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Let us hope so this time.
...I have a problem with my r's..lol
More info always good but the link needs an r on the end of merge
Agree that the click and collect opportunities can be leveraged with the store estate. However, HOME are miles ahead operationally here (on a pure click and collect basis - their service is far behind DXNS). Also their gross margin is showing decline also - driven by categories that DXNS have good share in (iPad). Its going to be difficult to drive profitable revenue through click and collect for DXNS, but they certainly have the opportunity to do so. Regarding the combined group, presumably the networks could still decide now or in the future to not sell via 3rd parties.
deliver costs and some times it is nice to have the product in your hand and not wait for the posst
As for click and collect, why bother with that when most people can have Amazon, JL etc send the stuff to their desks at work so you don't have to leave your desk.
From what I can read any real synergies won't be felt until 2017/2018, and any cost savings until 2018. By then Google will have capitalised on the electronics market and invented a whole new distribution model!
Guys, I love the talk of £1, but how will that be achieved when the two banded shares will consolidated into one combined share from 8th Aug ? if these we're to double, how happy we will be !
We have lived on this board for a fair time now, like you I have no intention of leaving for a while yet. Still holding substantial amount which is in good profit. But the cream is yet to come and I too cannot imagine selling much short of £1.
Agree, but click and collect is growing, and now fitting two companies into a singular store portfolio allows time and opportunity for streamlining stores.
before the year is out . I am staying in as I maintain on the road to £1.
You need some serious revenue growth to entertain being cheaper than Argos, JL and Amazon. Those stores aren't cheap to run why margins continue to be down. That huge high st presence needs to go. Look at Thomas Cook, only way to drive up margins is to get rid of physical stores and expensive human capital and embrace digital distribution.
Seb says they are/will be cheaper or at the same price as Amazon. Also launching an instore app for transparent price comparison for customers to view in-store before making a decision.And have been between 3-7% cheaper than Argos and John Lewis.
Expected date of Dixons Carphone Share Float - 7th August 2014.
hopefullywise, to your points, well summarised btw, EPS growth, or lack thereof, is the main fail in the investment thesis here. Revenue is fine but margins down and where is the intrinsic value? There isn't any. A company that sells commodity products.
Treading water here, margins down. Again.
Mkts always nervy when he talks 9:30 GMT+1
plus never underestimate the power of TA to overcome a cracking set of results - we are right at resistance Vol Sold 715,058 Vol Bought 5,843,973 Slowing in f'cast EPS/PBT% growth upon rollover - but mrgr synergies should counteract(prob the reason for the deal) I suspect if GDP is a miss then this will fall on rollover and technicals (lets see!)
Puffy wrote: "decent revenue and profit but all down to World Cup and sunny spells." Any uplift in sales for World Cup promotions won't be in LAST years figures.
As an investor I want to see a return on my investment from either dividends (based on the profit the company makes) and/or growth in the share price (based on the potential of larger profits in the future). The problem we seem to have is that although it all looks good on the high street (large nice stores, plenty of sales, a good story), the profits just aren't there. If the same carries on (being squeezed on price by competitors and no significant saving to be made by reduction in cost of stock or in running the business), the profit margin (P/E) won't increase so there won't be decent dividends or good share price growth. My money would be better of earning interest in the bank (only joking), or better invested in other companies that look like they are in a business where the profits/share price will rise. Only enough investment money to go round. 2.5 years after buying in and making a nice return, I've sat around for the last 12 months hoping for the best. This is a good company, I just don't see the growth anymore. I think it is time to move my nest egg somewhere else.
Gross profit margin declines again. I think this is the problem here, all other metrics seem positive.
Ditto...!!
This is being held down
We have had them before and they have not impacted the sp, it really is time this moved solidly north and stayed there.