Share Name Share Symbol Market Type Share ISIN Share Description
Mccoll's Retail Group Plc LSE:MCLS London Ordinary Share GB00BJ3VW957 ORD GBP0.001
  Price Change % Change Share Price Shares Traded Last Trade
  0.20 0.44% 45.70 199,343 16:35:06
Bid Price Offer Price High Price Low Price Open Price
45.00 46.20 46.90 45.10 46.90
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food & Drug Retailers 1,218.70 -98.64 -83.30 53
Last Trade Time Trade Type Trade Size Trade Price Currency
16:35:06 UT 9 45.70 GBX

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Date Time Title Posts
03/6/202018:09McColl’s Retail Group Plc1,697

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Mccoll's Retail Daily Update: Mccoll's Retail Group Plc is listed in the Food & Drug Retailers sector of the London Stock Exchange with ticker MCLS. The last closing price for Mccoll's Retail was 45.50p.
Mccoll's Retail Group Plc has a 4 week average price of 43p and a 12 week average price of 14.95p.
The 1 year high share price is 82.80p while the 1 year low share price is currently 14.95p.
There are currently 115,173,315 shares in issue and the average daily traded volume is 241,578 shares. The market capitalisation of Mccoll's Retail Group Plc is £52,634,204.96.
cliff edge: Things have moved on a bit since your "my thoughts for the past year have been a cash offer of between 100p and 125p per share + 10p Dividend as a sweetner" @ Loganair, in case you haven't noticed there has been a significant shift of market share some 2% into the convenience sector since then and some of that is going stick much longer term! call it a lifeline or just good fortune derived from a very unfortunate set of circumstances, but Mc Colls are coming out of this significantly stronger than when they went into it and yet todays share price still dosent reflect that fact! If as you say the Morrisons deal is 18 some months away, then this will be very different business by then. Who knows maybe even Asda will be a UK PLC by then looking for a piece of the local C Store action, its certainly lost them some market share not being in the game this last few months. Have you any thoughts on why Tesco paid £1.7bn for Booker in 2017 if Mc Colls should only be valued at £115m now?
netcurtains: davro: I am in IT. I know that a great deal of office workers will be working from home until summer 2021. I'm thinking the share price of growth stories (once proved) shoot up much higher than people think and for much longer. My theory is, if it breaks 50p it will go much higher than that and for a long time to come (with ups and downs)...
davro: Thanks for the downside views - really helpful so as not to get carried away. If I model Cliff’s cautious scenario of just 15% growth for April and May and then assume no growth for the rest of the year and increased costs mean only £4m extra (of the £8m gross profit uplift) flows to the bottom line, EPS increases to 9p and using the current trailing PE of 8.1 this gives us a share price of 72p. This is the type of payout profile that interests me - a 60% upside even if things haven’t improved anywhere close to the rest of the sector and an upside of several multiples if they have. Would welcome any other views on a bear case...
cliff edge: I look at it like this, four directors have bought shares since the 24th March of this year, one who is leaving in the summer, one who is replacing her but has not yet joined, the chairman, and one that until last Friday had no shares in the company. Why did they buy them? for same the reason as anyone else would in anticipation of a rise in the share price, which may be as a result of a) an impending trading update? or b) as a result of the forthcoming H1 interims due on 14th July?, or c) another positive substantial reason? either way it appears to be a win win to me!
cliff edge: Suspect most of todays sells above the bid and share price are also buys as well?
netcurtains: My view is the business is clearly doing well this year (turnover and margin) and will do so until end of year (no cure for covid19 for at least 7.5 months). So this share should be trading at least at the value of a good 2019 MONTH (not good ENTIRE YEAR as 2020 will be). Thus share price of 80-90p range.... I'd say, given the current situation that would be a fair trading range. Come on 80-90 has to be reasonable. If the underlying business model improves of course we could be talking 2018 price range - (trading range in 200-250 area)....
cantrememberthis2: Does a £58m impairment for COVID19 (approx) justify £208m drop in share price? Https://
totalgeek69: Exactly, the way I see things is whilst most shares at the moment will be volatile, this one as it is a defensive food stock that is trading better than before the lock down can only go back to where it was. Even if trade goes back to normal in 6 months they will have paid down a chunk of debt and the share price will be very stable.
aleman: Sphere25 6 Apr '20 - 14:01 - 1449 of 1450 0 0 0 I'm unsure why this is a buy. Surely you're just temporarily bringing forward some sales as people panic buy and stock up. It clearly isn't a structural long term shift that results in MCLS gaining significantly. It's a buy because the shares went the wrong way on lockdown. It is not bringing forward sales. It's added sales at higher margins. It's adding sales lost from bigger supermarkets, work and school canteens, cafes, restaurants and takeaways. Also anecdotally, sales of alcohol and newspapers have risen as other pleasures are now hard to find. Sales have been boosted but margin increases are likely to be the biggest factor. Net profit margin could double from very low levels through the lockdown period and remain higher during the relaxation period which might extend over a few months. Shares were 45p before lockdown and fell to 15p but the extra revenue and margin enhancement means the net debt/EBITDA target is likely to be reached much more quickly than previously thought and see an earlier return of the dividend. Arguably, they should have risen to 60p+ instead of falling to 15p. Time will tell but the rebounding share price on good volume suggests numerous investors think the same, though it's taken reporting of increased convenience store sales numbers reported by online banks to give them the confidence to buy. It's also worth remembering that the shares price was £2 or more when EBITDA was £40m or so and the company's guidance before the shutdown was around £32m. It's conceivable that EBITDA might once again be pushing £40m with the shutdown boost and that board changes, store expansion and rationalisation, and the Morrisons fascia expansion could see that advance further next year.
loganair: Because Klarus was reducing their stake hence the fall in the share price and when this stopped the share price popped back up again.
Mccoll's Retail share price data is direct from the London Stock Exchange
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