Hi JP: I'm in FCCN and have been since early Feb16 - which (in hindsight) was entirely the wrong time to buy, but the figures looked good at the time. The thing about clothing is men don't shop, whereas women do. It may be a generalist statement, but it's true. And last night (Wed 5:50pm) the women's section was very busy, yet I was the only man shopping in the men's section - and I'm 56yo. What is interesting is the move into furniture with the "home" section. Since Habitat went… Read More
Would love them to sell the Oxford St lease and possibly move the business more online, but just my opinion.
I've been in and out of both them stocks, but from my research and opinion Boohoo's price doesn't add up, a lot of the growth seems to be priced in. Would probably re-enter there if it got back close to the 40 mark in the coming months though.
Similar story with Debenhams, think it offers a lot and new leadership might spice the business up, got a close eye here if the SP heads… Read More
Hi All relevant comments below. Indeed the oxford st is quiet and over - spaced, they have got circa 13,000 sq ft, in the 90's the store was bombed out with customers. However that lease is worth somewhere in the region of £15M - £20M, as they have the lease to the whole block and they sub lease. Remember Regent st store is closing and they sold that lease for £2M plus. I would wait before Brexit vote before investing. At the mo it is not the time for investing in retail… Read More
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