Moss Bros Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9655428 http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9655428&action=detail Thu, 17 May 2012 21:21:00 GMT popes11 tag:iii.co.uk,2003:tst.9652222
You're very lucky then my friend! Most of my holdings (which I consider to be solid, long-term investments) have taken a pasting in the last week or so!

I wouldn't be too concerned, unless you were looking on making a quick £. I'm confident that prospects for good companies will improve, but these are difficult times, markets are so erractic etc etc. Patience is key for me.

Good luck
G32 By Griffard32 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9652222&action=detail Thu, 17 May 2012 11:56:00 GMT Griffard32 tag:iii.co.uk,2003:tst.9652144 http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9652144&action=detail Thu, 17 May 2012 11:44:00 GMT Gwynfryn1 tag:iii.co.uk,2003:tst.9571885
A chic performance

High street retailer Moss Bros (TIDM: MOSB) has not only returned to profitability as I predicted in late February, but the small-cap company also managed to beat analyst estimates by reporting adjusted pre-tax profits of £900,000 for the 12 months to end January 2012. The good news gets better as a return to the dividend list means shareholders will receive a 0.4p a share payout on 16 August (ex-dividend: 11 July).

Importantly, the turnaround in the business is firmly on track as underlying sales are already up 6 per cent in the first seven weeks of the new financial year and this follows on from an impressive 12.5 per cent rise in underlying sales in the prior 12 months. This progress has not been lost on investors as shares in Moss Bros have soared 30 per cent to 51p since I advised buying at 39.5p a couple months ago (Dressed for success, 20 February 2012). However, strip out a healthy £23m cash pile from the company's £46m market value and the business is still being valued on a miserly three times broker Peel Hunt’s current year cash profit estimate of £7.1m. That gives ample scope for the re-rating to continue and I am raising my fair value estimate to 60p a share to provide us with a further 18 per cent of potential share price upside.

By popes11 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9571885&action=detail Tue, 24 Apr 2012 10:35:00 GMT popes11 tag:iii.co.uk,2003:tst.9493178 http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9493178&action=detail Fri, 30 Mar 2012 14:37:00 GMT Omaha man tag:iii.co.uk,2003:tst.9490546
Moss Bros returns to profits and dividend list
By John Hughman, 29 March 2012

Moss Bros chief executive Brian Brick pointed to easing conditions on the high street after the suit specialist returned to profits a year earlier than expected. The achievement was marked with a return to the dividend list and, with the recovery still in its early stages, shareholders should keep buying in anticipation of further improvement to come.
Not that Moss Bros is in any hurry to give back too much of its swelling cash pile just yet. Mr Brick said the strength of its balance sheet – net cash is worth 25p a share – was an important comfort factor in building up its direct sourcing capability, letting Chinese manufacturers know that it will be able to pay its bills. Management estimates that a third of its suits could be sourced in this way by next year, which will help improve margins further still. Some of the cash will also be used to give its stores a makeover in the coming years – Mr Brick said the new format put in place at the 10 new stores opened this year is helping Moss Bros improve its image and attract new customers. An overhaul of its ranges also helped drive a 12.5 per cent increase in like-for-like sales.
Broker WH Ireland expects current-year adjusted EPS to treble to 1.6p.
MOSS BROS GROUP (MOSB)
ORD PRICE: 49p MARKET VALUE: £46.1m
TOUCH: 48-49.5p 12-MONTH HIGH: 50p LOW: 26p
DIVIDEND YIELD: 0.8% PE RATIO: 30
NET ASSET VALUE: 36p NET CASH: £23.3m
Year to 28 Jan Turnover (£m) Pre-tax profit (£m) Earnings per share (p) Dividend per share (p)
2008 130 -1.38 -1.40 0.50
2009 130 -9.28 -9.50 nil
2010 129 -6.65 -6.10 nil
2011* 88 -8.93 -7.45 nil
2012* 101 0.90 1.63 0.40
% change +15 - - -
Ex-div: 11 Jul
Payment: 16 Aug
*Continuing operations
IC VIEW:

This year's sporting calendar won't help Moss Bros much, but the foundations have been laid for a long-term recovery. The shares have shot up 25 per cent since Simon Thompson advised buying at 39p (Dressed to kill, 20 Feb 2012) and remain a buy.
Last IC View: Buy, 40p, 27 September 2011 By popes11 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9490546&action=detail Thu, 29 Mar 2012 22:59:00 GMT popes11 tag:iii.co.uk,2003:tst.9376685 http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9376685&action=detail Fri, 02 Mar 2012 10:48:00 GMT Omaha man tag:iii.co.uk,2003:tst.9354230 27/02/2012
http://bit.ly/AeWnQV By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9354230&action=detail Mon, 27 Feb 2012 07:34:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9347889 http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9347889&action=detail Fri, 24 Feb 2012 15:19:00 GMT popes11 tag:iii.co.uk,2003:tst.9320179
I like to reward a company that has made me cash so I will no doubt hire something from mosb at some point.
Press On.
By popes11 ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9320179&action=detail Mon, 20 Feb 2012 12:02:00 GMT popes11 tag:iii.co.uk,2003:tst.9320012 http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9320012&action=detail Mon, 20 Feb 2012 11:46:00 GMT The small investor tag:iii.co.uk,2003:tst.9319822 By Simon Thompson, 20 February 2012
http://bit.ly/xCTsP9 By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9319822&action=detail Mon, 20 Feb 2012 11:20:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9228207 Tuesday, 31 January 2012
http://bit.ly/Atdhyx By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9228207&action=detail Tue, 31 Jan 2012 05:42:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9092387 http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9092387&action=detail Wed, 21 Dec 2011 08:30:00 GMT The small investor tag:iii.co.uk,2003:tst.9075507 http://www.iii.co.uk/investment/detail?code=cotn:MOSB.L&display=discussion&id=9075507&action=detail Fri, 16 Dec 2011 09:45:00 GMT The small investor