Member Info for Farnley009

My take on the RNS is very positive , good profitability improvement driven by non discounted sales and strong sales in key Chinese , SK, and America’s markets. strong cash flow supporting the reinstated divi and potential share buyback. Concerns over other geographies presumably not performing as strongly , however with store reformat , and hopefully good product development these issues should be addressed .

Due very soon , tomorrow I think , will be interesting to see how Chinese’s sales have developed

Political influences may impact Burberry but I cannot believe that in the luxury brand segment other companies do not face similar challenges, so overall I see real impact. Slower Chinese consumerism , maybe but again I would suggest at luxury end of market impact is not so great. Finally change of ceo and potential other departures seems to have been resolved.

I have a reasonable holding, so am biased but I believe most negative news is priced in , and hoping for strong sales development on update , although I do notice price has softened today ahead of the RNS due in the morning!

Good to see Hermes with good revenue growth in China. Hopefully Burberry is also riding the wave , and with the new appointment finalised , the management team can really focus on top line growth with improved margins

I remain bullish on this stock and do see organic growth with a potential as a takeover target Time will tell

With the positive training statement and improving sentiment for the sector I see north of 310p in the next 8 weeks, that s my prediction

Definitely a top up opportunity, bought a few more myself this am

Good to see reinstatement of dividend , and robust final Q sales offsetting the tough 1st 1/2 of the year. I remain an optimistic holder of BRBY

Interesting fund, hopefully will yield well , and provide a long term sustainable platform for growth.