Member Info for cambridgeblue

other investor news http://www.telegraph.co.uk/finance/newsbysector/retailandconsumer/12102720/Sports-Direct-investor-voices-concern-about-relationship-with-Nike.html "ne of Sports Direct’s largest shareholders has voiced concern about the retailer’s fragile relationship with sporting goods giant Nike. The investor is concerned that Sports Direct’s growth is slowing because it does not stock enough of Nike’s latest ranges, which lure shoppers, and instead is filling stores with its own cheaper brandst. These fears have been exacerbated by the contrasting forturnes of JD Sports which last week upgraded profit forecasts by 10pc just six days after Sports Direct issued a profit warning in the wake of poor Christmas trading. Sports Direct shares are 29pc lower than a year ago. Trevor Green, head of UK equities at Aviva Investors, said “JD Sports is fascinating in relation to Sports Direct. JD is completely switched on, it is right at the cutting edge of athletic fashion.”"

The insight required is that to the "zeitgeist" - the brand is quickly becoming a byword for avoid at all costs tat - once you cross a rubicon there is no coming back - ask Sir Gerald.

Were they the two guys who got thrown out for the banner at SJP last night ? Profit Warning no 2 would be unfortunate.

The US about to discover it always wanted Donnay trainers ?

No more growth and no dividend. Reasons for holding are thin. Add in poor corporate governance...

Given he owns 50+% of SD his "net worth" has taken a pummelling since August. Surely the problem is the co needs less Ashley not more Ashley.

He has a spare £1bn lying around ?

Does he have the wonga to buy it back at over £4 a share ?

Surely delayed from earlier in the day. Expect a few RNS's this week as players man the lifeboats.

Date Broker Rating Old Target New Target Change 08-Jan-16 Jefferies Buy 800.00 800.00 Reiteration

Icarus didn't have good corporate governance either. 50% club beckons.

May be of interest http://www.telegraph.co.uk/finance/markets/questor/12083574/Questor-share-tip-Three-questions-that-Mike-Ashley-needs-to-answer-at-Sports-Direct.html

I see no bottom for this share - a broken brand, awful optic and lacking a serious BoD.

Buying into a falling knife and still smiling - a good attitude QE !

CUFC aren't up for promotion this season - but if the Toon do a Wigan we might play them in 2017/18.

Can "Mike" avoid relegation ? No not for Newcastle - but from the FTSE 100. At this price level they are out at the next shake up in March. Need a good Xmas - in the face of the Guardian campaign..

You gov polling on the SD brand https://yougov.co.uk/news/2015/12/16/will-consumers-abandon-sports-direct-following-min/?nh=find-solutions,brandindex

As the S/P hits a 24 month low.

Emergency question raised in parliament again today. http://www.theguardian.com/politics/blog/live/2015/dec/14/boris-johnson-says-cameron-should-demand-opt-out-from-eu-free-movement-rules-politics-live "Boles refused to order a specific government investigation into Sports Direct. But he said HM Revenue and Customs was free to launch its own inquiry proactively. It did not have to wait for employees to complain, he said. He also said any workers who did want to complain could ring the ACAS hotline anonymously."

Guardian speculates that the auditors and brokers could step down http://www.theguardian.com/commentisfree/2015/sep/08/the-guardian-view-on-sports-direct-big-british-capitalism-at-its-grubbiest "Given the parlous levels of corporate governance, there is a very good case for the company’s auditor, Grant Thornton, and its brokers, who include Goldman Sachs and Citigroup, stepping down."