Currys Share Discussion Threads

[mikepompeyfan] 12/9/2014 08:10

Interims on 17th December will be keenly anticipated.
Will also include initial iphone 6 sales in the figures. Hope they're not held back by shortages. Exciting times.

[maximillian1] 12/9/2014 08:02

Not far from my 462/66 then....

[v11slr] 12/9/2014 07:46

They've raised their target from 375p to 450p.

[muscletrade] 12/9/2014 07:39

ExaneParibas maintain "outperform" and 450p target this morning.

[anony mous] 10/9/2014 10:34

Looking good.I think they gonna do better than they let on.Nothing on divi prospect though.

[muscletrade] 10/9/2014 10:11

Deutsch bank reiterates BUY and 400p TP
Barclays reiterates overweight and 420P TP.

[billiam] 09/9/2014 20:24

IPhone 6 well received. Available in week or so.

[ravin146] 09/9/2014 14:55

iphone 6 factor should give an uplift...results were pretty much in line with expectations

[undervaluedassets] 09/9/2014 14:06

Interesting the way they are taking the fight (as seb put it) to john lewis with free warranties now.

[mikepompeyfan] 09/9/2014 11:49

Newly-formed high street electricals giant Dixons Carphone is expecting a rocket in sales from the imminent launch of Apple’s iPhone 6.

The retailer said the calm before the storm had set in as customers anticipate the new device's launch, details of which are expected to be revealed by Apple chief Tim Cook today in an event that kicks off at 6pm UK time.

Dixons Carphone today revealed sales had fallen 6 per cent on last year at Carphone against strong figures last year buoyed by Samsung and Apple promotions.

Dixons Carphone group chief executive Sebastian James said: “Nothing gives us more pleasure than a cracking iPhone launch and if they could do six a year we’d be happy. I think this will be a big one, the blogosphere is certainly excited.”

Group finance chief Humphrey Singer added: “There are definitely lulls before an iPhone launch because the customers know it’s coming.”

James said there was “no way on earth we could have beaten those numbers”, referring to Carphone’s strong summer last year.

[maximillian1] 09/9/2014 11:12

The new experience...TFT....Touch it Feel it Take it..TFT..

[maximillian1] 09/9/2014 11:06

Not to mention the touchy feely aspect of it and I want it now...and that is why Hmv are starting to do better...dvd cd.....in the pocket and home...the secret is to make shopping a great experience..and Dixonscarphone are starting to do as well..

[maximillian1] 09/9/2014 11:05

As I said last week Hmv DVD sales better than Amazon....I think a multi channel approach will become more and more the best marketing platform...People will want more than just the net....which is no great shakes as as shopping experience....As in fashion ..fashions come and go ..they all want us to think the internet is a great buying experience....but most certainly it is not for everything..Booking flights great..Banking great ...if you know exactly what you want....but for me I find it a great hassle to send anything back with a problem...were as letting the shop do it and collect a replacment often there and then is better imo...

[billiam] 09/9/2014 10:59

For info, first seven of these store-in-store were:

London Oxford Street
Preston
Derby
Watford
Banbury
Aylesbury
Leamington Spa

[skinny] 09/9/2014 10:31

Investec Buy 372.35 395.00 395.00 Reiterates

[muscletrade] 09/9/2014 09:46

Conference call over now.I was pleased with what I heard, particularly on the competitive issues,( which has taken a long time to get to), while simultaneously the margins are still moving in the right direction.

There should be about 30 store in store facilities by Xmas and by Xmas 2015 everywhere will have store in store.

[muscletrade] 09/9/2014 09:34

Good stuff coming from the conference call so far.
1. competitive with Amazon, AO, John Lewis.
2. margins at dixons up "a smidge"
3. margins at Carphone moving in the right direction

[undervaluedassets] 09/9/2014 09:13

stores within stores are "rent free stores" for carphone points out Seb James.

[mikepompeyfan] 09/9/2014 08:45

I'm actually quite surprised to see the share price up at the moment. I expected a 'sell on the news' initial response. Bodes well.

[undervaluedassets] 09/9/2014 08:03

The stock market is a mechanism for taking money from the impatient and giving it to the patient is dead right.

This is a brand new enterprise.

listen to the conference call.

[mikepompeyfan] 09/9/2014 07:59

Can't agree with that xxx although only the future will tell for sure.
With phones4u in disarray cpw will be the only place to go to get the best network deal. Iphone 6 out will see a massive jump in revenue. The falling revenue for cpw was already known for the first qtr. Then of course there will be the extra revenue from the new Dixons instore cpw branches.

[skinny] 09/9/2014 07:55

xxx - unfortunately, that was similar to my reading.

[billiam] 09/9/2014 07:53

will market like -good-
Mmmm