bigbigdave

28/3/2025 07:35

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UK Retail Sales Ex Auto Fuel (M/M) Feb: 1.0% (est -0.5%; prev 2.1%)

tlobs2

20/3/2025 08:33

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Primark stores will be rammed once again now the spring/summer has arrived. The huge mega store at the Trafford Centre certainly was at the weekend.

essentialinvestor

13/3/2025 10:40

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Thanks. I was tempted to buy a small amount yesterday, however have held off untill post the next update.

sigmund freud

12/3/2025 18:28

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core primark customer is under strain, especially their discretionary spend. will be worse after spring statement and rumours of benefit cuts. chart looks dicey.

bigbertie1

12/3/2025 17:41

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Ouch - fall in €uro and US$ will have cut a bit off revenue.

essentialinvestor

12/3/2025 13:36

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Guidance cut on the way..

action

05/2/2025 12:56

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?ow of the year

spig69

23/1/2025 11:41

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I decided to sell out this morning. Been a long term holder and leaving with a big loss. The figures just don't justify any future increase in the share price. Good luck holders. I will move on to another venture. Disappointing update in my view.

roguetraderuk

23/1/2025 08:30

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if 2050 not held this week then 1800 is fav. uk retail has some bigger than average headwinds this year. to thread the needle this year will take something special for those in the sector. what went before may not necessarily repeat. let the price be your guide.

essentialinvestor

23/1/2025 08:11

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Fat fall in UK Primark sales, out for the moment.

I suspect the muted share price reaction (today, so far) is because expectations were already low - as per the recent ABF share price fall.

wad collector

23/1/2025 07:56

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Well, kind of inline, with a few caveats. Suspect will be neutral market response.

suetballs

22/1/2025 09:37

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Slightly apprehensive about the TU tomorrow.
Hopefully any indifferent news is already in the price - down 25%+ since September last year.
Fingers crossed.
Suet

suetballs

16/1/2025 10:30

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Getting bashed again today.
Citi cuts to sell - tp £17.77.
Phil looks to have called it right.
Hey ho.
Suet

philanderer

13/1/2025 15:15

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Sold out .

Luck to holders.

essentialinvestor

13/1/2025 13:48

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ABF now selling around the COVID plunge low earnings multiple - however the current multiple is based on a very strong recent FY.

They may reduce FY guidance on the January update, otherwise this is now looking attractive.

essentialinvestor

13/1/2025 12:48

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Falling GBP is supportive, however we need to see how Primark UK sales are fairing.

suetballs

10/1/2025 10:59

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EI l do remember but at these levels I think Abf is maybe good value.
Two dividends received today have cheered me up a bit. But 2025 is going to be very challenging.
Suet

essentialinvestor

10/1/2025 10:39

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suet, I'm not sure how long your memory is..but ABF sold on a mid 30's X at one point.


I warned about it (posts are on here) at the time as considered multiple mean reversion would kick in once Primark's incredible growth began to slow - it was Primark growth that predominantly drove the valuation of the wider business.

philanderer

10/1/2025 01:06

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Retail in the UK has been smashed by this government. Just too much increased costs to deal with.

suetballs

09/1/2025 11:52

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Yes next is a "loved" share.
Perhaps it's the Weston ownership. Perhaps we should float Primark - in the US of course.
Suet

queen gibbs

09/1/2025 10:24

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Suet
Next over 5 years 39% +
ABF over 5 years 26% down

Some difference

suetballs

09/1/2025 10:00

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Well judging by the current share price action the trading update on 23th January is going to be an absolute disaster.
abf imo has never been an overly loved share and when bad news is about it seems to get unfairly hammered.
I have held forever - perhaps I should move on.
Suet

suetballs

07/1/2025 09:38

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Great results at Next - up 2%
No news from abf - down 2%
Come on abf prove the markets have got it wrong.
Suet