Associated British Foods Share Discussion Threads

[philanderer] 15/1/2016 10:00

Zyzzyva sell everything or even better short everything , we're going to hell in a handcart.


15th jan JP Morgan overweight tp 3700p
15th jan Numis reduce tp 2706p from 'sell' tp 2724p
15th jan Barclays overweight tp 3300p

[zyzzyva] 14/1/2016 21:00

a 1% yield says it all

[philanderer] 14/1/2016 20:20

'Questor share tip: Slowing Primark sales make Associated British Foods a sel
l'

The FTSE 100-listed conglomerate has become increasingly reliant on the discount clothing group for profits, says Questor

[philanderer] 14/1/2016 17:51

14th jan Credit Suisse outperform tp 3250p
14th jan Morgan Stanley overweight/cautious tp 3500p
14th jan Canaccord sell tp 2600p

[philanderer] 14/1/2016 17:28

Primark blames freak December weather for flat sales figures

[yamaha865] 14/1/2016 08:54

Doh! did well on that one

[zyzzyva] 14/1/2016 08:47

looks like small earnings downgrades though, so even more expensive at around 31x

[zyzzyva] 14/1/2016 08:46

nope its gone the other way

[yamaha865] 14/1/2016 07:32

Pretty mediocre results. Will make a totally worthless guess of 8-10% drop today !

[zyzzyva] 13/1/2016 21:33

still trading on more than 30 x earnings. imagine if there were earnings downgrades combined with a derating

[philanderer] 13/1/2016 20:11

It`s going to be a bad day to report any sort of numbers tomorrow

FTSE futures - 100pts

[philanderer] 13/1/2016 11:55

They`re more confident than me about tomorrow ;-)


13th jan Liberum buy tp 3750p

reiterates

[philanderer] 11/1/2016 09:38

11th jan Jefferies hold tp 3010p

reiterates

[ball deap] 11/1/2016 00:42

I agree philanderer it is a great time to be short. I spoke to my illuminati contact and she said ABF is next for a great short opportunity. Good luck guys, trade safe and don't stay long we all know what's coming.

[philanderer] 10/1/2016 23:11

Great to be short guys , FTSE futures -70pts , that`ll be six days in a row.

I`m short FTSE100 and BRBY but should`ve dumped everything else before january 1st.

Luck to all.

[zyzzyva] 09/1/2016 10:54

still more than 30x earnings. imagine if there was a profits warning . sports direct last week. what PE is SPD trading on? is it 11x?

[yamaha865] 09/1/2016 09:23

Looking forward to a below expectations update- just look at the comments from Poundland on reduced high street footfall.

Very short on this one!

[philanderer] 08/1/2016 21:11

This was the worst first week of the year for US equities... ever

[philanderer] 08/1/2016 16:53

Definitely , everyone knows that so priced in I would have thought.

Dreadful week for the shareprice -9.2%.

Exposure to High Street has taken it`s toll on many this week. It`s the christmas trading that has been absolutely sh*te everywhere , Sports Direct today , M&S yesterday and that`s the main worry for Primark .

We`ll find out thursday


"Final day for BHS ahead of Primark’s arrival in city"

[zyzzyva] 08/1/2016 14:43

primark still 55% UK, so surely is very exposed to the living wage. more than the online retailers like NEXT

[philanderer] 08/1/2016 14:32

Next thursday

[zyzzyva] 08/1/2016 14:30

when these guys trading update? the PE here is still over 30

[philanderer] 08/1/2016 14:19

Most retail knocked back at 11am from the read across of that SPD profit warning.

[philanderer] 08/1/2016 13:51

Video: Birmingham's flagship Primark store wins planning permission