John Lewis Of Hungerford Share Discussion Threads

[tomboyb] 05/7/2021 14:20

V LIMITED stock available -

[clocktower] 05/7/2021 14:13

I just skipped through the thread and had to chuckle MRF - you clearly have not done your research about nico115.

I was surprised to even see him here, unless he purchased a mega load of kitchens several months ago to install in a luxury estate or a high rise block of luxury apartments.

Stock in demand it seems but they were very active throughout lockdown with their direct mailing etc.

[tomboyb] 24/5/2021 08:22

Could be one of the top risers today -

another big premium paid -

[tomboyb] 24/5/2021 08:05

Premiums paid -

[georgeghutton] 23/5/2021 22:39

Handbags at dawn. Marvellous

[davidosh] 23/5/2021 17:07

The seller sold nearly 17m shares....I think that is a lot more than just £40k worth.

[my retirement fund] 23/5/2021 15:56

5,000,000*0.008=40,000! Whatever you think you know about investing, and are doing seriously you need to STOP, and stop right now! !

[davidosh] 23/5/2021 15:53

John Lewis sold stock down to now hold 25.7% ----------------------- ------------------- ---------------- ------------------
Position of
previous notification
(if
applicable) 34.27%

Personally I am comfortable with John reducing his holding as he is not getting younger and will have other things he wants to concentrate on with his time and money. He is no longer on the board and will still be a great supporter of the company with 25%

[nico115] 23/5/2021 15:36

If they are over priced the seller has got a great price ..you stated below that the buyers got a great price ..you fool !!You also can't multiplyIf you think only 40k Of stock was sold at 0.8 you are wasting my time See ya

[my retirement fund] 23/5/2021 15:21

The line of stock was 40 grands worth its hardly bank breaking sums. I've seen instances where a large line of stock goes at a premium not a discount. I think it is patently obvious to anyone including the 8 year old that the shares are currently overpriced. Anyone with a few braincells can see that, apart from yourself clearly. May I respectfully suggest that whatever you think you are doing in the stock market that you stop doing it immediately and pay a professional to do it for you as you clearly have little concept of the real risks that exist

[nico115] 23/5/2021 12:26

Seriously if that is a serious question you shouldn't be invested in the stock market My 8 year old nephew could answer that Leave the stock market before the stock market leaves you ..bust

[nico115] 23/5/2021 10:42

Large lines of stock trade under the bid as sellers are happy to sell at that price knowing they are larger than the market size Look at placings of large holders of stock ..happens regularly at discounts

[nico115] 23/5/2021 10:38

Depends who initiates it and what the seller wants to take as he was the biggest shareholder here !If I owned 20pct of a co and tried to sell a decent slug I would expect to sell at a discount Call meIf you want me to explain the workings of the stock market ..it's not hard to grasp i promise

[my retirement fund] 23/5/2021 09:43

...and what about if you want to buy a big holding, you expect to get a discount?

[nico115] 22/5/2021 21:29

Odd post So if you wanna sell a big holding in an illiquid stock you expect to get a premium?

[georgeghutton] 22/5/2021 02:02

How on Earth..... liquidity. Or lack of. Hence the relative price for this trade is low and yet the relative value is high. As will become clear.

[my retirement fund] 21/5/2021 13:12

I would like to know how an earth you can buy 5,000000 share for 0.8pence when the market bid/offer is 0.90/0.99 pence ?

[davidosh] 17/5/2021 14:21

This was the news from the largest UK kitchen supplier two weeks ago. Not a perfect comparable but it does suggest kitchens are in high demand...

29 April 2021

Howden Joinery Group plc

TRADING UPDATE

Howden Joinery Group Plc ("Howdens" or "the Group"), the UK's largest kitchen supplier, today announces a trading update for the first four periods of 2021 (16 weeks to 17 April 2021).

Trading

Howden Joinery UK increased revenue by 47.1% overall and by 46.1% on a same depot basis(1) , compared to the equivalent periods last year which were impacted in Period 4 by COVID-19 lockdown measures. Sales growth was driven by increases in prices and volume growth.

Compared to 2019, Howden Joinery UK increased revenue by 13.1% overall and by 8.9% on a same depot basis(1) .

[georgeghutton] 16/4/2021 10:07

John, how you and I read accounts clearly varies. It's the blind reliance on trading updates that I find puzzling, but I'm a fan of whatever works for you. At the end of the day it all comes down to numbers, and if you're making the returns no one can argue with that in any shape or form. In terms of JLH and their fabulously upbeat trading update, I would just wonder why ther winter sale was extended for so long, followed alomst immediately by a new Spring sale. You mention an upturn in sales but in terms of hard numbers, I see nothing to support that. Maybe I'm missing something.

[cjohn] 09/4/2021 08:17

Georgeghutton18 Mar '21 - 18:06 - 219 of 221
0 1 0
You guys seriously need to learn how to read accounts.



That's your least helpful remark so far, George.

Myself and others on here are full-time investors with many years' experience in "reading accounts".

No one can be under any illusions as to the headwinds facing JLH. Nor did anyone argue that they have a strong balance sheet.

The vast bulk of my investments are in companies with very strong balance sheets that are going through a period of poor trading which has trashed the share price.

However, putting money into poor quality companies - like JLH - that are experiencing an upturn in business and are not in short-term liquidity difficulties is also a strategy that produces very high returns, if the price paid is low. Not ALL such investments will come off, but in aggregate it works handsomely.

[pass the dutchy] 18/3/2021 18:50

ANA will be the UK’s leading cannabis producer (200 TONS per year that’s worth £400m)


Share price 1.45p
Only £8m mkt cap


Fastest growing sector worldwide
Will have first mover advantage in UK
Same growers as GW Pharma (just got sold for £5b)
4 biggest shareholders hold over 50%
BOD own 30%
Massively undervalued
Near term multi bagger on license approval
Partners with leading prof , scientists etc
Primed for a RTO/ main listing (price driver)
Under the radar (most chased MXC,CBX)
Looking to bring a product to market
Off take agreement in place already
Will be producing 200 TONS per year (200,000 kilos)
Has the most land out of every UK cannabis co (40 hectares)
Fully funded for phase 1
UK medical cannabis growing 20% month
Only 584m shares in issue
Hardly any available in open market
Will apply for a commercial license too

[davydoo] 18/3/2021 18:40

Good to see this. I bought a lot in the summer on this playing out, but the opportunity cost was too great Vs other opportunities and i sold out to break even. Congrats to those who’ve seen 100% since then

[georgeghutton] 18/3/2021 18:06

You guys seriously need to learn how to read accounts.

[cjohn] 18/3/2021 15:47

I agree, Davidosh.


Forward guidance looks very good. Interim performance better then could be expected.

I've been happy to put in some pocket money in recent weeks, as the hints of improved trading make the shares look under-valued. They do have a habit of disappointing expectations however!