Sanderson Design Share Discussion Threads

[salver2] 12/7/2022 12:12

Colefax are also very tightly held -very difficult to buy or sell

[netcurtains] 12/7/2022 12:11

salver2: What percentage of SDG is American based? Even if its 10% that should give SDG a pretty big boost (provided UK and EUR holding up as expected)

[salver2] 12/7/2022 12:09

Yes indeed but Colefax are more than 50 percent in
America and about 30 percent of market cap is cash

[netcurtains] 12/7/2022 11:55

To put SDG in perspective have a look how far Colfax has risen recently (700 to 800).
CFX dividend yield miles lower than SDG and its PE ratio is 30% higher.

[disc0dave45] 12/7/2022 11:09

Not exactly.

[netcurtains] 12/7/2022 11:03

STOP PRESS

disco0dave45 agrees with me.SDGs trading update is quite good

[disc0dave45] 12/7/2022 10:59

It's what they are not saying that is concerning. What are their expectations?, no mention of supply chain and costs. Also why mention that since the finals in April (over 2 months ago) that Morris & Co and the US has continued strongly in the WEEKS following the finals, might be misreading between the lines but seems odd to me.If below last year, which is the sign post IMO, that's less than 13.7p adjusted eps. Appreciate the business has rebranded itself but as WGB it made 14.8p eps for year ending 31/1/19 when the market valued this at below £1 per share (with 1 million less shares in issue).Guess more clarification will be forthcoming in their August H1 update.

[roguetraderuk] 12/7/2022 09:33

net. mkt has its own view of whats happening, glass half empty and until that sentiment changes you wont get rewarded for saying anything positive. mkt expects slowdown/recession and until companies and sell side start talking about that and lowering f/c then shares will find it hard to gain traction. once everyone says things have got worse then there is no one left to downgrade and thats your low point.

[rcturner2] 12/7/2022 09:28

You don't need a lot of selling to drop the price in this market.

The price goes lower quickly as MMs try and stop the selling and encourage buyers.

[netcurtains] 12/7/2022 08:31

Blimey.... Oh well.

At least I get the 4% dividend yield now....

But really surprised people selling when they company say doing well in USA and we, therefore, get paid in DOLLARS.

[rcturner2] 12/7/2022 08:26

Risk is off and value investors want bargains. I am glad I took my profit when I did. I would be happy to buy back in, but much lower than where we are today, certainly below 100p.

[our haven] 12/7/2022 08:24

It is the current market we are in that they still fall.Exceeding market expectations is required for a positive reaction, but based on the update, it will move positively in time IMO.Happy to hold.

[salver2] 12/7/2022 08:14

And yet still they fall!

[netcurtains] 12/7/2022 07:53

House prices still rising:


People still doing up houses with SDG products.
From Trading Update:
"The key growth trends outlined in our full year results on 28 April 2022 - including manufacturing, the Morris & Co. brand and the US - have continued strongly in the weeks following the results announcement. Licensing has also continued to perform well."

Think DOLLARS not pounds.

[trt] 12/7/2022 07:34

Sanderson Design Group PLC AGM Trading UpdateSource: UK Regulatory (RNS & others)TIDMSDGRNS Number : 0914SSanderson Design Group PLC12 July 2022 For immediate release 12 July 2022 SANDERSON DESIGN GROUP PLC("Sanderson Design Group", the "Company" or the "Group")AGM Trading UpdateSanderson Design Group PLC (AIM: SDG), the luxury interior design and furnishings group, will hold its Annual General Meeting ("AGM") at 10.00am today. At the AGM, Dianne Thompson, the chair of Sanderson Design Group, will make the following statement on current trading:"Overall, trading at the Company in the financial year to date is broadly in line with the same period last year and profits remain on track to meet the Board's full year expectations. The key growth trends outlined in our full year results on 28 April 2022 - including manufacturing, the Morris & Co. brand and the US - have continued strongly in the weeks following the results announcement. Licensing has also continued to perform well."Recent progress includes a Morris & Co. licensing agreement with the Emery Walker Trust announced in May and a Harlequin collaboration announced last month with Sophie Robinson, the interior designer and TV personality. Recent product launches, including Simply Morris and Ben Pentreath's second Morris & Co. collection, have performed well."We continue to benefit from a strong net cash position whilst, in common with all businesses, we remain vigilant in respect of the world economic environment. We look forward to providing a further update on progress in our half year trading update on 4 August 2022."For further information: Sand

[our haven] 12/7/2022 07:18

No shocks from the trading update and on target to meet expectations.Happy with that.

[essentialinvestor] 04/7/2022 14:47

LOL - very good.

[alter ego] 04/7/2022 14:09

Daisy/trt, wow that's the news we have all been waiting for - poised, ready to strike like a cobra. So what is stopping you? Buying the dips always works doesn't it? Except when it doesn't of course. Nothing is guaranteed, as we have witnessed from your innumerable top ups as the share price has continued down, and down and down. Eventually you will buy at the bottom but that will be luck not skill so please spare us the commentary of your trades.

[hotfinance14] 04/7/2022 12:08

You top up more than an alcoholic daisy.

[trt] 04/7/2022 12:01

Finger poised on the buy button for a top up.

[salver2] 21/6/2022 19:31

Very large volume today - looks like some institutional manouevering

[alter ego] 08/6/2022 15:54

and frocks