Next Share Discussion Threads

[miata] 27/8/2013 14:24

27 Aug 2013 Next PLC NXT Bank of America Merrill Lynch Buy 4,988.00 4,916.00 5,000.00 5,500.00 Upgrades

[birdsedgeuk] 23/8/2013 07:35

Hope today....next flys

[birdsedgeuk] 20/8/2013 17:02

Ive bought in following traderdiarycouk tweet. Im in in 4800

[mike24] 02/8/2013 06:29

instead of supporting the share price with buybacks
they could have hedged future rent increases by investing
in commercial landlords as wkp whose rise yesterday
is an indication of future costs on retail/man/office space
or UKM the growth in internet deliveries (up nearly 6% 21/8 )


edit 12/8
from wkend press, business rates crippling retail, phil green paid
591ml in corporation tax, and 1.3bl in business rates,

tucked away in nxt a/c is the high cost of winter heating bills, now
air con., at full blast, all this against amazon & co who seem to have an unfair cost advantage on internet sales,
mega sites = mega costs
stash the cash, not pump the sp
pay off nett debt and save 28ml yr interest charges over 500k a wk

11/9 chance to cash in as dow opens? a flag waving opening might
fall back
dyor

[major clanger] 31/7/2013 16:00

Broker recs:

Deutsche Bank - Hold - TP to 5380p [downgrade]
SocGen - Hold - TP to 4853p from 4143p [TP upgrade]
Beaufort Securities - Buy [unchanged]
Cantor Fitzgerald - Hold - TP to 5000p from 4400p [TP upgrade]

More on Deutsche downgrade here:

hxxp://www.brokerforecasts.com/news/article/articleId/4641825

[phoenix1234] 09/7/2013 09:10

The Next share price has underperformed M&S this year. Is it a buy?

[phoenix1234] 06/7/2013 17:50

Marks & Spencer vs Next

[mike24] 28/5/2013 19:00

compare uk football season tickets with Germany, Bayern Munich start at £104
the Bundesliga the best organised,most watched,best financially managed

compare top 7 retailers in Europe, Schwarz,Tesco,Carefour,Aldi,Rewe
Metro,Edeka, 5 are German why?

[major clanger] 24/5/2013 17:21

Dumped by Morgan Stanley:

http://www.brokerforecasts.com/news/article/articleId/4601547

[boxerdog1] 15/5/2013 20:50

This is all built into the CPU. universally used throughout the industry and tellingly Nxts are not just under control but because of the lower level management overall introduced in 2009 has actually improved year on year since.
The futures bright the futures NXT,?

[mike24] 15/5/2013 11:25

King recovery in sight for UK (more BS)
FT energy prices pushing up inflation
NXT from results yr ending jan2013 business rates inflation which is linked to sept RPI was very high at 5.6%, energy costs increased significantly in the
first half, so what are the energy costs for heating this last winter
what is being done to hedge inflation? which is hitting the consumer
and manufacturing very hard
edit
16/5 Express, soaring energy bills scandal, is crippling the recovery

17/5 landlords WKP reach 4quid from er 14p? in laymens terms.....
you have the "halo effect"
a well known tenant pushes up the rent on adjoining props, which increases
value of freehold, which increases collateral, which increases borrowing
power, which creates debt, which diminishes with inflation, which
counteracts the fall in currency values,

[boxerdog1] 13/5/2013 00:05

Tripoli!!!! of all places to open a store, be interesting to see whether it flourishes but overseas must be a large driver for future growth for NXT.

[major clanger] 10/5/2013 06:36

Some broker reaction +upgrade on NEXT:

[boxerdog1] 09/5/2013 14:42

The big driver here now is Directory, it is that busy in their distribution hub in South elmsall that despatch times have been brought forward to meet demand for next day delivery. Extra staff ( permanent )have been recruited for this sole purose, always a good sign. The mega stores selling everything! recently opened have proved a great success and another 24 up and down GB. will be opened througout the next 12 months, this will pose a threat to B&Q and the range type operations longterm with plenty of growth on offer. Their clothing range now is so diverse that market share is being won from stores like Primark! some thing unheard of say 5 years ago. Their venture into China will prove to be the icing on the cake IMO. with a 1billion+ population research on behalf of the company suggests the Chinese approve of NEXT. Warehousing and distrubution hub is being set up close to Beijing in antisipation of more store openings in and around this area with an online operation to follow.

[tpaulbeaumont] 09/5/2013 09:17

looks like £48¼, or £65½ if they really get rambunctious :)

[cwavecrest] 08/5/2013 18:21

Another massive jump on luke warm news.
Yep,this is a no brainer.
I did predict a £46 possiblilty,however the guy who forecast £50 may well prove correct.Thought he was being a little too optimistic at the time.
We will see.

[birdsedgeuk] 06/5/2013 16:20

Hope get a decent update on Wed.Think nxt r going up n up.Ive signed up to IC and articles on www.traderdiary.co.ukGood read

[mike24] 30/4/2013 07:42

real winners, tenants v landlords see WKP one yr chart, touched over 40quid to peak & back down to a penny share, nxt are not taking advantage of the prop cycles, to create collateral to fall back on, ie cardinal point new store
trading 300yds from another rented nxt store, would y run a business from 2 houses in the same st?

if ever a share price takes a battering, then is the
time, to be in a position for buy backs as (apple) who with their collateral
can borrow @ 2.5% over ten yrs get tax relief on interest, and THEN give cash
back to shareholders
edit
aapl up 3% today & rise set to continue
1/5 Bloomberg foreigners target UK best commercial freeholds

5/5 S/Mail Qatar looking at house of Fraser, re-branded as part of harrods
would be serious long term competition for the rest of retail

6/5 Times, average uk house prices could spike to 300k due to budget measures
this will hit the consumer hard

8/5 RMV interim, where should your money be?

9/5 boe" likely" to hold rates, for how much longer whilst savings rates plummet
dyor

[boxerdog1] 17/4/2013 10:43

Nice gesture on the part of Simon in sharing his bonus between the employees within Next. 1% to each employee having been with the company during the last 3 years.
Another big driver of this company is its ability to keep a grip on operating costs. I'm informed that the CPU. running through it main distribution hub in South Elmsall, West Yorkshire encompassing Stadway 1, 2, Elmsall way and Elmsall drive is down 16, 12, 8, & 19% respectively year on year. This is a great reflection on the new managment team put in place there over the last 3 years and is sure to bear further fruits.

[boxerdog1] 27/3/2013 21:07

The punt into China cannot do any harm, true not many retailers succeed but! with a populace like that 0.1% would be tremendous. Construction is taking place now in China to build warehousing and homes for future employees. It is next's intention to manufacture and distribute in China due to the vast size. It is estimated doing it this way will reduce the CPU. by a massive 46%.
Next may have well saturated the high streets of Great Britain but they have diversivied completely over the last decade their share price is justified. They now compete with so many more retailers on price and quality, top end excluded.
B&Q etc,etc beware your market offers great potential. These will be £50 before a dilution takes place allowing trading in NXT. to be more fluid.

[harvester] 21/3/2013 22:48

careful: like you I thought NXT was over-priced a long time ago
and I lost money selling short calls . Been out of it for a while now and watching continued rise with amazement . This price rise in the face of unspectacular results can only be explained by illiquidity; too few shares floating around for trading. The shares have rarety value like the "Mona Lisa" :-)
If it goes above 5000 I may have another go at shorting but this time by buying puts rather than selling calls .

[careful] 21/3/2013 16:31

thank goodness no.
what an incredible performance.
a great company but i do not understand the price.

maybe this is the new business model, not encumbered by property.
..but mail order must require warehouse and logistics etc.
it cannot be that easy or everyone would do it.

the brand name is ok, but it cannot be defined as a luxury brand.

£7bn cap...similar to asset rich M&S
simialr to asset rich sainsbury.

an education.certainly 'return on assets is amazing'.

[buys in jars] 21/3/2013 15:11

are you shorting these now?