Dunelm Group Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9635911 i agree with you on argos store closer falling into the hands of Dunelm, i can see them rubbing their hands already!! By filberthefox ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9635911&action=detail Sun, 13 May 2012 23:42:00 GMT filberthefox tag:iii.co.uk,2003:tst.9635757 My advice is just buy the shares when they're a bit depressed and watch them grow their profits , it works - been in from £1.35. It's q simple - when they get to 200 shops profits should be 75% more than now at least - that should translate into a share price of a lot more than now and more importantly a much higher divi. It's also good news that he's relic ng his holding as it increases liquidity and therefore more interest from institutions.
Just waiting for Argos to announce big store closures which should straight into dunelms hands. By valuemanbuyer ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9635757&action=detail Sun, 13 May 2012 21:21:00 GMT valuemanbuyer tag:iii.co.uk,2003:tst.9635068 monyash By monyash ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9635068&action=detail Sun, 13 May 2012 11:50:00 GMT monyash tag:iii.co.uk,2003:tst.9633181 For what it's worth I haven't come across any seriously successful guys who are nice blokes - they all tend to have a bit of the b*****d in them - quite normal for a single minded ,bullying ego maniac . By valuemanbuyer ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9633181&action=detail Fri, 11 May 2012 22:25:00 GMT valuemanbuyer tag:iii.co.uk,2003:tst.9631087 Monyash By monyash ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9631087&action=detail Fri, 11 May 2012 11:02:00 GMT monyash tag:iii.co.uk,2003:tst.9589449 .why ?
When like for likes start to grow (as the economy recovers) and the store growth accelerates the multiple will grow also.
By valuemanbuyer ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9589449&action=detail Sun, 29 Apr 2012 17:22:00 GMT valuemanbuyer tag:iii.co.uk,2003:tst.9588985
http://www.thisisleicestershire.co.uk/Dunelm-family-make-Sunday-Times-Rich-List-East/story-15951040-detail/story.html By filberthefox ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9588985&action=detail Sun, 29 Apr 2012 11:59:00 GMT filberthefox tag:iii.co.uk,2003:tst.9526247 http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9526247&action=detail Wed, 11 Apr 2012 11:29:00 GMT valuemanbuyer tag:iii.co.uk,2003:tst.9387575 JAMES THOMPSON TUESDAY 06 MARCH 2012
http://ind.pn/xVQ7nX By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9387575&action=detail Tue, 06 Mar 2012 05:04:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9387221 By GEOFF FOSTER
10:18 PM on 5th March 2012
http://bit.ly/A1eGfI By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9387221&action=detail Mon, 05 Mar 2012 21:27:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9386168 Nick Fletcher
Monday 5 March 2012 17.04 GMT
http://bit.ly/zo2cUH By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9386168&action=detail Mon, 05 Mar 2012 16:12:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9265470 08 February 2012
RESULT: Dunelm has struggled off the economic gloom to deliver another strong half-year performance - pretty good for a homewares retailer
http://bit.ly/ynkm9t By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9265470&action=detail Wed, 08 Feb 2012 17:11:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9214631 UK-Analyst:
http://bit.ly/wUCqf8 By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9214631&action=detail Thu, 26 Jan 2012 17:31:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9105503 Topped up at 425p -about 12x forecast earnings and will continue to build up at anything near 400p simply because the value you get is a company growing at 10-15% per annum with increasing dividends of over 15% per annum over last 4 years ,excess capital paid back to shareholders and a potential re-rating when retail regains interest. In better times that could be 18-20x -600-660 p
As one well known retailer once told me - great retail companies prosper during recessions as well as booms . The on-going shakeout of poor quality retailers will continue and leave greater sales for those remaining. I suspect that if Britain continues to be squeezed then companies like home retail will be sorely tested .they have £200m of cash but couldcstart burning through that very quickly come feb- music to the likes of Dunelm.
Use the Market nerves to build your future wealth.
Any views - it's awfully quiet out here ? By valuemanbuyer ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=9105503&action=detail Wed, 28 Dec 2011 08:58:00 GMT valuemanbuyer tag:iii.co.uk,2003:tst.8925760 Some products sold by supermarkets are of a worse spec than at Dunelm.
Having said that your right to be concerned if they are uncompetitive.
I fear this isn't new.look at the gross margins - higher than ever . It's not just supplier bashing but also higher prices.
They will be very aware of pricing and will no doubt remain vigilant to loosing sales.
I think they're looking tippy at these levels but if they're expanding the rate of openings then growth should increase - By valuemanbuyer ]]> http://www.iii.co.uk/investment/detail?code=cotn:DNLM.L&display=discussion&id=8925760&action=detail Tue, 08 Nov 2011 20:51:00 GMT valuemanbuyer