Moss Bros Share Discussion Threads

[dangersimpson2] 07/6/2019 15:42

What makes you think Woodford holds MOSB? it is not in the list of his holdings on his website and he doesn't appear in the list of major shareholders in the MOSB AR.

[dangersimpson2] 07/6/2019 11:17

Richard Bernstein from activist fund Crytsal Amber reckons it's Mashley on the prowl again:

[coolen] 06/6/2019 23:31

A 5m trade was cancelled, but included twice in some turnover calcuations, thus accounting for 10m.

A 1m "put-through" at 20p between related parties added a further 2m.

True volume centred on a single 9.6m trade at 20p. Assuming the jobber did not take these on his books, this also looks like a "cross" between related parties.

Nevertheless, good spot Balcony ! Could it be Woodford related ?

[balcony] 06/6/2019 14:52

Large volume

[zimbtrader] 30/4/2019 19:07

A future high street casualty, IMO. Pity, I used to hold shares and like the brand. But. The world is changing and they have not and now cannot react quickly enough.

[cascudi] 30/4/2019 18:02

it might be a long recovery... it is hard time for retailer... cutting the dividend is not a bad thing in my opinion... i am a contrarion investor.. so i am happy to wait... i might be wrong

[hercules10] 16/4/2019 21:52

cascudi you said undervalued at 43p and good div. Div now gone, hire still going south and cash flow under pressure. Suits are not in vogue and it looks difficult. Brick has destroyed value in last 3 years and needs to go when the new Chairmen arrives. Time for a new broom and new ideas.

[cascudi] 09/1/2019 21:35

High volume

[powerhouse] 04/1/2019 20:19

Is this a good buying opportunity?

[cascudi] 22/9/2018 16:02

eps does not look nice but the operative cash flow is still good
assuming that operative cash flow at the end of the year will be be 8m .. this is 4 times ev... so very cheap in my opinion. debt ratio and quick ratio looks very healty to me... and the price to book value is 1.24... again very cheap to me. if you are deep value investor this is the type of company you want to invest.. if you like growing or momentum investement may be not the right company..

all great investors buy when everybody have fears to buy...

if you like value investing ... listen this guy if you have time

[hercules10] 21/9/2018 20:15

£7m of cash gone in 6 months, dire trading and hire business going south. Not looking good. Cash will be gone in next 12 months if they don't trade better. Then no dividend. Looks like sub 30p realistic.

[zimbtrader] 21/9/2018 10:25

Grim results, grim prospects. Sub 30 would tempt me. Maybe.

[montyhedge] 21/9/2018 08:51

Old city saying profit warnings comes along in threes, two to go then.

[cascudi] 21/9/2018 08:49

I still believe that this undervalue company. Management are doing right thing to avoid debts and so on.

[cascudi] 04/8/2018 15:38

Is seller out? 800k trade last friday

[hercules10] 03/8/2018 00:01

This weather is not suit weather at all. Bound to hit MB. Will be a difficult trading statement in Sept I think. Positive if HOF disappear as another competitor brand goes but MB not being digital enough. Below average market ecommerce growth and the stores are looking less relevant. Senior mgt a lot to answer for here as own goals with stock, not investing in digital and IT and most of the exec team left over the last 2 years when the business was doing well. Hopefully the new FD from Charles Tyrwhitt is a bit more savvy to digital and will invest. If not the cash could soon disappear if trading gets tougher.

[cascudi] 12/6/2018 15:42

Testing again 45p?

[barnesian] 16/5/2018 13:51

A steady realistic trading update. Stock shortage sorted. e-commerce up 11%.

"The Board remains confident that the business is on track to meet market expectations for the year."

Plenty of cash. Dividend looks fairly secure at 8.7% yield!! Looks like a buy.

[ny boy] 16/5/2018 13:08

Buying a chunk, good season ahead for top hat & tails etc

Seems to cheap down here, will hold for a few years, maybe taken out by then by an overseas predator?

[knowing] 09/5/2018 15:05

Divi day tomorrow

[bradders190] 19/4/2018 07:55

Probably a new approach needed as suits become less needed for work. But I believe there is room for a mid range men's clothing specialist, and the service levels in moss are excellent. I continue to hold