Debenhams Share Discussion Threads

[excell1] 17/10/2018 12:42

If you filter them Anony there is only about 4 of us left LOL
Makes easy reading though.

[anony mous] 17/10/2018 12:31

LolJust like your shares in flybeYou must be so frustrated losing money, you cannot call anything right.Lol

[excell1] 17/10/2018 12:30

A post from another board. Grateful to them.

Over last two years the decline in DEB's stock price has been unrelenting - from 75p in January 2016 to 9p now. Yet there are more DEB stores around, and their financials looked under control from what I have seen before. Management is even more cautious then before, but even they must be frustrated with the share price.

Having said that I believe there are some very positive things on the horizon:
a. The Government is about to bring in measures rebalancing the internet sellers towards the shopping streets. That must be ultra positive for large operators like DEB.
b. Clothing sales at ASOS, Selfridges, Harrods etc are remarkably resilient, I believe DEB's are holding up as well.
c. New store layouts and store overhauls are bearing fruit.
d. Reasonable chance that DEB's considers putting the dividend payment into a share buyback programme.
e. This stock is so badly oversold since 2016 that you could be forgiven for thinking it was going bust. It reminds me of ASDA which used to be listed on the LSE and collapsed at one stage to just 22p - not long after that it had recovered to 75p range - that hurt a lot of shorters at the time. Market tends to oversell, and then wrongly price stocks. There is a negative focus on stocks as it seems far easier to short a stock than to long it. However, we are well due a positive statement next week.
f. I understand that DEB have sorted out their credit insurance issue, so for me that was the prime issue overhanging the stock and putting me off before, now I am happy to invest [as are clearly Schroders, Brandes etc.]. When this gets better understood, I expect the price to increase substantially, but it does seem like there was a wide measure of misunderstanding about insurance on here previously. Not sure if there will be any comment confirming same in the update next week, as insurance is often not mentioned in updates.
g. DEB BOD know that MA is looking at them and if they want to keep their jobs, unlike the HOF board, they need to now perform and be seen to perform. So I expect a pretty bullish update next week.
h. MA is only unable to bid for six months. Each day we get nearer that six month limit - which is in March. I expect the price to inevitably rally as we approach that period. If DEB does have a good Xmas, and the share price has still not materially recovered, then the board are toast in March.

Therefore I rate this a strong buy currently.

[owenski] 17/10/2018 12:26

Next profit warning not factored in yet.

Gonna hammer down

[qantas] 17/10/2018 12:24

debsdowner not for me to report you.

That is your thoughts in my thoughts you are very wrong.

Guess we will have to wait and see.

The share price rising should be telling you something.

RBC Capital target 15 pence the shorts are doomed.

Please do your own research.

[owenski] 17/10/2018 12:22

Stuck in a new range - sub 9p

Gonna hammer down

[debsdowner] 17/10/2018 12:15

Q,

Every man and his dog knows the Bucher household posts are a wind up so do as you wish.

In the meantime Bucher has more things to worry about speaking to the press about some stores losing money and no RNS!

As every day passes now there could be panic at any time there is bound to be another profit warning on the way and it will be profit warning number 5.

[qantas] 17/10/2018 12:01

Robot No I am not reporting him not my job, just drawing his attention to it.

Please do your own research.

[robot ic1] 17/10/2018 11:56

🤖
Qantas I agree , has the reporting time ? arrived!.

Its now safe and copy and pasted into a document
Always do your own research .

[qantas] 17/10/2018 11:50

debsdowner that post is a defamatory I think.

Please dod your own research.

[debsdowner] 17/10/2018 11:48

Bucher household:

Wifey:

"Sergio what have I just read, some of our stores are not profitable, will we have to remove piggy from boarding school"


Sergio

"too early to say the store rents are far to high but I am thinking of a CVA"

[qantas] 17/10/2018 11:48

debsdowner you are wasting your time.

Please do your own research.

[debsdowner] 17/10/2018 11:45

ONS:

"Largest upward contribution to CPIH 12-month rates continues to be transport
Figure 2 shows that price movements for most of the broad categories of goods and services had an upward effect on the Consumer Prices Index including owner occupiers’ housing costs (CPIH) 12-month rate in September 2018. The exceptions were clothing and footwear, and miscellaneous goods and services, which both had a small downward pull on the rate. Over the last 12 months, prices for clothing and footwear fell by 0.4% with a small downward effect coming from garments. Prices for miscellaneous goods and services fell by 0.3% in the 12 months to September 2018. Within this category, the main downward effect was from financial services, where prices fell by 6.2% on the year. "

So clothing was deflationary !

Well that isn't surprising because every retailer slashing prices to stay afloat!

[debsdowner] 17/10/2018 11:30

ASOS leaves the High Street behind as sales soar:

[only who?] 17/10/2018 11:29

No reaction, though. 10p here we hammer?!

[ignoble] 17/10/2018 11:28

If I was a landlord, I would rather have 50% of something rather than 100%
of nothing .
Probably too simple

[debsdowner] 17/10/2018 11:25

Q,

This isn't the news you want to hear before results day and not everyone read Bucher's comments yet!

Some of Debenhams stores losing money and they are struggling paying the billions of long leases.

[owenski] 17/10/2018 11:21

hammering down, lol

[qantas] 17/10/2018 11:17

debsdowner you fool hammering up.

Please do your own research.

[debsdowner] 17/10/2018 11:13

Bucher:

"As consumer purchasing habits change, many of our stores are too big, and we know many are now over-rented."

Yes right so what now Sergio a CVA or administration?

[debsdowner] 17/10/2018 11:12

So profit warning number 5 on the way on results day you heard it here first.

[bmnsa] 17/10/2018 11:11

Deb is bound for the knackers yard,an old horse at the end of its usefulness