Pets At Home Share Discussion Threads

[djbilywiz] 06/8/2015 17:43

Ok, thanks.

[bumpa33] 06/8/2015 17:06

yes i have dj - but this is also acting as a market hedge for me as i think we're in for a bad autumn generally which will exacerbate any move down. I didn't like that trading statement as I've seen it's ilk way too many times before and the company does not deserve to trade at a premium to the sector. I'm also pretty certain that some exiting of PETS is taking place. We shall see.

[djbilywiz] 06/8/2015 17:01

You got a short position Bumpa?

[bumpa33] 06/8/2015 16:57

UT 279.8 rolled off sharply post 3.30, short term target the intra day low last week of 268...

[bumpa33] 04/8/2015 16:36

another large 350k dump into the closing auction, Uncrossing at 285.6

[fredd] 03/8/2015 12:55

Weather effects sales.

[bumpa33] 03/8/2015 11:39

i wonder if we'll see the same sort of pattern as Friday, supported through the day, buys pretty much matching sells and then someone hitting the bid in auction with 350k in the last few seconds to uncross at 289. I've been told the update didn't go down well, somewhat unsurprisingly - companies on premium growth ratings in the retail sector should not be blaming weather for denting sales.

[wins73] 31/7/2015 22:01

I had sold out at 290p for a tidy profit. Thought about rebutting with a fall. But the fall in health and hygiene product sales concerns me. Because the opening of joint vet and grooming services in store was suppose to drive crossover sales increase. Clearly not working as expected to plan so reason I did not buy back in at 270's. So the rise is just a bounce from recent fall. I believe share price has a fall again by 20 to 25p.

[gswredland] 31/7/2015 08:20

Been tipped with this rise?

[djbilywiz] 30/7/2015 12:36

Nervous nelly day yesterday IMO. Revenue increased even through a tough period. New stores should add to revenues over the next quarter.

[bumpa33] 30/7/2015 10:27

crystalball - that's a new one on me re: fleas impacting sales :)

mickeyb - management in these situations always 'expect full year revenue/profit to be in line with expectations' until such time they're not. But fair point, time will tell.

[crystball] 30/7/2015 10:19

The conference call gave a much clearer explanation.

[mickeyb] 30/7/2015 10:15

If management are stating full year expectations on revenue / profit are going to be met, it infers that they believe that there will be a marked improvement for the following quarters, time will tell.

[crystball] 30/7/2015 10:03

Bumpa33 its all because of the fleas. Still time for a flea season in August and September

[bumpa33] 30/7/2015 09:53

rebound perhaps expected but you think the drop was an over reaction? As i said yesterday when a company starts blaming the weather for impacted sales it's a red flag as sure as eggs is eggs.

[mickeyb] 30/7/2015 09:50

Good to see the rebound from the over reaction in the 14p drop in the share price yesterday.

[lennonsalive] 29/7/2015 10:49

It is a free float yet?

[bumpa33] 29/7/2015 10:48

i've asked about to see if there are any broker updates in light of todays statement - this one reminds a bit of OCDO in it's 'support' but i doubt in reality the insti's are going to like what they see today... chart finally looks to be breaking down too.

[reddave999] 29/7/2015 10:36

I agree Bumpa, here we have another Shoe Zone in my book blaming it on weather. I got out this morning with a small profit and am happy to look elsewhere.

[bumpa33] 29/7/2015 10:16

don't get the growth rating this company enjoys, and really don't like when companies start blaming the weather for poor sales - still way, way overvalued.

[mickeyb] 29/7/2015 10:16

With 'buy' recommendations from analysts this week with target prices of 360p and the outlook in the trading statement stating full year targets expected to be met, the price drop was an over reaction and a buying opportunity.

I more than doubled my holding this morning with a purchase under 270p and will now sit back and watch the share price recover.

[djbilywiz] 29/7/2015 09:56

Good buying opportunity today IMO.

[lennonsalive] 29/7/2015 09:43

Massive debt 330m

[reddave999] 29/7/2015 09:26

Yeah you'd think pets would get sweaty and need grooming more if it was a hot July.

[crystball] 29/7/2015 09:18

Apparently the poor flea season was a contributory reason for the weakness in Health and Hygiene income.