Wed 5:35pm


Occupation: Private Investor

Interests: Economics, Emerging Markets, Stocks

About Me:

Intermeditate experience value investor with a lot of practical emerging market experience

Zipmanpeter's Latest Comments

£BON's customer base is literally 'old ladies' who still want to go to the shop. Nice to do in good weather, not so much in winter.  Hence , I think Bonmarche Holdings (LON:BON) got a disproportionate lift from the good weather.   Recall last years Q1 figures were for a store decline of 8.1% and decline on internet sales of 2,7% !!  So just ahead of…

I was delighted with the Fulham Shore (LON:FUL) report today. Big picture growth remains on track. Critical mass is being achieved without too much sign of executional stress. IT Systems were invested in last year and Franca Mance Central tea; next year same for The real Greek. Real sense of Management being in control (of what they can control) and spending well even as they…

Paul /Other Posters I am a concerned but long term optimistic holder and relatively recent buyer (!!!) of currently unfashionable Retail stocks that I see as still having long term potential and which IMHO are heading towards bargain/income territory under negative groupthink. I think better physical Retail will adapt and integrate with online not die out completely as seems to be expected today. Done well…

Paul,Further to N Brown (LON:BWNG), Absolutely agree on it being a hidden internet gem.  Execution risk is decreasing as "Fit for the Future" nears end and brand consolidation is nearly complete with Power brands operating at good scale (JD Williams 158Mn, Simply Be 114Mn, Jacomo 65Mn).  Online sales in total greater than BooHoo (239Mn) !!  Provisions rate significantly improved and reported as 2nd best company…

I also visited a Franca Manca (with my teenage daughter) to validate my investment in Fulham Shore (LON:FUL). I went to a well established one in London near to British Museum. Went around 5pm and it was busy but then completely filled as workers left for a quick social meal on way home/way out for evening. Many other restaurants nearby; only this one was full…

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