Member Info for Beachbum1978

So if I sell now, take plenty profit, and hope Lombard take it back to 52 again, then buy back again. That would be great.

But I know if I do, it won’t, and it’ll keep on rising! Right head blag this game.

Nice one Tombeef, no, mine was the same on 212 slight delaying

What do you mean Smorty?

Thanks Thomson

Pontefract store today, rammed! Almost too busy, as people struggling to get past each other.

Hi mate, all good thanks, hope you are too! Yeah got out in good time thankfully! Something didn’t feel right at all, and that was just ‘hunch’ in this game! But agree very cheap now. I have no question on them having very good results late Jan. I think it’s just ‘how the market is reacting to Omicron’. and see how early Jan pans out?

I’m watching everyday, and probably buy a good few thousand on a CFD 2 weeks before results?

I’m holding CARD for great Jan results and able to pay down lots of debt etc. and be back to almost pre-pandemic levels. I think there will be a 2 week lockdown on 27th, but CARD already have the profits and Xmas season in the bag! So won’t make much difference, again just how the market reacts, but I think that’s factored in now, by the looks of it.

This is all just in my opinion, DYOR, and don’t follow on my opinion, I could be completely wrong any one else reading. Just my personal thoughts.

Cheers BB, stay in touch and good luck!! Enjoy Christmas! :-)

Copied and pasted -

Markets will typically pre-empt any major market moving event and look to the medium term, thus raising the attractiveness of ‘reopening’ names as seen today for the likes of WHSmith, Restaurant Group, Card Factory, and Cineworld."
On the macro front, figures released earlier by the Office for National Statistics showed retail sales unexpectedly jumped in November, boosted by strong demand for clothing and a bumper Black Friday.
Retail sales volumes rose by 1.4% in November, following growth of 1.1% in October, which was revised up from 0.8%. The November increase was above consensus, with most analysts looking for growth closer to 0.8%.
Year-on-year sales growth strengthened to 4.7%, compared to a 1.5% decline in October, also above consensus, for 4.2%.
Retail sales are now 7.2% higher than February 2020 levels.
Driving the improvement was stronger clothing sales, which rose 2.9% and beat pre-Covid levels for the first time; volumes were 3.2% higher than their February 2020 level.

Totally agree Common. 100%.

Although I feel that the government has now lost that much credibility and also won’t have enough money to fund another lockdown. But even if they did…as you say, and Rox has said. 2/3 weeks in Jan won’t make any difference. All we needed is now and the next 7 days.

Sold today, had enough, gone all in on CARD. GLA.

That’s what I like about this share. You can see what’s happening with your own eyes. High Streets and shopping centres are rammed! Even at 11am on a Monday morning. Bring on Jan results

I think Lovelace was talking about the predictability of the MM’s behaviour.

HEAVING!! 30 people shopping, 15 in the queue, 5 tills pinging. Constant stream!

Yes a good start. I was hoping to pick up a few more if went lower. Something fishing about the Lombard short, makes no sense, just 11 trading days left now till Xmas. All part of the game I guess! Going to check out White Rose Centre, Leeds today. Any questioning tips Rox?! Haha.

I live in Wakefield so could just hang out in Head Office reception:-)

*trying

I don’t hold BME, but always keep an eye on them because they have the same customer demographic as CF, on the high street, and a value/stack high sell cheap. So it’s good to gage just on those points ONLY. Especially footfall as they have zero online presence.

They have just released a special dividend. As below. So it’s a good sign for high street etc.

B&M European Value Retail S.A. (the "Company") announces that the Board has declared a special dividend of 25.0p per share, equating to approximately £250m in total.

At its FY22 Interim results on 11 November 2021, the Company announced continued strong performance versus pre-pandemic levels, with ongoing evaluation of its leverage and cash position.

Rox - that’s a great bonkers bargain article!!

Something I have picked up on when googling ‘Christmas Cards’ & ‘Birthday cards’ for there online, is that. They appear first and second or high up on the ‘Natural Rankings’ as opposed to Moonpig who come top but is an ‘AD’ on a pay per click basis.

Moonpig & FunkyPigeon will have eye watering amounts of marketing money to purely spend on ‘pay per click’ search engine advertising to come top of the search term. Whereas it seems CF although further down the page, but not by much, won’t be paying this! Or have not adapted this strategy. And more reliant on its brand name and search engine optimisation.

Might seem minor, but the Cost per Click advertising is MASSIVE!!

Well having just watched the news and the rehearsal press conference about the Downing St lockdown, I’m feeling EXTREMELY confident they couldn’t lock down even if they wanted to. Cheers Boris. https://www.itv.com/news/2021-12-07/no-10-staff-joke-in-leaked-recording-about-christmas-party-they-later-denied

Cheers Rox and BB. We are all in it together either way!

Yeah I have no doubt I’ll be back in again with Saga before the late Jan update. Have my eye on it everyday.

I’ve just sold my house, as new circumstances, so going to put a little sum aside to gamble and have some fun with.

I think once you go swimming, you’ll end up surfing!!

Always good to know someone like that! Always helps.

Only IMO I must stress! The Xmas trading will be very very good, similar theme to September in terms of Bastet price/footfall but better! will stave off any need for further ‘dilution’ of shares, which is why the directors bought above the now price. Which IMO will cause a jump as predicted in the link above.

If Shoe Zone did it, on the back of there peak time ‘Back to School’???

The main threat was a further lockdown, and that’s not going to happen with our vaccine programme, and even if it did…a few weeks in January won’t make any difference. We needed Xmas/NewYear trading. But it’s not happening anyway IMO.

I’m only a rookie…but based on all the overall analysis. I feel confident. I bought 25000 a while ago at 50p and sold at 57p. I’m now back in again at 50.80.
All IMO DYOR GLA

Cool, the link I posted above sums it all up to me.

based on a positive trading update in September, and we’ve seen busy Xmas trading for ourselves and with no lockdowns…this will all come down to Januarys trading update.

Put it this way at 50/52p I’d rather be in than out!!