its absolutely fantastic that we have so many more people posting- I am sure Polly, and all are rather bored by my ranting...
interesting to see volumes are drying up- does this mean that buyers not interested in paying more or sellers not interested in selling low---if it is former may see price drop or plateau....if it is latter and there is further appetite for the share will see price starting to increase ...
month end may see some new buyers entering; may also see traders re-entering; may see investment houses entering - especially international buyers who have been watching the share looking for some stability....august results may cause downward or upward movement.....either way....the share is priced suitably to enter and still may 100%- 200% off on volatility.
we see some nice market sentiment and media coverage- the media will now jump on the bandwagon -hopefully that entices buyers.
Stars recovery is noteworthy as this means the SNH value increases.....The chairman was extremely sneaky---- STARS growth trajectory is very dependent on SNH- to enter new markets; operational and supply chain benefits; etc
I wont be surprised that Tekkie Town is not adopted across Europe and the US.
SNH has clearly demonstrated one of their major unvalued assets is manoeuvrability....in the past 6 months they have opened 300 Pep &co stores within Poundland- grown their fashion market and reduced overheads. with conviction- can expect 1000 store openings in a year across markets.
The value to me as an investor is clearly transparent.....the pain in watching the trades is not....
Now imagine that the global market accepts that the value of snh is actually quantifiable including adjusting for legal settlements- what does this value translate to in the share price...The road ahead has a number of positive scenarios....debt mitigation is not an issue; legal settlement is a possibility if at all ....shareholder value and shareholder pricing is relative...I have conviction that the SNH engine has still lots of steam and with the footprint and management teams in place- there is massive opportunity to leverage the assets , cross sell businesses and products and grow bottom line....
according to the May presentation- Conforama has been undervalued- what is the true value- with the increased investments online and completion of the massive warehousing by 2019- this entity in itself according to analyst on you tube videos currently R7 a share.....
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