Brown (n) Share Discussion Threads

[aishah] 26/9/2016 09:47

HSBC downgrades to HOLD with 205p target.

[nw99] 26/9/2016 07:18

That's all we need this am ...

[liquidkid] 23/9/2016 09:24

Payed out £40mn for the year in dividends around 70% of earnings which was 14p so sitting on a 7.5% yield at 190. The exceptional cash cost of £5-8m announced yesterday along with further delay to the UK platform coud add up to at least £10mn - No small number it's 25% of the dividend.
"all areas of the business are (were) focused on ensuring this lands on time and with minimal disruption."
Looks like the market is pricing in a cut.

[danieldruff2] 21/9/2016 18:39

Some temporary irritations but a permanent derisking in getting FCA authorisation, may go up from here. Sector not doing great though which is not helping, bad update from Bonmarche today, but they have many shops to support and this has few.

[alex1621] 21/9/2016 16:06

Exceptional cash cost and delay to US launch? Not a great update ... 11 October update will be interesting ... but possibly not in a good way. Mmm.

[mister md] 20/9/2016 14:10

thought I had a bargain here at 200p - they'd better pay out that juicy dividend to compensate ...

[zcaprd7] 20/9/2016 09:23

When's the next set of disappointing news due? There must a bargain price for this at some point?

[alex1621] 14/9/2016 08:44

Having said that, Spindler, the CEO is under pressure to land the new IT platform successfully and start recouping some return on the investment. If my memory serves me right cap ex next year should be much smaller. I don't believe it will all be in place until 2017. The share price could drift further back on a poor update and the div is by no means a certainty to be maintained.But in balance, I think the strategy is the right one ... and I'm not for changing the CEO until the results of that strategy are clear to see ... which they are not at this moment. However, I understand the concerns.

[alex1621] 14/9/2016 08:38

What? After all the good he did saving Jewish people during World War II? A bit harsh. :-)

[dlku] 12/9/2016 14:45

get rid of schindler

[salpara111] 12/9/2016 12:26

They have been "turning around" this company for years now but pretty much every metric is still negative.
If the next set of results show real improvement then clearly it can re-rate back towards the 300 line but I am not betting on that happening so I am waiting to see what the results look like first.

[dahhad] 12/9/2016 09:05

Not now it doesn't nw99! But surely you will be proved right in due course.

[danieldruff2] 09/9/2016 13:42

Bad writeup in IC this week, probably accounts for weakness

[nw99] 09/9/2016 09:39

Chart points to 280

[nw99] 09/9/2016 09:20

Shs mag tips it 6.7% yieldCo being transformed

[w1ndjammer] 01/9/2016 12:03

I like this one got a decent stake now, could turn out to be the star of the show.
dividend never been cut over 20 years.

WJ.

[nw99] 01/9/2016 10:34

Added here no looking back

[nw99] 24/8/2016 11:25

Will be thanking the management this looking very good

[che7win] 24/8/2016 10:42

Finally we get the faster rises I expected here, it's mispriced but the market is aware of that and self correcting!

[che7win] 24/8/2016 10:16

Lovely bowl forming

[betelgeuse1] 23/8/2016 19:02

AS needs to be roasted on a spit for what she has done here

[forsh] 23/8/2016 16:37

Don't think we're scheduled to hear anything until October but the weather must be playing havoc with buying patterns? If there is another warning then AS is surely for the chop?

[betelgeuse1] 23/8/2016 16:31

its cheap until the next profit warning cuts your gizzard out one morning