Jacques Vert Share Discussion Threads

[gargoyle2] 25/4/2011 05:03

Thanks for the commentary, LBO. Are you a holder, buyer, shorter - or just an interested observer? ;)

[lbo] 24/4/2011 20:42

Now even John Lewis feels the consumer spending squeeze





Retail sales grew by 0.2 per cent last month after a 1 per cent drop in February. Sales volumes are at about the same level they were in December before the rise in sales tax. Economists had expected a 0.5 per cent drop in volumes.

The weak sales growth points to subdued consumer confidence, although the fact that sales have not fallen back significantly following the 2.5 percentage point rise in tax rates suggests that they are not excessively fragile.

Sales in grocers and supermarkets rose relatively quickly over the month but sales of textiles, shoes and clothes and of household goods fell back.

[boonkoh] 21/4/2011 10:34

Underlying trends in the clothing market are challenging, I agree. JQV will definitely be affected.

But from my own digging over the past 2-3 months, Jacques Vert brand doing very well - although the others (precis petite, planet, and wiindsmoor) are treading along - with precis petite especially struggling. Easter/wedding weekend will mean parties = dresses to be bought, and will continue if the good weather persists throughout summer. Cold weather earlier this year no doubt helped to sell some more coats than usual.

All IMO and untested research - but I'm looking to see:
- Rev/margins upside over the last few months, Jacques Vert brand doing well
- Cautious outlook, based on commodity prices and consumer spending

I still think the shares are cheap - but I don't think there is upside to the share price past 25p.

[davidosh] 08/4/2011 14:19

my third largest retailer is Games Workshop (GAW) who had an excellent update this morning and mega interim dividend announced

[the big fella] 07/4/2011 11:16

Funny my retaiers are JQV and FCCN

[davidosh] 07/4/2011 08:42

Excellent....this is my largest retail holding and alongsie FCCN doing very nicely and pays a decent divi do not forget.

[battlebus2] 07/4/2011 08:37

Thanks CWA1

[cwa1] 07/4/2011 08:35

Obviously there's a copyright issue but I think it should be OK to post a small summary snippet:-

Midas verdict: Jacques Vert shares are 17p at which level they could be a rewarding investment. The next few months may be tough for retailers but Jacques Vert is still expected to increase sales and profits. Once economic recovery kicks in, the group should benefit further. Buy and hold.

[battlebus2] 07/4/2011 08:28

Any idea what they said.

[philo124] 07/4/2011 08:27

Thx A LOT!

[battlebus2] 07/4/2011 08:22

Ah i wondered about the jump very nice.

[cwa1] 07/4/2011 08:15

Morning Folks

In case anyone was wondering why the flurry of interest this morning, they have been tipped on the Mail on Sunday's subscription only This is Money mail out today.

[philo124] 13/2/2011 11:45

There in store Spring collection looks very Good!

[battlebus2] 12/2/2011 11:25

Well the shares have risen on the back of the trades which is a good sign. 20p on monday imv.

[omerta] 12/2/2011 00:48

If you notice the time of the trades is exactly the same in each case of the 1 mlns to the second ...... so it may just be an Investment house switching funds. Hope that is not the case and something more interesting is behind it all.....

[gargoyle2] 12/2/2011 00:04

Those trades are more than the rsult of an IC tip, imo. Something cooking here, I think. Not so surprising - this has to be one of the most undervalued retailers around.

[lennonsalive] 11/2/2011 19:58

Mentioned in Investors Chronicle today perhaps?

[battlebus2] 11/2/2011 16:28

Don't know but i'm in.

[omerta] 11/2/2011 16:02

WHAT is going on with these V.large trades in JQV since 13.30pm????????

[philo124] 25/1/2011 19:41

Director Buy - MODEST.

[the big fella] 21/1/2011 16:56

Not complaining. Nice end to a very good week for me.

[davydoo] 21/1/2011 16:53

Was rated a buy in IC I noticed, which might explain some of it

[davidosh] 21/1/2011 16:25

Must be a much bigger buyer then ?? Very strong buying this afternoon and good volume