Member Info for TomBeef

£8m sold today.

£40m purchased today.

Wowwwww! Someone can see this is undervalued.

25-Nov-24 17:07:16 102.80 90,000 Unknown* 92.52k O

25-Nov-24 16:59:07 102.80 15,885 Buy* 16.33k O

25-Nov-24 16:58:54 102.80 2,649,631 Unknown* 3m O

25-Nov-24 16:58:53 102.80 2,649,631 Unknown* 3m O

25-Nov-24 16:42:03 102.80 50,740 Buy* 52.16k O

25-Nov-24 16:39:54 102.80 4,564,437 Buy* 5m O

25-Nov-24 16:39:55 102.80 3,497,671 Buy* 4m O

25-Nov-24 16:39:54 102.80 79,581 Buy* 81.81k O

25-Nov-24 16:39:55 102.80 258,330 Buy* 265.56k O

25-Nov-24 16:39:54 102.80 170,069 Buy* 174.83k O

25-Nov-24 16:39:54 102.80 352,160 Buy* 362.0

Lordlucan,

The store I visited was the retail park at Merthyr Tydfil, South Wales

I’ll be up in Lincoln and York in 2 weeks times so I’ll also be having a little look around there too.

I’ve just come back from visiting a store visit this morning.

Curry’s - Really quiet (almost empty)

TK Maxx - Busy

JD Sports - Busy, but not as much as TK Maxx.

JD Sports had 7 members of staff by the entrance doing not much other than chatting, another 6 near the tills and a few groups dotted around the store. Easily 15 members of staff minimum with only I’d say 4 actually doing anything (not saying they won’t be busy later)

However I’ve visited time and time again and I feel they’re actually overstaffed. There’s plenty of potential to cut staff numbers and increase profit margins.

Quite a lot of people buying bits in the Black Friday sales, overall I’m bullish in the long term. Unsure what tomorrow will bring or Christmas tbh.

But there’s so much more potential for less staff and more product lines at these stores.

I’ll be visiting the biggest ever Go Outdoors (which is another brand owned by us) in York in 2 weeks time so I’ll report back then too.

Maximillian supporting the rivals, it’s your fault we’re at the lower end of guidance 😂😂

31,535 shares at 106.87p here.

I’m confident shorts will start to close soon and we’ll be back over £1+ in a matter of days.

But then I never expected us to be at these levers, so what do I know! Haha

Some new folks coming out of the woodwork today I see ;)

This is a profitable business at near £1bn a year with zero debt.

Completely overdone this, I’ve just increased my holding today from 12,000 shares to 30,000 shares.

Vol. Sold 21,037,946

Sold Value £20.46m

Vol. Bought 42,684,852

Bought Value £41.43m

I really hope the board of directors are watching this morning and have prepared a piece to steading this decline in share value. A Share price being down 40% in 2 months isn’t great.

I’m down my months salary in one day, ha.

I sold £100k worth of shares back a few months ago and said to myself I’m happy to hold the cash and reap the daily interest on that cash, how silly was I for buying in at around 120p

Anyway, my average is now 108p… which isn’t much better but here we are hey! ;)

This is looking like what Card Factory experienced a few weeks ago ;)

Jeeeez 96p….

Yeah I bought in at 97p a share thankfully I held off but my average is now 110p

The stocks down 39% since September, insane.

Hmmm I’ve bought more, my average is at 110p now

Nope, it’s in bid.

Nothing happening yet

No I didn’t, it’s in my comment.

The trading environment remains volatile though and, following October trading, we now anticipate full year profit to be at the lower end of our guidance range."

Strong margin management in volatile market; well positioned for peak season

maintained our commercial discipline, improving gross margin by 0.3%pts while still delivering 5.4% organic sales growth. In addition, we made further, strong progress on our long-term growth strategy including opening 79 new JD stores across the world.

The trading environment remains volatile though and, following October trading, we now anticipate full year profit to be at the lower end of our guidance range."

The total number of stores at the period end was 4,541, up 1,224 from the start of the year, including 1,179 stores acquired with Hibbett.

Nothing worrying, just growth, and sticking to the profit guidance, no nasty surprises. I’m happy.

I also bought more today, I’ll be honest I didn’t have much time to think about things as I was at a conference all day, and I’m not sure how tomorrow will play out either.

I’ve purchased all the way down from 122p sooooo we shall see! Average at 118p currently.

Also which one of you bought 500,000 worth earlier today? ;)

20-Nov-24 17:12:53 116.40 500,000 Buy* 112.75 112.90 582.00k O

I’ve bought more…. Added another £4k today, I’m holding £14k worth, let’s hope Thursday is good!

At least we finished green hey, unlike IAG and RR for once ;)

JD Gyms reports pre-tax loss despite soaring membership and revenue growth

The Greater Manchester-headquartered gym chain has reported a pre-tax loss of £29,000 for the 12 months to 3 February, 2024, having posted a pre-tax profit of £16.4m in the prior year

Thanks pal, maybe slightly concerning then… as I’ve just bought £10k worth ha!

Hmmm we shall see! The whole market seems to be red this week anyway, no surprise after all the rises.

At least the JD Gyms will be busy in the new year ;)