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[GenevaSaint]

HMV results out today, -16% YOY sales in stores open more than a year and more debt (did I hear doubling?). Not looking too good at the moment, seems like the next four weeks are critical......

[thefunkygibbons]

HMV results look dire

 

If it did not already exist, you would not invent it

 

Therefore, I cannot see how it is going to survive long term

[dune]

I expected bad results, but equally expect encouraging sales over Christmas and I expect a takeover. I remain confident that now is a great time to buy.

[jampot]

Why buy yesterday though?

[dune]

Why buy yesterday though?

 

Bought 75% today, yesterday was a stupid though as I expected a drop.

[CB Saint]

Is this the dune "go for broke" thread?

 

HMV? There is only one record retailer on the high street for a reason - there is no long term future for them with online retailers and supermarkets muscling in.

[dune]

Is this the dune "go for broke" thread?

 

HMV? There is only one record retailer on the high street for a reason - there is no long term future for them with online retailers and supermarkets muscling in.

 

I hear what you're saying. I'm hoping for good Christmas results they I may lose my nerve and jump.

[jampot]

Have a look at ids Dune if you like the like the idea of tv shopping.....

[tony13579]

HMV... I quite admire how they have diversified. Books, games etc. I went in with a ludite friend. Place was buzzing.

 

Unlike most of us who eBay,amazon etc there are a huge army of ludites who only buy with cash and must go to a shop and pay for their limited over priced stock.

 

It is a business model that still works.

[dune]

HMV... I quite admire how they have diversified. Books, games etc. I went in with a ludite friend. Place was buzzing.

 

Unlike most of us who eBay,amazon etc there are a huge army of ludites who only buy with cash and must go to a shop and pay for their limited over priced stock.

 

It is a business model that still works.

 

They reported a first half loss of 36mill, up from 24mill last year, but... last year they stil made a 74mill operating proft in spite of that first half loss. So Im thinking it could be predicted they will still make a profit this year after xmas sales, lets say profts are half of last year, that would still give them a p/e ratio of around 7, which is nice value, so my thinking is that they are good value at the current price.

 

You have reported that the shop was buzzing (which is in line with what I have heard) and they have correctly held firm with their pricing and have good margins on their sales. Like I said they are not a JJB.

[Jonnyboy]

Youre a high roller dune! Wow!

 

African mining, diamonds, gold, oil, and little britain box sets!

[dune]

Youre a high roller dune! Wow!

 

African mining, diamonds, gold, oil, and little britain box sets!

 

Jonny just because i'm destroying you're nonsense on another thread please don't try to ruin this thread.

[Jonnyboy]

Jonny just because i'm destroying you're nonsense on another thread please don't try to ruin this thread.

 

[aintforever]

HMV are ****ed IMO, there is nothing in that store you can't download for free.

[dune]

HMV are ****ed IMO, there is nothing in that store you can't download for free.

 

That is true, but it is illegal. At some point the authorities and the Industry are going to find a way of dealing with it. Of course this will still leave legal pay sites, but with a fair playing field there will always be a place for retail shops. Woolworths have gone, Virgin Megastore have gone - all that is left is HMV and Supermarkets but the latter only stock a limited selection.

[dune]

http://uk.finance.yahoo.com/news/Russian-oligarch-raises-stake-ftimes-1863579556.html?x=0

 

[jampot]

mml, afr, ticking up today, eto starting to turn also...

[dune]

Keep an eye on hardy Oil and Gas (HDY).

 

I think it's about to take off.

[jampot]

mml up again, nice note out on them from rbs, says it all really, bought loads of these from 132p, gold droippong off a bit but it will be back in no time!

 

 

http://www.medusamining.com.au/research/101214_rbc.pdf ...Get em while there hot!

[dune]

Notice the big buy at the end of November. I can see Hardy Oil hitting 300 before the new year and then going some.

 

[jampot]

Dune, you still in HMV? Looks dire. Have a look at eto..

[dune]

Dune, you still in HMV? Looks dire. Have a look at eto..

 

No, I got out.

 

I think there could a be a quick profit to be made, but too risky. You win some you lose some, but i'm not chasing it.

Edited 21 December, 2010 by dune

[CB Saint]

Notice the big buy at the end of November. I can see Hardy Oil hitting 300 before the new year and then going some.

[/img]

 

Is that the big buy that was facilitated by a very big sell?? Some one doesn't fancy it as much as you.

[dune]

Is that the big buy that was facilitated by a very big sell?? Some one doesn't fancy it as much as you.

 

I'm watching it for now. I've done very nicely with Arian Silver and am happy with my prudential shares and M&S shares. HMV was a disater though.

[dune]

Dignity is one i think is worth looking at...

 

It's a bit of a morbid one, but people are always going to die so it's not going to lose it's customers (well it is but you know what I mean)

[buctootim]

Notice the big buy at the end of November. I can see Hardy Oil hitting 300 before the new year and then going some.

 

Is that the big buy that was facilitated by a very big sell?? Some one doesn't fancy it as much as you.

 

Yep thats the one - a certain Sastry Karra, a non executive director sold £4.5million worth. However with Dune's ability to clearly analyse situations - Im sure he was on top of this and knows better than a Hardy's director.

Edited 21 December, 2010 by buctootim

[dune]

Yep thats the one - a certain Sastry Karra, a non executive director sold £4.5million worth. However with Dune's ability to clearly analyse situations - Im sure he was on top of this and knows better than a Hardy's director.

 

We'll see. I notice you fail to mention Arian Silver (40% rise), Silver Spruce (11% rise), Coal of Africa (14% rise), Cable and Wireless W (6% rise), North American Palladium (13% rise), Prudential (12% rise). HMV was a disaster, but it undervalued and has been severely shorted. At some stage it's going to deliver a tidy profit - 20p would be the point i'd consider dipping my toes again.

[buctootim]

We'll see. I notice you fail to mention Arian Silver (40% rise), Silver Spruce (11% rise), Coal of Africa (14% rise), Cable and Wireless W (6% rise), North American Palladium (13% rise), Prudential (12% rise). HMV was a disaster, but it undervalued and has been severely shorted. At some stage it's going to deliver a tidy profit - 20p would be the point i'd consider dipping my toes again.

 

Checking director dealing is just basics Dune. It shows that on yet another subject you havent got a scooby. The whole market is up by 450 points in the past month, so you have about matched the market, go you.

[dune]

Checking director dealing is just basics Dune. It shows that on yet another subject you havent got a scooby. The whole market is up by 450 points in the past month, so you have about matched the market, go you.

 

The FTSE all share is up just over 3% for the past month, so saying i've "just about matched the market" shows that you're not very bright. What figures are you using Mr Know It All?

[buctootim]

The FTSE all share is up just over 3% for the past month, so saying i've "just about matched the market" shows that you're not very bright. What figures are you using Mr Know It All?

 

Oh dear, another inaccurate claim Dune. FTSE All Share is up 4.989% over the past month. Add in your big fat negative return on HMV and dealing charges and you might have just kept up. You're more cut out to be a socialist - not really equipped for capitalism.

Edited 21 December, 2010 by buctootim

[dune]

Oh dear, another inaccurate claim Dune. FTSE All Share is up 4.989% over the past month. Add in your big fat negative return on HMV and dealing charges and you might have just kept up. You're more cut out to be a socialist - not really equipped for capitalism.

 

We're both wrong, it's up just over 4%. As for the spread of my portfolio and the loss i took on HMV you have no idea. The HMV loss was more than compensated for by the gain i made on Arian Silver.

[buctootim]

We're both wrong, it's up just over 4%. As for the spread of my portfolio and the loss i took on HMV you have no idea. The HMV loss was more than compensated for by the gain i made on Arian Silver.

 

Better write to the FT then. Tell them their figures are wrong.

[dune]

Better write to the FT then. Tell them their figures are wrong.

 

The figures are right, you're maths is wrong 2959.82 up to 3082.4 = 4.1%

[buctootim]

The figures are right, you're maths is wrong 2959.82 up to 3082.4 = 4.1%

 

FTSE All share

21st Nov 2936 - 21st Dec 3082 - up 4.98%

22nd Nov 2885 - 21st Dec 3082 - up 6.82%

 

FTSE 100.

21st November 5294 - 21st Dec 5952 - up 12.3%

 

Either way you're wrong as usual, its just a question of by how much.

 

http://www.londonstockexchange.com/exchange/prices-and-markets/stocks/indices/summary/summary-indices-chart.html?index=ASX

Edited 21 December, 2010 by buctootim

[dune]

FTSE All share

21st Nov 2936 - 21st Dec 3082 - up 4.98%

22nd Nov 2885 - 21st Dec 3082 - up 6.82%

 

FTSE 100.

21st November 5294 - 21st Dec 5952 - up 12.3%

 

Either way you're wrong as usual, its just a question of by how much.

 

http://www.londonstockexchange.com/exchange/prices-and-markets/stocks/indices/summary/summary-indices-chart.html?index=ASX

 

Most months have 31 days, not 30, but if it means that much to you that you need to fiddle the figures I feel sorry for you. The 4.1% figure I gave is for the last month of 31 days.

 

Feel free to apologise.

[buctootim]

Most months have 31 days, not 30, but if it means that much to you that you need to fiddle the figures I feel sorry for you. The 4.1% figure I gave is for the last month of 31 days.

 

Feel free to apologise.

 

You are such a sad **** Dune. Even that pathetic attempt to wriggle out of being wrong again is a lie. All you did was to take the closing level for 19th November to try and make the increase look less. Maybe 19th November to 21st December is a month to you, not to anyone else.

[dune]

You are such a sad **** Dune. Even that pathetic attempt to wriggle out of being wrong again is a lie. All you did was to take the closing level for 19th November to try and make the increase look less. Maybe 19th November to 21st December is a month to you, not to anyone else.

 

8 months out of 12 have 31 days, but you chose to make the month in question 30 days to manipulate the figures. Once again I win.

[Red and White Army]

Dune you are a moron. Tim is right, and moreover anyone can make money investing in a market going up.

[dune]

Dune you are a moron. Tim is right, and moreover anyone can make money investing in a market going up.

 

No he's not right, and if you look at the suggestions I have made they outperform the market by over double.

 

As for the moron comment it just shows how thick you are that you cannot debate without resorting to insults.

[dune]

I'm going to put my reputation on the line and say I think HMV hit bottom at 26.75, time will tell but i bought in tentatively at 27. The short sellers are a worry though, but if you discount the panic sales and look at the facts the sp is far too low so it is a good investment. As I said earlier, and I hold to this:

 

"They reported a first half loss of 36mill, up from 24mill last year, but... last year they stil made a 74mill operating proft in spite of that first half loss. So Im thinking it could be predicted they will still make a profit this year after xmas sales, lets say profts are half of last year, that would still give them a p/e ratio of around 7, which is nice value, so my thinking is that they are good value at the current price."

[jampot]

eto up 7.3% nice, also hwdn breaking out, mml my only disapointment but will be back when gold starts moving up again...

[dune]

eto up 7.3% nice, also hwdn breaking out, mml my only disapointment but will be back when gold starts moving up again...

 

I've been doing some research into KLG. It seems to have a lot of potential, and the sp dropped to a tempting 5.75 today.

[Red and White Army]

I'm going to put my reputation on the line

 

Hahahahahahahahahahaha!!!

[Deppo]

Once again I win.

 

Congratulations dune! You won on the internet! You are the bestest!

[Deppo]

Oh, wait. I've just re-read what you wrote on the thread.

 

You came second on the internet, dune! Still good! Well done!

[dune]

Oh, wait. I've just re-read what you wrote on the thread.

 

You came second on the internet, dune! Still good! Well done!

 

Sarcasm is the lowest form of wit. You think you're funny but you're not.

[jampot]

afr news out slight delay in production but increased estimates got 15,000 of these so today should be a good day. would be buying more if I had the cash!

[dune]

afr news out slight delay in production but increased estimates got 15,000 of these so today should be a good day. would be buying more if I had the cash!

 

I bet your happy with mml's early rise...

[dune]

BPC.

 

I have heard a rumour they are going to fly. This isn't my tip, i know nothing about it, but maybe worth watching/looking into.

 

Can't invest in it through my isa so not for me unfortunately.

[Deppo]

Sarcasm is the lowest form of wit.

 

No it isn't. Sticking your naked bottom out of the window of a moving vehicle at passing motorists is. Sarcasm is the 5th lowest form of wit, just in between scientist and Chartered Engineer.