CockneyRebel

Richard Crow

CockneyRebel’s Activity

Mon Mar 3

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 16:36

Re: NFSC2014 Thorntons THT

Rather good results today from THT - my competition entry for this year.

LONDON--Thorntons PLC (THT.LN), a chocolate retailer, Monday reported a significant rise in first half pretax profit, and said that the current outlook for the [more]

Sat Feb 22

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 14:19

Re: Is Totte a magic act? Real Good Food (RGD)

Well I've been warning about RGD for a long time and Totte.

Operating cash flow is always poor.

He loves to compare debt with the most favourable point to suit him which will either be a year ago or 6 months ago, whichever looks the [more]

Fri Feb 7

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 15:24

Re: Solar panels better than a Pension says Mini

Tariff guarantees can be chopped in an instant.

As this is off topic, we should close this thread, but as a final comment, the panels etc are all guaranteed for 5 years to start with and if they fail after that the cost of replacing them [more]

Thu Feb 6

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 21:29

Re: Solar panels better than a Pension says Mini

A complete bonkers idea imo. By the time you have your investment back I dare say the panels will be faulty, need repair or there will be panels 50 times more efficient. So you'll rip them out and by the better ones. Meantime fracking will bring [more]

Wed Feb 5

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 17:19

Re: John Lewis of Hungerford (AIM:JLH)

yep, lovely, ruddy cold in the winter tho or a utility bill like Wembley Stadoum.

CR

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 16:01

Re: John Lewis of Hungerford (AIM:JLH)

Hope it wasn't raining and blowing a gale too softly Hampster :-)

CR

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 15:19

Re: John Lewis of Hungerford (AIM:JLH)

Ham(p)ster - they aren't even selling kitchens so there isn't any kitchen buyers to buy bedrooms :-)

And actually they've been doing bedroom stuff for years, they were doing it 6 years ago. Dunno if they abandoned it and are now at I again [more]

NL

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CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 15:12

Re: John Lewis of Hungerford (AIM:JLH)

Also the bedrooms are only on show at Fulham and Wantage.

I don't know about you but my missus can't make her mind up when she can actually see a bit of furniture and touch it. You're expecting people to travel from all over the country to [more]

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 15:02

Re: John Lewis of Hungerford (AIM:JLH)

Fugwit

I'm not saying bedrooms aren't a place for a kitchen co, but once you've used your resources to maximise kitchen sales.

If I buy 10,000 Kitchen brochures for my co I pay say £15k to design them and another £30k to [more]

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 13:51

Re: John Lewis of Hungerford (AIM:JLH)

UKDT

Companies like Porsche had the capability to manufacture 4x4 for years and the space in showrooms too but they kept making the 9l1. The more they make of the same model the greater the economy of scale. They moved into 4x4 once their [more]

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 11:14

Re: John Lewis of Hungerford (AIM:JLH)

One other question I have for re JLH is why go into bedroom furniture?

Kitchens are a huge market, you have very standard fittings and sizes which mean buyers can mix and match. A kitchen is a part of the house where people like to gather [more]

Tue Feb 4

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 20:52

Re: John Lewis of Hungerford (AIM:JLH)

Carmensfella - we'll have to disagree. Suffice to say you met the management and talked to them at RGD and MUBL among others and I did not. I'm not sure meeting the management actually gives you the feel you need. I'm not saying there's anything [more]

Sat Feb 1

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 23:06

Re: John Lewis of Hungerford (AIM:JLH)

Rosby was ex MFI - he was supposed to be the saviour. I'm trying to remember where Hepworth came from, he has been so ineffective - I think it was the Co Op.

I agree that most property facing co's have struggled but the assertion that this [more]

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 15:47

Re: John Lewis of Hungerford (AIM:JLH)

Another point to remember is H1 saw pbt of £18k last year. The recent trading statement says sales are up 15.9% over the last Christmas period so they aren't claiming a lot and they add that the long sale cycle means things could be [more]

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 13:09

Re: John Lewis of Hungerford (AIM:JLH)

" CONCLUSION:
This is an extremely well run company


Where that assertion comes from I don't know

CR

NL

Boards Post

CockneyRebel replied to the Paulypilot's Pub - Share Ideas board. 11:15

Re: John Lewis of Hungerford (AIM:JLH)

I used to hold nearly 2% of JLH.

Rosby was brought in in 2006 - he's had 8 years to get this co in shape and he's come nowhere near it. Richard Worthington persuaded John Lewis to float this co on AIM - it should never be on there. Richard [more]

Sat Dec 14

NL

Boards Post

CockneyRebel posted to the Paulypilot's Pub - Share Ideas board. 12:32

NFSC2014 Thorntons THT

Bad boards don’t become good boards and boy was the previous board at THT bad. Continuously hot and cold with their forecasts and forever getting the stock situation wrong. The model of own stores and franchises was broken – the rising rents and lack [more]

Boards Stats & Trivia

Three stars, 500 posts
Board Posts 873
Recs Received 5196
People who have rec'd these posts 1219
Recs to Posts Ratio (last 30 days) N/A
Threads Started 251
Threads Started Percentage 28.75 %
Most Frequent Board Paulypilot's Pub - Share Ideas
Very First Post Arm to demo Multimedia solutions at MEDIACAST (11/05/2000)
Percentage of Posts Rec'd 70.56 %
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