Currys Share Discussion Threads

[hades1] 04/3/2021 03:43

Morgan Stanley lifted their Dixons Carphone target price to 180p yesterday.

[farrugia] 03/3/2021 09:51

as i predicted making all time highs now.

[ander] 03/3/2021 08:54

A good start today...a new year high share price reached. My first time buy in this stock early Feb.

[farrugia] 26/2/2021 15:09

up on a heavy down day - that's bullish - what is even more bullish is that yesterday i disposed of more than 30,000 shares at the high without effort. There are buyers out there on the hunt. I'm retaining my core holding - had to trim a few so that i'm not over-exposed.

[tim 3] 25/2/2021 08:55

Well done that chart certainly looks more bullish now and with people not spending on holidays and going out there seems to be a boom in anything to to with home improvement which is benefiting DC.

Had some work done recently and all tradesman said they have never been as busy.

[farrugia] 25/2/2021 08:35

it should do a breakout - Dixons never really closed and its a much better and leaner business than a year ago!!

[ny boy] 25/2/2021 08:26

Getting primed for a big breakout me things, staying long.

[lippy4] 24/2/2021 11:22

in the blue at last..

[farrugia] 24/2/2021 10:29

finally some movement - this should be over 126p though - or actually doing new highs given that shops are re-opening soon and Dixons hasn't really ever closed! The pandemic if anything has made Dixons leaner and stronger.

[farrugia] 22/2/2021 16:09

my boat is full with Dixon shares.

[magli] 17/2/2021 18:46

Don't hold but if these guys operations are anything like their Customer service sell up. There is a level of uncompromising incompetence that I've never seen !

[hades1] 16/2/2021 10:21

Should be able to fully open soon and Euros soccer/Olympics likely to provide a summer sales boost.
Cobas Asset Management also increased stake from 3% to 4.06%

[hades1] 16/2/2021 10:15

Anyone else adding?

[csmwssk12hu] 15/2/2021 09:26

Anyone any ideas why the sudden spike up?

[csmwssk12hu] 30/1/2021 12:05

Rally?, 900 stores that could end up inside Sainsbury’s,an average superstore costing £3m a year to run in rent, rates, electric and wages and everything else, maybe not all of them but a lot of them, merging Argos and Dixon’s deliveries, making it easier for Dixon’s to offer same day delivery like Argos, an edge over Amazon, having those key products in a Sainsbury’s store to buy when they come shopping, buying power combined to get lower prices, brands are the future, the cost of creating new brands now is too much, buy up brands you know and and merge them into your existing infrastructure, whilst the likes of these on retail parks are fine, the high street is about to get a whole lot emptier

[tim 3] 29/1/2021 22:11

Sainsburys buying Argos was one of the few good things Coupe did,Argos has a brilliant logistics set up and they are rapidly cutting costs shutting standalones and integrating them into Sainsburys stores.I see few similar benefits to them buying Dixons.

[csmwssk12hu] 29/1/2021 20:38

The markets are probably selling off as lots of funds will have lost money in GameStop, many will have made money aswell, for Dixon’s I’m starting to think there will be a takeover my thoughts are
1) American private equity
2) A U.K. based retailer like Sainsbury’s as it would be an excellent fit with Argos and it’s combined distribution and store network with them selling off the overseas assets.
3)ASOS or Boohoo, they have both significantly changed there model by buying up brands, they are at or near saturation point with clothes and need to look elsewhere, I can see them going for the likes of Dixon’s and Dunelm amongst others, I don’t think they would go for AO but o could be wrong, whichever goes for one the other will go for the other, they are going for the U.K. version of Amazon without marketplace although they are along way behind imho dyor

[pally12] 28/1/2021 14:53

The trading frenzy over GameStop drew comment from the incoming Biden administration on Wednesday with the treasury and other regulators announcing they were monitoring the situation.

[farrugia] 22/1/2021 09:51

John Lewis repays government loan after strong festive period
hxxps://www.cityam.com/john-lewis-repays-government-loan-after-strong-festive-period/?utm_source=dlvr.it&utm_medium=twitter

[farrugia] 22/1/2021 08:33

there is a seller out there! I've bought as much as I could!

[tim 3] 21/1/2021 22:52

Impressive EI.

No doubt a lot of money not spent on holidays pubs ect is now going in DC's till!

[lippy4] 21/1/2021 21:23

my bet is that all the money being conserved because of covid will be spent on updating appliances..

my other half is champing on the bit to do this so i bought in today for a bit of fun in the coming months..

[essentialinvestor] 21/1/2021 21:21

Tim, they now offer 24/7 video calls to answer product sales questions.

[tim 3] 21/1/2021 21:09

Apparently margins between online and stores are narrowing which is good news.

Agree Dixons profits have for as long as I can remember been closely linked to the housing market and certainly round here it seems pretty strong and add to that the fact people are currently spending more time in there home and you have a near perfect storm situation for them.

I believe in 10 years time you will not recognise retail compared with today and whether you invest here largely depends on whether you believe the management can manage that change effectively.

[csmwssk12hu] 21/1/2021 20:07

The economics of DC is simple, if the housing market is ok DC will be ok, new house and house moves equal new TVs washers dryers dishwashers sofas beds carpets, stuck in your house equals more TVs laptops pcs, people by phones for necessity and to keep up with others, right now you are not meeting up with others so have delayed phone purchases, when lockdowns end phone sales will surge, house sales will continue to do well, DC will do very well, as for profitability at present, it’s a lot cheaper to sell a click and collect than paying staff to spend an hour explaining the difference between one TVs and another and demonstrating it, as for accessories the website prompts you to buy accessories with your product which I would be more inclined to buy than in person in a store who most of the time wouldn’t bother offering it anyway. When lockdowns are over people will flock to retail stores just like they are going to flock to the beaches because that’s what they like doing.