Majestic Wine Share Discussion Threads

[cockneyrebel] 27/8/2015 10:45

A great buy point?


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[cockneyrebel] 27/8/2015 08:50

Retail sales bounced back in August thanks to summer clothes and supermarket sales, says CBI survey

CR

[mike740] 26/8/2015 12:21

No probs, hes still hurting AND all his portfolio is taking a hit.
Serves him right for banning people on threads for having opposing views.

Thats why he gets so much stick, being so ignorant.

If he cant take an opposing view he shouldnt be in a 2 way market.

[goliard] 26/8/2015 11:42

tryto - I agree with your views. I just hope that the marketing hype doesn't influence more than the reality of the numbers as I expect the next interims to be poor. I am still wary that the share price might be pushed much higher with lots of 'jam tomorrow' (ie expanding in the US!!). I actually like Majestic and do buy wine there, so I am not anti the company at all. I just think the hype of this acquisition is all wrong.

[mike740] 26/8/2015 09:06

sell sell sell sell sell sell sell sell

[trytotakeiteasy] 26/8/2015 08:41

golliard - market seems to think new CEO is a marketing genius and a great saviour for Majestic. I'm not so sure as the issues appear to me to be structural. These include growth of Aldi/Lidl, expansion of smaller convenience stores by the supermarkets. Decline in wine drinking in the UK and shift to healthier lifestyles. Supermarkets raising their games on wine including Waitrose. Shift to online delivery through companies like Ocado.

So given this backdrop the importance of out of town wine warehouses, or whatever Majestic calls itself, is becoming less relevant. I am also highly sceptical of the CEO's business Naked Wines which just seems to me to be chasing sales through marketing gimmicks.

I can't help think of Naked Wines as part of the "Bull&£$" business industry. Companies selling volume through "feel good" customer initiatives...like these pop up shops and fruit juice (smoothie) selling shops...

The text to wine service seems like the most ridiculous idea I have heard of for a long time. The fact they did an RNS on it shows how highly management thinks of itself and its "marketing genius"

At the end of the day companies like Naked Wines and Majestic seem to think that a lot of us are wine connoisseurs that need their help. I think very few people are into wine in a big way and are happy to pick up a bottle of plonk from the supermarket when it is on offer.

We shall see if this new CEO is indeed a marketing wonder man. The presentation Majestic did after he was appointed seemed to me to be woolly and bombastic. Expanding in the US? Really?

Crux is the like-for-like sales.. maybe the addition of Naked Wines sees this creep up in the stores.....but the retail space is still hyper competitive and set to become more so.

[goliard] 26/8/2015 07:15

So the ordering by text message is intended for those who cannot access a PC or smartphone. How many people is that? None? I wonder how much is has cost to set up and run? Lots?

Majestic's profits are likely to be lower than last year with Naked losses included, but the share price was up 50% on the deal. Doesn't add up.

[cockneyrebel] 25/8/2015 07:02

Fancy-a-tipple-Now-you-can-order-wine-by-TEXT-MESSAGE

[goliard] 24/8/2015 15:04

My mistake. Not an RNS. Just looked like one on my mobile. Short position looking very healthy today!

[goliard] 24/8/2015 11:47

Do you really release an RNS because you are launching a 'text for wine service'? I am always a bit suspicious of companies that release RNS's like this rather than keeping it to something more meaningful.

[cockneyrebel] 18/8/2015 15:54

Rallying strongly after those large trades.

CR

[cockneyrebel] 18/8/2015 10:14

Well you have to scale up Naked's business with the click and collect potential - huge from where they are imo.

Some very large trades going through, might be the seller cleared here imo.

CR

[cockneyrebel] 17/8/2015 16:56

Really? When Gormley has invested a huge wadge of his own money into this when he could have had cash?:



"Gormley invests 96% of Naked sale stake in Majestic."

He has a lot of skin in the game.

All imo

CR

[goliard] 17/8/2015 16:48

I don't normally go short, but I am short this. Still relying on internet style valuations to keep its fizz IMO...

[cockneyrebel] 14/8/2015 12:27

Cheers buoycat - punters grabbing the dip a bit sharpish :-)

CR

[buoycat] 13/8/2015 22:02

Rowan Gormley interviewed on radio 4's you and yours today. Basically said that majestic had expanded rapidly from 100 to 200 stores without always being able to recruit good managers but as young managers gain experience, confident majestic will regain its distinctiveness.

[cockneyrebel] 13/8/2015 16:28

Rallying off large trades.

CR

[cockneyrebel] 13/8/2015 10:09

Hit the trendline and bounced, spot on:


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[cockneyrebel] 12/8/2015 16:14

Hit that trendline this afternoon and bouncing now imo.

CR

[cockneyrebel] 12/8/2015 13:20

Fabulously clear trendline to buy on if it hits it imo - will it hit it or will it bounce before? Very illiquid and tough to time a buy when others are too imo.


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