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yes of course you can ask my age - 52 - 53 in 2 weeks.
I've been trading shares since I was 21, a very long time ago now!.
Referring to Ikea’s purchase of the premises once inhabited by Topshop in Oxford St.
“Flatpack giant could help spark a post-pandemic town centre revival.”
added.
My favourite track of theirs.
Disagree.
Dunelm the retail star yesterday.
At that stage, run the division for cash
which could be funneled in to expanding either
existing food, agri, ingredients business or start
to reduce the share count by buying back shares for cancellation
which increases EPS, as per Next - this option complicated by the Weston
Holding, the final option being to invest in a completely new market.
very small amount only.
Under £18.50 not out of the question imv.
where is this going..?
Buy for the brave near these levels?.
The “ethical” sector are avoiding O&G, mining, tobacco, cheap mass produced foodstuff…the list goes on…
Good luck to them, but many of these new green alternatives aren’t as yet showing a profit or have ridiculous valuations.
management are already on the case to improve ESG credentials of primark. below was from july trading update, look out for this on the 17th september 2021. I don't see this much effort by boohoo management.
ESG
In March 2021, the group held the first in a series of investor events designed to set out our approach to this important topic. This first presentation is available on our website www.abf.co.uk. We will be holding our second event on 17 September with a focus on Primark and its sustainability strategy, reducing its impact on the environment and improving the lives of the people in its supply chain.
it's not what I think is either ethical or unethical,
sustainable investment funds avoid the sector
and that is partly what we are seeing ATM.
Let's see what they have to say on the update.
"More than 8,700 chain stores closed in British High Streets, shopping centres and retail parks in the first six months of this year, research suggests.
That is an average of nearly 50 outlets a day as the impact of the pandemic and changing shopping habits continue to hit many towns and city centres."
Sorry, but get into BOO - the future is plain to see. You know it makes sense.
I think some of the recent ABF price action may be the beginnings
of the impact of ethical investing on the ratings of
companies that trade outside of their remit.
A fast fashion retailer is unlikely to be held by such funds and
as those sectors is growing like a weed it may have an ever greater impact.
Now everything has a price etc, but may be worth some consideration.
If Amazon do venture onto the High Street then it will only happen after extensive research and a full belief in profitability.
And that validates Primarks High St existence.
As the most popular app in shopping categories on iOS and Android in the US.
An alternative viewpoint could be that if the number of Primark competitors has decreased this surely then strengthens ABF’s long term position and growth if it can be successful?
Better to be top dog on the High St than be in an on line dog eat dog fight over margins?
No one disputes the big challenges ahead for the High St but any outfit which can adapt successfully will be in a dominant position.
Risk v reward on this one, if ABF get it right then there’s plenty of upside in the share price to be had.
If I’m wrong then so be it.
Pre close trading update Sept 9th.
Poor little high street
Department stores 'must adapt' further to omnichannel in order to survive
https://internetretailing.net/themes/department-stores-must-adapt-further-to-omnichannel-in-order-to-survive-23635
Department store retailers must adapt quickly if they want to survive. That’s the warning following new research that suggests the UK has lost 83% of its department stores in the five years
Primark’s no online strategy seems really smart - not!
no answer to yesterday's questions...
excuse the double negative - grammatically sloppy.
Have you looked at their website and pricing?
what are your views on this..
Reportedly grabbing large share of the US fast fashion market.
Might be worth spending a few mins taking a look, any thoughts appreciated.
This is imv what the market is looking at ..
COVID cases in the UK where the bulk of Primark stores are located
are now rising rapidly again - see today's report.
Their online competition is upping the ante
and I do not accept that online competition does not take
money that would otherwise have been spent at Primark stores.
There looked until recently a large gap in price between Primark and
some of their online competition - doing my own research that gap
appears to be closing and that was the essence of Primark's USP,
or a good part of it.
As always All IMV Only, please DYOR etc,
Sorry, couldn't resist it, this Share price is doing my head in, anything to do with delivery driver shortage? The Primark part should be flying.
Kallu, you don't sound very" sofisticated" to me!
Kallu, you ask everyone else why sell at X why not y, and you said you would share reasons why you sold pdf at 110 when you don't look at share price movements. Simple question still no answer. I expect like everyone else you thought time was right to sell, if that is the case then realise this and stop asking others (and preaching when clearly your timing is no better than others).