Share Name Share Symbol Market Type Share ISIN Share Description
Bonmarche LSE:BON London Ordinary Share GB00BF8H6F45 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.50p +1.56% 97.50p 95.00p 100.00p 98.00p 96.00p 96.00p 115,644.00 08:47:33
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 188.0 9.6 16.1 6.1 48.77

Bonmarche Share Discussion Threads

Showing 251 to 273 of 275 messages
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DateSubjectAuthorDiscuss
23/11/2016
16:45
chugging along just nice, we will be alright as long as the heard don`t arrive. WJ.
w1ndjammer
21/11/2016
09:11
dividend maintained. Results pretty awful but perhaps already priced in ?
mister md
21/9/2016
22:23
I am assuming most of their shops are on rental lease...probably on high rents & business rates...
diku
21/9/2016
16:14
I've been told by someone who shops at Bonmarche that they think styles are terrible. The high street is an expensive and more than often an unprofitable place to be. People are leaving high streets and they are just in a downward spiral with only charity and pound shops dominating these town centres. There are competitors with an online only presence kicking lumps out of these kind of players.
she-ra
21/9/2016
15:15
£9m in the bank. Who can say whether the div will be cut? But Sun will want to extract what they can as they still own 52.4% so wouldn't say that a cut is certain. DX, in much worse shape, have stuck to their revised dividend promise. Ex-cash P/E of around 7 assuming worst case of £5m profit.
mammyoko
21/9/2016
10:26
Mammyoko Hope it goes well for you and other holders, of course. I wouldn't say that the final dividend is secure. If things don't improve, my expectation would be for a cut. Yes, the timing of Sun was excellent. Well done to them! Would they have the boldness to come back at c.40p? Would holders be prepared to sell to them? It must hurt. Harbridge Bonmarche already has a good online presence. It's problem is that it's operating stores (high fixed costs) but not maintaining sales volume. So, there's big pressure on their profits. They desperately need to get their offering improved. They keep blaming the weather but weather always affects buying. They need to accept and accommodate this. It can't be a perpetual excuse. We are only 3 weeks into September. Those must have have been a shocking 3 weeks, as Q2 is down 8% lfl. One week left of Q2, then into Q3. Does anyone have confidence they'll do better in the Autumn?
ed 123
21/9/2016
08:43
Another retailer that just couldn't keep up. Going the same way as French Connection & Debenehams. Even Primark hit hard as it couldn't be bothered with an online presence. The writing has been on the wall for a long time here.
harebridge
21/9/2016
08:33
Rinse and repat by Sun European Partners? Probably have to halve again to be tempting
mammyoko
21/9/2016
07:32
Hope so. In at 82.6 for a yield of 8.6%.
mammyoko
21/9/2016
07:27
I think they have reached their bottom today.
blueball
28/7/2016
23:48
Certainly a very sharp drop that other retailers are not seeing. I don't 100% believe the weather excuse. I think the new CEO will have to kitchen sink alot and so think the share price could head lower.
boonkoh
28/7/2016
14:46
Quite a drop in sales. I've been told the quality of design is slipping. So makes me wonder whether the weather is just an excuse.
she-ra
15/6/2016
17:00
Are them two Buys at the close real?
jimmywilson612
14/6/2016
14:40
All, Been looking at these and trying to decide is this the bottom, are they worth buying. I see they have a cash pile and with the share price falling, fallen, the question is, they have no debt and they have a pile of cash, will their lower turnover and so called gross profits cover their operations, i.e they won't deplete their cash pile? Will they still pay the dividend?
isaready
11/6/2016
10:11
thanks Ed, maybe see you there
qvg
10/6/2016
08:45
Hi qvg. Yes, Wakefield post code but it's actually half way between Wakefield and Huddersfield. The AGM will be held at BonmarchéR17;s Head Office, Jubilee Way, Grange Moor, Wakefield, WF4 4SJ on Thursday 28 July 2016. The meeting will start at 12.00pm and registration will be available from 11.30am.
ed 123
10/6/2016
08:37
Ed, is the AGM in Wakefield? i was thinking of attending too
qvg
10/6/2016
08:32
Thank you Ed. I look forward to your update after the AGM.
jojaken
10/6/2016
08:29
jojaken. Agree, cash position will worsen this year, as you say. There will also be larger than normal capex in FY 2018, due to further payments in respect of the replacement of the ERP system. 'Normal' capex? That depends on the number of new stores they open. Do they have a target? When the systems update is done and they have reached their target number of stores, the cash generation should look much better. Dividend increase for FY 2017? The brokers have estimated an increase of about 5%. In the context of a flat underlying performance, I think a small increase would be given. Of course, what they need is a good selling season. A good set of LFL figures later in the year would boost sentiment here - that's my hope. I'll attend the agm (28 July) and ask a few questions.
ed 123
10/6/2016
08:03
I'd agree Ed, at present price I won't be increasing or selling. It's a firm hold until more is known about the spring/summer season. One point Ed, while the cash flow was good this year, I am not so optimistic for FY17. Operating activities generated net cash of £10.5m FY16 (FY15: £11.1m). However the cash balance only increased by £1.9m to £13.0m (FY15: £11.1m). The cash generated was principally applied to make tax payments of £2.5m, dividend payments of £3.4m and capex payments of £5.0m. So extrapolating approximately for FY16, tax payments of £2.5m, dividend payments of £3.5m, and (the killer) capex payments of £14.0m.There will also be stock increases, very conservatively, of £4.0m (No positive impact from the Chinese New year being earlier in 2017). This would leave cash of only about £2m! Not sure that you can expect much of a dividend increase next year Ed. Do Cantor Fitzgerald give any indication of expected cash flow and dividends in their figures for next year?
jojaken
10/6/2016
07:24
FWIW, Cantor Fitzgerald have moved from 'hold' to 'buy', price target from 230p to 160p.
ed 123
10/6/2016
07:13
So, it's opened up at 129-135p. MMs being cautious. On current news, I'll continue holding. This may be a low point. In a year's time, if the stated headwinds have passed through and lfl sales are up too, then BON could trade in the market at a p/e of 10 again, giving a share price of 180p, rising to 200p for full year ending 2018. Dividends look very safe due to the cash position and good cash flow. (My own view - no advice intended)
ed 123
10/6/2016
06:56
Hmmmm .... Yes, that outlook statement is an early warning. The expectation for 2017 was a whisker under 20p eps. At 130p that would represent a p/e ratio of 6.5. The full year dividend 2016 is 7.14p, giving a yield of 5.5%. 5.8% for 2017? £12M of cash on a market cap of £65M. At this early stage I'd expect them to miss the 20p eps, but rougly match 2016's earnings. So, eps for 2017 18p and at today's 130p, p/e ratio about 7.2. Sun Capital have the majority of shares. Will they sell the remainder? Bonmarche could be a nice little cash earner for a bigger enterprise.
ed 123
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