Quiz Share Discussion Threads

[jackson83] 03/4/2023 18:49

this was in the 4p's



















overvalued as quiz directors won't buy any shares







maybe top up at 10p/14p soon

[hamidahamida] 03/4/2023 16:54

Half of the Mcap is covered by cash

[millennialinvestor] 03/4/2023 14:31

I think to see the share price increase substantially, the market needs to see strong growth.

[hamidahamida] 03/4/2023 12:51

QUIZ's niche of special occasionwear puts them in a sweet spot, and restructured store portfolio (pre-pack admin in mid 2020 ditched the onerous leases), much less physical competition and experienced management with a serious skin in the game holding over 50%. Generating cash 9 million or so in the bankProfitable Very liquid, low Mcap. All that puts Quiz in a perfect place with perfect conditions for the battered share price to stage a recovery. God willing

[simmsc] 03/4/2023 11:35

Well summed up mesb. My quants tool really likes it and i have been slowly building a decent holding over the last few months (was mindful of pushing the price against myself).

[mesb48] 03/4/2023 09:25

for anyone nerdy like me that's tried to model the expected H2 sales and profits in different scenarios, you quickly realise how sensitive the profits are to sales given the size of the company and its cost base. A bit more sales throughput could really propel profits quite rapidly.

It's annoying the company uses Panmure Gordon as its broker because their forecasts/reports are not readily available but the summary financial info on sharepad suggests they are projecting about 5% sales growth going into 2024 and 2025.

The drapers article quoting 5-10 new stores p.a. (off a base currently of ~60 in the UK) suggests more than that is on the horizon. So too does a comment I'd not noticed before in the interim report in December that 15 new concessions had been opened subsequent to end Sep with New Look (from a base of 62 concessions). The arrangement with New Look must be working well for both parties to increase by that number. New Look have more than 400 stores in the UK so there's more room there.

Neither of these stats tally with 5% growth imo. So aside from a change in sentiment from possibly getting back on the dividend list, there surely has to be a chance of a broker forecast upgrade soon. Getting a broker on board that actually publishes the damned forecasts would be the icing on the cake.

[jackson83] 31/3/2023 12:09

overvalued .....



QUIZ

[jackson83] 31/3/2023 12:02

GET READY FOR BAD NEWS




























































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[jackson83] 31/3/2023 11:46

BETTER VALUR IN SOSANDAR















QUIZ is dead













get ready for BAD NEWS online sales are DOWN























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[jackson83] 31/3/2023 11:44

overvalued still













profits will be not good / looming profits warning








RED FLAGS
















QUIZ IS A POOR OUTFIT





























































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WAIT FOR 10P





















opportunity to SELL / SHORT IT .



















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[mesb48] 30/3/2023 18:36

I asked at one of the recent IMC’s about the trigger for a dividend and the answer by the FD was from memory that he felt there was already enough cash (that was last summer I think) but it was more about proving the company was back on a growth path.

Agree any guidance about recommencing dividends would bring in new interest/rerating.

In fact that Drapers article has growth written all over it, so I just hope the FD sticks to his line.

[sailfish3] 30/3/2023 17:05

80% chance they will show enough cash to restore dividend. That will probably lead to a re-rating.

[mesb48] 30/3/2023 16:17

Yep, launch of spring catalogue. At least they’ve done it. But that can’t have been what triggered all the buys starting at 8.30 this morning.

[iain123] 30/3/2023 13:19

...yeah, exciting tweet today - a new collection of flowery dresses. Dont think any will be my size.

[mesb48] 30/3/2023 11:57

The company

[hamidahamida] 30/3/2023 11:42

Who tweeted

[mesb48] 30/3/2023 10:51

Volumes now suggest someone knows something the rest of us don't. Don't like that too much even if I like the price going up for once. There was an interesting tweet yesterday that implied a big reveal today, but so far I've not seen what that is.

[mesb48] 30/3/2023 08:31

Something rumbling. Last year, there was a trading update the first working day of April, so could be Monday.

That Draper's article is quite revealing, i'm surprised some of the content wasn't RNS'd. Hopefully it all gets confirmed in the next update.

[simmsc] 13/3/2023 08:59

nothing announced yet from what i can see. likelihood is early april

[rizler] 13/3/2023 08:51

Do you know when the update is due in April?

[kevinenzo] 12/3/2023 10:51

I’m referring to sales, profits, eps market cap. I’m m not sure how Sos warrants a mkt cap x3 higher. If it does fall to 13p I’ll be in for more!

[jackson83] 12/3/2023 03:53

will reload at 13p again soon this is no SOS LOL ...

[kevinenzo] 11/3/2023 07:42

Looking at Sosander share price and tr highlights how undervalued Quiz is at current level. Looking forward to Aprils trading update!

[sagar424] 08/3/2023 21:18

Quiz are feeling confident. Outlook seems promising. I believe this will rise rapidly as soon as next positive financials are out