Member Info for Alessandro

While I am bombarded with shoe adverts from all sort of online retailers every time I browse the web I wonder: was the CMA fair on JD forcing the sale of Foot Asylum at a massive discount? Peter Cowgill did a good job selling the stocks at peak price. He knew the years of easy domestic growth was over. Seeing JD lingering sub 100p is disgraceful. Understandably though, competition is fierce and brands are not that picky anymore and give inventory to any dog of a retailer. JD has little room to premiumise, apart from keeping price high and inflicting self-harm. Brands are afraid to leave empty shelves for new competitors to take over. On Running did a good job taking the opportunity at the right time. Bless their soul.

If JD results underwhelm in January, which is the very likely scenario, JD will be a big red fat 'sell'.

Most likely it will hover just over 20p until the next trading update.

Poor timing for the recent director dealings.

I know this is an observation at a random time of the day in a random store.

I was in Epsom and although TKMax, Next, etc had a considerable footfall, JD seemed pretty deserted.

Did anyone observe JD stores across multiple locations and different days of the week and time and has anything to share? Especially repeated visits at multiple sites.

Thank you in advance.

Frazers comment on the resolution of the remuneration plan was interested. Although they were p***ed, they also stated that hitting £3.00 would make investors happy. Would hindering Boohoo, competitively from the inside, be more beneficial than having it thriving and benefitting from a price uplift? I would go for the latter.

Buying pressure has run out of steam. Time to sell and get back in at a lower price.

"The opportunity is substantial, with expected efficiencies translating into an initial estimate of c.£20m in incremental annualised savings by FY2028."

Does it mean that by 2028 we will save £60mln, £20 millions per year, starting from 2026?

If that's the case the share price should be at least 50% higher than todau, or on current price, the dividend could be as high as 10%.

"Been invested for 4 years" is not not a pretty business card.

Thinking last week you have been so harsh and unfair to me, as if you knew best. You followed your own advice and lost out.

IF you are not prepared to hold it for 10 years, do not hold it for 10 minutes - That's my advice.

Hexam with your significant concerns, if I were you, I would not touch this stock.

@Level5

60p by Friday? Weren't you here yesterday when the share price rose by a meagre 3%?

IG repeatedly shows boohoo as unavailable to trade on the app. I assume there are too many orders being filled, causing the issue?

Dwam

Being conservative, a PE of 8-10 for a mature stock with limited to no growth is reasonable.

JD has levers to improve efficiencies and synergies. It has a global footprint that helps navigate regional volatility (although the US and the US are by far the biggest territories).

Saying that JD should be trading for 50p is really undervaluing the company in my opinion.

But I hope for you that you are right (since I assume you are shorting).

@RalphB1 can you share a link please?

It will be interesting today. People may take profits or some investors may have made up their mind over the weekend and decide to load up shares.

@southcoastbather what sort of documents, do you have a link?

Thanks Razor

Interestingly it is offered vacant or as short-term leaseback to Boohoo.

The sort-term lease hints that Boohoo is moving away from holding significant inventory in the short term, which aligns with the strategy set out by the management.

If the sale will materialize quickly (no more than 12 months) the balance sheet will be strengthened further.

Significant promotional activity may be needed for sales (revenue) to pick up again.

Meanwhile debt is being reduced. Some scaremongering to drag down the price if you ask me.

If PLT really sells for £200mln, today we essentially get Debenham/Boohoo for free. Sometimes the stock market throws gifts at you.

We won't see 46p before the next update. Therefore I wouldn't worry about the remuneration package for now.

I don't think we will hit 46p any time soon, at least not before the next trading update. So I wouldn't worry about the remuneration package for now.