Debenhams Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9674449 23 May 2012

Michael Sharp, the man who took over retail chain Debenhams last year, has underlined his faith in the company with the purchase of shares 100,000 shares. The £74,000 purchase saw the Chief Executive Officer invest his money at 74.32p a go, increasing his interest in the company to over 5.95m shares. By vpascalg ]]> http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9674449&action=detail Wed, 23 May 2012 19:32:00 GMT vpascalg tag:iii.co.uk,2003:tst.9562394 http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9562394&action=detail Fri, 20 Apr 2012 23:07:00 GMT Poldie tag:iii.co.uk,2003:tst.9560692
Has it not occured to you that part of the reason for the recent rise in DEB's share price is the announcement that they will be buying back shares? By Roger Baron ]]> http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9560692&action=detail Fri, 20 Apr 2012 14:06:00 GMT Roger Baron tag:iii.co.uk,2003:tst.9558645 However its on the way up at the mo and thats something......good luck By Radaking ]]> http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9558645&action=detail Fri, 20 Apr 2012 08:39:00 GMT Radaking tag:iii.co.uk,2003:tst.9558602 It increases the value of the remaining shares in issue and that should ultimately be reflected in the share price. By Roger Baron ]]> http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9558602&action=detail Fri, 20 Apr 2012 08:33:00 GMT Roger Baron tag:iii.co.uk,2003:tst.9553501 http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9553501&action=detail Thu, 19 Apr 2012 09:01:00 GMT Radaking tag:iii.co.uk,2003:tst.9553271 http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9553271&action=detail Thu, 19 Apr 2012 08:26:00 GMT Radaking tag:iii.co.uk,2003:tst.9552828 Very strong performance considering. Bit disappointed that they didn't boost the
dividend, but apart from that its looking good.
By Einstein the Second ]]> http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9552828&action=detail Thu, 19 Apr 2012 07:19:00 GMT Einstein the Second tag:iii.co.uk,2003:tst.9552561 http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9552561&action=detail Thu, 19 Apr 2012 06:35:00 GMT turkey10 tag:iii.co.uk,2003:tst.9506617
RETAIL WEEK
4 APRIL 2012

Department store Debenhams has put 230 staff at its Taunton contact centre into consultation as it outsources the function. The retailer has taken the action in the face of rising enquiries from its growing multichannel customer base. It said it expected call volumes to grow rapidly over the next three years.

Debenhams will outsource the contact centre operation to contractor Capita, which is based in Leeds. The department store said the move had not been an easy decision and follows a strategic review into how to deal with increasing volumes of enquiries. Debenhams will offer all staff the opportunity to transfer across to Capita. By vpascalg ]]> http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9506617&action=detail Wed, 04 Apr 2012 10:34:00 GMT vpascalg tag:iii.co.uk,2003:tst.9486190 http://www.fundweb.co.uk/blogs/chasing-the-rally/1048856.article By HotOliveOyl49 ]]> http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9486190&action=detail Wed, 28 Mar 2012 19:38:00 GMT HotOliveOyl49 tag:iii.co.uk,2003:tst.9471992 23 March 2012

Strategists at Barclays Capital argued that with “favourable debt market conditions” and “record high cash levels on balance sheets”, the market could see a pick-up in takeover activity. Using criteria such as market capitalisation and sales growth, BarCap selected 30 potential takeover candidates, including a baker’s dozen from Britain.

Among the London-listed stocks that BarCap thought could prove a takeover target were familiar names such as ITV. The broadcaster has been intermittently mooted as a possible target of private equity buyers. ITV rose 1.15 to 87.95p.

BarCap also thought that retailers such as Debenhams and Home Retail Group could be targeted, as well as high street bookmaker Ladbrokes, up 0.9 to 157p. Debenhams lost 1.45 to 78.5p and Home Retail eased 0.1 to 123p. With shares in the latter sliding over the last year, it has previously been suggested that it could attract the attentions of a predator.
By vpascalg ]]> http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9471992&action=detail Sat, 24 Mar 2012 12:39:00 GMT vpascalg tag:iii.co.uk,2003:tst.9458886 21 March 2012


HARGREAVES LANSDOWN:

"Debenhams continues to be given the benefit of the doubt. Self-help measures have propelled a group recovery, with moves overseas and online further supporting investor sentiment. With the valuation still seen as reasonable and hopes of a share buy-back persisting, market consensus denotes a buy."

SEYMOUR PIERCE:

"Debenhams is likely to struggle to grow earnings in the future."

SINGER CAPITAL MARKETS:

"Sales were slightly better than expected. This performance stems from having a differentiated strategy and tight supply chain, stock and cost management." By vpascalg ]]> http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9458886&action=detail Wed, 21 Mar 2012 10:01:00 GMT vpascalg tag:iii.co.uk,2003:tst.9454167 Thisismoney.co.uk & Reuters
20 March 2012

ORIEL SECURITIES:

"This is an encouraging close to the half and suggests that management’s focus on improving the quality of the range is indeed paying off. This is a good start to Michael Sharp’s tenure as CEO. Robust trading is likely to encourage management to start its buyback programme over the next couple of months which is likely to support the price. Overall management continues to do the right things for this business and we expect Debenhams to continue to outperform the wider market. That said, progress from here is likely to require some investment in staff and stores and we stay with our add recommendation."

PEEL HUNT:

"There may be some disappointment that the share buyback was not mentioned in today's update, although the details were not expected until the announcement of half-year results in April. Certainly, the additional six weeks of trading through Easter will give a better context of the strength in consumer sentiment over the intervening period. While retail sector share prices have enjoyed a strong start to 2012, certainly ahead of the macroeconomic data (disposable income is still falling year on year), the robust level of trading and the prospect of improving margins in the second half give confidence that earnings forecasts have hit the nadir."

ESPIRITO SANTO:

"Given the volatility in the fashion market in February, we think this is a strong update from Debenhams that is likely to represent outperformance versus the market. Management is not seeing anything in the market yet to suggest an upturn in consumer demand. There is no comment on gross margin [in the press release], but we expect flat full-year guidance to be maintained."

NUMIS:

"There are lingering concerns about the impact you have by continually discounting your brand and not having enough third-party brands.”

CEO MICHAEL SHARP:

[on the strong LFL sales growth in the first two months of 2012] "This has been driven by a very strong January sale at a time when customers are looking for bargains and driven by the strength of new season product ranges."

"Gross margins fell 30 basis points for the first two months of the year, but gross margin guidance for the year remains flat."

"Selling price inflation was about 5 percent in the six months to March 3 but I expect it to abate in the coming six months, particularly towards July and August. What typically happens is that prices take longer to come down than they do to go up." By vpascalg ]]> http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9454167&action=detail Tue, 20 Mar 2012 10:33:00 GMT vpascalg tag:iii.co.uk,2003:tst.9453142 http://www.google.com/hostednews/ukpress/article/ALeqM5h1bIOniw6Az8RRug_nAMhoIS3HSg?docId=N1207021332230027625A By HotOliveOyl49 ]]> http://www.iii.co.uk/investment/detail?code=cotn:DEB.L&display=discussion&id=9453142&action=detail Tue, 20 Mar 2012 08:24:00 GMT HotOliveOyl49