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Stellar numbers this should see a bump in share price !

Merciama Agree with you : Article From Monthly Fool

Personally, based on its FY25 results, I think the share price is running ahead of the underlying performance of the group. I know a company’s stock market valuation is supposed to reflect its future earnings potential but I think it’s too early to conclude that the group will be profitable soon.

Having said that, I think it’s easy to forget how resilient the Burberry brand has been over the years.

The British legend was founded in 1856 and has survived many downturns before. Since opening its doors, it’s coped with two world wars, many recessions and numerous economic slowdowns.

And despite its problems, it still sold over £2bn of fashion items last year. The cheapest men’s T-shirt on its website currently retails for £290. If it can sell such a simple garment for this price, I think it’s a little premature to write off the brand.

To be honest, a bit like its T-shirts, I think Burberry’s shares are expensive. This morning’s movement has added another £250m to the group’s market cap which I don’t think is justified from what I’ve read in the company’s earnings release.

Europe's largest travel operator TUI reported a smaller-than-expected operating loss in the January-to-March quarter on Wednesday but flagged later summer bookings, with incoming bookings 1% lower than last year.

The company, which maintained its 2025 outlook, blamed the shift in summer bookings on a later Easter season, which impacted most airlines' January to March reporting.

Still, European airlines such as Air France-KLM and British Airways-owner IAG so far have reported a stronger first quarter than last year.

The company has sought to diversify its income, expanding in Asia and central Europe, in an effort to bring in new streams of revenue as fears grow over European demand.

"Given the economic conditions, 2025 will be challenging. Europe needs new momentum. We must return to an overall economy that is growing," TUI Group CEO Sebastian Ebel said in a statement.

TUI reported an underlying loss before interest and taxes of 206.8 million euros ($231.41 million), compared with a loss of 224 million euros expected by analysts polled by LSEG.

This is larger than the loss of 188.7 million euros it reported in the same quarter last year.

Quarterly revenues slightly improved year-on-year to 3.71 billion euros from 3.65 billion euros in the same quarter last year.

Carrington as i said We are in the sevens !

07-May-25 14:46:14 709.066 6,000 Sell* 709.00 711.00 42.54k O Sold mine nice Profit of 18 % in two months Still got another 6000 shares.

Also J.D has 'some of the most untapped pricing power' among UK domestic businesses and will benefit as more competitors withdraw from the sector. Greater value sales will result in bigger profits.

Carrington Surely this will be in the Sevens next week !

Ex-div date today 4 P and also share price is up today ! My local Weathersoon Was Jam Packed Yeterday (Hatch End)

Trading Update next Tusday 15 April so expect another Bounce

Shareholders won't be pleased to see that the share price has had a very rough month, dropping 27% and undoing the prior period's positive performance.

In spite of the heavy fall in price, there still wouldn't be many who think Burberry Group's price-to-sales (or "P/S") ratio of 1.1x is worth a mention when the median P/S in the United Kingdom's Luxury industry is similar at about 0.7x. While this might not raise any eyebrows, if the P/S ratio is not justified investors could ignoring looming disappointment!!

Looking ahead now, revenue is anticipated to climb by 1.7% per annum during the coming three years according to the analysts following the company. That's shaping up to be materially lower than the 8.3% per annum growth forecast for the broader industry. In light of this, it's curious that Burberry Group's P/S sits in line with the majority of other companies. It seems most investors are ignoring the fairly limited growth expectations and are willing to pay up for exposure to the stock. Maintaining these prices will be difficult to achieve as this level of revenue growth is likely to weigh down the shares eventually ? In my Opinion it has a very Rich Valuation in the current climate !!!

I am not sure now the share price might go further down.... May results will just be a break even or a small loss : Current market Cap £3 Billion and £1.5 Billion of Debt !!

JD Wetherspoon is expected to reveal soaring sales this week, as experts tip the pub group to seize more market share from smaller competitors amid tax rises coming in April.

The London-listed firm, which has around 800 pubs across the UK, is set to report its half-year results on 21 March.

In a January trading update, Wetherspoons forecast a nearly five per cent rise in food and drink sales for the six months to 26 January, compared with the same period the year before.

Meanwhile, it is expected to get an 11 per cent sales boost from its high-margin slot machines and fruit machines, helping push up profit by one-tenth.

Experts said the measures could actually help Wetherspoons increase its presence on UK high streets even further.

“In our view, there is now an opportunity for JDW to grow market share by maintaining its operational model, whilst smaller pub and restaurant operators cut back following April’s tax rate increases,” analysts at Jefferies wrote.

Strong Buy Buy not Sure Now !

https://uk.finance.yahoo.com/news/hedge-funds-target-sainsbury-amid-122042874.html

Shares in Tesco and Sainsbury's were down 6% and 5.5%, respectively, on fears of increased price competition from Asda

Shares in Tesco and Sainsbury's were down 5.5% and 6%, respectively, on fears of increased price competition from Asda

Resson for the share fall is short Positions have now increased to over 5%

The AGM will take place on Thursday, 13 February 2025 at 10.00 a.m .... Will there be some update on trading ?

Newlands now own 2.8% stake in the company ?

Https://uk.finance.yahoo.com/news/easyjet-chief-takes-potshot-ryanair-150000714.html

Https://uk.finance.yahoo.com/news/easyjet-report-600m-profit-holiday-143509107.html

All the Cost Base increase takes effect April 2025 (Minimum Wages and NI Contributions) Wetherspoons have plenty of time to adjust to this new reality and will reset to higher beer prices and budgets accordingly !