||EPS - Basic
||Market Cap (m)
|Household Goods & Home Construction
SCS Group Share Discussion Threads
Showing 276 to 299 of 300 messages
|Got hit at 150 today|
|60p if its bad|
|Not one expected but if they've had a poor Easter and think they've missed the forecasts, then they have to tell the market; hence we should here something pretty soon if trading has been poor.
|Is there a trading update coming?|
|Didn't get hit at 1.50
|Today's retail sales figures pretty dire. Weighing heavy here i think.
Can't help but wonder if VAT needs a reduction.|
|Just touching historic lows and it will be interesting to see if it goes lower. DFS looks strong at the moment. If Easter has gone badly, we'll know in the next week. I've put in an order at £1.50. Let's see if I get hit.
|Ex Dividend on 20th. Yield looks tasty|
|Assuming they source stuff in asia the rally in sterling will be good for both Scs and dfs|
|I'm in for a sniff here. Only a modest amount as it carries an air of risk about it but all those decrying it's chav credentials - that never did Poundland any harm did it? Karmastuartra time for you to get in the right side of this trade you dirty dog|
|Good luck. You'll need to be sure of bad things happening and that already looks to be in the price. Moreover, if they pay the dividend, it'll cost you 14p; unless they don't pay it but management just increased it by 5%. They think it safe - for the time being.
|Shorting this pile of poo!|
|Get down deeper and down!|
|Rachel rileys face was buried in them scs cushions last night.good job I opted for extra stuffing!|
|Down again, not looking good for scs!|
|Rachel likes a super size,and the super bonus is gripping onto that scs cushion whilst being pounded from behind!|
|Hi Woozle, I meant "super sized"...as last year they achieved a 14% LFL on Order Intake, and in the detail of the Accounts, the mentioned that Bonus/Commission costs were c£7m higher than the year before. One would expect some of that to unwind this year if trading is tougher...and I think it therefore provides a Buffer for the profits if trading is tougher this year.|
|hi sim so, excuse my ignorance but was the super bonus? Even after paying the dividend cash will continue to accumulate. I think next year we'll get a special dividend as soon they'll have too much cash and Sun Capital will probably want some more cash themselves. When DFS (before it was bought and relocated)was a plc the share price went sideways, paying out large dividends before eventually getting bought.i think the same might happen here. But what's for sure with a 9-10% yield we don't need to get a large premium to achieve an IRR of 15-20%. w|
|Colder temperatures mean cosy nights in by the fire with Rachel.
Nights in mean the sofa getting pounded,springs being tested to their limits.|
|Woozie, that's exactly right. Easter is the second most important trading period of the year, after Boxing Day-early jan. The weather forecast at this stage looks like normal temperatures, much cooler than last few days have been. I think that underlying trade will be tough, and are up against exceptional comparatives. However, the super bonus earned last year will normalise, and that acts as a natural hedge against any trading shortfall, should there be one. I would still expect them to get to this years number, and to deliver that dividend, well covered by FCF and a strong balance sheet.|
|Colder temps are better for sofa companies over the blank holiday weekend. If it's warm, it's good news for the garden centres. If there's no warning in the next few weeks, our 10% dy will be in the bag.
|Just booked my spot on the sofa tonight with Rachel,stain resistant scotch guard should help!|
|Me, I'm not concerned about any of those accounts issue raised above. Can't see bankrupcy as anything like an issue.
The concern for me is the narrative of fairly dissapointing start to the year and lacklustre LFL. Those 2, together with a wider sentiment within the market of headwinds to this sector are the explanantions for the "cheapness" of this stock. (e.g Things will get interesting when mortgage rates go up etc.)
An analysis by a stock-trader as opposed to an accountant will give you the more accurate prediction of the near future for the price of this stock in my opinion.
In essence an accountant will buy this stock; an experienced stock trader would sell it. FWIW in those cases the second one is usually right in my experience.|
|Awful results imo,will ask rachel to the maths tonight on our sofa,if we get time that is!|