Ashley (laura) Share Discussion Threads

[cockneyrebel] 06/5/2011 17:28

No problem.

CR

[billy5] 06/5/2011 09:06

CR

Thanks for the info.

[ydderf] 05/5/2011 16:03

its just not happening crookney, face facts

better wait to buy at 15p when the cuts make an exocetistic impact on sales......i reckon August shoud do it

[billy5] 05/5/2011 13:37

CR

Do we know when the next TS is due to come out?

Thnx.

[cockneyrebel] 04/5/2011 11:57

The whole retail sector up today and ALY looks the cheapest of the lot out there with the largest yield imo.

Brimg on th trading statement - Next statement is stunning today imo.

CR

[cockneyrebel] 04/5/2011 11:57

The whole retail sector up today and ALY looks the cheapest of the lot out there with the largest yield imo.

Brimg on th trading statement - Next statement is stunning today imo.

CR

[cockneyrebel] 04/5/2011 07:30

Next trading statement much better than expected re recent sales.

Imagine all those flowery summer dresses being bought by the girls :-)

CR

[cockneyrebel] 03/5/2011 08:35

IMS statement within the next month - too much negativity priced in imo

CR

[cockneyrebel] 28/4/2011 16:59

Don't worry about me - I'm well in profit and will be banking a wadge with that divi and the spike it gets on the next trading statement.

18p to 25p in 3 weeks in Jan - don't miss it when it does it again - oh, and buying 10k was moving the price up 0.5p then :-)

CR

[killieboy] 28/4/2011 16:35

CR - You can pick em!

[cockneyrebel] 27/4/2011 16:12

picked up a lot more since 19p, still buying - got more at 21.5p today.

CR

[cestnous] 27/4/2011 09:03

What's up 'ere den?

[cockneyrebel] 26/4/2011 19:10

Results early June and XD mid June.

CR

[cockneyrebel] 26/4/2011 19:07

Why are you working on eps of 1.5p brownie69?

they did 1.9p esp last year and Numis forecast 2.1p eps this year

Retailers usually trade on PE's of 12+ if they are anything decent imo. Good growth here, no debt and a 7% yield.

I'd say 2.2p eps this year and a PE of 14 for the growth rate + 2p for the cash (valuations rarely value cas at what the cash is worth imo) - gives 31p fair value based on this years earnings imo.

But I suspect come the interims investors will see these have done better than expectd, next years earnings forecasts will be upped and a PE of 14 on those earnings will take these a bit highe to say 35p imo.

So for me, 35p after they go xd and after the interims, if my earnings expectations are matched imo.

CR

[brownie69] 26/4/2011 18:48

Agree with CR's current valuation analysis.

I'd love a chance to top up pre Ex Div at 18p!

However at what price should we sell? 12 x EPS of 1.5p = 18p +5p cash = 23p?

On the other hand if they continue to rationalise UK stores and increase international sales into faster growing economies sand continue to develop the online sales that I've move the multiple of earnings element toward a 14 or 15 times earnings.

The brand is strong enough for further international distribution IMHO.

[cockneyrebel] 26/4/2011 13:30

Nice Laura Ashley umbrellas for sale at my local garden centre at the weekend - wasn't aware of that route to market for ALY.

CR

[mreasygoing] 14/4/2011 21:53

I'll be buying a whole load more if they did happen to break through 18p thats for sure. A win win situation for me whatever happens :-

[cockneyrebel] 14/4/2011 16:19

Frauddy - take a look at my RMV today - £10 :-)

From 169p where I bought.

Instead of spending your time inflating your own pathetic ego getting yourself in silly little books (that I won't be buying) learn to become a proper investor!

How much would that million you put into CARE be worth now had they gone into RMV?

CR

[cockneyrebel] 14/4/2011 16:11

Go away Frauddy - you missed Scapa, you'll miss these too when they put out a puchy trading update.

CR

[ydderf] 14/4/2011 16:08

18.5-20p come to daddy....:)

[ydderf] 14/4/2011 15:51

shares aren't too impressed with your rose tinted view crokkney, but you would say that, wouldn't you, a holder looking to dump?

i am wating to buy at 16p

no hurry

[cockneyrebel] 13/4/2011 19:04

Fashion retail is finished isn't it - the BBC keeps telling us it's so so it must be true:



CR