Dunelm Share Discussion Threads

[cwa1] 13/4/2017 08:29

OK, FWIW, I've just had a very few at 579ish-probably way too early-to see where this takes us medium term. Not exactly a large conviction buy I'll concede but just enough to keep an interest

[shauney2] 12/4/2017 09:44

They were not "terrible" but interesting to a non holder.

In the 13 weeks to April 1st, Worldstores comprised just over 10% of all DNLM sales (£23.9m). Worldstores was acquired for £8.5m.
Seems to be a good fit.

Seems they misjudged the market and are building stores they are obligated to but really the way to go is online.

[libertine] 12/4/2017 08:51

12 Apr Dunelm Group PLC Cantor Fitzgerald Buy 630.00 850.00 850.00 Reiterates

[cwa1] 12/4/2017 08:44

Nothing to get excited about for sure che7win but probably about what I expected to be honest, possibly slightly better. Care to share why they are "terrible"? Genuine question. Cheers.

[che7win] 12/4/2017 07:18

Terrible results, I remain of the opinion that 500p is realistic.

[kendonagasaki] 11/4/2017 06:16

Needs to hold above 6.10 for month closeor it looks very choppy imo.Somebody said it here....Big Box retailers are the past and you only need to look at the death bellls that are sounding in the American malls and big box retailers out there, its murder!Dunelm will have some tough decisions to make around opening more stores as more and more people continue to shop online in the future.Next are already feeling the pain and so will Dunelm in the near future,

[kendonagasaki] 10/4/2017 22:08

Toffee.....your £5 may beckon yet.Failed all momentum points and is dropping lower each time.Interesting....?

[bookbroker] 07/4/2017 19:53

This co. Sells a load of dross, albeit cheap but getting cheaper, Amazon is changing the face of US retailing, it'll be here soon, and then toast for many big box retailers selling sundries!

[alfred] 07/4/2017 12:28

Well, I hope my local Dunelm store isn't representative. Too many gaps on shelves, uninspiring merchandise, items not priced, glaring stock omissions, café almost deserted,footfall seemed reduced generally. Needs some fresh inspiration.

[2bluelynn] 06/4/2017 21:37

Thinking the same !

[2bluelynn] 06/4/2017 21:36

It's all gone quiet on this board The Divi looks good still top management team And there must be a bottom a six pound good yield Any one else

[toyin] 04/3/2017 08:38

Good update in SCSW.

All the best

[mrchriss] 12/2/2017 18:25

If anyone is interested, I have written a short follow-up to my post a few weeks ago:



I am currently a holder and will continue to be for the foreseeable future.

[buffetteer] 11/2/2017 09:00

A bump in the road does not mean it's broken. I added along with the chairman . When the ne wsflow and earnings improves the pric will rise not just by the earnings increase but also an expanding PE. With 6% store growth , similar online growth , cold weather , ti Ning round world store and sorting out new warehouse earnings next year should hit 50p in which case I can see heading back towards £10. I sold half my holding @ £9 and am buying back now .

[toffeeman] 08/2/2017 09:22

Yep 500 is next support

[che7win] 08/2/2017 08:27

With EPS decline will fall towards 500p imho

[aishah] 08/2/2017 08:21

"challenging retail environment". PBT and EPS down 11%. Stepped aside at the open. Back on watchlist

[salpara111] 08/2/2017 08:17

Seems like a bit of an over reaction.
I made money out of this one in the past but will not reinvest until I see the LFL going positive again.

[toffeeman] 08/2/2017 08:10

Market no like

[wetdream] 08/2/2017 07:53

Agreed. But few surprises, hence the lower sp?

[che7win] 08/2/2017 07:32

Not a good update.

[kendonagasaki] 31/1/2017 18:32

I concur.It has closed above its monthly resistance target.£6.94 then £7.26 are the next variable points.

[wetdream] 30/1/2017 16:58

Well,well,well-looks like a minor miracle has occured with a > 676p finish!
Perhaps things are turning bullish after all....

[buffetteer] 30/1/2017 09:52

Mrhriss
Thx for your post.It is important to consider alternative views . The key here will be to see if increased sales growth turn into commensurate increases in earnings . We know Browett is 'investing for the future' but we need to see the returns now .Next few quarters will be interesting -either it will get re-rated upwards or gradual de-rating continuing .