Mothercare Share Discussion Threads

[terminated] 13/12/2017 10:07

Without the overseas franchise I would agree. Strip out the UK business and you are left with a franchise operation that would bring in 17-30m cost free profit each year. They've just took way too long to cut the UK operation. If they can just get the UK to turn in a modest profit consistently and grow the online business organically this would have a 300m market cap.

[yump] 13/12/2017 07:20

That's a convincing argument.

[paulypilot] 13/12/2017 02:03

Difficult to see how this will survive. (no position)

[terminated] 13/12/2017 01:20

Another rights issue might be beneficial, but only if they can show the UK is now in profit.

[yump] 13/12/2017 00:38

Well the Amazon 'argument' goes for all other retailers as well, so its more to do with how MTC position themselves than with Amazon.

[clocktower] 12/12/2017 14:42

With the appointment of another broker today, are we about to see a round of funding in the near future?

[terminated] 05/12/2017 09:54

I couldn't agree more. The presentation was excellent but all those directors who picked up bonuses for watching it decline all those years ago should be forced to hand it back (as if). The big big issue is rising debt, they could take it to 50m but then they need to be banging out 30-40m per year consistently. Will the heavy investment in IT replace the cost savings or was that 8m a one off investment for example? I'm nursing a decent loss hear and further director purchases give some reassurance but this could be over £1 in Jan or it could easily go under 50p if those cost saving don't start showing through. Roll that dice....

[terminated] 27/11/2017 18:23

She-ra you need to view the video to understand the depth if the transformation taking place. There is a an acknowledgement the future is online with over 40% of sales now done online. There is investment in social media and developing social groups that turn out returning customers etc..All ifs and buts but I think they have a chance of turning things around, but people are looking patience which is understandable.

[she-ra] 27/11/2017 16:39

England winning the world cup would be a boost. Wasn't there a baby boom surge in '66?

[clocktower] 27/11/2017 16:13

A bid could come from an on-line company that wants bricks and a international footprint, in one foul swoop.

[justiceforthemany] 27/11/2017 14:56

Richard Griffiths increasing his stake again. Could he be a player?

[clocktower] 27/11/2017 14:43

Seems a bit of recovery is going on, could we see a bid on the cards before long, and if so what price?

£1.10/£1.20?

[essentialinvestor] 27/11/2017 11:25

Lol, it's a little above my risk tolerance, so I don't hold.
Had a look as like many know the company well.

Another bid at some point would not surprise me, however all just IMV only.

[justiceforthemany] 27/11/2017 10:57

Surprised to see you here essentialinvestor. Do you see value here?

[terminated] 27/11/2017 10:21

I put it on the recovery thread.

[essentialinvestor] 26/11/2017 22:58

Their investors releations site, just click on reports and presentations.

[justiceforthemany] 26/11/2017 22:46

Any link to the podcast?

[terminated] 26/11/2017 22:06

Watch their podcast, it actually looks decent going forward.