Share Name Share Symbol Market Type Share ISIN Share Description
Debenhams LSE:DEB London Ordinary Share GB00B126KH97 ORD 0.01P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.15p +0.29% 51.45p 51.40p 51.50p 51.85p 51.30p 51.60p 1,559,859.00 12:46:45
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 2,341.7 105.8 7.0 7.4 631.71

Debenhams Share Discussion Threads

Showing 6126 to 6145 of 6150 messages
Chat Pages: 246  245  244  243  242  241  240  239  238  237  236  235  Older
DateSubjectAuthorDiscuss
27/4/2017
17:22
Dividend of 6.69%
boraki
26/4/2017
10:36
Online retailers like Boo eating away sales from bricks and mortar stores. HTTP://www.bbc.co.uk/news/business-39697246 Debs digital strategy questioned as not being enough and more store closures are needed... HTTP://www.essentialretail.com/features/article/58fdb83fdfebb-does-debenhams’-digital-led-strategy-go-far-enough
simon templar qc
26/4/2017
10:22
New low. See 45 pence to 50 pence range the next 3 months.
simon templar qc
25/4/2017
12:36
A rare upgrade from Deutche Bank.... HTTPs://baseballnewssource.com/mlb/debenhams-plc-deb-stock-rating-upgraded-by-deutsche-bank-ag/652818.html No strong buys now from analysts
simon templar qc
25/4/2017
10:56
John Lewis Partnership weekly sales out: HTTP://www.johnlewispartnership.co.uk/content/cws/financials/weekly-figures/latest.html Week 12 -2.3% 12 weeks to present date + 1.7% not good enough to make up for increased floor space, suggests like for like decline of circa 2-3% Both Carpetright and Costa warn of deteriorating consumer spend... HTTP://news.sky.com/story/carpetright-shares-floored-by-profit-guidance-on-weaker-sales-10850011
simon templar qc
24/4/2017
12:45
What happened to their strong store opening pipeline from just last year?.
essentialinvestor
23/4/2017
22:00
If readers look at my posts I have indicated where the flaw is in their strategy and the FT has done an article which highlights most of my thought pattern... HTTPs://www.ft.com/content/b56a9b42-25ee-11e7-8691-d5f7e0cd0a16 This social shopping a dated idea resurrected all are doing the same thing all are competing against one another. Debenhams retail shops are a dated concept and the change will take time and still may not work out. I did say I would await for Easter to be over then reconsider my outlook. I have now done that and my outlook is a declining view just like the FT.
simon templar qc
22/4/2017
13:29
In your earlier post you were defining goodwill as arising solely from growth potential, margins and "competitive advantage". I have never seen any explanation of goodwill in those terms. You now seem to be valuing intangibles like goodwill and software at breakup value. Of course the value will then be low. But that is a bizarre way to look at intangibles for a strongly going concern. Cashflow is excellent. But a decent proportion of it is being reinvested in capex (store renovation, modernisation fo the business). That is what stores need to do unless you are trying to run them into the ground to extract the maximum value before selling them on and/or pushing the company to the wall (cough) Phillip Green (cough cough) BHS.
edmundshaw
20/4/2017
23:13
According to SKY news John Lewis performing better, however I happen to disagree. John Lewis needs to be growing by about 5% per year to make up for increased floor space. Now that Easter is out the way group sales for 11 weeks of circa 2.1% seem to me a like for like decline... HTTP://www.johnlewispartnership.co.uk/content/cws/financials/weekly-figures/latest.html Its too early to predict a major casualty in the retail sector but most analysts and also former CEO of Sainsbury Justin King think one will happen.
simon templar qc
20/4/2017
22:46
Edmund With regards your earlier post, I agree there are a number of positives net debt falling and no real worry on the pension front at the moment being its in surplus and the defined now closed. One has to balance the positives with margin erosion and a possibility of closing down distribution centres and also stores is bound to come at substantial cost! The analysts may have a better idea what that will be the private investor not got much of a clue. As for their strategy of making the group more of a shopping experience or whatever terminology they want to call it, so are House of Frazer, John Lewis and a lot more retailers. The eating, entertainment, food clothes leisure all mixed up all are trying their dandiest to introduce competitors offering. There will be winners and losers I honestly don't know whether Debenhams have got it right as yet nor will they hope to achieve their aim. At the moment I am sceptical on improvements they claim will address their concerns.
simon templar qc
20/4/2017
21:39
BB is wrong about half the time on Debenhams. Not a great way of deciding on an investment. Does anyone actually use it for that?
edmundshaw
20/4/2017
21:32
https://www.britishbulls.com/SignalPage.aspx?lang=en&Ticker=DEB.L short.
blueball
20/4/2017
21:23
I don't wish to be unkind, but there seem to be a lot of - how can I put it? - misunderstandings with accounts and intangibles here. To be clear, amortization happens and is normal (good), and writedowns are not happening (which is also good - it means those intangibles are still regarded as correctly valued). Basic EPS is 5.8p per share. For H1. As margins are expected to contract further next year, we might get 5.5p. Again for the first half. For the last full year it was 7p for the full year, so we may be looking at around 6.5p this year (except that our currency hedging is rather good, so there is room for a small upside surprise on that basis). A PER of around 8, basic at a share price of 53p. Yield is around 6.5%. There is a pension surplus. Debt is low and dropping (0.9x EBITDA) Cash flow per share is higher than earnings. Just to simplifiy a bit, profit is £87.8m, amortisation was £55M. A couple of other exceptionals added to £(14)m. So underlying earnings look around £129m. Using my guesstimate of 6.5p for the full year, and adding back amortization and subtracting other notable exceptionals, I get a cash flow per share of around 9.5p for the full year. If this represents underlying EPS, we would be on an underlying PER of around 5.6 at the current share pricxe of 53p. Of course this is pre-Capex, and capex is an unavoidable part of the business, particularly during the transformation stages we are going through. Later, this may well drop. Now a PER (adjusted, pre capex) of 5.6 is cheap, so why? Because earnings have been slowly dropping over the last couple of years, and people worry the retail shopper will get more cautious in the near future. Plus there is no sense yet of any optimism from the new leadership here. I am not even mentioning improvements down to reduced warehousing, nor the growing and successful international sales. My estimation is that if Debenhams soldiers on in the same old way, it will decline slowly, but in the meantime is a good cash cow, and worth at least the current share price, medium term, all things being equal. But if the re-invention succeeds to any degree, the share price could well be worth double. And in the meantime there is a very affordable 6.5% yield, which is several times more than I could get on a savings account.
edmundshaw
20/4/2017
14:59
1fox1 The constant feeling of inadequacy is most likely to have clouded your judgement.
libertine
20/4/2017
14:23
The reason for looking at this is purely to out companies that have no value in their balance sheets. I'll take a closer look at KGF though. I'm holding NXT. The weather has been kind to them so I see value there.
niggle
20/4/2017
13:57
Listened to the KGF conference call and was not overly impressed, however longer term can see value.
essentialinvestor
20/4/2017
13:55
Haha OK yes sorry. I know little about them but it has a huge Goodwill & Intangibles figure but if you strip that away at least it's solvent.
niggle
20/4/2017
13:54
Thanks In Advance.
essentialinvestor
20/4/2017
13:50
No I don't follow them Ei. What's TIA?
niggle
20/4/2017
13:48
niggle, do you like KGF by any chance?, or have a view, TIA.
essentialinvestor
Chat Pages: 246  245  244  243  242  241  240  239  238  237  236  235  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:35 V: D:20170428 12:07:15