Pets At Home Share Discussion Threads

[kmann] 31/7/2018 15:10

you mean 25p higher than present? good to know

[dplewis1] 31/7/2018 14:41

Stifel cuts PT to 140p from 175p

[kmann] 31/7/2018 12:08

We live in a blame culture where everyone wants to be a victim. A bit like football players taking a dive!

That dip gets keep getting bought

[kmann] 31/7/2018 08:50

The ceo of NEXT on the news the other night calling for business rates to become more realistic, or like you say start taxing online merchants.

[chiefbrody] 31/7/2018 08:40

They cant compete (a lot of the time) Monty but not everyone wants to shop online all the time.Theres also the non online stuff (vets etc) that preps have mentioned.One day, the exclusive onliners will probably face a backlash (+ taxes), otherwise they'll be no physical shops left at all the way things are going.I'm a big fan of online but i dont want to be buying everything from Amazon...

[kmann] 31/7/2018 08:35

This business model is used successfully worldwide, its multi channel and offers services you can't put online.

[xc1] 30/7/2018 22:29

I think their retail outlets will flounder due to the huge costs.
Online sales is the way to go and cheaper too.

[montyhedge] 30/7/2018 22:26

Royal Canine is roughly £8 a bag cheaper, tick and Bob Martins a lot cheaper. You have to wait until special offers then load up. I can't see how Pets at home with business rates, rent, staff costs can compete. The hedgies agree with me, 12.9% of stock shorted.

[pete160] 30/7/2018 19:20

Monty, not a scientific sample but I just checked the dry dog food that we buy and at petsathome = £23 whilst for the same your petssupermarket is £ 28, both free delivery on 2 bags or more.

And on Amazon, where the price jumped to £ 35 a fortnight ago, it's now saying £ 20 but has nothing in stock!

Across our dog and cat food purchases, I don't think that PetsatHome are that much more (if anything) than buying online and the edge of town / out of town locations give me the added option of easily collecting it to go straight in the car if I don't want to take advantage of the free next day delivery to home or work.

Regardless, I suspect that flogging pet food is relatively low margin stuff but if it gets the punters in to buy toys, treatments and vets then it's a good business plan.

After all, Amazon will not be able to offer onsite vets

[kmann] 30/7/2018 15:41

I've just read something about short disclosures, and they may not be all they seem. Beware if your counting on the "official" figures for guidance. Your better off using instinct.

[kmann] 30/7/2018 14:46

No shorts added for a while, some even closing, could do a BT!, quite a nice turnaround going there.

[montyhedge] 30/7/2018 14:27

12.9% shorted by the hedgies. Wonder what they see we don't.

[montyhedge] 30/7/2018 14:06

Lol, made a fortune in BT all the way down from 435p look back at the posts.

[kmann] 30/7/2018 14:03

Its more than dog food. You cant do Pet health online!

Montyhedge, are the guy calling BT lower just before the TU? You got that wrong. Is that you can only afford to eat cheap dogfood?

[montyhedge] 30/7/2018 12:39

I use to use Pets at Home for dog food, large bags, but its cheaper on online Pet Supermarket.com.
I get big discounts and they deliver free. Its a no brainer. Paying business rates and rent, staff etc, it must be tough.

[pete160] 30/7/2018 12:26

Going lower this closer to a trading update, is the cat out of the bag or is the bod in the dog house?I'm hoping that the vets can perk it up a bit rather than putting it down.

[montyhedge] 30/7/2018 11:34

The most shorted share on the market, hedgies think going lower.

[kmann] 30/7/2018 11:31

manipulation at ts finest, when this attempt fails to push it down further, that will confirm the trend reversal imo buy volumes too strong.

[chiefbrody] 30/7/2018 08:44

Lol. A tad down and its flying! Expectations must be low with this one.

[kmann] 30/7/2018 08:13

off to a flying start. shorts closing fast

[ianian4] 27/7/2018 16:50

Shorts have just started reducing.

[chiefbrody] 27/7/2018 10:20

Would have hoped for more of a bounce if millions of shorts had closed.

[kmann] 27/7/2018 10:04

Quite clearly another load of shorts closed last night. Timing it pretty close imo.