Share Name Share Symbol Market Type Share ISIN Share Description
Dfs Furniture Plc LSE:DFS London Ordinary Share GB00BTC0LB89 ORD GBP1.50
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 213.00 210.00 212.50 0.00 0.00 - 0.00 00:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 1,125.6 25.8 8.9 23.9 452

Dfs Furniture Share Discussion Threads

Showing 351 to 374 of 425 messages
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
DateSubjectAuthorDiscuss
16/6/2017
10:29
for those that are interested go to ennismore website (they wrote a thesis on dfs in april) it details why it might be worth a punt. Ennismore are shrewd operators imo. Obviously they got it wrong near term but nonetheless provides a cogent argument why it might be worth a punt. I have punted this am as a result!
edwardt
15/6/2017
23:17
Has the sale ended?...
diku
15/6/2017
18:26
Avoid. This is not the DFS of old as PE stripped it before float. Slow down/recession coming.
r ball
15/6/2017
13:43
definitely an unfortunate trading update but i don't see the point in panicking with everyone else at the stage. Doesn't sound company specific, just a very weak UK trading picture over the crucial Easter bank hol period. The time to panic would have been a few days ago ! :) Last time DFS went through a UK recession, its market share in UK sofas went from 18 to 24%. They have the strongest balance sheet with the most flexibility. Even without a special dividend the yield is 5%.
aim11
15/6/2017
08:55
So MF got it wrong Retailers are feeling pain now The Special dividend might get cut 12 months from now DFS could well need that money to survive dyor
buywell3
15/6/2017
06:18
Horrible, avoid
r ball
05/6/2017
23:29
The British Retail Consortium’s study of shops’ sales found growth slowed to 0.2pc on the year, a substantial slowdown from the strong Easter spending in April. The BRC also found a slide in spending on most other categories, including home accessories, health and beauty, furniture and clothing, matching some parts of Barclaycard’s database http://www.telegraph.co.uk/business/2017/06/05/brits-splurge-entertainment-cut-back-elsewhere-prices-rise/
magic
02/6/2017
12:33
MOTLEY FOOL Checking my watchlist of big dividends, I see DFS Furniture(LSE: DFS) as a very nice cash cow, offering tasty dividend yields that should exceed 6% -- shareholders got 5.1% last year, and analysts are expecting 5.9% this year and 6.4% next. Special dividend And this year, while lifting its interim dividend by 5.7% (and well ahead of inflation), DFS announced a special dividend of 9.5p per share. Chief executive Ian Filby spoke of the firm's "continued good sales growth and strong cash generation reflecting the successful implementation of our proven growth strategy" and said he expects "long-term profitable growth". In its current public incarnation, DFS was only floated in March 2015, and just a little over a year later its shares were hammered by the EU referendum result. Since then we've seen a bit of a recovery, but at 275p the price is still up only 8% since the IPO, and I think that's providing a good buying opportunity. We're looking at forward P/E multiples of around 11.5, and I can't help attributing that in part to weak sentiment surrounding the UK economy and discretionary spending as we hurtle towards Brexit. But I see it as overdone. DFS is very good at selling its goods, is strongly cash-generative, and has a policy of rewarding shareholders through dividends and share buybacks. It looks like a good time to lock in an attractive long-term yield to me. hxxp://www.aol.co.uk/money/2017/05/31/two-6-dividends-that-could-help-you-become-a-millionaire/
magic
01/6/2017
08:50
almost anything uk retail related has been terrible, dfs back to 10x now.
aim11
01/6/2017
07:50
Got the fall back bit right but never really got a spike!!!
clivell
25/5/2017
11:04
I would expect a small spike in the share price next week pre XD date but a fall back shortly afterwards
clivell
25/5/2017
07:34
looks like we are just going to trade sideways to the big divi, 13.2p next Thursday ex date. Very disappointing.
aim11
13/5/2017
08:12
3 weeks until the big dividend. I also expect DFS to cope well with any broad market slowdown, because they have continually taken market share and online sales are growing strongly. They also will still benefit from the Dwell integration and expansion.
aim11
11/5/2017
20:01
Thanks. That's useful.
magic
08/5/2017
11:53
most of DFS demand is driven by consumer confidence and credit availability, rather than housing transactions, according to their investor presentation
aim11
08/5/2017
11:31
It is also possible "Magic" that people who aren't moving might decide to spruce up their homes and spend money on decor and furnishings. That scenario could help DFS.
clivell
08/5/2017
10:59
hxxp://www.icis.com/blogs/chemicals-and-the-economy/2017/05/london-house-prices/ Interesting article about significant falls in house prices in central London in the last year. He says oversupply, Chinese reduction in demand and some declustering of financial services will weigh on market. This could ripple out over time and affect the consumer stocks like DFS. Still some time to go before that happens IMHO, if it does.
magic
28/4/2017
16:30
decent enough chairman i agree magic, thanks for posting that. i i think broker consensus already has negative like for like sales in for h2 and for next financial year, so if they have maintained positive LFL and sterling dollar holds up nicely there could be some earnings estimate upside when they report the h2 figures.
aim11
28/4/2017
16:10
some details on new Chairman Durant is currently chairman at high-street bakery Greggs and at Capital and Counties Properties. He has previously been a non-executive director at Home Retail Group, where he chaired the audit and risk committee, and at Greene King, where he was audit committee chairman and a senior independent director. An accountant by trade, Durant’s executive roles include Liberty International finance director and Thistle Hotels group finance director. hxxps://www.retail-week.com/sectors/home-and-diy/dfs-unveils-new-chairman-following-bakers-exit/7020535.article
magic
28/4/2017
14:22
Mentioned here
pillion
28/4/2017
06:27
New chairman announced, sounds like a strong appointment for DFS. Starts immediately.
aim11
27/4/2017
12:04
DFS pre-tax profit is about 65mn. DFS says that GBPUSD rate impacts profit by about 0.5mn for every cent, of which they have mitigated about half or so in the last year. So if we have 1.30 vs 1.20 on GBPUSD its worth c.2.5mn assuming they reverse mitigation, or 5mn extra profit if the mitigation has been other efficiency savings which don't reverse with the currency. I think DFS has been doing a lot of good things behind the scene as you say on Dwell , Sofa W, CDC distribution savings, which we've not really seen yet in the P&L because of FX headwind and also the one-off costs of these CDC changes. As this all starts to reverse i'd expect profit to be well underpinned even assuming some consumer softness.
aim11
27/4/2017
06:17
Dfs has carefully moved a large proportion of its manufacturing to the U.K, Dwell and Sofa Workshop are showing double digit growth and with the pound strengthening this can only be a good thing.
dave1975
18/4/2017
15:35
Some big volume going through now, and a nice recovery in sterling which will help dfs as most production is still in asia
aim11
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
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