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Started: driveat15, 18 May 2020 21:25
Last post: driveat15, 18 May 2020 21:25
So when can we expect to hear the Takeover Panel’s decision on whether to allow Brigadier to withdraw the bid ?
Started: n1shares, 22 Apr 2020 16:43
Last post: n1shares, 22 Apr 2020 16:43
Cannot be the end as the original bid so undervalued the company.They at the last notice had money in the bank and a lot of their current costs barring rent will be taken out this year.Looking at the recent buys if the deal does not go through I think someone else will buy them.The purchasers have only asked the authorities to walk away it does not mean they will agree
Started: n1shares, 13 Mar 2020 11:47
Last post: BernhardLonger, 22 Apr 2020 14:46
It will be interesting to see what happens next week as this offer seriously undervalues the company as it has so much money in the bank.Looking forward it should get some relief on its rate bills which should underpin its profitsfor next year.I am worried that by not releasing their annual report due this month they are trying to preclude other offers.Ashley could buy this brand for its house of Fraser chain.Lets see next week
Started: LongInvestorM, 12 Mar 2020 12:47
Last post: LongInvestorM, 13 Mar 2020 04:42
They have the support of approx 12% of shares accounting for the large shareholder that they quote as well as management... gunna need a lot more
Hell no am I voting for this offer. They’d be getting a steal at this price. Can’t believe the board of directors are recommending this as fair value...
Last post: n1shares, 12 Mar 2020 12:14
This deal is a steal for Crew .It would not surprise me if another company comes in and puts in a higher offer as the price for this firm which is cash rich is so low.
Started: LongInvestorM, 9 Sep 2019 22:42
Last post: skier1, 12 Mar 2020 11:42
This is a good deal for Crew. If they can slash costs, accelerate online revenue, and see out the death plague for a couple of quarters, they can probably flip MOSB for £50-100m in 2-5 years when markets recover.
Not invested but just had a gander as intrigued by rise. Personally would be all over this offer if it was anywhere near or above my entry. Surely stores like MB are on borrowed time? No? AIMHO of course.
trying to get it on the cheap, i wont be voting for it.
What is all this rubbish about 1p and dead etc. This business is nothing like Debenhams and runs an entirely different model. Not only that, Debenhams downfall was primarily because it was hugely indebted (of which Moss Bros has none and cash in the bank), it had long average leases of 18 years avg which it couldn't get out of (Moss bros is 50 months). Heading towards 40p in the next 12 months imo.
Started: GodWilling, 12 Mar 2020 09:09
Last post: GodWilling, 12 Mar 2020 09:09
I think this may have been a decent punt!
Started: cascudi, 18 Jan 2020 00:01
Last post: cascudi, 18 Jan 2020 00:01
I wonder if the market maker drop the price to fill the big order
Last post: Sconnybotland, 12 Apr 2019 11:41
Hi All,
Moss Bros is running at a net loss per their latest updates which means they are burning cash and running the business on their debt facilities. Would be madness to pay any dividends at all, they cannot afford it bottom line. Still a great company and if they smartly exit the poor performining sites and the UK gets over Brexit uncertainty they got a chance to come back but it ain’t at all certain.
Moss boss still pay a dividend
Last post: BernhardLonger, 8 Mar 2019 16:45
Could Mike Ashley be interested in this at these prices - to put into HOF ?
Started: LongInvestorM, 8 Jan 2019 12:54
Last post: LongInvestorM, 8 Jan 2019 12:54
Last post: BernhardLonger, 20 Oct 2018 19:31
Moss BROS still paying their divi
Started: LongInvestorM, 11 Oct 2018 10:40
Last post: LongInvestorM, 11 Oct 2018 10:40
I think think if you’re looking for a quick buck, retail isn’t the other for you invest right now. However, here is a quality company with a decent management team with cash in hand. Even with all uncertainty and chaos on the high street, they still expect a profit and are refraining from cutting their business to bolster profits in the short term. Give this 6 months to a year and I think you could be doubling your money here. Sterling is poised to rise, UK consumers will be back spending, the supply issues have sorted etc etc. All my opinion of course but I’m in on this one.
Started: n1shares, 21 Sep 2018 12:10
Last post: SlickMongoose, 21 Sep 2018 23:31
Nearly bought in after the last profit warning. Glad I didn't. One to avoid I think.
aren't people buying more waistcoats from them though? Due to the world cup? ;)
This again as far as retail stocks are concerned is very underpriced.
They flagged the supply problems early on in the year which were put right.
Their reasons for the decline are very plausable due to world cup and heatwave as both events most probably affected men more than women.The loss was due to one offs so this is a share that is trading 60% less than last year and has a good future.
Ouch... overdone drop?
They're losing their shirt
Last post: cascudi, 13 Sep 2018 11:11
Up today
Started: cascudi, 4 Aug 2018 08:10
Last post: cascudi, 4 Aug 2018 08:10
Big trade yesterday. Almost a million.
Started: 50glass, 11 Jul 2018 17:49
Last post: 50glass, 11 Jul 2018 17:49
....seems underway given today's latest announcement.
Started: Jargonpain, 3 Jun 2018 10:10
Last post: BernhardLonger, 29 Jun 2018 14:56
Think this might appeal to a private equity outfit. Run down the leases and sell it to debenhams who could strip out a lot of the operating costs.
Started: n1shares, 16 May 2018 17:03
Last post: n1shares, 16 May 2018 17:03
I just noticed the big trade of 500,00 go through.This share price has fallen too much over the last year and is a good and strong company making good profits.their last update was most probably too cautious.This hammered the shares and I do not think it will be long till there is a substantial rise in this share.It also could be ripe for a takeover.
Started: Cheapsharesboy, 8 May 2018 23:04
Last post: Cheapsharesboy, 8 May 2018 23:04
Got some at 51p a few days ago. Looks like paid too much as it's now 48.5p . Risky sector but it seems to me moss is a better option in a bad retail sector. Who knows - low bebt a plus. We will see. If it goes well it goes over £1 again in 6-12 months time.
Started: Jargonpain, 23 Apr 2018 21:08
Last post: Jargonpain, 23 Apr 2018 21:08
Took me a while to decide between this, marks, mothercare and debenhams and opted for this. I will check it in 6 months.
Started: cascudi, 28 Mar 2018 12:36
Last post: cascudi, 28 Mar 2018 12:36
I think sellers are gone imo
Started: cascudi, 27 Mar 2018 16:21
Last post: cascudi, 27 Mar 2018 16:21
Ev 34m Vs 46mcap, operative cash flow 12m, dividend 8pc cover 1.33 times. No big debt issue. I think is good they cut the dividend to protect balance sheet. It showed that manager are wise and not like carillon.