Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Valuing shares to any great accuracy is beyond many well paid analyst's let alone blacksmiths , too many metrics that are corrupted by shorters , options , naked options etc. Just look at the Archeos debacle .
I would like to see boohoo splash the cash this Christmas with a John Lewis/m&s style advert for Debenhams to emphasise that Debenhams is still available online and nothing has changed . The reality everything has changed but feel its important to let all the ex Debenham shoppers know there's still a go to place to buy decent clothes at reasonable prices. Saying that i hope they don't go down the sports direct 90% off route long term will be a mistake in my opinion.
SPAGHETTI RE: Trading update end of month06 Sep 2021 12:13
My point is that the PE is very high,which suggests a company with very high growth potential.Acompany with very high growth potential would normally put all resources and capital into attaining that growth.Buying property and warehousing is not the optimal use of capital,in my opinion.This is a clue to where the company actually stands.Thereare many headwinds for the company.1.Increased competition in the BOO space.2.Increased competition from the high street.3.Inflation in the raw material costs.4 Inflation in transport costs.5.Inflation of labour costs over and above industry inflation, due to historical slavery issues.6.problems in U.S..This does not sound like a company that deservesa high PE.