Member Info for JamesOxford

@StressedOut1 How is your short with JD Sports? Do you have any nails left?! Didn't think so. Lol

JD Sports now No 2 Top Riser on the FTSE100.

With increased dividend and rolling buybacks. Bargain at sub 70p. Still very cheap at circa 71-72p.

75-77p over next few days. IMO

Music to any investor's ears...

'Ordinary dividend: In line with our confidence in our cash generation and our medium-term trajectory, the Board has proposed a final dividend per share of 0.87 pence per share (FY25 final dividend: 0.67 pence per share). This results in a proposed total dividend per share of 1.20 pence per share in respect of FY26, which is 20% higher than the prior year (FY25: 1.00 pence per share).'

And

'Share buybacks: The move to a rolling £200m annual buyback recognises our strong free cash flow generation, and our confidence in its continued strength.'

@AndyP71 Indeed. JD Sports at 70p was still a bargain. IMO

Hence, JD Sports share price pushed through 70p 'resistance' smartly and easily.

Investors have started to see that sales/revenues are up despite a challenging environment.

Then, of course there is the tripple whammy:

1. Free cash now up by 36% - far more than expected. This is huge.

2. Dividend now up by 20%.

3. Rolling buybacks now £200 million per annum.

On Points 2 and 3 - do the math. Aka JD Sports is a no brainer for investors.

The next target is 75-77p over the next few days. IMO

Shorts should have closed their positioned yesterday at 65p as suggested by JO at the time. Boohoo. Lol

Meanwhile JD Sports is the third highest riser at the moment in the FTSE100 today.

#shortsaregamblers #shortsarefleasoncardigans

@Percypipes59 'Shorts increased 0.22% on Tuesday.'

And looking rather sheepish in the office today. Now licking their wounds. Lol

JD Sports up today - a very nice rise indeed with more to come. IMO

JD Sports up 5.5% to .7196 so far today. Shorts nervous (for obvious reasons) and closing. IMO

An interesting note made by JD Sports with the phrase 'significant insight':

'In Europe, Courir added significant insight into female sneaker preferences across multiple markets and broadened our addressable customer base, while maintaining omni-channel breadth and disciplined ranging in a more promotional environment.'

Bodes well - in terms of expanding target market reach and sales. IMO

JD Sports has now pushed through .70p 'barrier' and held. The next step is towards 75-77p in the next few days. IMO

JD Sports free cash position is very impressive. Consistent improvement in free cash is crucial, especially in the retail sector. Summary below:

'We are a highly cash generative business, with operating cash flow (net of lease repayments) of £1,309m in FY26, +3.3% YoY (FY25: £1,267m), which we believe is a close cash proxy for EBITDA on an IAS 17 basis. After cash outflows mainly consisting of changes in working capital, capital expenditure and tax payments, we generated free cash flow of £462m in the year (FY25: £339m) supported by cost and capital discipline.'

@Carrot13 You are a gambler. You sold out of JD Sports too early and are now firing off personal insults left right and centre. Sounds like sour grapes....and sellers remorse to me. A rare combination indeed. Lol

@Carrot13 Nor do I. You started it with your willy talk: 'I still have a holding multiple times what you could even dream of'.

Take a good hard look at yourself.

@Carrot13 You can blag all you like. I doubt very much you have more shares than me in JD Sports right now. I doubt that very much.

@Carrot13 What a gambler you are - sold out already! Lol

So my clock was right, and luck was on my side? Lol The fact is JD Sports came in about right - very close to all KPIs on market expectations. Hence, the rise in share price. JO will hold as the share price is waaayyyy undervalued!

#theearlybirdcatchestheworm #begreedywhenothersarefearful #duediligencewinseverytime #stockpricemodelingwinsagain

@Garonne 'I guess James got it badly wrong. What a POS company.'

I just read that. Solid results, excellent free cash position, good outlook. JD Sports share price now up to almost 70p. Looks like JO (who is heavily invested here) was right. Do you care to retract your statement?

@Garonne The results were as predicted - in line with market expectations. The bonus was the higher than expected free cash (up 36%), which was much higher than expected, plus the dividend (up 20%) and the new rolling £200 million annual share buyback. Hence, the share price rise so far today with more to come. As the US-Iran war winds down and closes, JD Sports will receive a further boost in share price. Looks bright. IMO

@dwam You are clearly short on JD Sports! Lol

A solid set of results in line with market expectations. Sales up, margin maintained, profit down slightly, free cash up by more than expected, dividend up which was unexpected. The World Cup still to come, and expectations of US-Iran war over soonish.

The outlook for free cash is very positive/certain with the comment below:

'In line with our confidence in our cash generation and our medium-term trajectory, we are announcing today a 20% increase in the ordinary dividend with a clear intention to grow this progressively towards a more attractive dividend yield, and a rolling £200m annual share buyback as we deploy cash to drive improved returns for shareholders.'

So for the future, higher dividends, and further annual buybacks. Good for shareholders especially for a certain major holder with 55% shares!

Overall - a pass, especially given the current economic climate.

Lets see if the market likes it.

@Carrot13 Sounds like your clock (I left the 'l' in as a courtesy) was right at least twice in one day, and you got lucky. Right back at you! Lol

Meanwhile on your latest timely buy of 66p, you say that you may sell early (I presume for 75-80p), or sell at '£1 minimum' or 'ideally £1.50 on World cup results'. Sounds like a sound investment strategy, or a fly by the seat of your pants gamble! I suppose it depends on your point of view. 'Clock' and 'luck' spring to mnd. Lol

That aside, as JD Sports investors, we will all be very 'lucky' indeed if JD Sports were to climb to £1+ in the immediate future. For that to happen, the JD Sports annual results and Q1 update would have to be strong, with the next 12 month outlook very strong, an increase to the current share buyback, and maybe a special dividend for shareholders thrown in for good measure! Or, a takeover bid at £1+ is in the works!

@dwam Given you are long in JD Sports...with your comments darker than dark, you could've fooled me! Lol

#alwayslookonthebrightsideoflife

@Carrot13 Nice to see you are back after you were banned. As you know, I am a very recent investor in JD Sports - currently in with an average 66p-67p. You on the other hand, appear to have been invested in JD Sports since at least 2024 - that must make your average around 90p-£99p by now (allowing for top-ups in order for you to average down). Given you refer to me as 'lucky' at my buy price of 66-67p, I should refer to you as 'stupid' at your buy price of 90-99p...?! Lol