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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
  +0.10p +0.05% 212.10p 212.10p 212.20p 213.90p 209.40p 212.00p 2,498,507 14:10:59
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 11,685.0 322.0 10.3 20.6 4,696.62

Kingfisher Share Discussion Threads

Showing 1976 to 2000 of 2175 messages
Chat Pages: 87  86  85  84  83  82  81  80  79  78  77  76  Older
DateSubjectAuthorDiscuss
20/7/2017
13:17
Share buyback completes tomorrow so I would expect the rise to continue. It was in the company's interest for the share price to be suppressed as they buy-back shares. In terms of Howden the kitchen supplier is a tiddler compared to Kingfisher with approx the third of the market cap. Not sure why you are selling Kingfisher with the share price at multi-year lows and as mentioned above (see earlier post) an incredibly strong balance sheet?
justiceforthemany
20/7/2017
12:07
I've just sold a few, not sure whether that's a good{d call or not.
essentialinvestor
20/7/2017
11:46
Share repurchase: is there a quick way to know where this is up to?
ih_375993
20/7/2017
10:27
Ta, EI. :-)
ed 123
20/7/2017
09:41
Read across from HWDN half year results.
essentialinvestor
19/7/2017
12:47
The book value/NAV here is 318p Kingfisher is trading at a discount to book value. That is almost unheard of. Most shares trade on 4,5,6x book value It has an ultra-low debt:equity ratio of 0.21 An equity ratio of 2.96 Cash of £800M I have not come across a more solid balance sheet. P/E also low at 11 and dividend cover of 2.5x If you are shorting this please tell us why and justify your reasons!!
justiceforthemany
19/7/2017
12:35
Ed, the DFS recent statement may have given those short some comfort. Headlam update yesterday looked solid enough.
essentialinvestor
19/7/2017
12:21
Agree, anyone shorting here is brave. Fwiw, a few more are displaying bravery. Disclosed short interest has gone up from about 2.5% to 3.42%.
ed 123
19/7/2017
10:03
Safer strategy atm may be to keep a position size small so you don't lose any sleep with this. Anyone shorting is brave with the outside bid possibility, however some are willing to run that risk.
essentialinvestor
19/7/2017
10:00
Bought a few back again sold yesterday. Squash, longer term you will hopefully do well, with bumps along the way.
essentialinvestor
19/7/2017
09:44
Here we go again don't normally post but got on these a while back big mistake !!!
squash90
18/7/2017
12:08
Trading at 304p after a double bottom at 294p. Close to a 4 year low. The 4 year performance is, in part, a reflection of the tougher retail environment, but also France has disappointed. Fwiw, following other clues, I think the trading update may be slightly weaker. However, I don't see the shares falling hard from here. Guessing, maybe 285p after the update? (It feels like the Brexit effect is chipping away at UK retail confidence.)
ed 123
18/7/2017
08:35
Safestyle trading update today. ... uncertain market conditions and weaker consumer confidence ... https://uk.advfn.com/stock-market/london/safestyle-SFE/share-news/Safestyle-UK-PLC-Half-Year-Trading-Update/75253540 Will Kingfisher's UK market be softening?
ed 123
17/7/2017
22:37
17 August is the Q2 update Joe.
essentialinvestor
17/7/2017
22:20
Okay thanks Ei/Ed,,you both make valid points,have noticed they have ramp ted up advertising of late which might tie in with house sales decline.Reading their latest results they have a considerable land portfolio valued at £3.4bn,cash&cash equivalents of £795m,nav £6.78bn,cash flow positive,small amount of debt,Ev/Evitda 5.76,pts 0.59,i'me half expecting a cautious TS.
contrarian joe
17/7/2017
06:40
Market expectations are already low which is bullish, however they may not be low enough imv. With KGF there is always the outside possibility of a bid. Listened to the Q&A on the last conference call and was not overly impressed, just my take. At some point this may be a cracking contrarian play, from what share price level is the interesting and more challenging call. Perhaps it's a great buy here, if so that would surprise me. Longer term the buying case may be stronger which is why I hold some. All imv only.
essentialinvestor
16/7/2017
23:37
Hi Contarian Joe. The shareprice may be saying eps to be below previous expectations? House sales are one of the drivers for KGF's UK businesses. However, UK house sales have fallen. https://www.theguardian.com/business/2017/jun/21/house-sales-uk-lloyds-housing-market-crash Also, the performance for KGF's French businesses was poor at the last update. Will there be any improvement in the next update? KGF to fall to 250p by the end of 2017? I don't know .... but it's possible. The second quarter trading update will be released on 17th August. I want to read that update before deciding anything.
ed 123
16/7/2017
22:30
They spiked down to 285p in 2014, (market had already anticipated poor 2015 eps of 21.3).Likewise now markets are factoring in poor 2017/18 eps of 23.4p (that's 10% above 2015 figure) PE valuations are a lot higher than 2014 (FTSE).So Mr market not being very kind to poor old KGF at the moment deciding to award them a p/e of 10.7 for 2018/2019 eps forecast of 26.8.
contrarian joe
14/7/2017
22:29
2.50 is possible on weaker than expected trading imv. Added back a few before the close sold yesterday. A MKS like reaction to the next update would not surprise me, so do not have conviction to hold in any quantity atm. My take may be too cautious.
essentialinvestor
14/7/2017
21:52
You make some valid points Ed123. sp Rev Margin EPS P/E/AV 275P £8.6BN 5.3% 12.5 17.5 2007 110P £9.5BN 4.7% 11.8 10.8 2008 200/250 £10.25BN 4.3% 12.9 14 2009 200/250 £10.5BN 5.46% 16.8 13.8 2010 280? £10.45BN 6 .34 21.8 12.1 2011 280? £10.8BN 7.77% 27.6 10.2 2012 375? £10.6BN 6.5% 25.1 13.0 2013 300/428 £11.12BN 7% 25.8 15.0 2014 320/370 £10.7BN 5.9% 21.3 17.0 2015 310/380 £10.45BN 5% 23.8 14.5 2016 293/350 £11.25BN 6.8% 28.4 10.5 2017 (Est) ? £11.6BN ? 23.4 12.8 2018 (Est) ? £11.96BN ? 26.8 10.0 2019 (Est). Though that 250p looks a stretch to me,possible maybe?.
contrarian joe
13/7/2017
12:25
Templeton buy wont do any harm
ih_375993
12/7/2017
20:10
At least they are cancelling chunks under £3 atm. France performance is concerning, so hopefully they have invested in some price positioning. It wouldn't surprise me if the next update disappoints, however unless very weak will look to add at lower levels, may not happen. If something fundamentally has changed would need to reassess.
essentialinvestor
12/7/2017
20:00
It was downgraded, by UBS. Morgan Stanley note argued fair value north of £4 on asset base alone
dan_the_epic
12/7/2017
12:56
So Morgan Stanley upgrades to overweight with a 380p target, from 290p....Stock drops 3%+ !! Glad it wasn't downgraded!
ddubzy
12/7/2017
11:51
Fwiw, with very few exceptions, I don't like companies buying back their own shares. There are big bets against UK consumer stocks. At some point they'll be a rewarding contarian play. Myself and fwiw, I think it's too early to go back into KGF. But that's just my opinion, could easily be wrong. Good luck.
ed 123
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