Shoe Zone Share Chat (SHOE)

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Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Shoe Zone	LSE:SHOE	London	Ordinary Share	GB00BLTVCF91	ORD 1P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-10.00p	-4.33%	221.00p	220.00p	222.00p	232.50p	220.00p	231.00p	143,991	16:28:09

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
General Retailers	160.6	11.3	19.0	11.6	110.33

Shoe Zone Share Discussion Threads

Showing 501 to 525 of 525 messages

Chat Pages: 21 20 19 18 17 16 15 14 13 12 11 10 Older

Date	Subject	Author	Discuss
18/1/2019 17:00	Dramatic at the end. Pull back to £2?	actybod	Read Full Thread Reply
10/1/2019 21:14	Good write-ups in both the Times and Telegraph today.	podgyted	Read Full Thread Reply
10/1/2019 12:53	Yes, no doubt there will be a pull back as well but hopefully the re-rating is underway	makinbuks	Read Full Thread Reply
10/1/2019 12:11	nice to see the rise continue today	mister md	Read Full Thread Reply
09/1/2019 21:24	Seem to have really got the store format right and growing online too. The lowly rating of sub 10X PE has been on the assumption that the business was a flatlining cash cow. If its perceived now to be a growth stock we should see a serious re rating. If we got to £3 the PE would be around 15 and the yield (excl specials) 4%. That would be fair value in my view. 50% upside	makinbuks	Read Full Thread Reply
09/1/2019 18:57	htTps://masterinvestor.co.uk/financial-news/shoe-zone-shares-surge-after-strong-results/?utm_source=Daily+Bulletin&utm_campaign=ad47bf9362-Daily_Bulletin_20190109&utm_medium=email&utm_term=0_25eff0bb7f-ad47bf9362-34956193	davebowler	Read Full Thread Reply
09/1/2019 15:18	"Shoe Zone has made a solid start to the year and is trading ahead of previous market expectations. We are making good progress against our strategic objectives and the Board remains positive about the outlook for the remainder of the year." That after 3 months of the new year's trading. Not a bad prognosis then for H1 results?!	edmundshaw	Read Full Thread Reply
09/1/2019 11:32	A very well managed business.	topvest	Read Full Thread Reply
09/1/2019 10:37	When I compare the business model here to that of, say, Debenhams with its inflexible property estate and onerous long long leases, I almost want to use the word "agile". Almost! :-)	edmundshaw	Read Full Thread Reply
09/1/2019 10:06	I think introducing some more upmarket brands with higher margins is smart. In the current environment many more shoppers are looking for bargains (c.f. Aldi & Lidl customers) but that doesn't mean everyone always wants base quality products. Even Lidl puts some nice stuff on their shelves sometimes! Whether it is the down-marketing better-off or the self-treating tight-budgeters, I think there is room for a range of quality and label - and margin! I am also very impressed by the way this business keeps so much of its operations in-house. In an era of outsourcing, that is an impressively hard-working approach.	edmundshaw	Read Full Thread Reply
09/1/2019 09:41	Excellent results - In a real tough environment those are simply excellent -	tomboyb	Read Full Thread Reply
09/1/2019 09:16	Beauty is the short length of leases and the rent savings puts them in such a strong position in the current market.	clocktower	Read Full Thread Reply
09/1/2019 08:53	My comment on the Results out today is simple: WOW!	winnings1	Read Full Thread Reply
09/1/2019 08:50	Results out today (RNS). WOW!	winnings1	Read Full Thread Reply
09/1/2019 08:18	Much better than expected, and that dividend! finCapp "Alongside better-than-expected FY18 results, management has also delivered a step-change in confidence/clarity around SHOE’s strategic growth ambition. This is a significant moment for the SHOE investment case, with SHOE entering into a distinctive new phase of growth which, in turn, should have important positive long-term implications for sentiment, forecasts and valuation. TP raised to 230p to reflect the opportunity and eye-catching c11% total (incl. special) yield." They have increased their FY 2019 forecasts but are still way too cautious IMO - but difficult to be too bullish due to Bxxxxt .	podgyted	Read Full Thread Reply
09/1/2019 08:07	A very good Wednesday morning fellow shareholders! :-) Results very satisfactory. new in-house store equipment is an unexpected bonus. And good to see the online contribution growing, while rent-starved landlords are clearly scrambling over each other for Shoezone to use their properties!	edmundshaw	Read Full Thread Reply
06/1/2019 12:33	Final accounts due out this week. Thoughts:- 1) As M points out above it was an excellent TU in October which will be reflected. "The new financial year has started well" gives some confidence. This was before the retail disaster that was November but the Next TU gives some confidence that December was good. 2) The announcement of the special dividend and "a further 14 B Box openings" suggests , at least at the time, a high confidence level in the future. 3) Looking at Stocko this has a stockrank of 98 and a 2019 PER of 10.9 and yield of 5.9% (without specials). However, the forecast profit for 2019 is less than that for 2018 as yet to be updated. FinnCap said "SHOE has announced that (1) revenue has increased +1.8% to c£161m, with pleasing growth across all distribution channels, and (2) FY18 PBT is expected to be in excess of £11m, well ahead of our FY18 estimate of £10.1m and indeed our FY19 forecast of £10.2m (we will use the full details of the FY18 results, to be announced on 9 January 2019, to update our FY19 PBT forecasts where there is clearly now upward pressure)." So if all is well on outlook the forecasts will be raised significantly. All-in-all the risk seems to be to the upside, but let's see what Wednesday brings.	podgyted	Read Full Thread Reply
15/10/2018 20:04	Yes, a well run business this one. It's not really something I want to hold, but its a good company.	topvest	Read Full Thread Reply
15/10/2018 07:31	c.£4m excess cash, 50 million shares. That is an 8p special or thereabouts. So the same as two years ago, after a hiatus in specials last year due in part I think to expansion. Very satisfactory! :-)	edmundshaw	Read Full Thread Reply
15/10/2018 06:56	Excellent year-end update ! The Group is pleased to report that it has traded well in the second half of the year and expects to report revenues for the 52 week period of approximately £161 million (2017: £157.8 million), growth of 1.8%. This improvement is due to strong performance across the business, with both physical (Big Box and traditional Shoe Zone stores) and digital channels demonstrating growth allied with the completion of the loss-making store rationalisation programme. The Board now expects to report a full year Profit before Tax for the year ahead of market expectations and in excess of £11.0m. This improvement is driven by a stronger revenue and margin performance from the spring/summer ranges as well as benefiting from progress achieved through the further development of the Group's foreign exchange hedging policy. The Group continues to demonstrate strong cash conversion and closed the year with an approximate net cash balance of £15.7m (2017: £11.8m). Given the strength of the closing cash position, the Board anticipates that £4m of excess cash will be distributed as a Special Dividend to shareholders in March 2019, subject to approval at the Annual General Meeting. The Group ended the year with 492 stores, having opened 16 and closed 20, in line with the Board's stated strategy. Within the 16 store openings, 10 were the continued roll out of the Big Box format, with latest format Shoe Zone stores forming the remainder. We ended the year with 19 Big Box stores. Shoe Zone will announce Final Results for the 52 weeks to 29 September 2018 on Wednesday, 9 January 2019. Nick Davis, Chief Executive of Shoe Zone PLC, commented: "The Group has performed well through the year with a particularly strong performance in the second half. Our strategy of growth through Big Box expansion and online channels allied with excellence in the operations of the core Shoe Zone estate provides us with a clear path for the future. I am particularly pleased that the continued strong cash conversion has enabled the Board to outline its intention to propose its third Special Dividend. The new financial year has started well and there are a further 14 Big Box openings planned. We look forward to updating shareholders on progress at the time of our Final Results in January."	masurenguy	Read Full Thread Reply
15/10/2018 06:37	These days I think it comes dangerously close to a decent update!	cwa1	Read Full Thread Reply
15/10/2018 06:07	do I detect a positive trading update ?	mister md	Read Full Thread Reply
28/9/2018 10:36	Might be held in treasury - but that means they cannot lose a simple majority vote	fenners66	Read Full Thread Reply
28/9/2018 09:37	Thanks guys - you're right, since the shares are being held in Treasury it wont affect the Smith family shareholding percentage. However I'm still rather perplexed why they have initiated this very small share buyback. If they were looking to buy a more significant volume - say circa 1m shares - to support the shareprice and increase the yield it would make more sense.	masurenguy	Read Full Thread Reply
28/9/2018 09:31	Mas, as they are not cancelling the shares, the Smith holding %age will not change	edmundshaw	Read Full Thread Reply

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