Según el consenso de analistas esas 2,3 Libras es menos de Per 10 del año que viene y Per 7,5 de 2028. Se pueden equivocar, pero yo creo que está muy barata.
Do you intend to hold B&M? Accounting error and guidance revision was a huge unexpected disappointment for me.
I'm considering selling and cutting losses, the thesis is broken. Maybe I will wait till next week for an interim results call, and see what the CEO has to say.
At this point, I plan to keep it. Although I think it's a serious mistake, I'm not so sure that the thesis is broken. Retail consumption in the UK is generally weak, not just B&M. If the problem were unique to B&M, then I could think that the stores are no longer attractive.
My thesis is that B&M has a profitable store model. Although profitability has declined in recent years, there is still room for the company to open more stores in France and the UK. The previous management team did a poor job, to say the least. One attractive feature of the company was its small number of SKUs, which were very cheap. However, the previous CEO increased the number of SKUs. I respect your decision to sell, but personally, at this price, I'm going to hold on to it.
Las tengo a 2,3 libras. Espero que remonte en el futuro.
Según el consenso de analistas esas 2,3 Libras es menos de Per 10 del año que viene y Per 7,5 de 2028. Se pueden equivocar, pero yo creo que está muy barata.
Do you intend to hold B&M? Accounting error and guidance revision was a huge unexpected disappointment for me.
I'm considering selling and cutting losses, the thesis is broken. Maybe I will wait till next week for an interim results call, and see what the CEO has to say.
At this point, I plan to keep it. Although I think it's a serious mistake, I'm not so sure that the thesis is broken. Retail consumption in the UK is generally weak, not just B&M. If the problem were unique to B&M, then I could think that the stores are no longer attractive.
My thesis is that B&M has a profitable store model. Although profitability has declined in recent years, there is still room for the company to open more stores in France and the UK. The previous management team did a poor job, to say the least. One attractive feature of the company was its small number of SKUs, which were very cheap. However, the previous CEO increased the number of SKUs. I respect your decision to sell, but personally, at this price, I'm going to hold on to it.