Member Info for Beo1

Somebody did an AI request and didn't proof read the output? as mentioned none of that is JD "Sports", you probably looking at JD.Com which is completely different company

Not sure I agree, for me at these values, the best solution for Pentland (at 55% the own JD) is too accelerate the buybacks, increasing their % without actually spend a penny, then buy back the rest of the shares, keep it private for a couple of years then perhaps re float in the US in 4 or 5 years time. not sure why if be listed if no longer in growth mode, not like they need access to the capital markets

I'm not so sure, nothing much out there to change the momentum to the better, macro stuff consistently being negative, and the no company updates now till august, this will (hopefully) float up and down in this range. I say hopefully as i fear we would see the same slide as last time, and slow grind down to low 60's, I dont think it warrants it, but then when does the market care for that!

Trafford centre opening today, barbers in there, trainer cleaning station. Seen a couple of videos and the crowd their is crazy.

All, whilst PBT was circa 5% to 10% off.

Yes £6b would be a lot, but you are assuming 80p is the fair value for the company and the 200p is growth, wherease mose of us are saying its far from fair value, so doesn't need to have £6b investment it needs positive momentum and sentiment, that will go some way. Take M&S nearly double mcap with less earnings, more non zero hour staff, so impacted by NI allowance more, heaps of issues with cyber attack, the difference is purely because the path to sustainable growth is more clear, once JD can show that a bit better then the £6b "investment" as you put it will correct to a large degree

So when it was 150p on nearly 1b earnings last year, and now 80p on £0.9b earnings, you think its priced at Fair market value? on any valuation multiple its undervalued, but the macro events and poor earnings communication management (and now very poor sentiment) are what is holding these at these levels

Sub 80p today i fear, already down and not even hit the US dive yet, when this is in bear mode its relentless, bit fed up tbh, I'm in it for the fundamentals and still have conviction, but when the market doesn't like what you do, there's not much you can do.

Also we are nearly 2 months into the buyback and only bought approx £42.5m of the £100m allocated, so still some way off.

How on earth do we do this nearly 4 out of 5 days, nearly 2% up at one point today, then US open comes and we fall off a cliff and now dropping even further! on the backdrop of Nike doing well these last 3 days

Is there any point, the spread and buying/selling costs probably more than the paltry dividend (plus we'll prob drop by more than it ex div anyway) [DOOM!]

Feel, we are nearing the end of the cyber disruption, employees all locked out of team yesterday and today asked to reset passwords etc, (now minimum 16 characters), this plus the omni sales being set to start back up (via store picking though), feel like they are closer to being back in control

Yes, this feels awfully familiar to post christmas results where we got nearly daily drops all the way down to the low 60's, kicking myself avg cost of 81p and could have sold out for 10% profit and looked for a new entry point, now stuck holding these a bit longer, it will come good and thankfully all my other watchlist shares are still on the high side so no FOMO, but still frustrating.

Not really, your on a BB, where people post opinion's or links to actual stories, it shouldn't need to be suffixed with DYOR. If you are investing any money of the comments from a stranger off the internet then "a fool and his money are easily parted", and also if you are, then my uncle is a nigerian prince and he needs a small investment to release his millions tied up, so massive returns for anyone who may be able to assist! This is last bit is a joke, for the precious ones amongst us!

It will have an impact, mainly due to sentiment, but theoretically it shouldn't impact it to greatly on fundmentals. A lot of valuations are based on 10 year cash flow models, world cup year whilst being cash flow accretive in the year won't then impact the other 9 years (apart from the world cup after etc). In reality, the strong financials it could generate in the year in question will probably improve sentiment and therefor the SP

That isn't the real count of buys, 14m came from the UT which is a mix of buys and sells, and whichever is the bigger the whole lot gets tagged as that.

Seems they are trying to go forward with store fulfillment rather than from warehouses

Apparently internal com's saying online back taking orders 8th June.

Only JD has the ability to turn from over 2% up to now being red despite no real change in the market. Despite the tariffs having now a non zero change of being beyond the remit of executive orders, and how we get beaten down on any mention of tariffs due to exposure to US and yet no benefit related to the chance of them being removed. Ah well!

To be fair, if pentland dont offer there shares for the buyback, I'd think they'd rather own more of the business as a % through the buyback buying at these levels.