Naked Wines Share Discussion Threads

[tsmith2] 24/9/2016 07:31

Large sell worked through?

[tsmith2] 22/9/2016 13:00

good to see some buying

[tsmith2] 21/9/2016 12:18

What's can's?

[edmondj] 21/9/2016 11:33

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

[tsmith2] 21/9/2016 10:56

Liberum - 415Investec - 450Peel - 400All today

[edmondj] 21/9/2016 09:28

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!

[tsmith2] 21/9/2016 09:27

Think we are nicely set up for an intra day rally

[tsmith2] 21/9/2016 09:04

Anyone broker notes/comments?

[1pvh] 21/9/2016 09:03

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

[tsmith2] 21/9/2016 09:00

Looks overblown in 320, looking for 375

[edmondj] 21/9/2016 08:56

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.

[tsmith2] 21/9/2016 08:47

Any expectations/comments anywhere?

[edmondj] 21/9/2016 08:45

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.

[tsmith2] 21/9/2016 08:42

No position as yet, just reading through..

[tsmith2] 21/9/2016 08:42

Fall merited? Seems overdone?

[blueball] 21/9/2016 08:31

In freefall today.

[trytotakeiteasy] 21/9/2016 08:17

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.

[1birddog] 05/9/2016 22:23

Just watching chaos in Calais today

[bamboo2] 14/8/2016 20:54

2015 MONTGRAS CARMENERE. COOP £9.49. Absolute gem!

ps make sure it is the 2015.

[mots] 08/7/2016 22:49

hxxps://www.bordeaux-undiscovered.co.uk/shop/red-wine/chateau-lesperance-bordeaux-superieur-2009-bronze-medal/


Btw, I'm drinking the Chateau Toutigeac Grande Reserve 2014 as I type, very nice indeed - it's 12.5% which is where I like them, it's also just £8.45 a bottle and it's going down very well with my late night cheese and biscuits,

[mots] 08/7/2016 22:49

For anyone who likes a reasonably priced claret, Bordeaux Undiscovered have a cracker - the Chateau L’Esperance - cracking value imo at £8.45 a bottle. It's creeping up in price since they first offered it and I'm not surprised, got stuff in my rack that cost four times that price and is no better imo - and it ticks the boxes, it's a 2009, a Superieur and Mis en Bouteille au Chateau.

[marwalker] 06/7/2016 10:32

Stirling continues to plummet against the Euro ...... todays price for European wines will seem a bargin soon.................

[bigbigdave] 03/7/2016 07:43

Winemakers Warn of a Coming Burgundy ‘Apocalypse’
Blame the weather or dizzying price spikes, one of the world’s most storied wine regions appears to be in a bubble—and it may be about to burst.

[rubberbullets] 06/6/2016 09:15

With pound weak, calais booze sales will crash where WINE has stores