Member Info for j45dev

I’ve spent some time reading broker updates following results - seems pretty clear portfolio managers will start adding JD for a LTH. We’re just a couple of good results day away from this really taking off IMO.

Do not sell a single share until 2027/2028!

Should be in for a strong end to the week now. Looks like trump has dropped threats of 10% tariff too. US index’s all bouncing back

Looks like we’ve given Nike a nice bump too!!

Reread the results - not the horror story/narrative that was being orchestrated by institutions in run up. Hopefully we’ll see a steady increase now to May results.

@falcon you taking on any students?

And up we go.

Auctioning?

Haha beat me to it Bjet!

I thought the same FFO. Anything under 15 is cheap and with FCF position improving, it seems a no brainier to keep snapping these up. Surely this will rerate now the dust has settled from recent acquisition activity.

Steady eddy as expected. Pleased no nasty surprises like last year!! All key metrics moving in the right direction at a top level.

A good update will see us close the day at circa 105. Equally, a miss / poor outlook could see us at circa 60p. Im optimistic but think we’ll have to wait until 2027 to see any meaningful returns - JD is now positioned to really focus on operational opportunities and fine tune the worldwide monster they’ve created. Appointment of a new CEO with a strong track record could see this double before any further reporting. IMO

Feels like institutes are trying their best to shake the tree pre update - well I hope that’s the case anyway. All will be revealed on Wednesday. Good, bad or indifferent I won’t be selling a single share until we’re back to 140/150 which is below fair value based on fundamentals.

Steady climb to results now. I think we’ll open between 105-110 on 21st. But the key for ongoing momentum will be forward outlook.

Yes strong finish. Adidas also closing strong. Lets hope we see some strong momentum as we head toward the next update.

What date is the Jan update?

Headlines look positive from Nikes update - should see this continue to go up. Still mega cheap. 105p by year end IMO.

Building upward momentum now. It’s still mega cheap IMO. Back into 90s next week IMO.

Interest rate drop incoming - we should see this rally back to circa 100p. Still a great time to buy in IMO. All the best. Good to see this bouncing from 73/74.

Happy sat on this way. Retail overall cheap and will eventually re rate. But as others have said, I’ll be tempted to sell when this hits 100/105 again with the view to buy back in cheaper.