Colefax Share Discussion Threads

[my retirement fund] 13/1/2020 16:12

Be interested to see your thoughts when the news is published

[essentialinvestor] 13/1/2020 16:01

You can buy approx 40k worth of shares online atm.

I'm not sure that's a great sign!, However it may be an institution
wanting to sell a few?.

[essentialinvestor] 02/1/2020 16:42

Interims should be later this month, this will be an interesting update.

A further weakening in trading and well under £4 would be my guess, hopefully
that will not be the case.

[essentialinvestor] 18/12/2019 09:55

I'm hoping there's a bid at some point!!.

[my retirement fund] 17/12/2019 13:49

Not exactly demanding value at 4.35 on the offer.

[essentialinvestor] 27/11/2019 12:08

Another tender offer on the cards?.

[essentialinvestor] 18/9/2019 18:35

salver, thanks for the view.

They referenced growing complexity in their markets recently,
with collections selling well is some territories and may be not so well in others.

£1.5 to launch a brand collection.

5% constant currency decline in their major market when the US economy is still supposedly growing strongly.

Interesting the high end interior designer you spoke with was also seeing
a slowdown.

Perhaps a leading indicator for the US economy?.

[salver2] 18/9/2019 18:12

It was roughly the sort of trading report I was expecting - flat to down-it will make their annual buyback cheaper!- I don’t think the shares will fall much further - unless trade deteriorates much further- and the could purchase 20 percent of the company without taking on debt

[essentialinvestor] 18/9/2019 08:56

Less than that now!.

A 5% constant currency revenue fall in the US market is significant for CFX,
particularly so outside of a recession.

To give that some context, even in 2009 when the world looked like ending their CC
revenue fall in the US was 15%.

They may need to remove costs from the business imv.

Mentioned a few weeks back CFX may be available in the £3.50-£4 range, looking more likely following that poor outlook.

[salver2] 17/9/2019 17:35

Not sure why this shows as a market cap of65 million - the market cap is actually a tiny bit below 42 million

[essentialinvestor] 17/9/2019 14:14

Added 300 shares, that's not even pocket change of you salver!.

Tomorrow may paint a vulgar picture.

[essentialinvestor] 16/9/2019 17:14

Lol at .. a bit skinny.

I used to be called that back in the day.

[salver2] 16/9/2019 16:59

I don’t think personally they’ll be a warning just a continuation of the tough trading conditions- 1 was talking to a top interior designer in New York on the weekend - to use his words - my pipeline looks a bit skinny!-we shall see!!

[salver2] 16/9/2019 16:59

I don’t think personally they’ll be a warning just a continuation of the tough trading conditions- 1 was talking to a top interior designer in New York on the weekend - to use his words - my pipeline looks a bit skinny!-we shall see!!

[essentialinvestor] 16/9/2019 16:37

A warning at this week's AGM statement is not out of the question, just IMV.

[essentialinvestor] 02/9/2019 13:52

Trading update due shortly at the AGM.


Trading conditions may have weakened further, particularly in the UK market.

[essentialinvestor] 20/8/2019 12:01

So 6 years late ... potentially undervalued ..?.

With macro rapidly weakening perhaps not.

[salver2] 10/12/2018 21:31

This surely must be a takeover or sale candidate with the majority shareholder nearly 73 years old

[tiptv1] 04/8/2014 16:31

John Eade , President of Argus Research offers his Fundamental Stock Analysis and says to BUY in Colefax Corp (CFX). See more at:

[fillipe] 15/2/2013 10:10

CFX On BRR Media today.



....sounds quite rosy to me.

f

[dugganjoe] 26/4/2012 19:10

to da moon

[dugganjoe] 20/4/2012 21:51

and up and up

[dugganjoe] 16/3/2012 09:28

looks ready to go up :-)