Next Share Discussion Threads

[essentialinvestor] 21/9/2020 07:22

To get near £40 again on Next would require markets to sell off very hard imv. Fwiw Next looks worth consideration lower down.

[rescuer] 26/8/2020 14:18

from July - but this could be a brill short - thoughts pls Broker Forecast - Morgan Stanley issues a broker note on Next PLC By BFN News | 12:40 PM | Thursday 30 July, 2020 Factsheet Next PLC Ord 10P (NXT) Morgan Stanley today reaffirms its equal weight investment rating on Next PLC (LON:NXT) and raised its price target to 3650p (from 3400p). P/T = £36.50

[thewheeliedealer] 05/8/2020 21:14

Hi all, A few weeks ago my mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Session as a ‘Live’ bit of the MelloVirtual Conference. This was a ticket-only gig but fortunately we have been allowed to share the Recording of the audio with our Listeners. Among plenty of other things with an educational bent, part of our discussion covers NXT. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 28) and you can find it on Soundcloud at the link below. I hope you enjoy it and find it useful, Cheers, WD @wheeliedealer hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-mellovirtual-live-no28-boo-amzn-nxt-rre-gaw-fdev-asc-ftse-100

[essentialinvestor] 08/7/2020 08:39

Boohoo weighing on the SP?.

[paleales] 28/6/2020 06:05

Fashion giant Next poised to bring forward highly anticipated summer promotion - in an effort to manage demand at its shops PUBLISHED: 21:51, 27 June 2020 https://tinyurl.com/yal9p85z

[smicker] 01/5/2020 22:43

Some comment and upgrade to £55+ from HSBC https://ftalphaville.ft.com/2020/05/01/1588332019000/Markets-Now---Friday-1st-May-2020/

[brummy_git] 29/4/2020 08:59

New commentary on NXT's Q1 results here hxxps://www.linkedin.com/posts/paul-hill-a5994116_nxt-cv19-retailers-activity-6661170998940880896-gqfM or https://twitter.com/CapitalPmh/status/1255402621667618816

[privileged] 29/4/2020 08:53

Amazing recovered initial 5% fall. Far worse than they expected and will be longer term impact also

[farrugia] 29/4/2020 08:50

that trading update sounded awful but price didn't go down

[blusteradjuster] 17/4/2020 13:02

Was open at 12:30 now closed today. Guess they are slowly ramping back up to 24/7.

[farrugia] 16/4/2020 09:38

do they still have to pay rent on all their offline stores? are there any they own or are they all rented?

[spob] 12/4/2020 16:19

about time too

[smicker] 11/4/2020 23:24

https://www.dailymail.co.uk/money/markets/article-8211061/Safety-shake-fashion-retailer-reopen-website-two-week-shutdown.html

[blusteradjuster] 08/4/2020 09:35

They do have a substantial debtor book that will presumably be running down as people make monthly payments. To what extent that covers fixed costs, who knows.

[essentialinvestor] 05/4/2020 21:20

Worst case Next could look at a share placing imv, given the earnings dilution that would be a last resort?.

[arja] 05/4/2020 20:30

dijon52, use chart shows about 2500 support but will not get there in a straight line

[essentialinvestor] 03/4/2020 12:30

Problem for many non food retailers is net debt is ticking up. To be fair, that also applies across multiple sectors.

[mlzer mlz] 03/4/2020 12:25

Whalehq- No I am a Next Directory customer and had ordered sale items, received an email last night to advise they will be cancelling all sale orders that haven’t been sent as best way to keep accuracy of accounts online. The exact words are “we are working hard to safely resume our online operations within the next couple of weeks” and further down that they will only be able to resume “limited operations when we re-open”.