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Bonmarche Share Discussion Threads
Showing 251 to 273 of 275 messages
|Smithless - your comment is very interesting: "Recent consumer satisfactions reports seem to imply Bonmarche may be turning around its designs and fortunes" could you please give details of the major such reports?|
|smithless - tech savvy clientele? Oh you mean the only people who use Facebook?|
|Not a holder, but last trading update showed some sort of normality returning to the business. Not sure if the internet side is so important, as its discount and is not selling into a tech savvy clientele. I would have thought designs of its clothing is of absolute importance. If brokers forecasts are right, it looks cheap and is trading around net tang assets. Whether the new ceo can re-image and re-focus the group time will tell. One to watch?|
|The fact that the online part of the business is doing badly is very worrying. As the high st is looking as though it is dying Bonmarche needed to be good in this area. Does not bode well for the future.|
|So, are all the insiders furiously buying shares in advance of a stonking trading update this Friday ? Errr - not exactly.|
|chugging along just nice, we will be alright as long as the heard don`t arrive.
|dividend maintained. Results pretty awful but perhaps already priced in ?|
|I am assuming most of their shops are on rental lease...probably on high rents & business rates...|
|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.|
|£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.|
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.
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?|
|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.|
|Rinse and repat by Sun European Partners? Probably have to halve again to be tempting|
|Hope so. In at 82.6 for a yield of 8.6%.|
|I think they have reached their bottom today.|
|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.|
|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.|
|Are them two Buys at the close real?|
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?|
|thanks Ed, maybe see you there|
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, is the AGM in Wakefield? i was thinking of attending too|
|Thank you Ed. I look forward to your update after the AGM.|