Theo Fennell Share Discussion Threads

[bonio10000] 28/8/2012 07:37

Not sure TFL makes profits?

[simon templar qc] 28/8/2012 07:17

Be careful as Tifany has warned on profits...

[clocktower] 31/7/2012 14:19

I think not in terms of return on investment over a five/ten year period. Growth in wholesale and concessions could have a very rapid effect as long as they come up with the designs and offer a broad range with price points for the luxury gift market.

zaksab 30 Jul'12 - 22:46 - 576 of 578

Slightly rich to suggest that fennel could be a mulberry.

[simon templar qc] 31/7/2012 14:18

Shop numbers have fallen due to Olypics which is quite a surprise..

[empirestate] 31/7/2012 08:16

hope the olympic tourists get a chance to stop off in the burlington arcade on a spree.

[zaksab] 30/7/2012 22:46

Slightly rich to suggest that fennel could be a mulberry.

[clocktower] 30/7/2012 17:16

Might be a very good time to follow them as this could become another Mullberry in the course of the next five years. The Brand has value - it has been poorly manage but things look about to change.

[empirestate] 30/7/2012 07:59

should be on the leader board today with those directors having purchased a decent few, may be it will encourage a few others to buy some

[empirestate] 27/7/2012 13:20

certainly something stirring here with those trades

[empirestate] 27/7/2012 11:36

reckon the todays and yesterdays trades may well be directors purchases, let's see, unless anyone else owns up of course. L2 sitting nicely poised at 3/1

[empirestate] 27/7/2012 10:02

bonio, the company is well capitalised at £5.9m net considering the current market cap of £1.9m . the management have taken action to reduce the cost base and have implemented new initiatives to improve revenue growth, so from this level it appears a decent bet.

[bonio10000] 26/7/2012 21:11

Why?

Has it ever made a profit?

[empirestate] 26/7/2012 18:50

possibly todays small spike could have been a overhang clearing

[empirestate] 26/7/2012 15:50

looks pretty decent value from here

[the_beagle] 16/7/2012 11:19

Boodles have reported a good year so Fennells results may not be too bad imo.

[goliard] 06/7/2012 16:15

Doesn't sound like too much disagreement here. This feels like one of those stocks that will bounce 50% in a day... but might fall to 2p before it does. A luxury retailer may see some value in the brand and leases, but it is hard to see a profits driven recovery here. Good luck to those with the guts to buy!

[simon templar qc] 06/7/2012 14:43

Keep out is my advice.

[the_beagle] 06/7/2012 14:30

goliard...I agree re the NAV, but the reported 32p must surely be of some worth to shareholders. I also agree the intangibles include investments in associate companies. The properties appear to be leasehold on a rental unchanged for a few years and have at least 5 years to run, perhaps at the current figure, suggesting there could be some value there. The flagship store is in a very good location.

I've had a small bet that the results might not be too bad. But it is a gamble!

[superiorshares] 06/7/2012 12:25

I think they sold the freehold for the posh shop in london years ago ? profits - i doubt it at this present time ? that leaves the brand . Im sure they are a well connected bunch so i doubt they will go under ? where to step in for the gamble thats the problem !!

[goliard] 06/7/2012 11:26

NAV is a pretty useless measure of anything in this type of business. I haven't looked, but there are likely to be a lot of intangibles making up this NAV, which in reality have no value. The only relevant assets are either freehold property or cash, but in the crazy London market a lease could have some value too. The only thing that matters here is bottom line profitability and, possibly, the value in the brand.

[zaksab] 05/7/2012 22:54

YOu might want to consider operating losses, intangibles, lease liabilities etc

[superiorshares] 05/7/2012 22:03

with the beagle , im tempted ? was a holder many moons ago , but will wait for results , think the odds could be better after ?

[the_beagle] 05/7/2012 16:14

Missed the cheapest but got £1k worth. Let's see how the next few days go. NAV 30p+