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Share Name Share Symbol Market Type Share ISIN Share Description
Kingfisher Plc LSE:KGF London Ordinary Share GB0033195214 ORD 15 5/7P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -7.30 -2.16% 330.70 330.50 330.70 339.50 329.70 338.60 2,978,718 15:49:32
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 12,343.0 756.0 28.1 11.8 6,978

Kingfisher Share Discussion Threads

Showing 1851 to 1874 of 1900 messages
Chat Pages: 76  75  74  73  72  71  70  69  68  67  66  65  Older
DateSubjectAuthorDiscuss
21/9/2021
12:34
Bear case is that we are past peak KIngfisher. That view may underestimate the structural recovery here under new leadership. Still looks a lot of work to do in France, but the shares do not look expensive to me, just fwiw.
essentialinvestor
21/9/2021
12:25
Can someone explain to me the share movement today I can see nothing bad about the results yet the share price drops 6% I thought investing was all about companies increasing profits, cash flow and dividends obviously I’m doing it all wrong need to rethink my investing strategy
sun1950
21/9/2021
08:52
Had a small amount.
essentialinvestor
21/9/2021
07:14
Great update let's hope the market thinks so as it has been a tough few weeks difficult to predict!
izztre
17/9/2021
13:40
Looking good ahead of results on Tuesday
gswredland
01/9/2021
21:49
i've done some digging into the property estate of screwfix, and i think they enjoy broadly similar profits to howdens, but screwfix does so on about 1/3 to 1/2 of the rental cost. this obviously means their return on capital is likely to be much, much higher than howdens. howdens enjoys a premium valuation. what price for a high growth, high return business (that's benefitting from digital) like screwfix then? my guess is that in a bull market for construction and materials, in the region of £5bn + minimum. to put it starkly it generates profits in the same ballpark to b&q on about 2% of the selling space, i.e. profit per square foot 50x higher. reminder that enterprise value excluding leases for kingfisher is currently £6.4bn, including property of £2.6bn.
m_kerr
27/8/2021
21:39
yeah, and it's one of the few retail businesses that got stronger during this pandemic. it's likely going forwards with work from home that this will lead to permanently higher spending in the home and garden sector.
m_kerr
25/8/2021
12:29
Just been to my local B & Q and staff say how busy they are must be good for turnover and profit
sun1950
15/8/2021
18:20
screw fix could easily IPO and be worth many billions, perhaps as much as howdens, who have a current enterprise value of £5.75bn and operating profit of £330m, so equating to 17.5 times EBIT. consider that wickes trades at 7-8 times earnings (which are about £81m), not including lease liabilities on top of about £800m. assuming screw fix generates profit of about £350m, b&q could be making about £300m at the moment, therefore equating to a market cap of £2.1-£2.4bn NOT including a lot of the lease liabilities, which would then be parked with a separate B&Q. so for everything, property (£2.7bn), successful polish and romanian business (about £150m retail profit), b&Q (worth about £2.1-2.4bn), screw fix (potentially worth £5bn+, good high return business with growth, which the public markets like), french business (generating about £180m retail profit) and the turkish joint venture, you're paying about £6.8bn for assets worth around £11bn or more. this strikes me as the sort of business private equity would salivate over. huge net cash, pension in surplus, multiple avenues to generate value easily (IPOs or asset sales), £2.7bn of property to borrow against, and in general the DIY sector is much more profitable and subject to less competition than supermarkets, which has seen private equity activity. and finally, their rents should fall over time in the UK, whereas the DIY sector is relatively well insulated against online competition, which should be good news for margins.
m_kerr
15/7/2021
13:33
Could make 33eps this year which means they are trading on 11 times earnings low by any account could be low enough for a bid
sun1950
15/7/2021
10:03
Nice update last night
cw2000
23/3/2021
15:12
Still huge work to do in France, the rest looks better.
essentialinvestor
16/3/2021
10:04
Every time I have been to B&Q lately the queues at the checkout have been very long. The whole store has been busy. So I bought into KGF @271p. Looking like a good decision.
dekle
23/2/2021
14:06
Well I've topped up today, hopefully will start going up now as we head towards results day
useless invester
23/2/2021
10:25
Some Hedge Funds may be short as there is a perception that Kingfisher's Covid-19 aided trading performance is unsustainable. Indeed current FY22 consensus is for (an approx) 15% EPS Fall from the bumper FY21 they will report next month. Even allowing for a 2022 expected decline, KGF sells on very approx 11 X forward, with profit growth forecast to resume in FY 2023. Now a lot can change before then, however if we assume those number are in the right ballpark, 11 X does not look particularly demanding?.
essentialinvestor
22/2/2021
22:22
Yeah, look at what happened to Homebase. I've got a long position on this, now that the share price retraced enough. My target is 290 +/- 2p
casholaa
22/2/2021
14:38
Sitting duck for a private equity bid ...?
essentialinvestor
09/2/2021
14:03
France lockdown looming?.
essentialinvestor
25/1/2021
22:40
I do have my doubt (singular). You could say that I helped this along with all the diy I did during Lockdown 1 and the sequel, Lockdown 2, but I don't know whether it can maintain it's momentum as we come out of Lockdown 3. I think that it is well placed if it has a warehouse in the EU to supply the UK, but I can't find any info on this. The divi looks okay and it appears cash-rich with good profits, especially this past year, but that was I suspect in part to a captive, bored, opportunistic or energetic customer. I don't think there is actually anything I don't like about kgf, it's the circumstances in the wider economy/society and the knock-on effect that I question.
casholaa
23/1/2021
16:22
Cas, I like KGF fwiw and hold a small amount. If you have a view would be interested to hear, particularly if it's bearish as prefer to consider different perspectives.
essentialinvestor
22/1/2021
21:04
Anybody have a view on kgf?
casholaa
20/1/2021
21:14
Hi all, My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast recently and part of our discussion includes KGF which I think C3 holds. This is an unusual episode because for the first time we had a Special Guest on the show and the response has been hugely favourable (here’s a clue: he’s not the usual ‘Guru’ that all Podcasts have). And as always we chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management. Anyway, if you use Youtube, Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 40) and you can find it on Soundcloud at the link below. I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, not like all the stuffy financial fodder you are probably more used to !! Happy New Lockdown !! WD @wheeliedealer hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-40-isa-millionaire-twlo-ihcu-kgf-slp-av-jmg-fran-stem-sap
thewheeliedealer
18/1/2021
14:42
Bought a small amount.
essentialinvestor
15/1/2021
11:17
Around £2.65 may be an interesting entry point?.
essentialinvestor
Chat Pages: 76  75  74  73  72  71  70  69  68  67  66  65  Older
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