||EPS - Basic
||Market Cap (m)
|Food & Drug Retailers
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|8 weeks tiger i have heard 12 -16|
|wot no beef tucci?|
That's been floating around for a while. Prices by the way are shooting up now British meat is going for more money overseas.
Total reverse of what was happening. All adds to pressure on margins.
The good years of cheap supply and deals to be had helped CRAW grow fast but that's gone.
Margin could be up to 10pts down unless they increase prices and then sales fall.
Its just a tough time.
Think they are ok for cash though at the moment
|Spoke to some suppliers and didn't like what I heard|
|We are benefiting from some foolish wisdom.|
This book covers AMZN and its investment in long-term growth:
Chapter 5 I think. Apparently the stock was cheap in 2003.
|The Cannock store opened on 30th March so has been around for eight months now. All useful feedback and it is good if we get a rounded view of operations. I have someone visiting eight stores for me including the latest factory store in Gorton over the next few days and will give feedback when I can.
It looks like the prices are still very competitive and appealing. Cannock was a new store so like for like figures will not apply and hopefully they are getting more andf more custom as numbers of local people get to know them for the first time just like Paleje|
a few errors there.
t/o was last year 37 million.
EBITDA was depending on the measure 1 to 2.6 million.
you also say
especially considering that opportunity for further growth is still there.
Well they have paused shop openings and current LFL sales are in reverse.
How about you look at this.
Each store is worth 400k. based on market cap.
Its a loss making company and by George to squeeze a profit here after central costs will be tough.
|Anyone think this is starting to look cheap? IFRS accounting numbers look bad, but when you strip out the cost of opening new locations, then this actually seems cheap.
Market cap - £19M
Store count - 50
Revenue per store - £1M
EBITDA margin - 10%
Totalling the numbers gives you total EBITDA of £5M, which against the backdrop of the market cap is quite cheap, especially considering that opportunity for further growth is still there. There are no placings (not for a few years at least), there is no use of debt, all the store growth is organic.|
|Me too Shanklin, don't have it I'm afraid.|
|It would certainly be interesting to know the basis for PH's 60p.|
|not for me i know the meat trade only to well|
|market always knows|
|Day traders once again getting in for quick buck and getting out for a quick loss.|
|I have ordered my Christmas hamper from our Bramley shop and the manager Sam said business was strong in her shop with a long list of names already on the hamper order form from what I could see.|
|Lots on sales, nothing on margins.Not convinced.|
|At least we're heading in the right direction now.|
|There was no trading update last year at this stage. So clearly a response to fall in price ( which once again leaked by the look of it).
I do not think a negative 8% in LFL is something to push the price up.
The colder weather over the last 4 weeks may have helped but adding in increases in selling prices the fall maybe around 10%.
Crucial 4 weeks coming up starting this weekend after the monthly pay.
Only for the very brave.