Dunelm Share Discussion Threads

[eggbaconandbubble] 16/12/2015 15:40

Can someone please tell me why these guys had an over-sized divi June 2013. Thanks.

[kendonagasaki] 14/12/2015 20:35

Looks like Dunelm are not having a great Xmas IMO!A huge retail slow down is happening right in front of our eyes.If I was invested in Dunelm I would be short. The charts indicate a bearish consolidation at the range of 8.60-78. If that does not hold the next breach may well be £7.67-85.Of course don't be stupid and buy into Dunelm whilst the ftse 100 will continue to crash. Do your own research, it's always most valuable when pays as much attention to the upside as to the down side.Sell at the high guys and gals....that way you may have a happy new year yet?All in my own honest opinion of course.

[salpara111] 11/12/2015 08:44

Finally got my £10 and took my money off the table.
It took longer than I had expected to get there but I do believe that it is a good business and I would consider buying back in again on any weakness.

[rathlindri] 02/12/2015 12:29

Hitting new high today?

[rathlindri] 26/11/2015 10:43

Dividend payment day tomorrow

[zeppo] 24/11/2015 09:59

Some people live there. The cafe, toilets and bedding are all you need. When friends come round they are very impressed by all the ornaments.


Z

[dogwalker] 24/11/2015 08:08

Do people play hide & seek in Dunelm stores?

[rathlindri] 06/11/2015 14:36

This has been looking good over the last 4 weeks

[salpara111] 08/10/2015 08:32

We may finally see it push back to the £10 mark.

[buffetteer] 08/10/2015 08:10

Excellent performance - just hope the new CEO has the same trading skills as his boss

[redartbmud] 08/10/2015 08:03

Wrong again. 20p up on the open.

[redartbmud] 08/10/2015 07:51

YoY growth slightly down. Does that mean blood on the streets of Dnlm? Hope not.

[mg1982] 08/10/2015 07:49

Equity Development ‏@equity_research
$DNLM Dunelm: Total Q1 LFL UP 5.5%. TOTAL SALES up 12% at £202m. Q1 Gross margin: +20 basis points rise. Home delivery v strong.

[shauney2] 08/10/2015 07:49

A very positive update.

Total like-for-like sales rose to £183.3m compared with £163.1m in the 13 weeks to 27 September 2014. Total sales rose to £202.3m from £180.6m a year ago.

Gross margin increased year on year, with an estimated +20 basis points rise compared with the equivalent quarter last year.

[kendonagasaki] 30/9/2015 13:08

Good for you toffee man!

[toffeeman] 29/9/2015 15:26

In at 8.25 out at 8.75 for 5% which is OK.

[kendonagasaki] 23/9/2015 18:48

£7.50p is coming here.Don't get caught with your pants down?

[buffetteer] 22/9/2015 07:58

The only problem is you completely ignore the facts and are clearly on some personal vendetta against Will. Th facts are that Dinelm are growing sales, market share , like for like sales ,earnings and have recruited a first class management team .you don't attract a person such as Andy Harrison to be chairman if there are poor prospects. We will head beyond £10 in the next upturn IMHO.

[kendonagasaki] 21/9/2015 21:24

Still can't push towards an unrealistic valuation, why?This company IMO has peaked and has done well to establish its self within the 'market place' of large warehouse style of space.The problem sooner or later will become its Achilles heel.Supermarket sweep is coming to the UK and Dunelm will be the biggest victim as well as the first one.

[kendonagasaki] 15/9/2015 20:02

Will is nothing more than a market trader, a Del Boy in charge of a very big yellow three wheeled car!Unreliable in my opinion!Can't push £10 and I see this trading at £7.50 come 15th of October as the market starts to crash!

[redartbmud] 11/9/2015 08:44

I am in here for the long term. The company can continue to deliver good growth in the future. I just hope that they don't lose their shirts on furniture. The competition is fierce and the market is oversaturated IMHO.

[mg1982] 11/9/2015 08:27

Give me boring and consistent sales and profits over exciting and erratic sales and profits!

They have all the management and strategy in place ready for execution. This can potentially re-rate as the story develops and they deliver on this strategy.

Holding

[mrchriss] 11/9/2015 08:21

Since when was "little excitement" a negative? The last thing I'd want is Dunelm to be traded as if it were an Apple or Google.

[buffetteer] 11/9/2015 08:16

I wouldn't worry . They stated that furniture disruption and markdowns cost them several millions and I don't think that will be repeated- it was chaotic from what I heard. That's another few million on the bottoms line.

[redartbmud] 11/9/2015 07:44

Peel Hunt downgrades Dunelm after dull results

Homeware retailer Dunelm (DNLM) has been downgraded by Peel Hunt after final results offered the broker ‘little excitement’.

Peel Hunt analyst John Stevenson downgraded his recommendation from ‘buy’ to ‘add’ with a target price of £10.00.

‘Full-year 2015 profit met the midpoint of guidance, albeit below our top-of-the-range estimate,’ he said. ‘Management is flagging high cost inflation and fewer store openings for the year ahead.

‘Not surprisingly, with a new chief executive taking the reins in January, a new chief financial officer in December and a new chairman just in, there is not much new information in [the] results statement. Forecasts may well come down as a result, despite potential for trading upside.’

Stevenson added that he ‘remains fundamentally positive on the home-related sector form a macro point of view, although we prefer the higher operational gearing of Carpetright and Topps Tiles for earnings upside’.

Dunelm shares closed 10.5p or 1.2% lower at 894p.


Opps, not so good.

Disappointed from Derby.