Next Share Discussion Threads

[smicker] 07/1/2021 10:50

Liberum upgrade

[scepticalinvestor] 05/1/2021 07:50

not bad - excellently run company

[smicker] 18/12/2020 14:04

Bidding for Topshop

[alex1621] 28/10/2020 10:44

Solid update, deserves to be up, even in a day like today. A very quiet board ... a good thing in my view!

[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

[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

[smicker] 01/5/2020 22:43

Some comment and upgrade to £55+ from HSBC

[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

[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

[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?.