Boot (henry) Share Discussion Threads

[philijohn] 10/12/2003 21:27

Agreed, 750p by end of year results. However, I expect to hold for longer (up to 2 yrs?), when long-term benefits of new regime could/should provide much bigger gains.

[s4kcm] 10/12/2003 09:38

I feel that Boots have the potential to reach 750p so hold and wait for your investment to grow. New boss will make a big difference but has a difficult job but already changes are promising.Recent falls in the price are only due to profit taking

[goodiee] 09/6/2003 03:53

Sitting on the sidelines and warming the bench is never any fun. It seems that after months of uncertainties, recently released data shows that investors are starting to get back into the game. This indicates that investors are becoming more optimistic about the market's performance in the next few months. In order to forge ahead with renewed confidence, register your email address with this newsletter. It will point you in the right direction by notifying you when an undervalued share is about to move. It's free and you can cancel at any time. These shares are traded in the US markets.

[dassera] 09/6/2003 03:50

ex-div 18 June
record 20 June
payday 22 August

[psps] 05/6/2003 21:03

ex-div date is 20 jun

[roblonduk] 04/6/2003 16:31

Still think these are a huge short but in a rising market its all down to the timing.

I for one do not think they deserve a price of £6.23 per share, more like £4.50.

I think the results will report a widening of losses in the Wellbeing arms, news of sales or closures on this brand and a further squeezing of margins. Turnover may be up marginally year on year (given their successful 2 for 3 offers) but profits will likely be significantly reduced.

But who knows I was saying short them in January and they're up over 10% since then....I'm waiting to get back in but not yet....

Rob.

[millennia] 04/6/2003 15:10

results tomorrow .any views ??

[westcountry] 23/5/2003 10:25

I agree. Some days I'm back in the blue not bad for trying times.

[woofman] 22/5/2003 22:05

So what's the latest thinking on this one now..?

It's hit a new recent high, is hovering at previous resistance of 600...

New CEO & MD announced...

Got rid of lossmakers...

I reckon a potential consolidation to around 575 and then moving north again...

Any other thoughts..

[bigboyo] 22/5/2003 11:19

nice news about cost savings

BUT the problem is at some point you cannot cut costs any more

THEN the lack of topline sales will hit the company BIG TIME -- thats been the problem all along

[dassera] 19/5/2003 04:24

I love posts like this. They make me want to buy more but I'm already overweight. I used to feel the same way about Boots, but once I'd dipped my toe in the stock after some admittedly basic analysis, I started to visit their stores on a regular basis. So far I have been pleasantly surprised, except for the guy on the pharmacy counter in Liverpool St Station who burped in my face while answering my questions about nicotine replacement products. This store is almost too bright after the refurb but well laid out and very pretty girls in the make-up department.

Regards
Dassera

[bigboyo] 13/5/2003 15:02

the higher the spivs drive it the bigger it will fall 615p -- would u credit it ?

u wanta a fight then spivvy b(w)ankers ? LOL :-)

[bigboyo] 08/5/2003 10:35

300 million decimated by " the management "

uk plc directors --- gotta laugh all NONCES the whole lotta of them

[bigboyo] 07/5/2003 09:28

getting up to 600 again for a stomping short

[ljhc] 06/5/2003 13:54

The business needs to focus on cutting prices, getting more people through the door, better stock control. Most of its stores are tired and badly lit, with dusty stock. While they have tried out the dentistry and chiropody, it is expensive to run and they will have to find a way to manage that side of the business better, if at all. It is a great brand and could be put to much better use. In 3 years, Boots - I'm sure - will have regained its competitive edge.

[boadicea] 05/5/2003 22:54

The smartest thing about Boots seems to be their handling of the pension fund.
A pity they haven't applied equal foresight in the business itself imo.
The main argument for being in this at present is hoping for a deal. Tradewise there are too many other ops waiting to muscle in on their profitable territory. If a price war started - and it could - they would have a very rough time imho. One area could be the government getting canny on health service costs instead of letting prescriptions be a gift to the inefficient.

[bigboyo] 05/5/2003 21:16

ljhc

boots has tried so many strategies over the last 10 years ---and none have worked

they have milked the chemist business ( prescriptions ) shamelessly and squandered the cash on rubbish like ward white , overseas expansion , paying millions to lord bloody blythe , foreign ventures , wellbeing , etc etc etc etc


the bottom line is that this is a mture cash business with low growth -- a cash cow which would appeal to vulture capitalists

the manufacturing side could be sold at a good price and the rump could then be taken over --- maybe by a spiv like philip green .

twill be interesting to see how this plays out --- if the for sale sign goes doen the share price will surely follow suit !

[ljhc] 01/5/2003 15:58

bigboyo
I disagree. Boots has declined because of the supermarkets striding across its market. It needs "the enemy within" and it needs a new culture. Baker is 40, highly regarded, and dynamic. That's all the company needs. It is a sleeping giant waiting to be woken up. Give it 3 years and this stock will be well north.

[bigboyo] 30/4/2003 09:27

coming back up to being a good short

get ready boys !

[l2e] 28/3/2003 07:36

what a waste of money and buil up that wellbeing was....time to move on now..

[bigboyo] 25/3/2003 19:32

hopefully this is the peak for the next few weeks

opened a stonker of a short -- hopefully 500p soon