Greyinvestor
17 Aug 2016
Re: 74 weeks versus 53 weeks I couldn't agree more, very poor presentation.my reckoning;PBT £16.8m v £23.5mEPS 1.83p v 2.43pI've sold out and taken a big hit. I'm not impressed with myself and may well have got these numbers wrong. But, much though I like Laura Ashley, I think Brexit will hit them hard due to cost of imports......
winningstreak
17 Aug 2016
74 weeks versus 53 weeks When I first looked at the Financial Results early this morning, I was impressed, but that was before I realised the the Results were for a period of 74 weeks as opposed to 53 weeks for the previous year.The 40% longer period needs to be gravely taken into account whenreading through the figures! Even the dividend of 2.5p needs to be re-calculated at 40% lower when taking account of the 40% extendedaccounting period. That makes the dividend for 52 weeks 1.5p, whichis a serious reduction on last year.Quite confusing, to say the least.ws
Greyinvestor
01 Jun 2016
Re: Doubled up Me too, according to shop staff trade is dire when the weather is bad. The economics of physical stores becomes ever more difficult. But NXT is much higher geared, as far as I can make out. The only other retailer that I own is BON, the opposite end of the spectrum, but soundly financed.My fingers are firmly crossed!
casabanker
31 May 2016
Re: Doubled up Greyinvestor,I think it is hard to resist the dividend offered by ALY. So much so that my holding here is around 12% of total portfolio. That proportion stops me from buying more but today's sp means that the yield is over 8%. It may be a value trap as the sp has fallen slowly but steadily lower this year. I don't think there is any doubting the produce quality but has ALY adopted the right marketing policy? It's tough for retail right now aka BHS, Marks and Spencer, Mothercare, big supermarkets and even Next has suffered. I look forward to the next trading update with a little trepidation.Casa.
Greyinvestor
30 May 2016
Doubled up I've doubled up on my ALY shareholding. I know it's a bit daft, but my wife has just bought clothes there for the first time in years. Even I agreed that the range looked excellent; high quality, contemporary and backed by good service. On the downside, I believe that several of their flagship stores are losing money, ALY needs to be located on the fringe of prime space because of the non clothes items.
winningstreak
24 Mar 2016
Re: RNS Sorry, error in my last message. Not the whole share price, but halfthe share price earned back in six years time at 8% dividend,(Dividend wholly tax free up to £5,000 after 5th April).Cheers,ws.
winningstreak
24 Mar 2016
Re: RNS It looks like dividend payments (around 8% yield) will be held for as far as we can see ahead, and at that rate in six years time the whole of the share price is earned back. Suits me.ws
ONTHEUP
23 Mar 2016
Re: RNS even if this wont grow (or at least very quickly or maintain) it would take a lot of alternative shares a long time to be able to match the payout they have...
TX2
23 Mar 2016
Re: RNS I thought profits were down about 10% & net earnings rather more.PE circa 12.I would have thought the present price about right as a consequence.Good income share but we are minority shareholders in a listed part of an essentially private business.Although I think it is a good business prospects are perhaps limited for a growth in income as it is essentially paying out all profits.The hotel business which it is apparently (further) entering is rather capital intensive,although there may perhaps be a tie up with the majority shareholders existing hotel business.
casabanker
23 Mar 2016
RNS Total group sales are down but everything else is up. ALY has plenty of cash on the balance sheet and the dividend is being maintained, representing a yield of around 8.33% at today's reduced sp. Why has the sp gone down? Has ALY missed its targets? This presents either a glaring income opportunity or a value trap.Casa.
casabanker
14 Jan 2016
Re: Any News ? Laura Ashley Australia is on franchise and the franchisee has gone broke. The damage is limited to around £1 to £2m so damaging but not terminal.Casa.
TX2
11 Jan 2016
Re: Any News ? Dividends are normally paid during July & October following result announcements the previous month.A one off special dividend was paid in Feb a couple of years ago but this is not the norm.Information regarding Laura Ashley is available by clicking on the tabs above eg News & Analysis,under the latter Fundamentals brings up historic divis.Obviously info is available on Ashleys corporate site & on Stock exchange site.With regard to todays announcement the failure of a customer in Australia,the amount is not significant in context of Ashleys profits & turnover.
Nige the snake
11 Jan 2016
Re: Any News ? yes but not good... expect a drop in sp now
Speculator 73
10 Jan 2016
Any News ? Lads and Ladettes,I have tried to search for news for Laura Ashley but hitting a brick wall.If my thinking is correct there was an interim paid around Feb with an ex divi date of end of Jan (getting old by the day) .. Anyone heard any news or aware of any site regards thier financial calendar .. ?RegardsSpec ...
million_dollar_mother
08 Dec 2015
Re: Dividends Yes, I think the divi is safe enough, & recent events may ultimately lead to it increasing over time. For years, I've bemoaned the management's lack of ambition in trying to grow the revenue (& consequently the divi) significantly but, finally, they seem to have a plan to expand their Far Eastern business, where there seems to be almost limitless potential. Hoorah, I say, & the SP looks good value at the mo so, like others, I'm topping up when possible. Of course, it could all fall in a snotty heap like their ill-fated expansion into the US, but the Asians seem to love the 'Britishness' of this brand, so I'm optimistic about it all. I also like the appointment of the Singaporean designer, Jo Soh - she must be confident of success, as she's having to give up quite a lot to get on board &, again, it is proof of some ambition by the management. Come on !!
