Mothercare Share Discussion Threads

[ltcm1] 22/2/2018 12:14

Is this one going bust???

[gunwharf2] 21/2/2018 23:27

Tanking and will continue

Low stock levels in store, staff so young they think a baby is born in a cabbage patch field.

[tilly99] 18/2/2018 23:21

Gfrm had a massive pension deficit and went from 11p to 600pAs rates rise that deficit gets wiped out Griffiths gets v little wrong ..I think mtc will rise shortly

[she-ra] 18/2/2018 20:37

He's not a predator. He's an investor.

The debt pile and massive pension deficit should be ringing alarm bells.

[tilly99] 18/2/2018 17:49

Griffiths has a huge stake Interesting as he doesn't normally buy stocks for their dividends Must surely be "in play"??!!

[terminated] 16/2/2018 14:26

Even if a company is waiting in the wings, they will be waiting for further guidance. He needs to be turning in 20m profit as a minimum to make this a viable business. That must be realistic given past trading and efficiency gains from store closures and warehouse consolosation. If he can't achieve that it suggests they don't have a future. One upside is that the chairman is sitting on a huge personal investment here, I think most of his wages have been paid in shares and he is sitting on a huge loss. If he assesses he can't function independently he will try harder than anyone to find a buyer.

[dealy] 16/2/2018 13:24

Pretty high volume in recent days. Surprised there is no M&A interest

[kendonagasaki] 14/2/2018 10:13

Good news!If you turn the three year share price graph upside down it looks very promising?

[terminated] 13/2/2018 15:38

I think Xmas was a disaster because he tried to implenent his premium brand model, which is basically stopping big discounting. He pointed towards this idiology in his interim presentation back in november. I doubt now he can risk perusing it as he can't afford another bad year. I'm sitting on loss and don't expect much until we have some guidance on the cost savings and how this will impact on profits. It's a long ride back to 84p.

[ltcm1] 09/2/2018 09:55

Yump what do you think of the Jesse Livermore rule that you should short a stock when it hits a low and go long at the high???

I would not buy a stock at a low unless it is stable or rising a bit.

Personally I think mtc, bab and cna are at highly risky junctures in that if they do break lower it could be a lot lower. You are brave taking on these three beasts!!!

[fenners66] 06/2/2018 15:28

> itcm1 "My guess is the reason for the fall here is holding bonds will start to look more attractive than mtc stock as their yields climb."


Bond yield rising ....... as opposed to the ZERO yield here ?

If you are as clever as that - just don't bother buying shares......

[yump] 06/2/2018 15:17

I don't think people interested in bonds would be also looking at MTC as an alternative.

[ltcm1] 06/2/2018 14:55

My guess is the reason for the fall here is holding bonds will start to look more attractive than mtc stock as their yields climb.

[dealy] 06/2/2018 12:52

Not in this case fenner

[fenners66] 06/2/2018 10:23

dealy blaming some outside factors like margin calls and you know this because?

head in the sand time again dealy?

[yump] 06/2/2018 09:47

Same old stuff on the BBC this morning about the drop, completely missing the fact that there was a bubble and completely missing the fact that the US market is rated v. high, while the UK market has lots of sound businesses on low p/e's probably because of Brexit worries. Same old, but very irritating.

I learnt in 2000 that when the market drops, there's often a drop in perfectly sound businesses with undemanding ratings, albeit temporary. People cash in safe stocks in some odd thinking about therefore compensating for ones that are dropping.

There is occasionally talk about the UK market decoupling from the US market, but we're even more American now than years ago, so not much hope of that happening by the look of it, although we appear to have decoupled while the US market was booming.

[dealy] 06/2/2018 08:37

Horror 3 days. Margin calls forcing traders to close out higher margin positions like mtc to cover other holes

[yump] 05/2/2018 23:12

I'm not good enough at the financials to properly grip pension fund implications and debt levels, apart from just looking at creditors/debtors/cash etc.

Don't have much sympathy for a lot of the IQE board. You can guess what happened ages ago when it went from 20-30p up to 60 something and I said I didn't know why it suddenly commanded a p/e of 20 on forward eps of 3p, especially when previously it appeared to have been shorted. A miraculous rise ? Plus I mentioned that I thought it was far enough removed from the final customer to be almost a commodity supplier and therefore a p/e way above its forecast growth rate was wrong.

Not sure about the short term defensiveness of my recovery stocks when the Dow plummets, even though it was a blatent bubble of nothing.

[ltcm1] 05/2/2018 18:04

Great post thanks. A few turnaround stocks in there then!

Do you manage to get the pension fund situation and debt levels ok with these sources? So many companies that look good suddenly don't when I look at these two issues. There seem to be a lot of operations that don't own anything now.

Perhaps DTY will interest you? A possible recovery play at least.

Been winding them up on Iqe today. However I do feel there could be a problem there, the way they react to anyone questioning the situation is alarming.

[ltcm1] 05/2/2018 12:46

Yump you know about shares. When you are doing your value analysis, how do you get hold of the numbers so to speak? Do you use Stockopedia or some similar offering to get a look at the figures???

[yump] 04/2/2018 23:13

Thorntons was quite good as long as you didn't catch the first falling knife.

That's a saying that doesn't work, because it depends which falling knife you try to catch, although actually the idea of trying to find value, isn't to throw a load of money at any one particular price.

[ltcm1] 02/2/2018 19:36

fenners are you aware mtc raised £100m in 2014, so there are even more red flags than you outlined above.

It would be nice to see mtc do well but where is the evidence???

Lol re delay but I'm sure we've all had our losers.

I have learnt the hard way buying into a badly falling chart is not a winning strategy.

[fenners66] 02/2/2018 14:57

So I posted on here that dealy was a kind of counter indicator - on Monday morning - and they have lost about 10% since then.......

What a coincidence.

[fenners66] 02/2/2018 14:52

dealy - you still own access to the internet ! hey you can tell us how much you lost on CLLN - if you have got the sand out of your eyes.....