Dr. Martens Share Discussion Threads

[bigbigdave] 13/11/2022 07:26

FY23 Half Year Results 24th November

[castleford tiger] 12/11/2022 07:01

it is indeed

[castleford tiger] 21/9/2022 13:57

Me neither !

I think they still have 365 m shares so roughly 35% to drip out into the market.

Never done well with these as the p/e boys dont give stuff away.

tiger

[essentialinvestor] 21/9/2022 13:54

I'm not holding just to clarify.

[castleford tiger] 21/9/2022 13:40

EI

Normally they work the price up and then bail out.

This is VASTLY overpriced in my opinion.
tiger

[faz] 24/7/2022 12:45

recommendation from a fund manager in the Sunday Times. This is set to go back to previous highs, certainly 400-420p - over the next 18 months imho.

[johnrxx99] 21/7/2022 09:43

EI - not fluttering yet, imo still some nasties b4 Oct/Nov

[essentialinvestor] 21/7/2022 08:57

john, luck with your holding - keep in mind there is still a large PE holder
that may want out.

[johnrxx99] 21/7/2022 08:47

If my girls are anything to go buy, an essential buy - the shoes that is.

Thus, hard to resist a flutter.

[shooter mcgavin] 02/6/2022 18:08

General share chat on telegram - Bulls/Bears welcome

hxxps://t.me/+uvhRj0z103ZjMDQ0

[essentialinvestor] 01/6/2022 13:07

Tiger, not one of your better calls it appears!!.


That being said some caution was warranted and arguably that still applies
with a PE holder who may want a complete exit over time.


Cash conversion looks better than the H1 on a first look.

Congrats to those buying near recent lows.

[stpalm] 01/6/2022 12:05

Thanks for those posts linton5 I was going to make a small starter position and you made me remember the gap filling which usually happens. Per seems to be reasonable now though at 12 and stocko says price to free cashflow is 22. Tempting!

[jqb1] 01/6/2022 08:18

True, I actually like the business and it's not too pricey. Would have had some.

[linton5] 01/6/2022 08:06

Big gap created mmm no thanks

[linton5] 01/6/2022 08:04

Lol they don’t know what to open up at

[castleford tiger] 25/5/2022 17:57

As a result of the Placing, IngreLux S.àr.l. will hold 364,142,440 ordinary shares, representing approximately 36.4% of Dr. Martens' issued share capital.

Even after selling the last lot they still hold 36% of the company worth 720m

How did they get this away?

Who chased it higher ?

At a market cap of 1 billion it looks too much.

Further to fall in my opinion.
Tiger

[freedomexpress747] 13/5/2022 20:21

Short squeeze?

[mozy123] 01/4/2022 13:51

Had a few, looks to be getting to fair value. EPS projects are

15.7 and 19p+ in 2023.

[davemac3] 15/3/2022 08:53

This seems to be affected by China lockdowns

[philanderer] 25/2/2022 19:04

Thanks EI.

From memory the lock in still has a few months to go.

[essentialinvestor] 24/2/2022 16:17

Hi Phil, you are probably aware there remains a large shareholder here
who could potentially want a complete exit, if so, that will take time and
a shedload of shares for any buyers to absorb.

[philanderer] 23/2/2022 14:52

Questor: Why Dr Martens is a good fit

Questor share tip: shift to online sales and loyal customer following could catalyse this stock

[essentialinvestor] 27/1/2022 09:32

No mention of either margins or net debt.

Given the H1 cash conversion some might question why.

Stays on a watchlist.