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Majestic Wine Share Discussion Threads
Showing 2951 to 2975 of 2975 messages
|But internationally spread Lidl and Aldi can subsidise this local(UK) problem I suppose even going loss leader I imagine.|
|Naked Wines to hike prices by 5%
Naked Wines plans to raise prices by around 5% due to fall in value of the pound.
Unlike Tesco, Naked will not be going into battle with its suppliers.
"We’re not the type of business to start a war with suppliers over price. Nor are we ever going to compromise on quality to hit our margins," it said in an email to its customers.
The prices rises will hit in November, so it is urging customers to stock up before then.
From the BBC business live|
|I'm in - it seems too good an oportunity, target of 400 ?|
|share price 300 p , maybe good time to buy?|
|So why go with there's if the others have tweaked for update?|
|Can't see any published Canaccord price target except 310p last December, then "sell" stance in June according to Bloomberg and similar reports.
|Large sell worked through?|
|good to see some buying|
|Canaccord's target would be more credible given these others have kept promoting the stock lately. Canaccord changed stance to "sell" in June:
(Bloomberg) -- Majestic is only one year into its three year plan under the new executive team, and there remains much to be proved and delivered over the medium term, Canaccord says in note, cutting from hold to sell.
Management concedes that it is too early to tell whether the LFL recovery in Retail is simply a bounce or a trend
Believes the valuation has moved too far ahead of potential earnings delivery|
|Liberum - 415Investec - 450Peel - 400All today|
|Yes Peel Hunt reckoned a stonking buy just a few weeks ago (shows how much notice to take). Although the recent trading context appears to suggest they should indeed be announcing an upgrade to current year profit!|
|Think we are nicely set up for an intra day rally|
|Anyone broker notes/comments?|
|Could never understand the valuation. Much better off with Conviviality ( CVR ) trading on forward pe of about 10 and prospective divi of 5.7%Over 3x the turnover of Majestic and better run|
|Looks overblown in 320, looking for 375|
|The Telegraph, in all its wisdom, reports that the board now forecasts a profit of £16.1 million. This was actually the consensus before the warning that appears to knock off about £4 million.
Disappointing also in the sense there was a report t'other day of record booze sales as the UK celebrated Olympics' success; although the spell of warm weather and supermarket discounting may also have helped.|
|Any expectations/comments anywhere?|
|Rating was high, and may still be, e.g. expectations for EPS of 16p or so... if that's 12p now then a P/E of 25 at 300p/share.|
|No position as yet, just reading through..|
|Fall merited? Seems overdone?|
|In freefall today.|
|I don't think this will recover soon. Previously seen as a growth story with amazing new management. Now seen as a failed growth story with a high rating and poor management.|
|Just watching chaos in Calais today|
|2015 MONTGRAS CARMENERE. COOP £9.49. Absolute gem!
ps make sure it is the 2015.|