Mulberry Share Discussion Threads

[gregpeck7] 30/11/2022 07:30

Current Trading-- An improved trend in retail revenue for the eight weeks to 26 November 2022 compared to the same period last year, however there remains ongoing uncertainty in the economic and geopolitical environment

[gregpeck7] 30/11/2022 07:19

Solid results. Not spectacular. Big cost increases as they push the brand. Margin maintained at 71 percent which is pretty incredible. Multiple price increases during the period. Asia strong despite all the covid 19 restrictions.

[my retirement fund] 29/11/2022 23:25

Goodwick greg

[gregpeck7] 29/11/2022 16:43

PS you may need to take that back tomorrow!

[gregpeck7] 29/11/2022 16:42

I have a decent amount ;-)

Thanks.

[essentialinvestor] 29/11/2022 15:38

Greg, you hold quite a few of these, eh ; - well done.

[gregpeck7] 29/11/2022 15:25

Here it goes... Now we all know what happens when MUL starts moving.

[gregpeck7] 29/11/2022 10:09

What's great about this setup is it is literally so under the radar.

[gregpeck7] 29/11/2022 10:09

Check AQSE. All the buys are in there. Almost full ask. They are trying to hide them

[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