B&m European Value Retail Share Discussion Threads

[lennonsalive] 11/1/2025 15:58

B&M packed today, they need self scan tills rolled out

[123trev] 11/1/2025 11:25

Got this at £3.01 with a 15p special dividend less withholding tax next week and not a bad set of results think that’s not a bad deal with future dividends on offer quite substantial and a well run outfit. Surely the last shorter will be leaving the party two massive down spikes Thursday and Friday with an instantaneous rise was obviously are American friends surely Canada will be following suit.

[wallywoo] 10/1/2025 14:59

Bgt in here today. This will bounce from these levels once the dust has settled.

[finkie] 10/1/2025 12:32

Thanks backmarker

[backmarker] 10/1/2025 08:44

Net debt is around £1bn, of which about 75% repayable in 2028-30.

[hamhamham1] 10/1/2025 07:12

Bought in here yesterday. GLA.

[lennonsalive] 10/1/2025 07:11

It's still a growth story with the uk and French stores. people will turn to bme to shop as finances are hit if they've not done so already

[finkie] 09/1/2025 21:01

Do these guys have net cash on the books or debt?

[thecroots] 09/1/2025 19:46

some of the media headlines make me laugh. going on about reducing profit forecast!.. No - they have given a tighter range that's all. crazy how the media can report how they want it to sound like.

they could have had an amazing quarter with sales of £2b and the headlines would still have been "BME announces record sales but profits dented after buying a new kettle in head office staff room"

[sigmund freud] 09/1/2025 14:20

BOGOF prices today compared to 12 months ago.
I work with a lot of low to middle income earners. Apart from Aldi, this is their favourite shop. Sales will be resilient and to me the sales figures are fine. The long term support is strong around 300p. Long term chart hides some fantastic special divvies. Great share to trade in the 300-600p range. Suspect long term support will be hit again when it goes xd

[babbler] 09/1/2025 12:59

Yup that's why I went long at 3 and happy with that. Chart was right and showed strong support around there. Sometimes the game is easy but not always.

[undervaluedassets] 09/1/2025 12:27

Wow,

if being confident means a 13% drop..

Imagine if they put out a statement saying they were not confident..

[thecomposer] 09/1/2025 11:31

Too cheap! This will close above 320 today and possibly even 340 by Friday close IMHO.

[scobak] 09/1/2025 11:26

brief reminder that dividends are currently subject to a 15% withholding tax on BME but looks like it will address this with mention of change of domicile.

[nick rubens] 09/1/2025 11:22

I think post April's expected inflation (due to NI rise and min wage) will drive more customers to B&M. Today they said they have the lowest operating costs in the sector.

So bought a few today and will add further should the market send it under 300p. xd of 15p special div on 16th Jan.

Not sure why the market reacted this way, but gave me a buy opp (risk reward looks good to me) where I was prior skeptical.

Was waiting for Sainsbury share price buy opp, but this one came along.

[nakedmolerat] 09/1/2025 11:10

i think the risk reward is decent, special div, growth, a good baseline to enter. however us small investors have no control over the bigger funds who invest here and move the price

everyone has to decide whats best for them

[thecroots] 09/1/2025 11:06

Greggs announced decent results today too and they are battered - 11% down

[thecroots] 09/1/2025 11:05

Good call Babbler.

its 5% yield just for the special divvie alone. Currently its 9% ish and thats without any further special divvie early in next financial year as per RNS

[babbler] 09/1/2025 10:46

3 quid was a bargain. Went long at 302. I said that was target when price was 320 earlier. 5% divi at 3 quid too.

[cashisking76] 09/1/2025 10:41

Anything under 350p is an absolute grand bargain today, and certainly so much better than government bonds this year, even in a struggling economy this here is GOLD along with dividends!

[monkeybusiness1] 09/1/2025 10:32

BME - Now Clearly One of the Most (if not The Most!) Oversold/Undervalued FTSE Shares here based on fundamentals, and that’s markets providing unique opportunities, so I’m in for the medium to long term plus dividends!

[bulltradept] 09/1/2025 10:31

Basing now..

[babbler] 09/1/2025 09:42

3 quid as predicted earlier this morning...tempting but sector is out of favour today. Best time to buy when fear is around but how long for a bounce is the q....

[nickname27] 09/1/2025 09:28

This is a little OTT for a stock that was hardly expensive anyway.

Market getting twitchy about sterling and gilts I expect and looking for any excuse to exit.