Member Info for Hyppie

I think it's going to be down to the dollar weakness vs the ruble. Dropped from 58.6 to 50 over the last 24 hours, which is bad news for Poly.

Made its way onto my watch list today. Certainly seems cheap. Will keep an eye and try to decide on an entry point. The problem, like any shop on the British highstreet at the moment, is that the big boys really don't fancy putting money in there. The share price could keep sliding for a while.

Slightly late to the party I suppose but this looks like good value to me...it's priced below book value according to the last annual report, and it's plenty profit making....p/e of 7 or so? Yielding 4.5% or so? Sounds decent to me. In at 180.

Mr. Market is valuing Debenhams as if its in danger or bankruptcy. I think that the potential for online growth in the business means this has potential to grow heavily over the next few years, and I think the general pessimism over the highstreet sector is overblown. Can we honestly see high street clothes stores disappearing over the next 20 years? Seems unlikely to me - women to love to try their clothes on in store. The downside of Debenhams is that their shops are stupidly big and spacious, and if I go in to my local one on weekdays it's always next to empty. It's a bit concerning. On the other hand, weekend days are much busier. As for book value - a huge amount of its book value comes from intangibles, so it's not like that would all be realised in a break up. Not that I think that that's too likely - the company does make good profits after all. I'd call this a company with the potential to double your money in a year or two at this price. I think it mainly depends how the online side of the business fares. Consequently, I'm holding.

Results seem quite disappointing. 11% revenue growth is below expectations. Suddenly quite glad we have a bid on our hands.

I'm just thinking of it as a freeroll. If the offer goes through at 590, nice profit for me. The fact that the share price is above that means I could sell for a little bit extra, or risk that tiny bit extra for a chance at a lot more. Seems like good odds to me. Holding.

My back of the beer mat maths suggests a P/e just under 6, so there's good reason to think this share has plenty of upside left in it.

AT least we know beyond doubt which side's fraudulent now...