Debenhams Share Discussion Threads

[qantas] 09/3/2018 14:36

niggle you are cause slight but persistent annoyance, discomfort, or anxiety.

" we don't make money retailing "

Quite right, DEB don't make any money from retailing. Well, apart from £49m net profit last year.

= 4ppp & 3.43p dividend.

or if you prefer your figures adjusted: 6.4ppp.

I don't think Mike Ashley has been upping his stake in DEB because he wants to lose money...

P/E currently < 7 and div yield ~12.5%. If there's a 50% dividend cut there'll still a hefty yield on offer.

DEB has been around for a very long time and has gone through many changes. The management seem to be taking steps to reposition the company. This is a good recovery play at the moment and you get paid to wait.

Please do your own research...

[rathean] 09/3/2018 12:12

Thanks hpcg, I'll keep this on my watchlist; this is not one I'd guess the outcome at so will sit tight and jump if the current team show signs of turning it around. I just don't see how the bottom can be called for the time being.

[hpcg] 09/3/2018 11:16

Rathean - Ashley is an astute operator and does not like over paying for anything. I agree that his route to take over DEB if he really wants to is to rescue it on some sort of pre-pack deal through which he can change the leasehold terms, which are a lead necklace. A large but expensive shareholding will give him more control over that kind of eventuality.

[rathean] 09/3/2018 11:10

So what's going on here? Been a while since I ventured onto a DEB board but the price gets increasingly interesting by the day.This is not another Blacks, it's not in competition with Ashley's business so he sees it as supplemental. He is trying out higher end sports shops and DEB upmarket brand and move to a lifestyle venue could be a big plus for Mike's empire.Having said that, although the management have got a jog on at last it all seems a bit late in the day and if Ashley really wants he could let this go to the wall or even force it to and collect the choice assets from the liquidator leaving shareholders and stubborn landlords licking their wounds.

[hpcg] 09/3/2018 10:43

Writing themes along the lines of DYOR is the most pompous post codicil a poster could choose to use. It isn't like the general public just drop by these boards, they have to sign up, and one is only does that after being active in the market for some time. Everyone here is doing their own research.

As it is, with a market cap of 300 odd million small investors are not significant in the price moves of the security. Even more so the thought that a message board read by 10 people might have some influence is risible.

Any, mission accomplished for me. The long thesis seems to be:

a) Ocado went up on a short squeeze so DEB could too.
b) Mike Ashley might take some action, which is a subject I raised anyway. Thanks to the poster whom reminded me that Ashley let Blacks go belly up. I had forgotten that so I am more comfortable that he is simply trying to influence DEB to protect his Sports Direct concessions and thus support his core business, and not eyeing an expansion into department stores.

[essentialinvestor] 09/3/2018 09:09

The longer term future of MKS is largely predicated on how they navigate
the changing food retail market.

[qantas] 09/3/2018 07:02

They say shorting is healthy for then markets and increases liquidity
.

Please do your own research.

[qantas] 08/3/2018 22:55

H p c g you really need to study stocks more Debenhams and Acado most shorted stocks. Have a look at the Ocado chart to see the capitulations from snorters forced to try and buy back stock to reduce un limited losses..

Please do your own research.

[hpcg] 08/3/2018 22:19

In what way are OCDO and DEB similar? One is in what is perceived to be a growth industry, with a heady multiple premised on future cash flow. The other is in a 240 year old industry which is seeing year over year declines in sales and customers. The fittest will survive the longest; Selfridges and Harvey Nics, JLP and maybe Fenwicks and similar high-end-for-regional aspirational stores, M&S, Primark. In other words destinations or staples. There isn't an operating space between M&S and the regional high end stores. I honestly have my doubts about M&S long term but they aren't going anywhere for now.

The ever growing tombstone of high street retail.

[qantas] 08/3/2018 22:16

we don't make money retailing "

Quite right, DEB don't make any money from retailing. Well, apart from £49m net profit last year.

= 4ppp & 3.43p dividend.

or if you prefer your figures adjusted: 6.4ppp.

I don't think Mike Ashley has been upping his stake in DEB because he wants to lose money...

P/E currently < 7 and div yield ~12.5%. If there's a 50% dividend cut there'll still a hefty yield on offer.

DEB has been around for a very long time and has gone through many changes. The management seem to be taking steps to reposition the company. This is a good recovery play at the moment and you get paid to wait.

[qantas] 08/3/2018 17:48

HPCG you could say the same about Ocado and look at that very nice short squeeze.

Think you may be just another desperate shorter so pleased you have your stop losses in place...

Please do your own research...

[hpcg] 08/3/2018 17:17

Should be easy, all that polyester will go up a treat.

QANTAS - Losses from shorting are not unlimited unless the price goes to infinity. DEB has a market cap of 340 million. What are the odds for a takeover with a 100% premium? I'd say zero; I wouldn't even bother to caveat at say 0.0001%. 30% premium, sure, not outside the realm of possibility. Maybe even 50% if a multi-billion cap company goes a bit off the rails. I'm not sure what IP they would be buying, and they really don't do anything other than order things from other parties and sell to people. They don't own anything, other than the right to pay ever increasing amounts of money on some large retail premises which no one else wants anymore.

Or to put in another way, what is the difference between BHS and DEB? Or in what way is DEB stronger than JLP?

It's the last paper issue of the NME this week. The world changes.

[lucicavi] 08/3/2018 17:00

profit warning coming

cheap clothes firesale by administrators

[justiceforthemany] 08/3/2018 14:45

Debenhams UPGRADED at Zaks Investment Research.
hxxps://ledgergazette.com/2018/03/08/debenhams-dbhsy-upgraded-by-zacks-investment-research-to-hold.html

[qantas] 08/3/2018 13:58

Shorters I would be very careful at these levels you stand to lose unlimited loses shorting.



Short selling is a gamble

Please do your own research..

[qantas] 08/3/2018 13:57

Shorters I would be very careful at these levels you stand to lose unlimited loses shorting.



Short selling is a gamble

Please do your own research..

[qantas] 08/3/2018 13:53

owenski still a fool and very boring...

[niggle] 08/3/2018 13:43

It's snowing today - it's the 8th of March! could things get any worse for retail. Shops stocking up with Spring gear that nobody wants. It is soo bad! itynl - Next is off 2.8% and Debs just hit a new low. 20p then bye bye

[niggle] 08/3/2018 13:40

Why are there two threads running for Debs? is the one over there for people who think it's a buy? :)

[niggle] 08/3/2018 13:39

Why two threads?

[owenski] 08/3/2018 13:25

Deb's sounds pretty desperate to me. Still top of the shorting list.

'Please do your own research'. lol

[terminated] 08/3/2018 12:14

https://www.theguardian.com/business/2018/mar/06/debenhams-to-rent-flagship-store-space-to-hot-deskersDebenhams converting areas to office space to help reduce costs.