Quiz Share Discussion Threads

[pireric] 13/8/2018 14:06

Thanks Kcr, good point about share of revenues. I notice that concessions were 27% of FY17 revenues so lower going forward makes sense

[kcr69] 13/8/2018 13:56

pireric, I don’t disagree that the current weakness is as a result of the fact that Quiz generate a reasonable amount of revenue and earnings out of UK concessions, and with the uncertainty and press around department stores it has offered a great trading opportunity for those in that game. However concessions alone DO NOT represent 50% of revenue, 50% of revenue is representative of UK concessions AND UK standalone stores.

It is difficult to put a number on concessions only, however at the upper end I would put it at no more than 25% and decreasing rapidly. The ongoing triple digit growth online, coupled with 20%+ international and a robust UK standalone store growth program is, and will continue to make UK concession revenue a smaller and smaller part of the business. This will not only remove some of the market fear around Quiz being a bricks and mortar retailer, but should also lead to margin inhancement.

As online moves towards 50% revenue in the next 18 months and concessions drift towards a likely 10% - 15% of revenue, I expect the recent share price weakness to be seen as a complete overreaction, just as the recent rise to £2.00 was probably also a little too quick.

[pireric] 12/8/2018 20:33

Share price reflecting concerns that QUIZ have concessions with each of Debenhams and House of Fraser. Lots of question marks about the future of these. Anyone contacted mgmt on this issue?

[kaka47] 14/7/2018 13:03

This well keep going upnup

[nigelbarker] 14/7/2018 11:46

Something was afoot yesterday wasn’t,t it

[kaka47] 13/7/2018 17:35

All time high Happy Days

[yump] 28/6/2018 11:18

Around 25x 2019 earnings forecasts looks pretty fully valued to me and potentially a big resistance around 200p. One to hold and look away when it drops back imo. Unless there's a takeover or it reaches a scary rating of course !

[fillipe] 28/6/2018 11:04

QUIZ being well bought today .

f

[hamidahamida] 27/6/2018 20:27

Happy days

[kaka47] 26/6/2018 22:54

Thanks Hamid for Quiz i am up over 30% in few months So far made cracking money out of your stocks, keep them coming Happy Days

[hamidahamida] 26/6/2018 22:47

Happy holder up over 35% since the thread creation

[hamidahamida] 26/6/2018 22:41

IMO Quiz should be 400 Million m/cap company So it's grossly underrated, but not for to long

[bullorbear123] 22/6/2018 08:46

Presentation from yesterday

hxxp://www.quizgroup.co.uk/wp-content/uploads/2018/06/180621-Quiz-CMD-pres-FINAL.pdf

[bullorbear123] 21/6/2018 15:44

Having visited quiz in the week, things seem to be going well :)

[yump] 06/6/2018 09:36

That's a bizarre headline one day after results. I can think of lots of stocks where the market is genuinely unimpressed. This ain't going to jump to a p/e of 30 overnight.

[yump] 05/6/2018 11:34

I've bought for some longer term gains so no intention of selling. At 140p and below the share price simply did not reflect the business growth, so quite happy to sit on an average around that price for some time to come. Focus will move to this coming year soon. Unless the market tanks, would think 160p is a floor and 200p is an obvious big barrier.

[asturius101] 05/6/2018 10:20

will prob take another pos prior to the interims

[asturius101] 05/6/2018 10:19

well good luck - got out at 174 this am for a quick 10% odd gain

[yump] 05/6/2018 10:06

8p eps coming year x 25 = 200p. A p/e of 25 seems justified based on growth rate, assuming the growth rate isn't just a one year thing, which seems reasonable given there is still plenty of room for increasing online sales. Sizeable revenue jumps for the next few years seem possible.

The forecasts I've seen are around 8.2p earnings, which is about 28% growth in eps, although that's from a slightly artificially low figure this year because of the float costs.

I can't imagine the p/e would increase much more than 25, as QUIZ still has the physical shop presence and the atmosphere is still one of 'online good - physical bad', even if physical works.

[kaka47] 05/6/2018 08:17

Do your own leg work Yumpy boy

[yump] 04/6/2018 22:48

Why ? Please show your workings.

[hamidahamida] 04/6/2018 19:46

Oversold share price Should be close to 250

[hamidahamida] 04/6/2018 19:44

Start of upward trend.

[yump] 04/6/2018 17:31

Well that rise is either leaky or punty...