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[entj] 12/9/2005 09:29

Hmmm....

The loss of The Body Shop International account after 11 years is the latest in a series of client losses since Nigel Mills, the Dutch bank's top broker, and six senior colleagues jumped ship to Citigroup in May.



ABN Amro lost the WH Smith account, also to Merrill Lynch, in July, after UBS and Goldman Sachs had jointly whisked away Cadbury Schweppes in June.

In a short statement, The Body Shop said: "The Body Shop International today announces the appointment of Merrill Lynch International as the company's sole corporate broker with immediate effect."

A spokesman played down speculation that The Body Shop was seeking to bolster its defences after analysts said that some retailers and financial buyers viewed it as a potential takeover target. He said: "ABN Amro had been the broker since 1994 and the move is just part of the normal reviewing process."

ABN Amro and

[entj] 19/6/2005 21:31

alan6012, you are absolutely correct!
BBs are not the place to post the comments I am considering.
Instead, let's just consider:
1. Track record
2. Strength, breadth & depth of brand equity
3. Management competence and style. Always a matter of opinion of course but my opinion is that there is a BIG difference

[alan6012] 17/6/2005 17:36

Rupan - Certainly not the same management OR the same market.

[koetser] 17/6/2005 16:10

Nice to see the tips in IC mags being more correct nowadays. They just reiterated what IC said about a month ago.

Looks like this is going to be followed by the likes of Victory (VRY).
Same management same market and currently very undervalued. Might move my money from here to VRY. Anyone else heard about Victory Corporation ( They own Virgin Vie).

Rupan

[teasle] 17/6/2005 15:53

should do - vert upbeat AGM

[entj] 17/6/2005 09:50

I sold a couple of months back but bought back in after it dropped below 200.
The charts have been looking good for a while.
I wonder if the trading news will raise the interest of potential buyers ?

[teasle] 17/6/2005 09:12

should be some happy shareholders there today

[simclark] 26/5/2005 14:22

Yes, their profits have risen three years running now and are expected to rise another 25% to 30% over the next two

[entj] 26/5/2005 10:38

This stock has risen about 30% in 4 weeks and is now at an all time high as far as I can tell.
Yet no BB comments, no relevant press comment.
Looks to me like one of the few retail businesses that is interesting right now.
Any knowledgable punters out there?

[superdealer] 19/4/2005 10:21

You should thank me for keeping the price up by opening a short bet!

[entj] 18/4/2005 15:53

superdealer -I suspect you've made a good decision.
The only niggly little thing holding me at the moment is that the recent pattern looks very like the one we saw in early January after which we saw a fair bounce up.
Market context different today of course - retailers a bit out of fashion at the moment.
I should have paid more attention to the chart signals a few weeks back and got out to get back in again later.
Still think someone has to do something with this business. Otherwise it's just plodding along aimlessly!

[superdealer] 18/4/2005 10:54

I'm out and I've opened a short as well. Although the whole market is down today I think Body Shop has a lot further to fall in the absence of any bid.

[superdealer] 08/4/2005 13:07

We could do with more bid talk to prop up the price.

[entj] 09/2/2005 11:52

More retail consolidation hppening.
Somerfield today, BOS tomorrow?

[badoit] 08/2/2005 23:57

Zippy!
And it's gonna keep on going for a while!!

[spob] 14/1/2005 08:30

sold @170p

10% not bad for a few days

[spob] 14/1/2005 07:33

Fundamentals
Year Ending EPS.. P/E. PEG EPS Growth Dividend Dividend Yield
02-03-2001 5.00p 32.05 n/a n/a 5.70p 3.56%
02-03-2002 2.80p 57.23 n/a -44.00% 5.70p 3.56%
01-03-2003 7.50p 21.37 0.13 +167.86% 5.70p 3.56%
28-02-2004 10.70p 14.98 0.35 +42.67% 5.70p 3.56%

Forecasts
Year Ending EPS... P/E. PEG EPS Growth Dividend Dividend Yield
28-02-2005 13.40p 11.96 0.82 +14.66% 5.80p 3.77%
28-02-2006 14.70p 10.90 1.04 +10.53% 5.90p 3.84%
28-02-2007 15.05p 10.65 1.56 +6.81% n/a 0.00%

Profit & Sales Forecasts
Year Ending Profits (£m) Sales (£m) Sales/Share Price/Sales per share
28-02-2005 27.85 394.81 £1.90 0.84
28-02-2006 30.56 418.44 £2.01 0.80
28-02-2007 31.29 445.51 £2.14 0.75

[spob] 14/1/2005 07:06

Body Shop International PLC
14 January 2005



THE BODY SHOP INTERNATIONAL PLC
Christmas Trading Statement


Key Messages:

• Christmas sales (ten weeks to January 1) +6%; comparable store sales +3%.

• Year to date sales +5%; comparable store sales +1%.

• At Home sales were up 28% in the ten week period, 34% year to date.

• Forecasted operating profit and EPS for the full year, marginally ahead of
market expectations.


Peter Saunders, Chief Executive said: 'We are pleased to report that over the
important Christmas period we have delivered positive comparable store sales of
3% globally together with an improvement in underlying margins. Our
repositioning of the brand continues to progress, and we expect to deliver
another year of good performance, marginally ahead of market expectations.'

[spob] 14/1/2005 01:52

82k buy versus 36k sell today

not huge volume however

[entj] 12/1/2005 15:45

see my note under Christmas Trading

[spob] 12/1/2005 15:09

Don't ramble, give me facts

[ramblerman] 12/1/2005 14:44

Why is the price rising? Should have thought that was pretty obvious. Those with the right contacts have probably had a sneak preview of Friday's trading statement. Hope this is the reason because they should go even higher on Friday. I have seen this so often for other companies, whenever an announcement is due there is usually a noticeable change in the share price a day or two beforehand. Often a gentle creep up or down.

[spob] 12/1/2005 14:19

well i'll be damned, i wonder why this is rising