Quiz Share Discussion Threads

[hamidahamida] 17/12/2018 08:13

Weak ones like QUIZ will get hit really bad this XMas if likes of ASOS are struggling

[hamidahamida] 17/12/2018 08:12

ASOS just announced profit warning

[hamidahamida] 16/12/2018 19:05

70% of Quiz business comes from High street so second Profit warning might be on the cards https://www.aol.co.uk/news/2018/12/15/shoppers-stay-away-from-high-street-in-peak-trading-weekend-befo/?guccounter=1

[hootza616] 14/12/2018 13:57

Still not at the bottom it seems!

[kaka47] 14/12/2018 09:00

Directors of Quiz are useless profit warning in first year of listing PR team needs to change

[kaka47] 14/12/2018 08:57

Only time will tell but it seems like a lot of bad news is priced in

[hootza616] 13/12/2018 18:44

Short BOO?It was down to support level at 177 from 248 just a month ago!Bit late for that play me thinks!Buyers are back expecting good results in January.The "poor high street sales" effect BOO not!

[barvin] 13/12/2018 13:14

Is the potential write down of Debenhams going bust priced in?

[kaka47] 13/12/2018 08:51

Retailers are struggling big time it is all up in the air all the estimates are out of the window Is the 2nd waring by Quiz priced in If it happens

[spectoacc] 13/12/2018 08:22

Hefty BON warning today - I still say the trade is short BOO... (And MKS maybe).

[kaka47] 12/12/2018 09:55

Imo This means in tough times they still manage to grow sales only due to their own website sales up 62% so I also think they will meet forecastREAD BELOW ....Since the end of H1 2019 we have continued to grow Group sales. In the eight weeks to 24 November 2018, sales (excluding international franchise sales which are wholesale in nature and therefore, can fluctuate from month to month) are up 10% year on year. This growth has been underpinned by particularly strong sales growth through the brand's own websites of 62%.

[sebass] 12/12/2018 09:16

I think the key is the Christmas period for forecasts to be met. If you look at the presentation online sounds like November was tough but Black Friday went well

[hamidahamida] 12/12/2018 08:39

They have already delivered 66.7 million revenue To meet revised broker forecast of full year 132million revenue Quiz need to deliver another 65 million in the 2nd half to meet expectations. Quiz have already reported sales are up 10% year on year for 2nd half Imho QUIZ will quite easily meet or beat market forecast

[yump] 12/12/2018 08:13

The news about recent trading in retail has hit quiz when it's already down because it's problems as of last results may well have been added to.

[hamidahamida] 12/12/2018 08:07

QUIZ Trading on 4x PE Compare to BOOHOO 60x PE12.5 million Cash on the balance sheet and growing Divided yield 3%Market cap 29 million cash taken out complete dislocation with figures Trading on huge discount Group still growing over 10%

[spectoacc] 12/12/2018 07:38

Not sure how you can do that analysis and not think the trade is "short BOO".

[kaka47] 11/12/2018 20:44

Makes Sense BOOHOO buying QUIZ

[kaka47] 11/12/2018 20:42

Another tough day in the market for Quiz and I'm guessing that some investors that bought around the 50p mark are throwing the towel in and getting out before next weeks vote in parliament. Which is fair enough. But these posters got me thinking. The market caps and valuations of Quiz and BooHoo are radically different.But they're both targeting the same market and both based in Manchester. From Boohoo's perspective they get an incredible valuation from the market of about 67 to 70 times earnings. If they bought out Quiz and folded it into their business, they could buy the company for lets say £50mln, £12mln of which is cash! And the market would then re-rate the 5p annual earnings into a 67 – 70 times multiple. Thereby adding about £350mln to BooHoo's market cap. To me it looks like it would make so much sense for them to acquire the company. Anyway, it's just a thought.Another thought about the dropping share price is this. The last dividend Quiz paid was 0.8p and the last declared dividend was 0.4p. So, I believe the full year dividend is 1.2p. With a share price of 37p, that's a 3.2% dividend yield! Which is pretty darn good. With £12mln on the balance sheet, I can't see them cutting the dividend.Anyway, I remain convinced that the market price is a dislocation of common sense brought on by fear of the retail sector, a lack of investor familiarity with Quiz as they're new to the market and negative sentiment from the parliamentary vote next week. the storm may continue but one day someone will realise the ludicrous value here! LOL!

[yump] 11/12/2018 15:20

Why is it that depressed share prices attract more people than when a business is doing well ?

Do they really think that its the same as going to get 50% off at Primark ?

The trainers are the same as when they were twice the price, the business here is not.

[nitbhav06] 11/12/2018 14:43

It's very cheap I got some more over the past week. We are good value unlike Asos and Boohoo. Ridiculous valuations for those companies.

[nitbhav06] 11/12/2018 14:40

Odopio you're talking from your rear. Probably haven't read the interim results and strategic direction of Quiz. This is a steal at these prices.

[kaka47] 11/12/2018 11:45

Market Cap 42 Million Less 12.5 Million CashMarket Cap 29.5 Million For a company that will still make 10 Million profit with Really Bad Xmas priced in

[spectoacc] 11/12/2018 08:54

I agree on the lack of director buys. Things may well get worse before they get better. But unlike so many retailers who have physical stores, leases, rates bills, and debt, QUIZ are much better placed.