Member Info for bubbleshoot

Personally it's neither. It's just waiting on positive, recovery results from it's recent mistakes. There'll be no reason then for this not to be a big baller.

I don't see debt as being such an issue when spread out across all the stores, while they're still growing also.

They do though need to start looking at improving their POS, maybe get an online retail presence, finding ways to increase their sales.

The market has just got it in for BME for some reason.

Nope, not only you.

I'm happy with the dividends - though I am down.

I have confidence in this return. Waiting for the next ISA allowance so I can drop another max amount on this.

They're still making good profit in my eyes given they don't have a web presence and don't have the most efficient POS in place. A new leadership can drive efficiency, hopefully bring a web presence.

The government driving up costs also does not help what so ever.

B&M stores are still busy from what I've seen.

Consumers when the have less buy what they need, not necessarily buy the secondary treats, "that's nice" stuff on the shelves meaning less sales, is my opinion.

For the B&Ms I've visited or drive by, they always seem to be busy which is good.

Would be good if the new CEO brings in an online store etc, Modernise the POS etc

Exactly my thoughts Ragnarlothbrok.

Slow down in growth can be expected when consumers are being squeezed. New stores are being opened which is great, and a decent profit is still being made.

Lols, I'm thinking it's around the 450p mark.

What is happening makes no sense for a company that is consistently adding stores year-on-year while paying dividends etc. To now be valued at it's 2018/2020 covid strike price is very odd.

Hopefully we'll see some sort of recovery over the next 4-5 months?

Certainly does make you wonder.

Makes me wonder moreso that the sold shares of £14mil vs £24mil buy, and we're still sitting 2% down on the SP.

Though Wilko to me was always in a "dead-end area of town".

Excellent results. To maintain steady growth, and also plan the below is mental.

"The group said it remained on track to open about 73 new stores in the financial year, including 45 in the UK, 11 in France, and 17 under the Heron Foods banner.

Looking ahead to the 2026 period, B&M said it planned to maintain its expansion pace with 45 new UK store openings."

This share is now rock bottom cheap - which is frustrating. How can something so visibly positive get shafted.

What day is ex divi day.

That is when I might drop my ISA on it assuming we're expecting another dip by then.

I guess cashflow is king. This debt will be more spread as they're adding more stores + adding more logistics to their chain.

With all the positive/growth plans, this is a mental market reaction!

Feels like were back to playing the long game. Good future prospects, but a naff share price

You think we're at the bottom of this downward curve now?

I was expecting November to be the uplift back towards 500.

52 Week Low 433.70

Almost time to load up at the lowest price point we'll probably see for some time.

Just waiting for it to dip below this point.

Looks like a normal cycle of ups and downs tbh.

Bme are growing with new stores

Never understood the stock exchange.

£5m extra stock purchased yet this dips?

What are we thinking in regards to share price move if good news is to come on the RNS?