Dixons Retail Share Discussion Threads

[mikepompeyfan] 07/4/2014 12:34

I thought the definition of an investment was a short term trade gone wrong ;-)

Anyway, just wait until the merger goes ahead and the brokers get their teeth into the combined group forecasts. I'm expecting fireworks. Just hope the market holds up until it's confirmed for sure.

[billiam] 07/4/2014 10:39

The difference between a trade and an investment!

[mikepompeyfan] 07/4/2014 08:11

Well l got my buy as hoped for at 48.5p. Hope the that proves a short term low. If not l'll hold for the long term ;-)

[anony mous] 05/4/2014 14:18

MikeyI hope it doesnt go down very well.It shud go up very well.

[mikepompeyfan] 05/4/2014 12:51

I've read a few good write ups from fund managers on cpw prospects lately. Hargreaves Lansdown rate them in some literature l received this morning and think they can make a profitable move into Europe. Getting quite excited and optimistic now about dxns and cpw joining up. Reckon it will go down very well. Hoping for a slight dip in the share price Monday so l can get in for a trade or top up below 49p.

[tim 3] 04/4/2014 20:53

Sure feels like somebody don't want it to far from 50 doesn't it.

[mikepompeyfan] 04/4/2014 17:23

I think l will open my new year isa Sunday and try to scalp these for a bit. Penny up, penny down, making £200ish a go. Buy about 49p or below, sell about 50p or above. Might be interesting.

[wanttowin] 04/4/2014 15:05

time for a nibble?

[wanttowin] 04/4/2014 13:50

not seen this before,

[anony mous] 03/4/2014 19:28

Nice1 silver.

[silverfox373] 03/4/2014 08:00

Just noticed this in the Booker IMS, which I didn't realise previously

"Non tobacco sales in Makro were down 8.0% in the 12 weeks as a result of the decision to stop selling some consumer ranges such as televisions. Cash and profits at Makro were in line with expectations".

I have not been in a Macro store for some time but remember they used to have a very large television display and stock.

Must all help with TV sales for Currys

[wanttowin] 02/4/2014 19:13

Thanks for the good posts today Mike and UVA, looking very firm here imo, bring on the news..

[undervaluedassets] 02/4/2014 16:20

Those that had a little top up on Friday's meaningless dip are up 5% already.

If I was a chartist (which I am not) I would say that this looks like an extremely promising inverted head and shoulders.

[mikepompeyfan] 02/4/2014 16:16

Some big buys showing after 3pm must have helped the share price

[anony mous] 02/4/2014 16:01

Bouncing again.51 to 52 needs to break.

[undervaluedassets] 02/4/2014 15:42

Reference Ocado. I am not sure that they will ever make a profit. I think that they could be the loser in the supermarket war ( and there will be a loser no question as the supermarket space is overcrowded)

[robmorganjones] 01/4/2014 14:50

THE attempt by Phones 4u to gatecrash the £4 billion merger talks between Dixons and Carphone Warehouse is likely to fail despite last week's lengthy extension to the ­deadline.


It is understood the extra eight weeks from 24 March to 19 May for talks to continue had nothing to do with Phones 4u's contact with Dixons soon after the merger discussions were announced in late Feb­ruary.

Last Monday, Dixons and Carphone Warehouse said in an update for the market: "Since the announcement of 24 February was made when discussions were at a very preliminary stage, both parties have agreed that they require more time to evaluate a potential merger of the two businesses."

Telecoms analysts believe this is the more credible explanation for both retailers seeking an extension of the deadline from the City's Takeover Panel, with most now highly sceptical a rival takeover of Phones 4u by Dixons will emerge.

Sebastian James, chief executive of Dixons, which owns PC World and Currys, is believed to have told BC Partners, the private equity owner of Phones 4u, that he is uninterested in an alternative to what the City believes would be a nil premium merger with Carphone.

However, it is understood James has been prepared to talk to BC Partners about the existing collaboration whereby Phones 4u operates about 160 store-in-store operations at PC World and Currys.

That collaboration currently runs until May 2015, and is seen by some analysts as under threat if Dixons and Sir Charles Dunstone's Carphone tie the knot.

It is believed that a significant hurdle facing Phones 4u is that it is smaller and more UK-centric than Carphone.

By contrast, Dunstone's company already has much greater telecoms scale and overlapping operations with Dixons in Scandinavia and the Republic of Ireland.

Analysts point out that Carphone's share price of 331p is comfortably higher than the 300p level it was trading at when merger talks were announced on 24 February. Dixons is trading at 48.5p compared with 52p at the time of the announcement.

Shares in both companies have periodically dipped as the stories about Phones 4u's alternative industry con­solidation plan have ebbed and flowed, but one analyst said: "I think what the share prices are telling us is that Phones 4u's intervention is largely seen as historical now.

"The market doesn't believe the greater strategy is there in any tie-up between it and ­Dixons. Carphone is seen as having some of the best systems in the world for connecting people to phones and iPads. It is a worldwide operation and I think Dixons want access to that.

"It would also be surprising that Dixons put out a joint statement with Carphone last week for the deadline extension without reference to anything else at all if other relevant conversations with third parties on a takeover were happening."

[nickjoseph] 01/4/2014 11:42

Both dixons and carphone both strong today. Cannot see any news out there! There may be a wait but think it's going to be positive for dixons either way especially if a third party enters which is now a strong possibility. Why would it be extended unless there was maybe a better offer in the table ..

[tim 3] 31/3/2014 22:22

If/when the crash comes would not want to be anywhere near companys like AO or Ocado.

[blondeamon] 31/3/2014 16:56

Eager to see the short interest tomorrow and whether it fell from 14%. Can't understand what they think to keep shorts on here.

[undervaluedassets] 31/3/2014 12:25

lovely and quiet here.

I think this bodes well.

Gradually garnering investors rather than traders.

I know I am in the right place when I make a comparison with AO.

AO valued at 5 x sales. DXNS at only 0.2 x sales.

And what is it that AO does that is so astonishing? They sell white goods online - Wow. Well DXNS have done that and continue to do that . And Unlike AO with Dixons you can go and touch what you are buying. They get to have conversation with you.

The value here still astonishes me.

[v11slr] 27/3/2014 16:14

And if someone else steps in in the meantime?

[blondeamon] 27/3/2014 16:11

2 months is a big time to wait, many could exit now and wait for a re-entry.

If it goes down to 45 again I would enter here again although I really don't see it falling, upwards is most likely.