The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Yes, it’s very oversold today. There is no mercy for any “below expectations” RNS’s these days on the UK markets
Possibly.
Trading will stabilise but I see issues with inventory (nearly a year's worth now on hand) and whether the growth cost "investment" proves to be overdone for the reality of the business.
Having said that, finally bought in this morning on a 3 year view that things should be looking healthier by then and the shares up from where they are now. Unlikely to be a smooth ride though.
Bargain at these levels surely having exited at 146 and 156 9 months ago it seems worth a punt here for a 1st tranche reentry around 87p. GL.
70p before the days out?
Getting into Mike Ashley territory at the sp - should rebound imv.
CRASH & BURN
Disappointing results. It's obvious why the shorts have increased recently. Nevertheless, likely to present an opportunity to pick up some more at bargain basement prices.
For me, as long as punters are not looking for a quick buck, this company still presents an excellent long-term investment.
Well all BB’s seem to more or less be on the same page here - Lot of consolidation in the fashion industry past year or two and recently, looks oversold unless this Thursdays sales are dire, the North America situation resolved should help drive sales stateside. Lots of share buy backs would indicate the BOD see the SP as very cheap. [Im not sure the BOD are all that smart honestly, if correct it makes a T/O more tempting as a buyer can likely release the brand value better, if I’m wrong we should see that in this weeks results] I just brought £20k’s worth to bring my average price to 129p now. Let’s see what Thursdays child brings - GLA
I bought in last week on the basis of it being a potential takeover target. Fingers crossed.
Hopefully by now distribution issues resolved;
"Black Friday e-commerce spending popped 7.5% from a year earlier, reaching a record $9.8 billion in the U.S., according to an Adobe Analytics report"
"A Mastercard analysis of this year’s Black Friday sales found that in-store sales rose just over 1% versus online sales, which grew by over 8% compared to last year."
https://www.cnbc.com/2023/11/25/black-friday-shoppers-spent-a-record-9point8-billion-in-us-online-sales-up-7point5percent-from-last-year.html
Yes. It’s called averaging down.
I’m far more interested in the business itself than the share price. If you can’t handle drawdowns in high quality businesses, then long term investing isn’t for you.
"Alternatively, buy a whole lot more as it’s trading at a discount."..............Down another 4% this morning, You'll be filling your boots then are you?
Puzzled where all the shares are coming from, you would think by now a TR1 or similar notification.
On top of that Templeton bought around 800k at the end of Sept
Franklin Small Cap Value Vip Fund Class 1 reports 28.19% increase in ownership of DOCS / Dr. Martens Plc
https://fintel.io/so/gb/docs/franklin-templeton-variable-insurance-products-trust-franklin-small-cap-value-vip-fund-class-1
SP under a lot of negative pressure lately. Interims next week - will probably need to be good to turn the tide.
Some largish trades just after 3pm, price improved following these prints.
Might be last of overhang..
Marshall Wace LLP have increased their short position in November three times : 6th Nov. breaching the 0.5% disclosure threshold; 13th Nov up to 0.64% short and 15th Nov up to 0.7% short position of issued capital.
Alternatively, buy a whole lot more as it’s trading at a discount.
The market isn’t efficient.
i'd stay clear if i were you, piece of **** share has done nothing but fall since the day i bought them.
Bit puzzled as to where the shares are coming from, data on this link is delayed but fairly accurate - not showing much in the way of sales or buying.
https://fintel.io/so/gb/docs
Bit of indecisiveness on my part, not sure whether to wait for half year results but on balance decided the risk of a move upwards is greater than potential disappointment which would hopefully be temporary anyway.
There's clearly a seller feeding the share repurchases, if this stops then the market could be quite thin.
As I posted on the dark side all the last official trading updates are in line with expectations this is utter balls from Barclays
Other than the current climate etc they have also been rectifying their USA logisics issue for some time.
Funny old world
Yielding 5.1% at this price it's a no brainer for me, buy and hold
Yup 95p would be my buy