Dunelm Share Discussion Threads

[kendonagasaki] 07/7/2016 20:40

Like for like down!In like for like stores.Non like for like stores up!New stores and business have yet to suffer the impact of the current economic climate.Going to get tougher IMO.

[buffetteer] 06/7/2016 10:32

Thx Toffee - v helpful

[toffeeman] 06/7/2016 08:59

Browett on "wake up to money" - if you download podcast he starts at around 35mins.

key takeaway for me: DNLM is hedged on £ for 18 months

[kendonagasaki] 05/7/2016 08:18

City not liking the the more expensive goods from abroad and Europe due to the week pound?Will Dunelm lose profitability.

[buffetteer] 04/7/2016 16:05

For the last 15 years

[toffeeman] 04/7/2016 15:51

How long ago Buff?

[buffetteer] 04/7/2016 13:46

I supplied them so I know how it works

[toffeeman] 04/7/2016 11:23

They can only pass on cost increases if customers let them!

If they de-spec, quality falls and they can't charge as much

If they increase their imports (not sure how much is sourced domestically) by using more foreign suppliers then their costs increase even more because the £ buys less.

If you look at retailers they are all priced due to exchange rate uncertainty.

Don't get me wrong - I think the company has good sales growth prospects, but until the uncertainty evaporates the downside could provide a cheaper entry point.

[buffetteer] 04/7/2016 09:45

Or they change spec to negate the impact or they replace uk suppliers with foreign - several levers possible imho

[buffetteer] 04/7/2016 09:44

They do pass on the cost increases - retailers always do

[toffeeman] 04/7/2016 09:26

My concern is that they import most of the stock and unless they can pass-on the effect of the exchange rate to customers, then margins will be squeezed.

[buffetteer] 03/7/2016 08:41

In times of recession DUNELM win market share as others reign in advertising etc. Their careful expansion and efforts to increase sales from existing stores should prove successful over time. In the meantime were paid out all the profits in divis- could be worse !

[kendonagasaki] 03/7/2016 07:37

Well if any of you dunelmers want to make some real money.100% is on the cards in RTHM from its current 31p.There you go all, it's not everyday I give something for nothing!Keep it under your hat though........shhhhh!

[kendonagasaki] 28/6/2016 10:32

Closed at £7.63.Thank you all.More volatility ahead please be very careful here!Have a nice day all!

[toffeeman] 26/6/2016 16:56

Yep it's sh1t

[kendonagasaki] 25/6/2016 21:21

Any views on the Brexit?

[kendonagasaki] 13/6/2016 20:14

Oh dear, oh dear, oh dear!Looks like £7.60 will chart sooner rather than later.

[kendonagasaki] 12/6/2016 21:58

On our way to breach the 90DMA I see?I guess all Dunelm investors really think that if we leave the EU that it's going to get worse?Want to save Dunelm.....vote out!

[kendonagasaki] 25/5/2016 23:52

Dunelm is a viable business but Will Adderly continues to run it as a market stall and with a market stall mentalityHowever regardless of my personal viewpoints of the cabbages that run this enterprise. I see that the year high of 1023 refuses to break through and each time we have charted a lower low on the next set of resistance.This will see £7.60 before £10.60...the computer sees what it sees its not my opinion....it's just what will happen looking at the cyclic pressure and momentum now that is in motion here.Don't be foolish now and get parted from your cash so quickly.Good evening all.

[value king] 24/5/2016 12:46

These have been constantly rising for days and good volume in the past couple of days.

[buffetteer] 20/5/2016 17:12

Got to be good news for prospects with such a large commitment

[value king] 20/5/2016 16:27

Well Kendon is is quiet - no mention of the big director buy recently.

Half a million pounds worth approximately.

[buffetteer] 18/5/2016 08:15

Kendon is more likely to be an an shelf filler who kept pulling sickies so was politely asked to leave ...than a stockbroker . Although it is quite fun watching him squirm as the price keeps rising (bearing in mind the huge dividends we've received since he started his shorting ). It does become tiresome and ,alas, the filter is the last resort for flushing him away.

[napoleon 14th] 18/5/2016 07:56

Oh, Kendo? Yes, I remember him.....
Now filtered.

[redartbmud] 29/4/2016 23:22

Why not use the filter button, as I did a long time ago?