Mulberry Share Discussion Threads

[csmwssk12hu] 29/11/2022 10:01

No buying ahead of results if they are good should be a great rise

[gregpeck7] 29/11/2022 09:32

Burberry smashed 52 week high and not flying up relentlessly. Matter of time before ethis follows suit.

[gregpeck7] 29/11/2022 08:53

1 MM at 270, then its 290. Time to move up!

[gregpeck7] 28/11/2022 08:06

3 v 1 level 2. Looks ready to go again.

[gregpeck7] 27/11/2022 21:33

Yup agree. China demand is huge it is there. This is just temporary noise . Mulberry is strong across the world and how much are the rich affected?

[csmwssk12hu] 27/11/2022 20:07

China protests over covid restrictions they will need to abandon zero covid strategy very soon

[gregpeck7] 27/11/2022 17:26

Also note how there is zero discounting in the website. Surely a very good sign.

[csmwssk12hu] 27/11/2022 08:41

Black Friday sales ahead of last year. Mulberry bags the must have bag apparently.
I was thinking just and thought why don’t they cancel the dividend and use it to do share buyback.

[gregpeck7] 26/11/2022 01:12

https://www.express.co.uk/life-style/style/1699638/kate-middleton-clutch-bag-mulberry-british-designer-exclusive/amp

[gregpeck7] 25/11/2022 09:58

Added a small amount more this AM

[gregpeck7] 25/11/2022 08:28

Let's face it as well. Even at 1200p they only need 500m what's LVMH worth? 350 billion! Also I love the idea it a mulberry bag with Burberry interior. That would be a hot seller

[gregpeck7] 25/11/2022 08:22

Agree although I think this is a bit like Man U. It's not valued normally and 2 very wealthy sellers . It's on its bottom share price wise. Great time to add. I bought more yesterday.

[csmwssk12hu] 24/11/2022 20:24

Burberry or LVMH is my thoughts as Mike Ashley wanted to buy it but didn’t offer enough. I think a reasonable offer would be around £8.50 based on the multiple Burberry are trading at and in either of those two hands it would thrive and make significantly more profit than it does today.

[gregpeck7] 24/11/2022 08:29

1 MM left at 270 then its off again, deffo on the turn....

One buy and we should be blue today

[gregpeck7] 23/11/2022 23:25

5.MulberryU.K.-based luxury brand Mulberry has long been of interest ever since the company took to hit after the collapse of House of Fraser in 2018. The brand is still considered to have strong sales potential outside the U.K., and their handbags are seen as a great entry-level luxury piece for those just starting their luxury handbag collections. Groups looking to add brands with strong accessories potential to their portfolios would jump at the chance to acquire Mulberry in a heartbeat.Recently published top 5 takeover targets in the fashion world!

[gregpeck7] 23/11/2022 22:34

I personally think both parties realise this is a tremendous company with a rich heritage. And it's worth a stack more than the current share price. I am sure at some point an offer will come and they will sell up but I think that will be well over 1000p

[gregpeck7] 23/11/2022 22:31

Yep it could. But they would have to agree a price between themselves and we would all get that price. It ain't gonna be 3 quid.

[essentialinvestor] 23/11/2022 18:33

Greg, you may be overlooking one aspect -
It could be taken private by one or both large holders. May be a primary reason why the share price is not significantly higher.

Hopefully it gets some attention following the H1.

[gregpeck7] 23/11/2022 16:42

Yes but the value of their holding will be determined as well by external events ( Burberry takeover ) and other things like performance of the brand, and relative desirability. Many parties could buy both the large shareholders out... LVMH Burberry etc but you would think at many multiples of the current price.

[csmwssk12hu] 23/11/2022 15:49

Yes me and Greg lol

[essentialinvestor] 23/11/2022 15:45

Greg, there are 2 large shareholders here, what happens is effectively
in their hands.

[gregpeck7] 23/11/2022 15:36

Added another 261

[gregpeck7] 23/11/2022 10:33

Looks like it's about to stay moving up again to me

[gregpeck7] 23/11/2022 07:05

Mulberry bag with Burberry lining would be pretty iconic!

[csmwssk12hu] 23/11/2022 00:27

Or they could take the first half of Burberry and the last half of Mulberry and call it Burberry