Debenhams Share Discussion Threads

[american idiot] 04/1/2018 14:45

Simon Templar,

Congratulations on being spot on here.

Think with some job cuts, a divi cut or drop the divi altogether DEB will be around for a while yet.

Still a bleak outlook for 2018. When will the headwinds ease ? Seems a million miles away at present.

Had my first trades in DEB for a while. Even found myself long this morning ;-)

[simon templar qc] 04/1/2018 13:46

Jim Armitage "surely Debenhams cannot get any worse-but I wont bank on it" !

[diku] 04/1/2018 13:43

In order to wipe out competition (bricks & mortar stores) Deb is a takeover candidate by Mks or Nxt...

[qantas] 04/1/2018 13:41

Simon it's all about Brands.

[simon templar qc] 04/1/2018 13:40

Job losses a certainty..



Too many retailers all chasing less money costs rising all doesn't bode well for bricks and mortar stores.

[owenski] 04/1/2018 13:38

suck in those suckers lol

[diku] 04/1/2018 13:37

28p again by close of day?...suck in those buyers...

[simon templar qc] 04/1/2018 13:35

Will Debenhams be the next BHS says city am..

[montyhedge] 04/1/2018 13:31

More than that with the debt.

[simon templar qc] 04/1/2018 13:26

Q u make me laugh who wants to pay £400 million for a tanked out super tanker with high fixed costs ?

[simon templar qc] 04/1/2018 13:24

itcm1

Thanks

M Lord

I now rest my case unfortunately the writing was written on the wall months ago but few listened.

[qantas] 04/1/2018 13:21

After the sharp share price reaction some will speculate that Debenham, whose stock market value is now down to just £440m, may now be a takeover target.

[ltcm1] 04/1/2018 13:20

Regarding the operational gearing argument, my two cents is that without this huge 2.3BN turnover they aren't going to be able to buy as competitively, if they go to a leaner model the risk is that the profit gets cannibalised by reduced buying power. The fact all their stores are profitable indicates that the problem is more structural.

No idea what the answer is sadly. Perhaps they should have got together with Argos? Or someone with a lot more buying power could take them over. I think it needs a dramatic solution or the weak balance sheet will see the whole thing unravel.

Simon well done m' learned friend, perhaps it's a case of 'no further questions your honour' for now.

[qantas] 04/1/2018 12:59

justiceforthemany

If you change the first H to capital the post will work.

[justiceforthemany] 04/1/2018 12:52

Contrary to some reports, all of the stores in the Debenhams estate are profitable.
After the sharp share price reaction some will speculate that Debenham, whose stock market value is now down to just £440m, may now be a takeover target.

hxxps://news.sky.com/story/debenhams-is-largely-to-blame-for-its-christmas-trading-woes-11195140

[simon templar qc] 04/1/2018 12:48

Mail Update

[simon templar qc] 04/1/2018 12:43

Q I am not the articles been updated.

[essentialinvestor] 04/1/2018 12:41

It's operational gearing, it gives the turnover reduction,
which may appear modest, a multipler type effect.

And it's not just a case of shutting up shop, as some of the legacy long lease
liabilities may be costly to terminate.

[qantas] 04/1/2018 12:38

Simon you are repeating your posts.

[simon templar qc] 04/1/2018 12:36

SKY update `Fixed costs the problem



BBC update

[simon templar qc] 04/1/2018 12:29

Fixed costs the problem say SKY..

[qantas] 04/1/2018 12:26

Simon so sorry don't agree as shorters would like 0 pence.

Shorts now closing buying back.

Recovered 3 pence now 30 pence.

Please do your own research.