Dunelm Share Discussion Threads

[albert arthur] 26/10/2023 07:01

Ex divi today.

[site manager] 15/8/2023 12:55

Interesting mention in the twin petes investing podcast episode 107.

[kendonagasaki] 04/7/2023 18:36

Going down another 200 points yet so sell or lose!?

[niklol] 04/7/2023 12:01

Ikhalifa thanks for your reply

[kenmitch] 04/7/2023 11:55

These Broker downgrades are often a good time to buy, and if we’re holding a share and wondering whether we should be, then the bounce on the Broker upgrade is a good time to get out.

Admittedly it was a few years ago but Investors Chronicle researched all the Broker buy and sell decisions in a full year. The results were eye opening! The Broker sells went on to perform much better than the Broker buys. What’s more BATS was THE share with the most Broker buys and it ended up THE very worst performing share in the FTSE100 that year!

Another useful guide is the share price behaviour for a few days following those Broker downgrades and upgrades. So if Dunelm keeps falling there might be something in it. But very often the share starts to recover the next day with the gains continuing.

I hold Dunelm and bought on a big dip last year. It’s a fabulous Business and according to those who work in our nearest store, a great Company to work for too.

I decide on trading and Results updates and if a share I’m holding is going down while most in the sector are going up, as that’s often a warning sign, and not on Brokers who get it wrong more often than not.

[lkhalifa] 04/7/2023 10:17

Quickest for me is SharePad under "Latest UK news. You need to subscribe to SharePad which has tons of other tools. Also free in an hour or two on

[niklol] 04/7/2023 09:09

Please may I ask where you read broker ratings so quickly.
I never see them till the evening or next day
Thanks

[lkhalifa] 04/7/2023 07:59

Downgraded today by RBC

[kendonagasaki] 04/7/2023 07:54

Here we go!

[kendonagasaki] 22/6/2023 07:24

Get ready to short!Approaching 90 day lower lows and housing market in free fall.Gonna feel the pain here over the next 6 months for starters.

[bartyb] 20/4/2023 07:03

In Auction?

[panache1] 16/3/2023 11:10

Ex div today / tmrw reason for the drop ?

[kalai1] 15/2/2023 13:54

Dunelm Group plc posted solid Interims for the 26 weeks ended 31 December 2022 this morning. The Group reported solid sales growth of 5% to £835m, with total sales 43% higher than H1 FY20 (pre-pandemic). But margins took a dip given some payback post-Pandemic and also the inflationary environment, PBT was down 16.6% to £117.4m. Guidance remains unchanged for now, net profit is set to dip a little in FY23 and obviously the consumer outlook remains unpredictable. Share price also has positive momentum and is into the 6th month of a rally. Valuation is no longer particularly cheap with forward PE ratio up to 16.9x. DNLM is a solid growth and generally profitable retailer worth owning for the long run, but there are macro clouds over the sector near term....from WealthOracle

[site manager] 26/1/2023 16:10

Click on Financials and then most shorted stocks, you will see CURY in there at 11th place. 3.7% of the entire share capital shorted.

[site manager] 23/1/2023 16:38

Well done Black horse.
Utterly fascinating.

[blackhorse23] 23/1/2023 09:56

Bought CURY for my portfolio https://www.proactiveinvestors.co.uk/companies/news/1003677/currys-positive-outlook-leaves-scope-for-share-price-to-double-liberum-1003677.html

[maximus57] 23/1/2023 08:52

Kendo, you've been predicting doom and gloom here since the end of the summer. Think you should retire as a false prophet. You're wasting your time. Take up a new job

[bartyb] 22/1/2023 23:04

Kendo you should be a kamikaze pilot and die, but missing your target.

[kendonagasaki] 20/1/2023 18:06

Markets tank next week.Better take your profits.

[kendonagasaki] 08/1/2023 20:55

Biggest Risers fall first!Foundation of a sandy recession?Property markets have ceased to rise for 12 months!We are in crash mode and Dunelm are about to get a good hard slap of reality over the next 6 months!Over valued and it's not going to be servicing new home buyers any time soon either?I see a minimum 40 percent decline in 2023 in the share price.I am not going to lose as the property market is going to crash hardest than 2008?Know thy history and you will know thyself????GOING DOWN!

[kendonagasaki] 05/1/2023 20:41

Monday Morning is going to hurt!Quite a lot, not just for Dunelm but the markets in general.Do not get caught out?

[chubb24] 05/1/2023 10:03

Hi, you are mis-reading the disclosure. JP Morgan Asset Management have the stake, the disclosure was most likely made by their team in India (there is a lot of off shoring at the banks). Still good for them to build this position.

[chessman2] 05/1/2023 09:46

It could also be due to an Indian supplier building a stake.

The dividend is good, turnover is good thus 2023 will be a good year for Dunelm