John Lewis Of Hungerford Share Discussion Threads

[safman] 18/10/2007 09:29

someone acquiring a few..

saffy..

[cockneyrebel] 16/10/2007 12:46

I think I know two other investors with 0.5% each or there abouts Lord C., neither of those are selling either.

CR

[cockneyrebel] 15/10/2007 17:51

got to be a larger buyer after stock if mm's are marking up on a 16K buy, especially when they picked up 40K earlier today.

CR

[cockneyrebel] 15/10/2007 15:58

Moving up today Pedro - reckon Lord C is buing his 1m in the market before the results :-)

Nope, haven't sold out of CFE - I trimmed a few when it started retreating from that spike but still have a decent chunk in my wife's pension. Too much nonsense on the CFE thread, I can't be bothered to spend the time sifting through loads of posts bickering about Hampster and all the other tittle tattle on there. Sone good international master franchises and turning cash-positive will wake the share up, no chatter going to do anything till that happens at CFE now.

As for JLH - nice to see these move up out of the blue - new high before the results imo.

CR

[carolineanne] 19/9/2007 19:34

time someone realised how well they are doing!

[cockneyrebel] 12/9/2007 15:21

4 trades in a day - must be a record!

Perhaps a worker or two knows how well they are doing :-)

CR

[cockneyrebel] 07/9/2007 18:04

Cheers SteNis.

CR

[stemis] 07/9/2007 08:55

Galiform (ex MFI) attribute rise in kitchen sales during first half to weather:-

"the recent rise in sales may have been enhanced by builders undertaking more internal jobs than would be normal due to the very wet weather this summer."

but express caution over future sales

Although the business continues to trade well, there is a risk that the economic environment may have an impact on demand in the future.

[madalex] 06/9/2007 22:54

Thanks guys for the response. When CFE do become cash flow positive, what share price estimates do you expect ?

[pedrojack] 06/9/2007 21:44

Agree about the dross on the CFE thread CR...

[cockneyrebel] 06/9/2007 20:55

madalex - yep, over 6 months to a year I'm very positive.

Gets a bit busy on the CFE thread, too busy really, I go back there and there's been 30 posts of trivia and dross from Hampster and the like. Weak market at the moment and bound to give a bit back it that climate but I expect it will bounce soon when whover is selling is done.

CR

[pedrojack] 06/9/2007 20:47

madalex...CFE will be cash positive in the next couple of months as Barty mentioned in the Wall Street Report interview recently...

With reference to JLH I am going to buy in very soon...Just need to release cash in the next couple of weeks...

[cockneyrebel] 06/9/2007 18:58

No not really, Waterline buy in Kitchens and utilities and sell them, and a sceptic might say it's run by a bunch of crooks.

JLH make theier own kitchens and are now run buy a former MFI marketin gguy who has huge share options as a fee rather than big pay.

Waterline floated then tucked shareholders up.

JLH has been a PLC for 10 years. The criticism I would have is that JohnLewis the founder is a kitchen designer/maker and not a business man. That has changed now he has taken a back seat.

Waterline had a tone of debt - JLH has none to speak of.

I like to back changes in management - it's often a pre-cursor to a great change in business performance.

Waterline was a bad egg. It would be wrong to judge a co that has been on the market for 10 years as the same. Underperformed it has - cheated its shareholders and floated to mug people it hasn't.

CR

[masurenguy] 06/9/2007 18:00

CR - didn't the same business case apply to Waterline !

[cockneyrebel] 06/9/2007 10:45

Smallbone and Omega International (both kitchen manufacturers) with upbeat statements today.

CR

[cockneyrebel] 05/9/2007 10:41

:-)

Not for sale Lord C.


Your 1m in the market never got filled I guess as I've only seen 1 x 1m trade and that was a cross trade of mine from pension to portfolio on the company's year end.

I belive the sale at Hungerford of all the old stock went very well - I know at least one guy took a job lot of a load of stuff and is flogging it on ebay.


New cabinets are featured in Ideal Home:





CR

[lord c.] 05/9/2007 09:47

We need John Lewis to sell a decent chunk of shares - it will give liquidity and create further interest in the company especially if he goes way below 50%.

I guess he is holding off because he believes he would be selling too cheaply. The market could easily absorb them so I can think of no other answer.

In the meantime it does't help those of us who would like to accumulate.

So when you are ready CR......

[pedrojack] 04/9/2007 21:31

CR...I want to build a stake in JLH but I am still building my stake up in CFE...Hoping for the JLH share price not to move much...

[cockneyrebel] 04/9/2007 17:44

Still hold all my 1.9m JLH - which is 1.2% of the company. Thats as many as I've ever had, never sold any, not even to Lord C even tho he asked nicely :-)

CR