Member Info for Alessandro

Glowacki good point on absence of director buys at current level

K0sh you have a massive position in this stock...

Lorenzo earnings have stalled for a few years now, below the £1 billion mark. How can you see it doubling without doubling footprint and online sales?

A new store opening in Manila

If JD continues opening stores at this rate, in 10 years it will double it's footprint, potentially double revenue, profits and eventually double the share price (provided current PE is maintained)

Larry you got a point

Why Next has much higher margins compared to JD? Is the cost of the brand that takes margins down?

JD also seems to be more capital intensive.

On these premises, is it unrealistic to see JD trading at the same PE as Next (about 20)?

80 of 100 is 4/5 not 2/3.

Dwam you don't need to wonder on whether JD has been overvalued in the past. Today, you can easily tell, with the benefit of hindsight, if the share price, over 200p, back in 2021/22 was overvaluing the company, based on current performance (in 2021/22 you did not know what earnings would be in 2025, but now you do).

Ah my long message was cut short to 2 lines.

How is the PE ratio calculated? Should it be done on adjusted or statutory profits, gross or net profits?

If JD meets the £900mln adjusted PBT mark, would a forward PE be in the region of

How is the PE ratio calculated? Should it be done on adjusted or statutory profits, gross or net profits?

If JD meets the £900mln adjusted PBT mark, would a forward PE be in the region of

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?