Member Info for davwal

I can’t believe Schroders wouldn’t have wind of this and their increase was actually due to the forthcoming events. At least that’s my hope!

Plenty of respectable companies listed on AIM these days, e.g. Fevertree....

Maybe trading hasn’t been so hot (which has been my concern).

Bad screws that this has been leaked, but it might explain the sp drop. Gonna be interesting tomorrow.

EPIC:BWNGISIN:GB00B1P6ZR11Market cap: £158.91 million
Shares in issue: 285.82 million
Sector: General Retailers
Exchange: London Stock Exchange Currency: Sterling pence
Indices: FTSE All Share,FTSE Small Cap

Tosca buying again...

Could even turn around and end the day blue.

I suppose it is possible the market could actually see a positive in an imposed fixed-term lockdown, and I agree some of the pain is already taken account of. But I still can’t see there not being a sell-off generally on Monday, to some degree. But bargain hunters might not have too long to act...

Agree about the buying opportunities likely to be presented, so will try to add as funds permit.

By the time the results are released the markets will already have had a serious attack of the vapours, and this stock isn’t going to escape unscathed. Hard hat time.

Rather like my Barnett...

That’s a good and encouraging list of II investors, with an incredibly low amount of stock not under their control. One would assume the IIs are not going to allow the board to underperform for too long (if that were the case). We mortals should be okay in the long term.

We had a tu recently so in (my) theory there shouldn’t be any major surprises either way a few weeks later, and what the tu divulged is pretty much priced in. However, with the market as contrary as it has been recently there’s no way of judging the reaction to the actual results. I’m just hoping the wording of the tu was purposely underplayed and the results are confirmed as very solid and there are signs of real growth in LFL trading (excluding the exceptional Cov period lows for comparison) brought about by the company‘s turnaround initiatives.

Maybe Ted’s losing out to Superdry after PH bestowed kind words on that. Bit of a sh*t show all round for my portfolio this week.

Be good if it is IIs buying today, as that suggests they feel there isn’t another big drop coming prior to results.

Looks like the global panic could make this and other stocks drop plenty more yet...sadly.

Maybe 60 is the new 50 for now..? That would be progress, I guess.

So either way Tosca’s presence in Ted is ‘interesting’. He either thinks the management is doing okay and is on board for a decent profit, or he puts in a cheeky bid... Must keep the Board focused!

Still holding, and will do for the full recovery Then hopefully into a much stronger position as they further refine their modernisation strategy...

From Very’s latest presentation:

Current trading
Quarter 1 FY21 retail sales significantly ahead of prior year
• Trading has continued strongly, consistent with the wider online market
• In the 13 weeks ended 25th September, group retail sales in double-digit year-on-year growth
• Continued shift in consumer behaviour with electrical and home showing particularly strong growth. Some improvement seen in trajectory of fashion & sports
• Top performing categories include vision, smart tech, gaming, computing and home accessories
• Double-digit growth in new customers and achieved at a lower cost per acquisition
• Impact on retail performance of lower retail margin rate continues to be more than offset through higher volume
• Default rates remain in line with historic trends and strong payment rates have continued
• Number of customers using payment freeze option for those temporarily impacted by Covid-19 remains in line with our expectations.

Interesting that they are moving away from the old catalogue brand name of Littlewoods, something Browns should consider in my view.