Debenhams Share Discussion Threads

[simon templar qc] 05/1/2018 16:23

foxy, no reason for a buy its a sell imo.

[topazfrenzy] 05/1/2018 16:23

The Chairman buying 175,000 is a very good sign, I am buying more too :)))

[topazfrenzy] 05/1/2018 16:22

niggle,

I am happy buying this at present valuation, I am a latecomer here so not bothered with ST's past predictions, he's a stuck record however. I avoid people like him at all costs, the bores of the earth, just looking up negative stuff to prove a point over and over again, YAWN, WHO CARES!

Simon whatnot is a loser in every way in my book,let him play with his retail apocalypse set to his heart's content! He can furnish his doll's house from all the firms in administration for all I care.

[clocktower] 05/1/2018 16:00

Maybe the Chairmans actions are a buy recommendation that should be considered.

[american idiot] 05/1/2018 15:46

Not a single buy recommendation in the last YEAR !


Date Broker Recomm. Price Old target price New target price Notes
05 Jan JP Morgan Cazenove Underweight 29.02 38.00 26.00 Reiterates
05 Jan Liberum Capital Sell 29.02 25.00 25.00 Reiterates
05 Jan Citigroup Neutral 29.02 - 30.00 Retains
05 Jan Deutsche Bank Hold 29.02 37.00 33.00 Reiterates
04 Jan Peel Hunt Sell 29.02 55.00 25.00 Downgrades
04 Jan Numis Hold 29.02 - 30.00 Reiterates
04 Jan RBC Capital Markets Sector Performer 29.02 42.00 42.00 Retains
04 Jan Liberum Capital Sell 29.02 40.00 25.00 Reiterates
02 Jan Jefferies International Hold 29.02 47.00 47.00 Reiterates
20 Dec Peel Hunt Hold 29.02 - 45.00 Reiterates
19 Dec Deutsche Bank Hold 29.02 42.00 42.00 Reiterates
08 Dec Deutsche Bank Hold 29.02 45.00 42.00 Reiterates
05 Dec Peel Hunt Hold 29.02 55.00 55.00 Reiterates
21 Nov Deutsche Bank Hold 29.02 45.00 45.00 Reiterates
01 Nov Liberum Capital Sell 29.02 58.00 40.00 Downgrades
30 Oct Numis Hold 29.02 45.00 45.00 Reiterates
27 Oct Deutsche Bank Hold 29.02 45.00 45.00 Reiterates
27 Oct JP Morgan Cazenove Underweight 29.02 38.00 38.00 Reiterates
27 Oct Jefferies International Hold 29.02 47.00 47.00 Reiterates
26 Oct Liberum Capital Hold 29.02 58.00 58.00 Retains
24 Oct Deutsche Bank Hold 29.02 45.00 45.00 Reiterates
19 Sep Peel Hunt Hold 29.02 55.00 55.00 Reiterates
08 Sep Deutsche Bank Hold 29.02 45.00 45.00 Reiterates
04 Jul Goldman Sachs Sell 29.02 44.00 44.00 Retains
30 Jun Canaccord Genuity Hold 29.02 55.00 45.00 Retains
30 Jun JP Morgan Cazenove Underweight 29.02 46.00 38.00 Reiterates
30 Jun HSBC Reduce 29.02 - - Reiterates
29 Jun Goldman Sachs Sell 29.02 51.00 44.00 Retains
29 Jun Citigroup Neutral 29.02 - - Retains
28 Jun Numis Hold 29.02 - 45.00 Reiterates
28 Jun Deutsche Bank Hold 29.02 50.00 45.00 Reiterates
27 Jun Peel Hunt Hold 29.02 50.00 50.00 Reiterates
27 Jun Liberum Capital Hold 29.02 58.00 58.00 Retains
20 Jun Goldman Sachs Sell 29.02 - - Reiterates
17 May HSBC Reduce 29.02 48.00 42.00 Reiterates
09 May Liberum Capital Hold 29.02 58.00 58.00 Reiterates
08 May Liberum Capital Hold 29.02 58.00 58.00 Reiterates
26 Apr Jefferies International Hold 29.02 50.00 50.00 Reiterates
21 Apr JP Morgan Cazenove Underweight 29.02 50.00 46.00 Reiterates
21 Apr Deutsche Bank Hold 29.02 52.00 50.00 Upgrades
20 Apr Peel Hunt Hold 29.02 70.00 50.00 Reiterates
20 Apr Liberum Capital Hold 29.02 58.00 58.00 Reiterates
20 Apr Cantor Fitzgerald Hold 29.02 55.00 55.00 Retains
19 Apr HSBC Reduce 29.02 50.00 50.00 Downgrades
10 Mar Cantor Fitzgerald Hold 29.02 55.00 55.00 Reiterates
09 Mar Berenberg Sell 29.02 46.00 46.00 Reiterates
02 Mar Berenberg Sell 29.02 75.00 46.00 Downgrades
28 Feb Jefferies International Hold 29.02 55.00 50.00 Reiterates
09 Feb Berenberg Hold 29.02 75.00 75.00 Reiterates
16 Jan Numis Hold 29.02 -

[american idiot] 05/1/2018 15:45

Date Broker Recommendation Price Old Target Price New Target Price Notes
05 Jan JP Morgan Cazenove Underweight 29.11 38.00 26.00 Reiterates
05 Jan Liberum Capital Sell 29.11 25.00 25.00 Reiterates
05 Jan Citigroup Neutral 29.11 - 30.00 Retains
05 Jan Deutsche Bank Hold 29.11 37.00 33.00 Reiterates

[1fox1] 05/1/2018 15:29

Apart from a bid I cannot see any reason to buy. What's your opinion ST?

[1fox1] 05/1/2018 15:12

leadersoffice5 Jan '18 - 13:28 - 3544 of 3546

1fox1

and yet another crony of ST & Niggle... filtered

Shorter scum
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There are non so blind as those that cannot see. I don't hold a position so why the personal remarks. You're getting far too emotional.

[simon templar qc] 05/1/2018 13:37

Hargreaves Lansdowne gloomy on Debs...



HL expects sales to get worse due to consumer sentiment negative.


edit:

Nick Bub says consumers will shut up shop in New Year following buying spurge before Christmas.

[simon templar qc] 05/1/2018 13:29

leadersoffice, wont make much difference to the share price filtering posters, he needs to be talking to the CEO of Debenhams.

[leadersoffice] 05/1/2018 13:28

1fox1

and yet another crony of ST & Niggle... filtered

Shorter scum

[leadersoffice] 05/1/2018 13:25

Another one for the dust bin: niggle

filtered : Shorter scum

Don't want to read your utter garbage

[simon templar qc] 05/1/2018 13:24

Debenhams wont be selling much furniture for a while what with large discounts on Multiyork in administration...



As for electrical, Currys, John Lewis, COOP, AOL and many others will claim to be the cheapest around.

[bargainbob] 05/1/2018 13:18

1fox

They have that every year , keep up.

[topazfrenzy] 05/1/2018 13:11

Ok Simon whatnot, now go play with your doom and gloom retail doll's house set up in your bedsit, that's a good fellow.

[simon templar qc] 05/1/2018 13:02

Debenhams is walking on a fine line now because of its high fixed costs. A 2-3 fall on sales now when the company continues to discount could mean the company goes into loss.

What is worse is company now in its weakest period. With consumers set to tighten their belts I find it hard to accept sales will not continue their downturn.

[1fox1] 05/1/2018 12:58

New target 20p. I believe the next profit warning is just around the corner. They now have a 70% off Blue cross sale that has just started. Desperate measures

[niggle] 05/1/2018 11:24

I honestly think he has some decent ideas but people need to see results and in all probability, he doesn't have the time.

[simon templar qc] 05/1/2018 11:14

Bucher may have some good ideas but he is dealing with a Supertanker and it will be difficult to turn around that is why Debenhams is being heavily shorted.

Anyone who buys now at the present price may see 20 pence not long off.

[topazfrenzy] 05/1/2018 10:48

Article from last year when Sergio was appointed, give him some time as this guy could turn the business round, it is still profitable and online sales are growing fast, so the transformation could be dramatic.

'Debenhams sees its future on the web. ‘Sergio's wealth of e-commerce expertise, international experience and clear leadership qualities stood out,’ said chairman Sir Ian Cheshire. ‘I am confident we have the best possible person to realise the potential of "new Debenhams" as a leading international multi-channel retailer with a bright future.’


Nothing like a little optimism. Unfortunately, John Lewis realised the importance of being ‘multi-channel’ years ago, which means Debenhams - and M&S, which also has a new boss in Steve Rowe - have some catching up to do. At least they (probably) don’t have to worry about BHS, eh.

Bucher may be the man to lead Debenhams into a new online era, but he also brings a strong pedigree in European fashion retail – he had a long career at Zara-owner Inditex, Nike and Puma, where he was European general manager. Whether he can replicate the success of those much-loved brands at Debenhams remains to be seen.

In any case, surviving for decades in the catty world of fashion – and indeed at Amazon, which is not exactly known for being a soft and cuddly place to work – will serve Bucher in good stead when negotiating with the likes of Mike Ashley, Debenham’s enigmatic investor and concession-holder.

There is one other string to Bucher’s bow that could come in handy – and it’s made out of Lycra. Before he joined Inditex, Bucher had the superlative job title ‘Marketing Communications Manager, Lycra –Europe’ for DuPont. Could the leotard be making a mainstream comeback, with a Debenhams twist? Keep watching the shelves.'


Read more at hxxps://www.managementtoday.co.uk/debenhams-sergio-bucher/article/1396499#byGTBwKAb0uM51GO.99

[hpcg] 05/1/2018 10:39

I see shorts are getting the blame for an outdated business model badly executed by investors who have no comprehension of debt or operational gearing and who willingly bought a pup from private equity. Perhaps people who live within 10 miles of a DEB store should be forced to shop there so they don't have to slash prices to shift the inventory they overbought? Should Primark have to pay a special "keep Debenhams alive tax"? IMO the only reason not to be all in short DEB is that House of Fraser might go belly up first and it is the Chinese who take the losses, as well as the people who unfortunately lose their jobs.

[topazfrenzy] 05/1/2018 10:36

fox well done for selling then, I am a relative newbie here, down a few hundred that's it.

Shame you don't learn from your past and sell ZIOC before you lose your profits!

[topazfrenzy] 05/1/2018 10:30

I added, as a takeover even at 50p that would be a 70% premium from here.

Ashley has something on his mind, he's looking at the future of retailing and to have this empire as a starting block, with all the best spots for starters, is a massive head start.

I actually bought some stuff online yesterday, a couple of frying pans lol and some other kitchen stuff, incredible value and quality range, I was pretty impressed!