Theo Fennell Share Discussion Threads

[vlain] 23/12/2010 22:39

bladeboy
Good to see this creeping up slowly....can it breach above 60p before the xmas results are out....possible...

[bladeboy] 23/12/2010 14:51

Things are warming up nicely, there was a deferred trade today at 12:58 for 20,000 shares @60p. People prepared to pay a premium again ;-).
Hold tight!!
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[bladeboy] 14/12/2010 13:33

All buys again today showing on advfn so far, although not enough volume to get too excited about. Although people are once again paying a premium to the offer price :-O
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[bladeboy] 13/12/2010 12:23

These were trading at 160p three years ago and it collapsed when Theo and Barbara left. Now they have been back for a while and with the new more affordable diffusion collection, I am expecting to get back up near to those levels and perhaps beyond. If the diffusion collection takes off, the sky's the limit.
IMHO
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[dasv] 13/12/2010 11:10

looks ok as a recovery play. Previous (e.g. 2006) profit levels are eminently achievable. PEG is 0.4 so you are getting the shares cheap at the mo.

P&F target is 59p for starters.

[bladeboy] 13/12/2010 10:30

When was it printed?
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[shorty] 10/12/2010 18:11

Found this, would explain some of the interest.

Theo Fennell (LSE: TFL.L - news) 's shares trade on 15.1 times forecast earnings for calendar year 2011, which is a substantial discount to luxury fashion rivals Burberry and Mulberry. We said buy these shares at 35p in June. With the company looking in reasonably good shape, there's every reason to hang on in there. Hold says the Independent.

[bladeboy] 10/12/2010 11:39

More buying this morning and no selling, I'm surprised the share price hasn't moved!!
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[vlain] 09/12/2010 20:46

will this 50p get broken tomorrow.....

[bladeboy] 09/12/2010 13:41

People are now paying a premium to the offer price, hold onto your hats :-)
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[bladeboy] 09/12/2010 10:54

shorty - Those 4 trades of yesterday are only the trades we see on advfn. What I noticed was that all trades yesterday were buys, it is normally fairly well balanced between buys and sells. Incidentally, I only see buys again today ;-)
Good luck all,
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[shorty] 08/12/2010 22:04

in the great scheme of things 4 trades, the biggest of which was worth someones hard earned.. six and a half k, not massive but spread the word, this will tick up through to Feb announcement so ask santa to fill your boots...double your money by next October.

[vlain] 08/12/2010 19:12

something brewing for definate....

[bladeboy] 08/12/2010 17:40

Fasten your seat belts ladies and gents, buying activity has begun to pick up.
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[shorty] 29/11/2010 09:53

looking forward to the next announcement where we can get some real substance to drive the figures, the scene is set, luxury spending on the up, TFL positioned well with new wider appealing designs and above all, it's Christmas. I work near their London Royal Exchange shop and often pass through to assess footfall so will judge this in the coming weeks. With the only debt on the books now being the result of further investment, any % increase in profits should be respectively represented in the share price. Looking back this is what drove it up to £1.60 in 2005. £1 will be my target but at that price I personally think it will trigger some consolidation interest from the big boys..thinking Richemont who will pay a premium. Holding.

[bladeboy] 09/11/2010 11:00

Well, they sure have been very busy, we now just have to wait and see if all this development and positioning turns us back to profit and beyond.
We could of course be sitting on a goldmine with the new ALIAS range and the newly developed online store. 'As reported above we expect ALIAS to appeal to a broader profile of customer which will allow the business to significantly accelerate the expansion of the number of wholesale accounts operated both in the UK and International markets.' There is a possibility of them becoming a household name if they can break into the mainstream designer jewellery field while still retaining their exclusivity for the rich and famous.
Then again, they could flop...
I already hold a bucketload and I'm sitting tight but will increase my holding if it gets walked down to the low 30's.
IMHO
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[bladeboy] 01/11/2010 08:34

Let's hope it's a success :-)

Theo Fennell PLC
("Theo Fennell" or "the Group")

Launch of Alias, the new fine jewellery collection in silver


Theo Fennell PLC, the AIM listed jeweller, today announces the launch of Alias,
the company's first diffusion jewellery collection.

The Alias Collection has allowed Theo Fennell the freedom to explore new designs
and techniques in silver whilst maintaining the Theo Fennell ethos of the utmost
originality of design and quality of craftsmanship. The starting price for the
range is GBP75.

Theo Fennell commented "I wanted to produce a collection that reflected our
design heritage but in materials we haven't used before, and give ourselves the
freedom to explore new boundaries that would make the collections more available
to a much wider audience from the young to old, in both price and feel."

[bladeboy] 05/10/2010 10:15

Good spot das
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[dasv] 04/10/2010 18:26

from UK analyst:-

Seymour Pierce maintained its "buy" recommendation and 50p target price for jeweller Theo Fennell (TFL). As part of management's revitalisation strategy, the firm has refurbished a number of stores with other initiatives due before peak Christmas trading, namely the introduction of a commercial range of entry level jewellery. In light of this, the broker believes its valuation is undemanding for a business which is well positioned to benefit from a positive outlook for luxury goods. Theo shares ended the day unchanged at 44.5p.

[shorty] 30/9/2010 21:34

you and a few others ;-)

[bladeboy] 29/9/2010 13:09

I am hoping that our patience will be rewarded
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[vlain] 29/9/2010 12:20

hi bladeboy, good to see u are still about. Only checked the thread yesterday and could see no news.

Thanks for posting, otherwise I might have missed the RNS, as this thread had disappeared to the bottom of my list.

[bladeboy] 29/9/2010 12:03

Results of AGM and Trading Update
Theo Fennell PLC, the AIM-listed international, luxury jeweller, announces that
at today's Annual General Meeting all proposed resolutions were duly passed.
Commenting on current trading, the Chairman, Rupert Hambro, issued the following
statement:
"I am pleased to announce that the business has performed well over the last
six months on all fronts with a number of new developments. Both our flagship
and City stores have been upgraded; a number of new collections are now in
stores ready ahead of the Christmas period and the first collections from our
new Silver diffusion range are to be launched in our stores from the end of
October. Our website and e-commerce store are currently being upgraded with a
launch of the new site planned for early November.
We continue to explore opportunities with a number of new partners in key
international markets including both the Middle and Far East and expect to
secure additional distribution outlets this financial year. Given a large
proportion of our customers are overseas based we do not envisage the increase
in VAT from 4 January 2011 having a material impact on the Group.
Our expansion strategy is proceeding to plan which is reflected in good trading
with sales for the first six months 11% ahead versus the prior year period.
Although we are encouraged by the continued growth in sales we remain cautious
as we enter the key Christmas period given the ongoing challenging economic environment"

[bladeboy] 29/9/2010 12:02

Trading update: All going according to plan and expanding nicely :-)

Results of AGM and Trading Update
Date : 29/09/2010 @ 10:15
Source : UK Regulatory (RNS & others)
Stock : Theo Fennell (TFL)
Quote : 44.5 0.5 (1.14%) @ 10:37

[dasv] 10/9/2010 13:14

I have some too FWIW.