Registered:
17/10/13
Seen:
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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

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…

RE Revolution Bar Group RGB I think the negative/muted reaction today reflects some caution/scepticism as to whether the immediate future of an an upmarket and relatively expensive spend per visit chain establishment is going to do well in the next 12-18 months (unless bought over by PE/big chain!) This is especially since although only 'part way' through national roll out, the upside is not huge.…

Two comments on Retail and online retailers: First, from a professional Marketing point of view we should expect BOTH online and high street /retail park shopping (with fusion executions between the two). Some people will like one and some the other. However it looks likely that the (still small) online segment - perhaps 13% by value now will grow at the expense : my view…



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