Dunelm Share Discussion Threads

[toffeeman] 17/4/2019 13:28

Managed to move stop down this morning

[toffeeman] 17/4/2019 11:40

GLG used to have a disclosable short position in January, but reduced - they are now back at 0.5%

[toffeeman] 12/4/2019 13:54

Spread covered and 5 points to the good.

[hsduk101] 11/4/2019 10:44

Ok thats what i thought, that would explain why there was a large revenue over that quarter

Im happy with this, will buy and hold for a quarter. Could rise 10pc minimum?

[til fat lady sings] 11/4/2019 10:18

Q2 included the Christmas trading period.

[impvesta] 10/4/2019 14:16

I haven't tried to calculate Q3 compared to Q2 but year on year growth is strong.

[hsduk101] 10/4/2019 13:41

Isnt q3 revenue lower then q2 revenue? Can this be attributed to anything. This is the only negative for me. Other then that good to hear debt dropping

[impvesta] 10/4/2019 09:02

Q3 update looks excellent to me. Sales growing strongly, margins improving and net debt falling fast.

[toffeeman] 10/4/2019 08:42

Short - finally

[newtothisgame3] 10/4/2019 06:00

The Times (Tempus share tips): SELL #Dunelm; HOLD #JPJ Group; SELL #Xaar.

[toffeeman] 09/4/2019 17:03

Yep - kicking myself - will I still be at 08.00 tomorrow?

[henderson] 08/4/2019 18:19

Toffeeman,maybe you should have gone in at 900 like you said, wish I had. As for the upcoming trading update anything could happen. My saying is whatever I do will be wrong !

[impvesta] 08/4/2019 16:35

Fair enough! I must be a bit dopey today!

[toffeeman] 08/4/2019 16:05

Q3 Trading update

[impvesta] 08/4/2019 15:40

The interims were in Feb and finals are likely to be in September so I'm not sure what you are expecting on Wednesday Toffeeman.

[toffeeman] 08/4/2019 09:35

Results Wednesday?

Do I wait for a spike? or will it plummet on results.....?

[henderson] 05/4/2019 18:05

Only about 2 grand.

[toffeeman] 05/4/2019 16:51

So how much are you down atm?

[henderson] 05/4/2019 16:35

Started shorting this at 820, will double up if it gets to 1000. Doubt that it will though.

[toffeeman] 04/4/2019 10:17

I still haven't shorted!

Here's my take:

Dunlem was quite heavily shorted in the last half of 2018, and I think at least some of the recent rise is possibly closing positions below 0.5% (CZ, Marshall Wace and GLG had 1.2% at the end of 2018)

There is one position over 0.5% atm - Foxhaven who declared their short in Feb this year. From what I can see they are down about £2.6m (They borrowed at around 700).

So if they were to close the price might spike up so I am watching the FCA log to see what happens. If it gets to 1000 I will have no excuse not to short!

[toffeeman] 01/4/2019 16:50

Still no AT 900 sells......

[toffeeman] 21/3/2019 09:44

Seems like I missed it - were there any sells at 900?

[toffeeman] 05/3/2019 18:41

Nearly there !