Registered:
17/10/13
Seen:
10:08pm
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Comments
14

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

Thanks to dahokolomoki (response 36) for making me re-think. I worried Revolution Bars (LON:RBG) was going to struggle because of the likely recession - it is an expensive night out. However as he points out, we only need to ask if there will be more POCKETS of rich 25-34 wanting the revolution/rev de cuba experience. Further the results presentation showed that sites are selected targetting…

In line post 9 and 10 I am a little bit unclear on What Next intends in dividends and its material - 4 x45pm ON YOP OF normal dividend is a big security blanket whilist waiting for L recovery (of which remains an excellent business). LT is can always STOP opening stores and "shrink" slowly towards an online only business where its cvast customer book…

Re French Connection (LON:FCCN), I worked for 15 years with classic big FMCG companies like P&G in emerging markets but have spent last 10 years in SME owned by Indian/Lebanese owner-founder entrepreneurs. BIG cultural difference. I am entrepreneurial - they are entrepreneurs like Marks. I am currently MD of a business that is the living dead : illiquid and insolvent - with interest bills higher…

Further to my post above and Gus 1065's comment, I have just read the N Brown (LON:BWNG) trading statement from 19th Jan. JD Williams up >10% - so the seniors ARE going online !! Bye bye Bonmarche! Overall, I thought this was an excellent trading statement for N Brown (LON:BWNG), the best for ages. Normally, I rely on Paul Scott's thoughts on retailers but he…

On Bonmarche Bonmarche Holdings (LON:BON), I think it will be a value trap. Follow the consumer. Their average consumer is a female pensioner over 65 who walks in to the store and buys a (pretty sad !!) range of products of basic items. This demographic grew up and formed habits pre-computer. It is literally also literally dying off. It is trying new locations but I…



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