Dixons Retail Share Discussion Threads

[undervaluedassets] 14/5/2014 12:46

more short closing before tomorrow.

A case of "do you feel lucky punk?"

Clearly a lot of shorters do not feel lucky about tomorrow.

We had been warned by Mr James not to expect too much at the last update. So the merest whiff of anything good will see these leap.

[hippo] 14/5/2014 08:54

Good results and cpw tie up tomorrow and could be a 10% day, new high.......

[billiam] 14/5/2014 08:47

Wonder if we will see a little push northwards today in preparation for tomorrow's results? Would be a nice indicator for me.

[mikepompeyfan] 14/5/2014 06:59

I was going to say something similar ravin. People get impatient and develop conspiracy theories about shares they own sometimes ;-) At the end of the day it's about earnings, growth, dividends and value, otherwise why buy the share ? Tomorrow we will get the information to make an updated valuation and l expect it to look good. The media is also full of news about the economy improving. That will feed through to the group sales eventually, if it isn't doing so already.

[ravin146] 14/5/2014 06:38

Maybe the merger is priced in, but without the details and clear benefits they both believe are achievable I.e levels of cost savings and revenue boosting potential. Not every benefit is priced in yet. Only what the market knows is priced in, and all it knows at present is that an equal merger is on the line. Imho gla ...not forgetting dixons have their results to publish too!

[anony mous] 13/5/2014 17:25

Still struggles to hold 50p+Reckon all merger news is priced in now.Wonder if we will move down on results.Annoying.Am holding alot of these and would have expected abt 60p at least by now.

[mikepompeyfan] 13/5/2014 16:29

Large trades gone through recently.

Time Price Volume Value Buy/Sell Type (key)
16:09 50.00p 2,000,000 £1,000,000 Buy NT
16:08 50.00p 938,762 £469,381 Buy NT
16:09 50.00p 903,638 £451,819 Buy NT

[tim 3] 13/5/2014 15:43

Countyathletics1

Depends on the job of course some are better done centrally.

However there are actually plenty of hours instore which aren't utilised particularly during the quiet times of the week/year.

By having the jobs intore rather than at HO there can be more customer facing staff available at peak times.

Much of Dixons trade actually comes at relatively short periods such as peak season and bank holidays.

[mikepompeyfan] 13/5/2014 11:24

The share price topped out at the last trading update when Seb went a bit cautious and down beat with his statement. I think that is still holding us back. Hopefully Thursday will be bullish, both about dxns trading and the merger benefits. That should bring a new momentum to the share price

[wanttowin] 13/5/2014 10:21

well just 6 days max to go, would be nice to see this firm up on the run in, but is it priced in already I wonder?

[countyathletics1] 13/5/2014 00:24

Tim 3 Some work is better done by circa 480 people in stores than 1 or 2 in head office?You certain about that?

[tim 3] 12/5/2014 14:04

Though its never good to hear about redundancies in this day and age you have to be lean to survive.

Even without the merger really have to question how many of those 500 jobs at Hemel are critical and what they add to profits or the customer experience.Am sure some of them could be better done instore by those more in touch with the business and customers.

As I was once told the closer you are to a till in retail the safer your job should be.

[skinny] 12/5/2014 10:46

Bank of America Merrill Lynch Buy 50.18 49.80 - 58.00 Retains

[mikepompeyfan] 12/5/2014 09:21

I know what you mean about the recent share price action being disappointing but the share price has come a long way in a short time. I notice that most trades are listed as AT which l assume are being generated by bots and not humans. They just follow a trend and l'm hoping that the merger statement on Thursday will be good enough to decisively alter that trend :-) All my own theory of course and l could be totally wrong !

[anony mous] 12/5/2014 08:44

Looking at past couple months with all the merger and good results numbers etc

[mikepompeyfan] 12/5/2014 08:38

Very weak ? It's only about 1.5p off a 6 year high ;-)

[anony mous] 12/5/2014 08:34

Lets hope it can stay over 50p.Very weak share price.

[undervaluedassets] 12/5/2014 08:03

bullishs coverage this morning on radio 4

[billiam] 11/5/2014 09:55

Dividend news would stir wider interest, specially among FTSE followers.
Exciting week ahead

[mikepompeyfan] 11/5/2014 08:06

Value will out in the end. If the market doesn't give the combined group the rating it deserves then a predator probably will. This will be the first year Dixons will be free of the loss-making activities disposed of last year and I assume there also be dividend payments for the first time in ages for dxns shareholders.

[tim 3] 11/5/2014 00:06

Seems odd with the likely merger being widely leaked and the savings involved, potential to join the ftse ect the share is not higher.

With the merger now expected this news ALONE will probably not have a big effect on the share price the details will have to be to the city's liking for a significant rise imo.

Who knows though with this market anything can happen,might even go down!

[asher] 09/5/2014 19:32

If the group becomes a FTSE 100 company the tracker funds will have to buy, pushing up the price.