Dunelm Share Discussion Threads

[cryptotrade] 16/2/2021 08:34

plenty of demand, plenty of buyers

[thegreatgeraldo] 15/2/2021 19:40

Seems to have timed it fairly well...

[cryptotrade] 15/2/2021 13:10

Looking solid at the moment. A possible retest of the recent high.

[paulisi] 10/2/2021 16:57

Decent set of results - nice reaction from the stockmarket

[wetdream] 07/2/2021 23:25

And Synairgen in March 2020....
:))

[toffeeman] 07/2/2021 19:16

From Sabah Meddings who tipped Farn at 800 :)

[wetdream] 07/2/2021 18:52

‘Buy’ recommendation in today’s ST.

[grabster] 29/1/2021 14:33

Plusses and minuses:

Their online shopping site is not bad (better than some). Majority of their shops (all currently shut down) are on out-of-town sites, so their ongoing overheads are presumably less onerous than those lumbered with High Street costs or reliant on shopping mall footfall.

Having dropped 8.25% on the day of that trading update (14 Jan) there has been no bounce. It has drifted a little lower since. If it slips below 1140 I imagine it will continue down further.

Stockopedia view is negative and "currently classifies Dunelm as a falling star" and simplywallstreet notes "we can't help but wonder why Dunelm Group saw little to no growth in the past five years", though their overall analysis is not negative.

MPs are considering a countrywide ban on click-and-collect services at non-essential shops, and some shops have ceased providing it. Dunelm for now have modified theirs so customers can stay in their cars. Personally I suspect MPs will shy away from imposing a total ban. But it would hurt Dunelm if I am wrong about that.

[thomasearnshaw] 14/1/2021 12:44

Had a small buy

[bartyb] 14/1/2021 12:42

There maybe a bit of a bounce but will improve when shops re-open

[w0lf0fwallstreet] 14/1/2021 09:44

#BOR big retrace on the way

[wetdream] 14/1/2021 09:44

Dnlm could have reported practically anything imho and the share price would have dropped.
Sell on news seems the way BOTs work these days.

[saurish] 14/1/2021 09:03

Even if they operate at a slight weekly loss (which they should have quantified) in Q3 and can resume normal operations in Q4 they shall still achieve consensus estimates for FY2021 given the outperformance in H1. The company also increased net cash position. However, a statement that sounds like a profit warning (when it's not) and a risk of further tightening of restrictions to include click and collect it is more than enough to set up a free fall. It stays a buy in my books and I have added here however, it is the sentiment that rules the roost and it could fall more before hopefully clawing its way back up. AIMHO, DYOR.

[paulisi] 14/1/2021 08:02

Decent growth when open. If things get back to normal, good prospects

[luderitz] 13/1/2021 19:11

A few on my watch list that have been on the up have taken a hit on results day lately notably GAW so won't be surprised to see this one do the same.

[bartyb] 13/1/2021 15:34

They are really busy.Biggest problem is getting stock into the country through the docks

[wanttowin] 13/1/2021 15:03

Building some momentum, trading update in the morning.

[alphabeta4] 08/1/2021 08:35

Thanks Essential - useful site but apologies, by consensus I was looking for consensus revenue, PTP and eps forecasts rather than target prices.

[essentialinvestor] 07/1/2021 16:45

* I use market screener fwiw.

[alphabeta4] 07/1/2021 16:41

Sorry slightly off topic but does anyone know a reliable place these days to get consensus forecasts? I usually use sharecast.com but they seem to have dropped off since the new year? Does Stockopedia have them?

[wetdream] 05/1/2021 17:03

My guess is the sp’s direction pre-official update will tell us whether 2020’s been a good year for the co.

[wanttowin] 05/1/2021 11:12

Trading update on the 14th..

[bartyb] 21/12/2020 09:16

Dunelm supplies come through Harwich