Member Info for Alessandro

TheTrotsky as interest rates will be lowered, investors will be happy with solid stocks yielding 4%. Zigup would yield around 4% at around £6 per share.

Tom Beef, how is JD an innovator? It is a retailer, they do not design shoes. They may design stores (which I find irrelevant when I buy clothes/shoes). I get though they may have their hands on exclusive models. How many people look for a specific color/or feature?

*Surprisingly upbeat TU, of course, but JD is not new to disappointing TUs

The chart is preparing for another leg down. Definitely we will be in the low 80s by the end of the month, unless we have a surprise trading update, which, these days, I find it very unlikely.

Antivenom - 20 mln is not that much. They can be purchased in just 10 days at current daily average.

The reason for going for acquisitions rather than developing their own products and brands is that Unilever employees are not as good as the older generation (been in Unilever, they are mostly kids trying to climb the ladder without delivering anything innovative).

The buyback yesterday was unusually low. Perhaps the broker is hoping to get more shares below 90p.

That's a lot of money for a private investor.

Ammu123 my question was unrelated to the small drop today :)

What is the resolution 23 that was not passed?

Dick's has similar revenue to JD, similar profits before tax. Revenue hasn't had a stellar growth in recent years, the stock must have been hugely undervalued to return a 4x in the past five years. On a similar basis, JD could double in price, but most likely grow by a factor or 1.5x to match current Dick's PE.

The Private Equity space is not a small universe, quite the opposite.

We seem to have lost momentum already. The Nike effect faded away.

Is anybody using solid soaps anymore? A bad acquisition.

Guidance maintained.. that's a starter.

LWHL - I agree, the share price would collapse on the day of the announcement. The only hope for the ordinary shareholders is a re-listing at a later time or a significant dividend yield (which should be in the region of 10%, if 50% of earning are paid out as dividend).

The share price is too low. I wonder if the management would opt for the delisting or if the company will be subject to an acquisition at too much of a discount, probably 150p or less.

Having the Pentland a controlling ownership of the company, a delisting seems the most plausible scenario.

I was in at a much higher price a few years back, at 160p. Averaged down to 105p. Thought I was having good value for my money and expecting to be in the region of 300p today.

Was I a fool, was JD trading at a premium at 160p, or was it a fair value with no margin of error? Or did I get in paying a premium?

Trying to learn something from this ordeal...

Plenty of models available though,

Nike maybe be getting serious around ending the DTC foolishness and the cutting down of retailers.

I can't see a moat in JD.

Asos now advertising, and selling of course, Nike and New Balance shoes. What's JD's moat then?