French Connection Share Discussion Threads

[smicker] 20/11/2015 15:43

Was mentioned on cr thread

edit Ive checked investegate and there was an ims on 21 nov 2013 and 26 nov 2014

[mesquida] 20/11/2015 15:23

How do you know there will be an update next week?

[srpactive] 13/11/2015 23:02

Fc furniture on the dfs itv advert this evening, has to help somewhat.

[weemonkey] 12/11/2015 10:32

Check out the the Men's page on the French Connection Website. .

Really ? !

[chickcrumbs] 11/11/2015 16:08

I'd say their prices are too high so we now seem to have the "Debenhams" phenomena' of always being on sale/promotion.

I think the clothes offer is a vast improvement on the previous seasons which were, shall we say, rather odd. The concession in my local House of Fraser store was busy the other day, anecdotal I know.

I think Website is let down by rather miserable looking models, although I suspect looking a tiny bit happy may not be "cool" and I'm a rather old bird so what do I know?

I have a small holding here at an average of 38p. I think the shares are cheap enough.... if they can start selling stuff.

[weemonkey] 11/11/2015 15:32

www.frenchconnection.com/category/man/man.htm?via=MGW1

Really ?

[lomcovaks] 25/10/2015 21:47

It was just ribbing you Paul, nothing more. ;-)

[cockerhoop] 25/10/2015 19:59

Smicker,

My partner went into FCCN in Meadowhall, Sheffield on Friday, she loved the dresses but again baulked at the price - maybe more of an issue in the North than in the 'Beautiful South'?

[smicker] 25/10/2015 17:17

The Millipede,
What makes you say their designs are a problem? Speaking to my better half they are excellent and she is very hard to please. Problem for her is the price. I'm taking a punt that when the economy is fully back to normal FCCN will attract these sort of customers back. It seems a little like the Lidl and Aldi vs tesco situation.

[zoolook] 25/10/2015 13:01

:-) Just remember Paul absolutely, definitely, DOES NOT TIP! ;-)

[the millipede] 25/10/2015 09:28

Paul, there are hundreds of useless small cap shares out there with advocates screaming: "this is a no brainer, how stupid of you not to realise it. Buy buy."

Maybe you have found the exception that proves the rule - and I agree if you just look at numbers you have a reasonable case - but, on the whole, it is generally people who miss risks that make comments like this. And, while I know they are shutting stores not taking out new leases - which is obviously the right strategy - it is their designs that seem to be a problem too.

Anyway my comment on risk is this: These guys have been unable to turnaround a promising retail company in an environment that is benign for retail, given the right product. Given this proven incompetence, what makes anyone assume the other businesses will be run competently, and remain in the same state as now, during the next five years?

[spob] 23/10/2015 03:44

You been drinking Paul :)

[the millipede] 17/10/2015 19:26

I think FCCN are screwing this up. It is true the underperforming stores are being closed - and so almost with their eyes closed this business should become profitable..... one day.

But the recent upturn has been consumer led. I rarely go into town but when I do the shops are all full and bustling...... except one: FCCN which today was complely empty, still like the eye of a storm. To me this says their designs and business model are rubbish which, to be frank, does not bode well for the rest of the company.

If they can not turn the retail business around in this environment surely they are idiots?

And the DFS sofas they keep advertising look cheap and nasty. Eugh.

Nonetheless, Paul is right: in five years this could be a five/ten bagger. If other things stay the same, it will not go bust. (The caveat being the cash burn so they have four/five years but not longer.) But IMO it is not priced as though it might go bust anyway and for the forseeable I think the share price will be the plaything of traders and speculators. Which means it could go lower, could go higher. In the meantime it will only take slowdowns elsewhere to impact other parts of the company, so there is most definitely downside risk IMO.

At 20p it was probably a good punt. At 30? Dunno. Maybe depends on your time frame - and risk tolerance?

[geheimnis2] 17/10/2015 15:34

Hi Paul

I like your analysis

However, I wonder why analysts at numis for example are not having the same straightforward and logical thoughts?

They have a 30p price target.

What is your view?

(I hold btw)

[paulypilot] 17/10/2015 15:21

I think this share will be a massive winner: 5-10 bagger. That's why I've bought as many shares as I could get.

The Balance Sheet is rock solid. The brand is fantastic!

Anyone who can't see the value here is a complete idiot!

Paul Scott.

[zoolook] 14/10/2015 20:30

You've called it right so far crystal balls

[mreasygoing] 14/10/2015 19:51

Well, report me. You bring this thread down. I state technical points on the chart.

[mreasygoing] 14/10/2015 18:45

As I said a week ago, 35p first stop. This will be a point of resistance. You're just rude.

[she-ra] 14/10/2015 18:35

mreasygoing - We've all seen the games you play. We all know you manipulate. Go away.

[mreasygoing] 14/10/2015 18:30

Approaching a resistance point at 35p. May see a pull back here.