|John Lewis Of Hungerford
||EPS - Basic
||Market Cap (m)
|Household Goods & Home Construction
John Lewis Of Hungerford Share Discussion Threads
Showing 601 to 625 of 625 messages
|Lord C......but it does, and existing shareholders want the quote retained while this gets back to profitability
I was at their presentation yesterday along with other interested shareholders. There is new management, new enthusiasm and a new desire to get this back to where it was, profitable and cash generative. There have been significant management and Board change adn £330k of overhead has been taken out.
JLH is tiny, but in reputation punches way above its weight. There is lots to be done, but IMHO, they have given themselves as good a chance as they can of getting this back on track. We will all wait and see whether they can deliver.|
|This old dog shouldn't have a quote|
|Someone has paid 1.3p and 1.5p for reasonable size ( for JLH). You could have paid under 1p very recently. Seems odd to chase is higher and pay so high when patience would I am sure have brought a seller at a much lower level.....|
|Just for the record the Christmas Ad cost JLH absolutely nothing except the time of the staff to allow the filming as they were approached by the Agency who wanted to create it and add to their library of work. I presume that the hundreds of thousands of hits are proof that they can get to an audience and it will certainly have raised the company profile.
I do not think John Lewis partnership will take offence as it does not detract from their brand and the advert for JLH is set in one of their kitchens so appropriate for a kitchen company. Anyway no complaints so far...|
|sorry sm thought it was someone n a wind up.|
|The JLH business is unlikely to benefit whatsoever from such a prank, but their silly carry-on may result in a law suit that wipes out equity. IMO, another sign of a business that has totally lost focus on what matters, and lacks direction.|
|Glenn - did you view the link...? (it's a JLH advert, put out the day before John Lewis released their £7m one)|
|Wrong John Lewis but don't let a good story in the way of facts. Don't hold here though.|
|So that's where the tiny bit of profit they occasionally make gets waisted :-)
|Ho Ho Ho
|A relentless pile of carp that should never be listed imo.
It's run like a corner shop and completely clueless management imo. 10+ years I've watched these spew out warm and cold results and statements.
No doubt see Lord C.'s view today :-)
|Well Cobham looks to have been a sensible place top open a store...
and we already have one in Beaconsfield.|
|There seems to be a sudden burst to life and lots of buying activity. Have they been tipped somewhere ?|
|JLH remind me of a Cornish cream tea - stale scones, rancid cream and the jam missing.
For years they have failed to deliver for shareholders and I see no evidence of a dividend in the near future.
They are overpriced.|
|Just to get the facts straight....
If you check into the John Lewis shareholding history you will see that he sells a small percentage of his shares every year. He is only paid a very small amount as a non exec at JLH and i suspect he needs to sell a few shares to supplement his income but frankly it is none of my business what he does with it. I also do my own DD when I am a buyer and directors are on the other side of any transaction it is reasonable to ascertain if they know something that you may not !
In this case I do not think you can read anything into it.
The election is over and the economy is lifting. John Lewis of H have hopefully got their new staff fully trained now and the newly opened stores are already doing very well from the last update. Maybe you are overlooking the grounds for optimism and focussing too much on a routine small share trade. If sales increase steadily the high margins will deliver nicely here.|
|Whatever is going on is sheer madness.
These shares are well overpriced - the John Lewis sell off proves this as he partially baled out obviously with the best price (0.85p) he could get.|
|What's going on here ? Buyout ?
Can,t find any news to justify rise yesterday.
Anybody know anything.?|
|Only had a handful of these but am now out at a loss; you dont have to make it back the same way you lost it after all.
I had another look at the numbers and I dont see that their £10m turnover, 5% margin target by the end of 2016 (ie so really 2017) is achievable so really its 2018 or 2019 at best....and by then we'll have another recession and this isnt the most recession proof business either in terms of sector or its reducing cash pile.
As mentioned above, in the short/medium term I dont see too much downside but cant see the share price getting moving - too small for many investors|
|An interesting video on the rebranding...
Hopefully this will be on the JLH website shortly as potential customers would want to see how the company views itself.|
|If any of you would like to attend a presentation on the company strategy from here then email me via mellomeeting.co.uk and I will give you the details. It is likely to be at their Chiswick store in about two weeks time.|
|Results were more or less as I expected them to be given the previous announcements about losing a couple key sales people.
The bright spot is that the two new showrooms are producing materially already. The market cap is also now in-line with the book value of the freehold property so in theory there shouldnt be any downside from here.
I'm not sure what would generate upside though. In a perfect world, they'd do a sale and leaseback of the property and return the proceeds to shareholders - meaning that the operating business would come for free (or even less than that).
I dont expect management to do that though and just expect more muddling on....|
|It just gets worse doesn't it Lord C.
If it was a horse it would have been shot years ago.
|Oh dear oh dear...............|
|Hi Lord C - long time no speak :-)
This thing should never have been listed imo - Richard Worthington has a lot to answer for imo.
|These guys will be disproportionately hurt if Labour/ScotNats win on the 7th May which at the time of writing seems a strong possibility.
They will squeeze the JLH target audience bigtime.
There already seems to be a slowdown in big ticket sales/orders.
My new target = 0.5p offer price within months if Ed is next pm.|