1Anno·

Turnaround speculation 😎

07.06
Burberry Group logo
Acquistato x327 a 12,29 €
4018,83 €
8
18 Commenti

immagine del profilo
Do you have an analysis at hand? Not uninteresting from the chart, this area has always held as good support since 2011 🙄
I'll have to read up on that quickly 🫣
immagine del profilo
@TomTurboInvest I've had the stock on my radar for some time, but I'm still waiting to see whether the price falls to 11$ or slightly below.
My entry point is at 10$
1
immagine del profilo
@7Trader I'm going to open a position there - I'd rather be there than with GME🤣
I like the chart, you can look back a long way🔎
immagine del profilo
@TomTurboInvest I would wait a little longer. But good luck and I hope you get a good start 🤑🤞🏼👍🏼
2
immagine del profilo
@7Trader I always go in in tranches anyway, open a 160pc position. I like the range - as already mentioned, it has always been a good support over the last 13 years.
If it goes down again, then I still have 3 tranches, if it goes up then I've already put one in😅
2
immagine del profilo
@TomTurboInvest not at hand, looked at the chart, watched some videos and the fashion, historically favorably valued (not without reason) and then made the decision. New head designer was hired, but has not yet delivered. I believe that there is more upside potential here than downside and would buy again. I actually like the classic fashion very much, other things are too unusual. However, I feel very comfortable with the share price and the dividend is certainly not uninteresting for dividend investors.
1
immagine del profilo
@TomTurboInvest I have a similar view, but I don't think they will drop much more now without another reason. The next quarterly figures will show the direction. They have already reduced the outlook twice in a short space of time, so positive surprises are also possible.
1
immagine del profilo
Really worth considering at the moment
immagine del profilo
@TaxesAreTheft I agree 😂
immagine del profilo
@BamBamInvest The problem with Burberry is that the brand value is based on the quality of the products, which continues to decline in order to improve margins. The brand itself is worth much more, as it has the greatest recognition value alongside LV and Gucci. Unfortunately, the operating business is the problem child. If they can manage this, I see a long-term target of 15 - 20 billion MC.
1
immagine del profilo
@TaxesAreTheft I couldn't have put it better myself, which confirms my investment. The Burberry pattern is familiar to many people and the fashion is sometimes timeless and stylish.
1
immagine del profilo
@BamBamInvest worst case, they are bought by a PE firm or Kering/LVMH and then it depends on the value of the brand
1
immagine del profilo
@TaxesAreTheft this is also one of my speculations, would fit quite well with $MC
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1Anno
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immagine del profilo
@Seebi As the share price has already fallen sharply, they actually have high margins and are a traditional brand, I believe in a turnaround and share price potential. There are also takeover fantasies. The trench coats are also great. I could well imagine an integration into the $MC Group. We'll see how long I hold, it could take a little longer, but I don't think you can go far wrong here given the historical valuation and a 3-5 year horizon. But that's just my opinion ☺️
1
immagine del profilo
@BamBamInvest but I don't know whether you can do much right here over the next 3-5 years
2
immagine del profilo
@Krush82 at least the valuation seems reasonable to me, unlike many other companies. i don't know yet how long i'll really hold on, but as i said, it's also speculation and i was too tempted. We will See.☺️
immagine del profilo
@Seebi a turnaround 👍
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