Share Name Share Symbol Market Type Share ISIN Share Description
B&M European LSE:BME London Ordinary Share LU1072616219 ORD 10P (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.50p +0.60% 252.30p 252.60p 253.00p 253.00p 248.00p 249.40p 2,105,336.00 16:35:30
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 2,035.3 154.5 12.5 20.2 2,523.00

B&M European Share Discussion Threads

Showing 126 to 148 of 150 messages
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DateSubjectAuthorDiscuss
09/12/2016
11:10
There are 4 separate B&M stores in the area around my home in North Wales. There are also a number of competitors, Home Bargains, Poundland, Poundstretcher etc. I visit all of these from time to time, mainly for catfood and bird food. The B&M stand out as always being by far the busiest. Together with the huge range of Christmas related stock I see in the stores, I have a feeling these shares are grossly undervalued at 250p and a regrading by the market is overdue.
meanwhile
16/11/2016
13:01
Among the mid-caps B&M European Value Retail continues to rise following Tuesday’s update, adding 10.9p to 255.9p as Jefferies moved from hold to buy with a 285p target. It said: We believe B&M’s 33% share price fall since peak provides a buying opportunity. We think B&M is well positioned for a tough UK consumer environment and Jefferies’ latest consumer survey results support our view that B&M can gain market share and maintain resilient margins. HTTPS://www.theguardian.com/business/marketforceslive/2016/nov/16/ftse-slips-after-uk-jobs-data-but-severn-trent-lifted-by-dee-valley-deal
philanderer
02/11/2016
09:27
Hi, I wrote an article on B&M, which can be found here: http://bit.ly/timberwolfequity-bme
timberwolfequity
01/11/2016
18:35
Tipped by A J Bell in the Telegraph. B&M European Value Retail A significant fall in its share price over the past 12 months, from 335p to 235p, means that B&M European Value Retail could itself now offer a bit of value, although there are considerable risks. The biggest danger is posed by the plunging pound, as B&M sources most of its non-food offerings from Asia, paying in dollars and selling in sterling. Another risk is posed by the acquisition of Poundland by Steinhoff, a South African firm, which could heat up competition in the budget arena. More positively, B&M is generating rapid volume growth, has a German business that can at least reduce the worst of the currency hit and is very cash generative. The company, a member of the FTSE 250, has a dividend yield of 2.4pc and even offered a special payment last year, a trick that Peel Hunt, the stockbroker, believes it can repeat. In addition, if the British economy does slow, B&M’s discount credentials mean it will be well placed to benefit from any belt-tightening and trading down by consumers. Any rally in the pound would also be a welcome boost. Questor says: speculative buy HTTP://www.telegraph.co.uk/investing/shares/questor-share-tip-back-ashtead-to-grow-its-dividends-no-matter-t/
philanderer
28/10/2016
16:03
Phil Thanks for the info, I can't make my mind up with bme. I'm not sure a store like bme could pass on rising costs like the weak pound(when hedging ends), increasing business rates and minimum wage.I do like the shops though so would buy lower down.
wipo1
27/10/2016
23:20
Tony Shiret of Haitong Securities really doesnt like B&M PM The key issue here is whether we are looking at a sustainable longterm growth story or whether the growth is being forced out of the model by over-expansion, with growth masking a less robust underlying proposition than investors currently believe. We have modelled the performance characteristics of the latest larger store openings and conclude that these are nearly 20% less sales productive than the group’s existing UK stores, resulting in EBITDA only being 10-15% higher than for existing stores despite 60% greater space and roughly double the invested capital. Rent as a % of sales appears to be nearly 7% against 4% for the existing stores. PM We have also tested B&M’s pricing credentials in Grocery – c.47% of UK sales – and found that while it achieved a 16% lower price on branded product, in our samples the lowest B&M price was 40% more expensive than Aldi/Lidl and 35% more expensive than grocery own-brand generally. B&M does not have own-brand in grocery and has benefited in our view from the food retail majors’ pricing activity being focused on fresh food, which B&M hardly sells. PM In anticipation of the 15th November interims we would expect the main interest on reporting to be the company’s evaluation of its buying position relative to a much weakened sterling. Its nonGrocery product (just over 50% of sales) is largely imported from China. Clearly the LFL position in the UK will also be a significant disclosure with last reported 1Q LFL benefiting from a change in definition at headline level PM 50% of the tat comes from China — no surprise there i guess PM We have reduced our estimates for March 2017 and 2018 by 6% and 18%. We now expect minimal eps progress for 2017/18E and 2018/19E. We retain our Sell rating and have reduced our Fair Value by 21% to 190p reflecting principally DCF. HTTP://ftalphaville.ft.com/marketslive/2016-10-26/
philanderer
12/10/2016
08:41
I'm tempted as well, still watching atm
wipo1
07/10/2016
15:35
Jumped in today, value here I feel
fozzyb
06/9/2016
17:24
Goldman Sachs has set a buy rating with target price 300p
cabreado
23/8/2016
20:35
Going stronger and stronger! Positive.
cabreado
12/8/2016
11:42
Good work cabreado , I bl^^dy hesitated and didn`t buy a couple of days ago :-S
philanderer
11/8/2016
15:03
Another great day! Sorry for angry grannysnuffs who is shorting this.
cabreado
10/8/2016
11:00
Today`s rise.. 10 August 2016 Morgan Stanley today upgrades its investment rating on B&M European Value Retail (LON:BME) to overweight (from equal weight) and raised its price target to 315p (from 270p)
philanderer
10/8/2016
07:58
LOL , luck with that :-) Just watching at the moment
philanderer
10/8/2016
07:24
dog share, back to 233 imo ;-)
grannysnuffs
10/8/2016
07:18
And it has taken off!!!
cabreado
14/7/2016
19:52
Questor share tip: B&M is a bargain after rival Poundland limps off the stock market HTTP://www.telegraph.co.uk/business/2016/07/13/questor-share-tip-bm-is-a-bargain-after-rival-poundland-limps-of/
philanderer
09/6/2016
20:31
advfn marks today as XD date for both the special 10p and the final 3.2p dividend - that's very sloppy. The fact is that the share goes XD for the regular final one on 23 Jun 2016 according B&M's own website. The share seems on a short time down trend. Today it declined more than the special dividend.
quickmind
09/6/2016
07:21
XD special divi
pickledcabbage
31/5/2016
06:47
Good results, strong rise. looks like this one may go back up Aug 15 levels?
gamwah
15/1/2016
19:47
BMM selling counterfeit goods - BBC Watchdog Full of "gender bender" chemicals in Head & Shoulders
dlku
07/1/2016
09:35
Haitong Securites 'sell' tp 230p Peel Hunt 'buy' tp 440p
philanderer
06/1/2016
23:51
B&M boss Karen Hubbard poached by greetings card specialist Card Factory Read more: HTTP://www.thisismoney.co.uk/money/markets/article-3387671/B-M-boss-Karen-Hubbard-poached-greetings-card-specialist-Card-Factory.html#ixzz3wVloLpcS
philanderer
Chat Pages: 6  5  4  3  2  1
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P:42 V: D:20161210 18:38:39