Member Info for lemmink

For me, aside from the emergence of the dark thing, it's principally about wether or not the acquisition of h-peel has been a successful move? ... the interims suggested quite strongly to me that it has ... and this could eventually fuel a re-rate ... Ntbr has always been quite conservatively priced in my opinion.

Bought 5k @ 68.75p ... thanks Jolly... again

Bought 2k & £1.82 ... thanks Jolly

Bought 50k @ 3p ... holding 200k ... lower??

I probably wasn't about to buy any more anyway... but it makes me feel like standing off from buying ... to be frank I'm not sure what a correct response would be to the possibility / probability? of such a sex offender having a 3%+ stake in the company ... maybe it's not him? ... that sounds like clutching at straws!

Have you googled that name?

Sold 4K @ £2.1175 ... holding 13.5k ... possible Sterling impacts of brexit kicking in?

Bought 50k @ a little under 3.45p each ... holding 150k ... not feeling super clever

Bought 50k @ just under 4p each ... holding 100k ... um it's a little bit scary isn't it :-D

Sold 450k ... holding 50k ... was a bit tricky to sell prices got averaged 5.4p at a guess ... felt a bit panicky after reading the update

Will take a look - TRI looks most interesting on casual inspection

Happy New Year :-) ... hope it's better than the last one which was a downer by a little over 10% for my pf.
Got any tips?

Bought 100k @ a little under 6p ... holding 500k ... I'm pretty sure I told myself I'm not allowed to add on momentum??

From my own notes and memory on reading annual reports and stuff ...

Debenhams IPO'd in 2005/6 raising funds which helped to reduce net debt from £1.8bn to £1.1bn. At the time GTV-gross transaction value (income) was a little over £2bn a year and adjusted EPS was comfortably over 10p albeit on less shares.
In around 2009 Debenhams needed to and did raise £306m(net) via a placing at 80p a share? (my notes are a little unclear). £306m is 25p a share in todays context.
Since the placing Debenhams has paid nearly 25p a share cumulatively in dividends and almost 5p a share in buy backs.
Net debt ended 2009 at £590m, 2010 at £517m and 2018 at £321m (26p a share) although I think net debt rose after the full year results by circa £100m? -- vague recollection of reading a presentation - possibly imagined it??

Currently dividends have been scrapped, the balance sheet has been knifed by about 40p a share and underlying profitability (EPS) is who knows what? ...
Recently reported underlying EPS numbers were 7.5p, 6.4p and 2.2p for years ending 1 September 2016, 17 & 18 respectively.
GTV(income) for 2018 was £2.9bn (£2.36 a share) and borrowing facilities are £520m I believe?

Bought 400k @ just under 4.5p ... approx 5% of my pf by value ... did buy quite a lot quietly (400k from memory?) when they were over 20p but the nightmares were too intense so sold for a circa £10k loss.
I think this is my first post on this message board.
I have put a fair amount of effort in research wise but not formed a strong opinion ... wipe out is possible, so is recovery and the price is low.
GLA

Trade not showing yet ... but it was executed at 12:25 and 36 seconds according to my dealing account

Bought 10k @ 72p ... holding 200k ... aargh ... annoying

Hi, good luck... if it hits £1.50 I'll have another look and think, currently I'm just golem like buying any slide in price.

Bought 2.5k @ £1.828 inc dealing costs ... Russia - Ukraine tensions? ... warships stuff off Crimea... holding 17.5k

Bought 2.5k @ £1.942 (inc dealing costs) ... holding 15k ... lol fair value coming soon ... one way or the other??