Member Info for lland

Brent Crude now officially in bear market, and analysts suggesting high supplies likely to keep prices low for medium term. This should reflect well in airline margins going forward.

So, no surprises here. Strategy seems to be going in right direction, current over reliance on winter season being addressed, but in meantime reliant on weather to achieve this year's targets. Looks like the shorts will have fun with this for a few days before the value investors come back in. Personally, I'm not ecstatic, but comfortable holding for the longer term.

I've never seen anyone drive a Victoria Beckham Range Rover Evoque, but the publicity shifted a lot of the lower level models. Idris' involvement may not necessarily drive IE sales, but it will get people looking at SDRY.

Lots of publicity for Idris Elba this week stemming from People magazine award, and a very strong association with the brand, with his own clothing line represented here. Great coverage in the lead up to Christmas, which should translate to sales.

Today seems to be sector sentiment again. After the massive gains last week, reasonable to expect a degree of re-tracing steps this week in any case. The hard core investors who've stayed in this year are unlikely to bolt unless there's a massively poor update on 29th. So far all the noises about the 2019 season seem to be positive with newly revamped and rebranded offerings, high margin add-ons and the competitors seem to be scoring some own goals too. Wait this out. SP is still cheap.

Good to see the business being proactive on this. Great marketing too.

Analyster- I like your thinking. There’s horse trading to be done with Dunkerton, and the likely outcome will be a big boost to the SP.

Good write up yesterday in Motley Fool. SP is cheap at moment, good dividend growth and good order book going forwards. Should produce a lot of interest.

Will be watching shorttracker very closely from here on....

Just looking a bit deeper into Goldman's rating, seems to be that their concern/pessimism is around the cost of the vet practices and that the target to become cash generative and grow in number is ambitious and possibly unachievable in the short term.

A lot riding on next month's statement in my opinion. If management can show that they're on track, then it's time to fill your boots. If not, then I believe it's going to be wait and see for a while longer.

Good call on Goldman, hadn't spotted that.

All signs seem to point in that direction. GLA

Still keeping an eye on PETS for a possible re-entry point, but every time I think it's ludicrously under valued, I'm shocked by another drop. Any clues what's going on today? Nearly 7% down as I type, and no discernible news!

Just found Motley Fool has marked this out as a good contrarian purchase, which is usually good for a boost of healthy interest.

...and even Amazon have taken a huge hit this month. Markets seem to be a casino at the moment. On bright side, lovely weather we’re having this weekend, hopefully reflected in sales boost in time for results, irrespective of whether Dunkerton manages a return. Read his comments that SDRY should be a brand that also does retail and was happy to see their stuff available in Very and Next in a brief search this morning.

Agreed, 115p seems ludicrously cheap. Vets alone are worth that. I hope the shorts get seriously hit on this one.

SP is looking weak today. Just doesn't make sense. Fundamentals are fine, good strategy, growing sector with the vets, good dividend, good reputation and stores seem busy. Is this manipulation or do the big players know something that we don't?

It's even worse than that. Looks dodgier and dodgier. Quote from The Times:

An adviser to leading shareholders in Patisserie Holdings has warned that company announcements show that twice as many share options were cashed in by the two executives this year as were disclosed as options granted to them in the company's accounts.

Evening Standard today:
https://www.standard.co.uk/business/superdry-founder-julian-dunkerton-unveils-plan-to-revive-the-chain-a3969131.html

From recent John Lewis survey:

"The Duchess of Sussex has quickly become a major influence on shopping patterns. Meghan Markle boosted sales of Mulberry’s £550 Darley bag more than four-fold (327%) after she stepped out with one on her shoulder on Commonwealth Day."