Supergroup Share Discussion Threads

[coddey] 24/8/2015 10:21

Treeshake, you are joking aren't you....

[mike740] 24/8/2015 08:16

TIMBER...................

[treeshake] 22/8/2015 10:58

I hear on the grapevine they are attempting to get to 1b turnover within the next 12 months.

[coddey] 20/8/2015 14:03

Kalkanite... are you wearing Superdry by any chance? I'm describing the product. you think it's "cool"... I'm saying it's not... I can express my thoughts on the product how I like cheers. No crime in having an opinion. Clearly you take the opposite view. All fun and games. I wasn't critical of you... I was of superdry. so pipe down.

I suggest you re read their latest report if you missed it.

Don't apologise. you're entitled to your opinions. as am I.

Aisha the shares could... but they also could not. infact they may well. All I'm saying is that I think that this is a flimsy company built on "style" of which there is none. fashion is fickle. EPS may rise. Costs will also rise. stock / asset write-downs will also occur in my view.


Blimey, it's as if you can't express an opinion without being shot down.

[aishah] 20/8/2015 13:40

TMI reviewed results in recent issue and ended with:
"Bank of America Merrill Lynch has upgraded eps forecasts for the year to next March by 3% to 65.9p with 77.1p and 89.8p expected in ’17 and ’18. Shares could hit £20-£22 on a two-year view; buy on weakness."

[coddey] 20/8/2015 12:16

Kalkanite - It's a public traded company, and I'm sharing my opinion, or do I need to tow the long line?

I'm saying it how I see it.

[coddey] 20/8/2015 12:14

Honest question; their company update, did you think it read well or did it look like a load of management waffle?

To my mind most of the plus points looked like they were built on hope and debt, and Idris Elba.... Can't turn around a company like that... the actor Idris Elba is going to solve their fashion "crisis" - and that's what I personally think it will be. Honestly, their clothes collections are all over the place...

"our customers are aspirational" uh huh... great market research.

Honestly look at the financials... look at the cost of sales. The improvement in turnover is negated by the growing cost base... am I reading this incorrectly?

Online is a great way of cannibalising highstreet shops (and theirs look to be in expensive sites with high fit-out costs)... and then they also have a third distribution channel; clothes going out to 3rd party retailers wholesale from a different factory...

to me this looks very un-focussed and more of a shotgun approach. Spray and pray. Lot's of stock out there. Who's gonna buy it all?

[kalkanite] 20/8/2015 12:01

Nice balanced post Coddey, you obviously don't have some kind of agenda here.....ahem, excuse me

[36redhill] 19/8/2015 16:25

Agreed - Better slow and steady to build stability!

[nellie1973] 19/8/2015 15:35

Slow and steady, great chart, great company that keeps growing. Got teenage kids and they keep buying the products over everything else. Quality products and clearly well established, a great hold.

[gucci] 19/8/2015 15:28

sharp intraday reversal

[ianood] 18/8/2015 18:42

OSB = The old Kent Reliance Building Society

[kalkanite] 18/8/2015 14:42

dlku

With a debt of £385m (edit...£285m), half its market cap I think PE of 9 is about right. FCF is all over the place.

Being a bank, it is out of the scope of 99.9% of private investors to be able to value the company. AIMHO

[dlku] 18/8/2015 13:41

check out OSB

PE 9 chart breakout imminent like early SGP chart

[36redhill] 17/8/2015 16:41

Strange day as was Friday!

[gucci] 17/8/2015 09:01

1800 first stop

[36redhill] 17/8/2015 08:33

Reading the last end of year report this has plenty to go. They seem to have (at last) all the right plans in place!

[izztre] 17/8/2015 07:43

Not sure how far this can go. But judging by the queues in the shops. The ever changing designs and the number of people you see carrying those orange bags in the high street. There should be more strong sales numbers to come

[cyman] 14/8/2015 23:45

redhill and leeson

online is not at all dissimilar to making the call. however if you are dealing in huge holdings you will need an online broker that can handle the deal like barcs. even then you will likely find that you need to sell incrementally unless its a high volume company like vod. A friend has a position that he tells me will take weeks to sell if/when he ever gets the chance to sell

fortunately for me none of my holdings are in that league so online works a treat. The only thing I would prefer to have is to be able to hold my shares in certificate form but that facility is available online if I want to pay for it

the other advantage of a call is that depending on your broker relationship they can give you an opinion on your trade. but I dont really rate any of their opinions so that is not worth a great deal

[36redhill] 14/8/2015 12:31

Thank you leeson

[leeson31] 14/8/2015 11:11

this is just my opinion, but i always use a traditional phone-my-broker basis of buying and selling stock, purely because the outcome at the time of the call is binary ie I either am offered a price I take, or do not take. I like to know where I am if you will. Whereas with online, I'm given to understand its not 'sure' that you can offload a big position in one go if you were using a broking online facility as they may need time to work the order then get back to you with either partial fill or complete, and some online facilities require you to place your order, then you find out later if completed, but that basis isn't for me.

but for s/betting positions, obviously that's extremely quick ie press the sell/buy tab, and youre done, though of course that's not actual equity youre selling but more a 'bet' position.

Cheers,

[36redhill] 14/8/2015 10:46

Thanks both. Any benefit do you think in dealing over the phone rather than on-line? I have a sizeable holding in these which I want to max out when I eventually sell.