9 for most of 'em, the useless m^ppet! They're £6.34 today.Nah, I ain't gonnae buy Dunelm even at that price .... Sell in £; buy a fair chunk of your hateful pleated curtains in euros or $; that's not the wayLKH on the flybridge gets rich
gamesinvestor
15 Feb 2017
Re: Praise, praise de lawd! sloppy :-"""Harrisons (ex coffee machine man) has hover bagged £3/4M of the stock.""should be :-Harrison (ex coffee machine man) has Hoover bagged £3/4M of the stock.Games - note to self :--- pay attention you fewwl!!
gamesinvestor
15 Feb 2017
Re: Praise, praise de lawd! "I've also started following Whitbread as it goes"I'd buy Whitbread at my target of sub £30 - until then it'll just be a ticker symbol on my live screen.Interesting that Dunelm, despite it's nauseously boring products is very shareholder friendly (I do smile at that silly term).It's a divi machine -- of course until it doesn't become one of course.What am I on about he harps -- well it tends to pay specials and these amount to a lorra wedge innit.last year it did this 
2-Jul-16 Interim 6.00p 24-Mar-16 03-Mar-16 04-Mar-16Special 31.50p 24-Mar-16 03-Mar-16 04-Mar-16Final 19.10p 25-Nov-16 03-Nov-16 04-Nov-16That's an effective yield on today's price of 635 of 8.9%Divi is covered by earnings and cash --Don't need many years to get all your money back - about 10-11 (well that's the theory).Harrisons (ex coffee machine man) has hover bagged £3/4M of the stock.E ain't no fool, he bailed out of Whitbread at the peak -- well they all do don't they?Games
LK Hyman
15 Feb 2017
Re: Praise, praise de lawd! Games,"Jimmy Choo"I used to own that but bailed out when I realised that (A) I knew nothing about women's shoes (B) Bart wossname was replaced by two ravers who looked like party animals. "They won't be interested in your divis, LK" I said to mesen."Dunelm -- seems like a strange choice but Andy Harrison (ex Whitbread) is now Chairman"I've started following Dunelm as well, though I doubt I'll buy it. Furnishing for proles ain't terribly exciting is it? I've also started following Whitbread as it goes, though I'd worry that coffee is gonnae get dearer as it's priced in $ innit, whereas Costa gets £ for selling the stuff. Hotels could do well as foreigners come to Blighty for the cheap £ though whether they want to stay in hotels designed for sales reps and adulterous couples is another matter.Jaysus, I see that QQ is actually DOWN on the day now. That'll teach me for posting the Bonanza theme tune!Maybe this will kickstart the QQ share price:[link] on the flybridge
gamesinvestor
15 Feb 2017
Re: Praise, praise de lawd! " I've been spending my time looking at Hotel Chocolat."Good idea, I've run my slide rule over it a few times and never taken the plunge, only to look again and it's gone up -- doesn't it ever when you look back eh?Joules is another one I quite like -- I don't wear the flowery wellies mind -- I thought it would sit quite nicely in my fashion box alongside Jimmy Choo (almost back to what I paid - ouch) and Burberry that has paid for my living and some for the last 12 months.another one I'm going to look at in favour of dumping the rest of my Centrica loss maker is Dunelm -- seems like a strange choice but Andy Harrison (ex Whitbread) is now Chairman and he's stumped up £700K+ on the stock of late.Games
LK Hyman
15 Feb 2017
Re: Praise, praise de lawd! Games,"Behind ULVR at 11%?"Close but no coconut ... yes ULVR is number one, but at 10%."we need some action out of the sausage skin guys now"Yeah, come on, Devro! We need to see some action there ... can't their highly skilled fleischmeisters think up some new market sector, perhaps mount a challenge to one of Reckitt Benckiser's finest brands?LKH on the flybridge
LK Hyman
15 Feb 2017
Re: Praise, praise de lawd! Games,"LK -- have you ever looked at Sage?"Yeah, sorry not to reply to your query on the ULVR board. I've been spending my time looking at Hotel Chocolat.Erm, no, I've not looked at Sage as an investment though I do recall once lookin' at the price of their product when I was settin' up a small company, swallowing hard, and goin' out and buyin' a competing product from QuickBooks which was ideal for my particular purpose.I feel that one needs to know summat about accounting software in order to evaluate Sage. And I know little about it and (puts up hand sheepishly) care less. I need to be interested in summat b4 I entrust any of my wad to it and abacus rattling fails, alas, to make the cut.Jaysus, I've chust noticed that this puppy has come right back from this morning's enthusiasm. I guess I should have waited b4 posting the Bonaza theme tune. I'll try summat else:[link] on the flybridge
gamesinvestor
15 Feb 2017
Re: Praise, praise de lawd! ""QQ number 2 on my Top of the Pops at just over 8%""Behind ULVR at 11%?LK -- have you ever looked at Sage?See notes on Sage board, and requests on ULVR board.Games - we need some action out of the sausage skin guys now.
nicname
15 Feb 2017
Re: Praise, praise de lawd! Praise indeed, ever since £2.36 I have sat and waited for this to fall - what has it done - rocketed.Never mind, Solg is doing quite well! Can't win em all.
LK Hyman
15 Feb 2017
Praise, praise de lawd! A cracking 3rd quarter trading update. This puppy is flying ... and not just from Boscombe Down.[link] on the flybridge QQ number 2 on my Top of the Pops at just over 8% of the shrunken wad
Jack Diamonds
25 Jan 2017
QQ buying at £2.65...... Since pre close issued on 29 Sept, 1.94M shares have been repurchased or approximately £5M.So a further £16M to go.............And QQ happy to buy these at £2.65 today. JackPre close on 29 Sept"A £50m share repurchase was announced in November 2015 of which £21m remains to be completed. The Group expects to complete the buyback by the end of 2016 as planned. "
valeite
09 Jan 2017
Re: Nice one, Steve! just to add that bears berenberg have raised QQ.to hold from sell and raised to £2.75 from £2.1 .they like the use of cash reserves to grow organically plusgood news on margins etc
LK Hyman
22 Dec 2016
Re: Nice one, Steve! Nicname,"Have I missed the boat?"Hard to say, m8. It's handily outperformed the FTSE100 over the last five years, which is the sort of period over which I like to evaluate the companies to which I entrust my wad, such as it is, so it's possible that we may get a reversion to the mean.At the same time the sort of threats to which QQ seems to have the remedy are increasing worldwide, rather than diminishing, so it seems a pretty good investment bet to me, especially as it has a rock solid balance sheet.Yeah, I'd pile in now, m8, while it's still cheap.LKH on the flybridge
nicname
21 Dec 2016
Re: Nice one, Steve! LK, Lived at Aberporth for few years and this was always on my shopping list but I never seemed to get round to it. Have I missed the boat?Which ever way, I am pleased that QQ floats your raft., Will wait for a lull in the price before rocketing in!!
LK Hyman
21 Dec 2016
Re: Nice one, Steve! Jack,"Maybe Management need to generate more excitement."It must be a bit hard to do that. So much of what they do is chust mumbo jumbo to the average punter. I mean, I like the Talon Black Robot story, but that's all mixed up with some kind of wind tunnel somewhere I dunno, and a big swimming pool in Gosport, a flying school in Boscombe Down (where?), a UAV range in Wales, summat in the Hebrides, and Optasense, whatever that is.No, I say chust let the pointy-headed scientists do their thing and the value will out of its own accord in the fullness of time.LKH on the flybridge 8% of wad in QQ and number one in the Top of the Pops
