Debenhams Share Discussion Threads

[1fox1] 05/1/2018 10:22

EssentialInvestor5 Jan '18 - 10:12 - 3529 of 3529

Simon, from memory, started posting when the DEB shares price was in the 70's,
it's now in the 20's.
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Exactly my point. He is being pilloried for no reason other than that those who didn't listen have lost a lot of money. I sold at 90p ages ago and was looking to buy back in around 40p until Simon (Barrie) laid out several reasons not to. He really is a "saint" ha ha

[essentialinvestor] 05/1/2018 10:12

Simon, from memory, started posting when the DEB shares price was in the 70's,
it's now in the 20's.

[1fox1] 05/1/2018 10:07

leadersoffice......You sound a little bit bitter. You can't blame Templar for this debacle. As far as I'm aware Templar doesn't hold a position. He has been giving good advice for those like myself who listened to his opinion. Congratulations Templar you have saved me a small fortune. I was going to buy at 40p if you remember. Thanks for your sound advice in dissuading me.

[leadersoffice] 05/1/2018 09:56

Filter ST then you wont need to read his utter tosh

[topazfrenzy] 05/1/2018 09:40

Did you short Simon whatnot? Of course not since you only harbour bitterness and cannot even profit from it, you're really not made for this game, best you check yourself into the home for 'sensible' bores lol.

[topazfrenzy] 05/1/2018 09:38

Gosh you are astonishingly boring, repeating yourself day in day out Simon whatnot!

[diku] 05/1/2018 08:04

When a broker cuts the so called price targets it shows they haven't a clue either...all one giant Plc casino...and as for a so called rating hold is a gobble-dy-ghook...

[american idiot] 05/1/2018 07:58

Debenhams Plc : Jefferies cuts target price to 30p from 47p; rating hold

[leadersoffice] 05/1/2018 07:46

Filtered that idiot ST... sick of his constant negativity not just here but I see he's posting on other retailers threads. I believe in Debenhams management. We all know it's very cut throat out there but the tide will turn. Debenhams won't collapse... let's give the new guy chance. Mine is a strong hold and I may think of adding more in time. Let's see how the story unfolds at the halfway results

[leadersoffice] 05/1/2018 07:42

Filtered Shorting scum

[qantas] 05/1/2018 00:33

Re takeover bid I don't think Mike will want to part with his 1/5 of the company.

“[He] is a very smart investor and he sees value in our shares,” Mr Bucher said. “He sees the upside.”

Please do your own research...

[tim 3] 04/1/2018 23:23

Amazon already have a very slick next day locker and larger item collection network using many retailers they don't need Debenhams imo.

[simon templar qc] 04/1/2018 22:26

Its a retail apocalypse say BBC...

[simon templar qc] 04/1/2018 22:20

44 shops being wiped out every week...



Multiyork the latest. More will follow.

Short seller

In the runup to Christmas, hedge-fund manager Crispin Odey, whose Odey Asset Management has a short position in Debenhams, said it was a race between Debenhams and rival department-store chain House of Fraser (No. 69) “as to who will go down first.”
Debenhams shares fell as much as 24%, the most on an intraday basis since the company went public in 2006. Sports Direct International Plc (No. 45) founder Mike Ashley owns a 21% stake in the retailer.

[simon templar qc] 04/1/2018 22:17

AMAZON delivers knock out blow to Debenhams...



AMAZON do not need the bricks and mortar stores and high fixed costs including long leases!

Forget it!

[diku] 04/1/2018 22:12

Amazon could use Deb stores for storage...customers go & pick up their on line order...reduce delivery vans/drivers on the road...

[qantas] 04/1/2018 21:50

I think the bidder may be Amazon a perfect fit.

Global stores and global clicks.

Take out price 80p

Please do your own research.

[simon templar qc] 04/1/2018 21:31

With 240 stores world wide and not all sales done through stores even the company may only be making circa £100k to £150k on average on a UK store.

Just not good enough with costs rising many stores will soon be losing money.

Many stores very drab it will be difficult to make them over.

Too many bricks and mortar in towns in any event so its difficult to see how they can rent space.

Its possible to utilise space however I am not at all confident gyms and coffee bars is the way forward the latter now saturated.

[tim 3] 04/1/2018 21:21

Agree private equity gets away with murder just look at the dodgy dealings at Comet.

[elmfield] 04/1/2018 20:17

Another one hits the floor after
private equity sucked the blood out,

[tim 3] 04/1/2018 19:46

Cant see what is going to bring the buyers out in the next few months baring in mind its the quietest time of year for retail and they have just just released a profit warning.

[american idiot] 04/1/2018 19:41

justiceforthemany 4 Jan '18 - 17:00 - 3489 of 3504

I take no glee from the misfortune of Debenhams and their shareholders.

I lost £25,000 on Woolworths and if I can stop just 1 person from going through the pain that I went through then its time well spent.

Just £9m worth of property on the balance sheet + current stock + fixtures / fittings is all DEB is worth.

Deduct debt / leasing costs and theres Nil value here for shareholders in the event of administration which I dont think will happen in 2018.

DEBS rushed todays statement out 1 week early. Presumeably another week wouldn't have been any better.

The seeds have already been sown for another profit warning to follow :-

However, the first week of post-Christmas Sale was below expectations despite further markdown investment, particularly in the highly seasonal Gift category

AVOID as an investment. Perhaps trade any dips on the long side for a small bounce as I have done today.