Member Info for reboundreturns

Former Miss Malaysia granted divorce by UK courts...see Daily Mail "Former Miss Malaysia wins battle to have ...ex- husbands £440 million fortune divided in UK Courts where she will get a better deal."

Seem to be a lot of shares changing hands at 26.5 p ....for second day running....Lack of a trading statement for ages may be part of the reason after recent Oz related RNS.Have pencilled in to buy if shareprice drops to below 23 p as will then have fallen 36% off last years high.

Large number of AT s at 26.50 p followed by rise in sp to 26.875 p !?

a quick search of news on Laura Ashley Australia shows this was 5 days ago,..not impressed ! Sales at 25.75 p understandable especially as Divorce Case likely to reappear in London in April Am now left wondering if there is an " agenda" to reduce value of Company before Divorce Case Surely a Trading Statement is due in the near future!?

Asian exposure,warm weather etc dragging sp down ; Meanwhile Mulberry shooting up this week!?

Mild weather,stock problems and Competition hit NEXT today...would expect MKS on Thursday to be more resilient given Food sales outweigh clothing and likewise ALY are not so exposed to mild weather given clothing a small proportion of overall sales.

may be a potential defence against several months of mild weather that has hit clothing retailers hard.

Could be seen as due for a big correction over coming months if one looks at 5 or ten year charts the performance has been staggeringly good.

General market fallen around 13-14% since April Highs...Reason commodities with Oil Silver Gold etc down...Laura Ashley was trading 29-31 p range mid-April according to my notes.My thoughts are that ,whilst general market falls indicate a shareprice around 28 p ,consumers have more money in their pockets thus the falls are overdone...yes,clothing retailers like MKS and NEXT are being hit by milder than usual weather but clothing is under 20% of Laura Ashleys sales so will be much less affected whilst Housing Market still looks to be booming

Looks cheap( as have repeatedly said ) and assume its down to mms expecting profit taking before triple witch followed by the usual January Retail Blues pattern ,so it looks as if baseline is 25 p despite fact that there were buyers to 36 p not so long ago..current quoted mid market price is sub £ 200 milliion market capitalisation and,assuming past 2 p dividend continues,yield is 7.5%

see November 16 article saying that Singapore designer Jo Soh to join Laura Ashley; looks very positive for 2016 and Asian expansion and could also benefit UK clothes sales.Strait Times article says that she was approached back in May.

18/11 Ruffer LLP bought 100,000 shares to take their stake to 5% ....paid 27.50 p ; whilst not a particularly large buy my personal view is that this is positive given the small number of shares held by private investors and I believe that Ruffer LLP Asia also still hold a stake.

as yesterday and thats 7.1% yield next year at this price.Nearly all the indicators show this as a buy and any comparisons on a " top down" basis with other retail shares indicate a 29-30 p price range currently.China retail news looks to be booming at the moment so future looks rosy for the Singapore Office( even if its still early days).Hotels side of business looks positive too

Share trades mostly between 27 p and 28 p all week so why the odd price at the weekend...Believe this will fly above 30 p before long as the potential yield in an ongoing low interest environment will attract private investors ( despite the ATs !) ....Will the Bank of Blarney raise rates within 6 months of the Fed?( probably not!)

See "Laura Ashley chairman and estranged wife have spent £5 million on divorce"( The Guardian) or "Worth £440 million Khoo spends £5 million trying to divorce wife"( Daily Telegraph).Note that Appeal Judges consist of 2 Ladies and a Lord so its not hard to imagine the likely outcome.

was owned by a Landlord who ( presumably) decided that he could earn more by having a restaurant in Davygate and now Laura Ashley just have an " out of town " presence near York; I worked for a Company renovating and extending shops for various clients and property developers in the mid 1980s and York ,at that time,had the next highest rental costs after London for retail space. I currently think that this share is " oversold" and any comparison versus other retailers indicates this.They have net debt of about £ 10 million and a pension deficit of about £ 17.5 million versus assets including the recent Singapore Office purchase.Would expect sp to return to 30 p

is down over 25% since its high around 36 p in the summer....results were good but the Singapore Office purchase appears to have been poorly received and the change in accounting dates for next year add an extra element of doubt perhaps as to whether the generous dividend will be maintained or delayed next year.

Was the date for Koo Kay Pengs appeal in London against UK jurisdiction....does anybody know if thats still the case?

Change of Accounting Reference Date...no material difference.

will presumably be still 27 p once ex dividend given that so many were sold at 27.75 p Stockopoedia report very useful to read and the only caveat appeared to be whether the dividend of one pence will be repeated after the Final Results in late March/ early April...