Member Info for Alessandro

I would have never thought JD could go this low again

Are royalties as profitable as selling through own stores?

I am trying to understand whether the "franchise" venture could affect reported margins.

What happened to the share price today?

What does AI have to do with cement levelling?

Inflation is biting customer spending more than in Europe.

It is a short / medium term headwind.

With interest rates on the rise and rising inflation, I expect the share price to be sluggish for the coming 2-3 years.

Why the downgrade tho?

Does anyone have insights on the health of the travel industry, especially in recent weeks when the interest rates keeps creeping up and the weather is turning unusually good in the UK, are people preferring staycations to travelling abroad?

Is OTB spending as much as in the first half on advertising or are they reducing spending on adverts?

The trading update is not bad at all. Many questioned if the previous two years were outliers and sales would or could fall back to previous levels. Sales are still in the range, the share price is still incredibly low compared to revised estimate of $36m profits and with an outlook of more positive numbers to come. If the share price tanks today I would be surprised (however you never know how irrational people can be and sell off).

Incredible how cheap this stock gets from time to time.. net profits could well be 1bln next year, if so, this is 50% undervalued.

Is ULVR sliding due to the higher interest rate environment?

why would one buy ULVR with a 3.5 - 4% yield when the same return can be achieved with gov bonds?

to return a better yield Unilever share price will have to be in the range of £30-35 at best.

I just noticed how lululemon had a market cap of 43B dollars with similar revenue of JD, although with better margins.

Looks way overpriced though, unless Lululemon has a very bright future ahead.

Thanks, I heard that too in the AGM.

Cant wait too read the trading update, considering the large director sale back in March!

Did Assura swing into loss just because of the decline in asset? I don't get how earnings are affected by declining asset valuation. What is the outward yield shift?

· EPRA earnings up 12% to £96.8 million (2022: £86.2 million) and EPRA EPS of 3.3p (2022: 3.1p)

· IFRS loss before tax £119.2 million (2022: profit of £155.8 million) and EPS (4.0)p (2022: 5.6p), reflecting valuation decline driven by outward yield shift

Averaged down to 92p today. Hope to see more chances to buy at a lower price.

Foot Locker losing market share to JD?

JDCBC - I don't see a problem with dilution. If the company raises, for instance, £300m, to purchase asset that will return £600m to the shareholders, then the more the better.

Why would you list a company if you cannot raise capital by issuing shares?

Different story if the issue of shares is done to pay for a brand new helicopter for the CEO... but this is not the case.

Smith, divestment mainly, I didn't look into it in much details yet

Because of the £550mln total charge for the adjusted items, profit seems to have fallen.

Peel Hunt reduces its forecast from 500p to 300p. I wonder how brokers do the maths anyway.