Dfs Furniture Share Discussion Threads

[xyllyx] 15/10/2002 00:23

Has anyone got any news or opinions on the Primback case?

[superdealer] 21/5/2002 11:54

Possibly reached the bottom of the recent fall?

[paudud] 26/4/2002 20:05

mANY THANKS

[paudud] 26/4/2002 20:05

mANY THANKS

[gj2] 25/4/2002 22:49

Paudud :

Reg date for the special dividend is 26 April, so the Xd date should be 3 days before that - Tuesday of this week. That alone could account for 14p of the drop we've seen this week.

geoff

[paudud] 25/4/2002 16:35

wHEN IS THE EX DIV DATE FOR THE SPECIAL DIVIDEND

[keith55] 19/4/2002 00:28

The shares had a good run up in front of the results. Looks like a bit of profit taking which is to be expected in the absence of any additional positive news.

[superdealer] 18/4/2002 09:28

Maybe a reaction to the increase in employers N.I. in the budget which will hit the smaller firms. Tempting to buy after today's fall as will still qualify for the interim + special dividends.

[flackwell] 18/4/2002 09:08

Paudud,
Probably just profit taking. Longer term investors won't be selling on this news.

[paudud] 18/4/2002 08:22

If there is anybody out there why has the price gone down on a decent interim report?

[zzaxx99] 29/3/2002 17:56

Brought this one back to the top, as it has the most relevant title - DFS look like they are finally breaking out of their recent trading range

[bludax] 15/11/2001 15:35

Andy,

Out of deference to paying subscribers, should you not wait at least a week before posting conclusions from Analyst, or any other tip sheet for that matter?(not that Analyst would like to be called a tip sheet).

[v11slr] 14/11/2001 19:11

Rated as attractive in this month's Analyst magazine.

5 star quality of business.
4 star margin of safety.

Here is their investment verdict -
"The shares are an unbelievable long term bargain with so few business risks attached. Out net present value, based on reasonable assumptions, is twice the current share price and the IRR above 15%. The route to thsi level of share-owner value creation is credible and predictable to a high degree of certainty. The balance sheet, the level of sustainable incrementa returns, cash generating capability and operational management are all top drawer. Of course, the markey price may come cheaper if big-ticket discretionary consumer spending gets hit. But, over a time horizon of 5/10 years, DFS at 380p ust be one of the best investments around today. ATTRACTIVE"

This was published in the November issue. I'm not going to reproduce the whole article as it goes on for 4 closely argued pages.

Andy

[hornet99] 14/11/2001 18:17

volume doesn't appear to be that high but these appear to be going into orbit, can anyone shed any light ??

[kaiser_soze] 11/10/2001 13:13

Got into these prior to the results as i wanted to balance my portfolio with an income generating share . Picked DFS as it appears to be a reasonable cash generator with a p/e ratio im comfortable with . Think it may warrant a re-rating higher if we dont slip into a full blown recession .
Some may have been dissapointed that there wasnt a special dividend announced with the results but the company have to pay the tax man first . Once this is cleared there will still be enough cash to give the shareholders a special dividend.

KS

[clink] 11/10/2001 09:36

would be interest in holders/followers' views of today's figures which seem top end of forecasts and looking healthy. p/e 12.2 yield 5.2%
There was something i read about expecting a special dividend payout because of the cash pile but this hasn't happened so is there some degree of disappointment on this?
clink

[davidblack] 17/9/2001 10:16

RNS Number:2286I
D.F.S. Furniture Company PLC
8 August 2001


DFS Furniture Company plc (the "Company")

Jon Massey, Director, yesterday informed the Company of the following exercise
of options and subsequent sale of Ordinary shares of 5p each in the Company on
7 August 2001 under the DFS SAYE Scheme.

Further details are as follows:

No. of Options Exercise Price Date Options Sale price
Exercised Granted

4,261 228.8p 22 May 1998 420p



Someone else who didn't even leave his profit in the company! £8147.03!

[davidblack] 17/9/2001 10:13

About to get crushed.

Non food retail sales were hammered last week.

As we enter a recession electrical brown and white goods plus high ticket furniture get hammered.

DFS are likely to respond with margin cutting price cuts but with people cautious on credit selling sofa's is going to be very tough.

Profits are likely to be very badly squeezed.

[nick-leeson] 03/7/2001 11:45

Whats the possible upside from current 430 - 435 in t10?? IYO electricmen?

[electricmen] 27/6/2001 17:31

glad to see someone into dfs.what you are seeing is quite normal,i sold at 480,some weeks ago,back in yesterday.look at the 15 day rsi.been doing the same since mid febuary.
albert

[parma] 25/6/2001 21:29

its going down on low volumes. Maybe just a correction to the rapid rise. Support around 4.10 to be tested. If this can hold, there shoukd be swift rise back up.

[m.maly] 25/6/2001 20:15

Hello

Has anybody got idea why is this stock going down? Is there some bad news I don't know about?

[foot loose] 19/6/2001 15:33

Appears in the June issue of Analyst "DFS is in our view a truly outstanding business" - " I would have no hesitation in taking a material long-term investment" - ATTRACTIVE price quoted 474p.

DYOR - Analyst seem to have made a lot of mistakes in their recent stock selection though they do claim to be out performing the Footsie I think primarily due to JJB, Gamesworkshop and EBQ.

Regards,

Foot Loose

[jackrussel] 18/5/2001 08:59

DFS stated by IC yesterday as good long term, high yield share.

[zzaxx99] 18/5/2001 08:39

I've I know virtually nothing about DFS, being interested purely on the basis of its chart. Casting around for comments, I received this reply on CB - "Agree the chart looks very tempting but one thing to bear in mind.The result from the European court concerning overpayment of VAT is due any day now. Recent comment has suggested better repayment to DFS than earlier thought...but if it isn't short term profit taking will set in."

I have very vague memories of this VAT overpayment case, but can't remember any of the details (I don't generally follow retail sector very closely, having made 2 disasterous forays into it in the past). Basically, all I can remember is that some retail firms challenged VAT payments, and won, but can't recollect any details.

Can anyone shed any light on this? Or point me at a reference?