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JBH, JB HI-FI LIMITED
blacksheep
post Posted: Aug 13 2018, 11:17 AM
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In Reply To: blacksheep's post @ Aug 10 2018, 12:01 PM

QUOTE
Regal has been betting against JB Hi-Fi for about a year, during which time the retailer's stock has dropped 12 per cent.


Regal (and others) covering now? JBH was the 2nd most shorted stock - https://www.shortman.com.au/stock?q=JBH

Results seem positive - SP up 2.17% @ $23.98

QUOTE
JB HI-FI PROFIT JUMPS, NEW STORES FLAGGED
Net profit up 35pc to $233.2 million
Revenue up 21.8pc to $6.85 billion
Final dividend 46¢ fully-franked, up 9¢ from a year earlier
.
https://thewest.com.au/business/retail/jb-h...m-ng-b88926084z
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 10 2018, 12:01 PM
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In Reply To: blacksheep's post @ Jul 2 2018, 11:54 AM

Hedge funds have found a new way to profit from the housing slump

QUOTE
Regal has been betting against JB Hi-Fi for about a year, during which time the retailer's stock has dropped 12 per cent.


https://www.smh.com.au/business/the-economy...810-p4zwng.html

https://www.shortman.com.au/stock?q=jbh
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jul 2 2018, 11:54 AM
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Posts: 6,791
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In Reply To: blacksheep's post @ Jun 21 2018, 03:08 PM

A number of notable short sales alerts - current position @ 25 June 2018 = 17.37%
QUOTE
Fri 29th Jun, 2018 640,093 114,883,372 0.55% 822,657 77.81%
Thu 28th Jun, 2018 1,139,270 114,883,372 0.99% 922,581 123.49%
Wed 27th Jun, 2018 920,213 114,883,372 0.80% 1,057,650 87.01%
Tue 26th Jun, 2018 1,101,674 114,883,372 0.95% 378,985 290.69%
Mon 25th Jun, 2018 173,171 114,883,372 0.15% 352,690 49.10%
Fri 22nd Jun, 2018 1,992,447 114,883,372 1.73% 958,299 207.91%
Thu 21st Jun, 2018 1,626,798 114,883,372 1.41% 1,320,065 123.24%
Wed 20th Jun, 2018 1,252,673 114,883,372 1.09% 1,760,025 71.17%

https://www.shortman.com.au/stock?q=JBH

extract from recent Livewire article - > https://www.livewiremarkets.com/wires/which...alling-property
Which Retailers are exposed to falling Property?
Roger Montgomery
Companies that we believe have some exposure to the risk to the downside for house prices include:

QUOTE
JB Hi-Fi (ASX:JBH) – Since JB Hi-Fi’s acquisition of The Good Guys we have maintained that the purchase was poorly timed at best and misguided at worst. When the company downgraded earnings guidance in May, it suggested that unfavorable weather had hit sales of air conditioners and heaters at The Good Guys. But it also revealed that price cuts to maintain market share had crimped margins. We currently do not expect the forces on margins to relent any time soon and a company generating an operating profit of $235  million on sales of almost $7  billion is not one we would be writing home about. Back in 2016 Tim Kelley, portfolio manager for The Montgomery Fund, pointed out here that the fact that the ACCC let through the acquisition of the Good Guys by JB Hi-Fi hinted that the ACCC was not concerned with any monopolistic pricing behavior subsequent to the two companies becoming one. Indeed, exogenous pricing pressure remains and the slowing housing market may mean that the acquisition of the Good Guys marks a medium-term peak in consumer confidence. Indeed, since the acquisition JBH’s share price high has not been exceeded.


Other companies mentioned were MYR, SUL,NCK

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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jun 21 2018, 03:08 PM
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In Reply To: blacksheep's post @ Feb 13 2018, 12:22 PM

Notable short alert yesterday - JBH #3 on Shortman's Top 100 shorted stocks. SP currently up 1.17% @ $22.965/share
QUOTE
Wed 20th Jun, 2018 1,252,673 114,883,372 1.09% 1,760,025 71.17%

https://www.shortman.com.au/stock?q=JBH
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Feb 13 2018, 12:22 PM
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Posts: 6,791
Thanks: 2305


In Reply To: blacksheep's post @ Nov 20 2017, 09:53 PM

Notable short alert reported by Shortman yesterday - looks like shorters are not yet finished? SP up 2.17% currently @ $26.42/share after falling 8% yesterday
QUOTE
Mon 12th Feb, 2018 1,406,997 114,866,367 1.22% 2,925,679 48.09%

https://www.shortman.com.au/stock?q=jbh
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Nov 20 2017, 09:53 PM
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Posts: 6,791
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Short Sellers Targeting JB Hi Fi & Harvey Norman Praised

By David Richards| 20 Nov 2017

QUOTE
Short selling is back on the agenda just as Amazon gets set to launch in Australia, two key targets for the stock traders have been Harvey Norman and JB Hi Fi.

One of Australia’s most successful hedge fund investors, former ASX director Shane Finemore, last week made an impassioned defence of short selling, saying shorts are up against the “conspiracy of higher stock prices” and the network of interests that win when shares go up.

The Australian Financial Review reports that Phil King of Regal moved the market when he revealed his bet against retailer JB Hi-Fi just as Amazon prepares an Australian assault.

Mr King estimates as much as 60 per cent of JB Hi-Fi’s profits could disappear in the next few years, particularly if Amazon rolls out its Prime subscriber option.

While JB Hi-Fi and its management have earned and maintained the respect of investors, the threat posed to retailers by Amazon has made it one of the market’s favourite shorts with over 15 per cent of shares in the hands of speculators.

JB Hi-Fi is almost 20 per cent lower since the start of the year. Robert Luciano of VGI is betting against Copenhagen jeweller Pandora.

Australian hedge funds are seemingly reluctant to share their short ideas because it can attract public criticism and invoke the ire of company management.

Harvey Norman founder Gerry Harvey earlier this year called shorters “criminals” and Andrew Forrest has likened them to drug dealers.

The management of lithium and graphite producers Syrah and Orocobre, two of the market’s most shorted stocks, have also spoken out against the actions of short sellers, and specifically anonymous research reports. Syrah’s price surged last week, squeezing the hedge funds.

https://www.channelnews.com.au/short-seller...norman-praised/
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 

sentifi.com

Share Cafe Sentifi Top themes and market attention on:


nipper
post Posted: Jan 13 2017, 09:10 AM
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QUOTE
"All the stores had an amazing Boxing Day, but what is interesting is how shopping habits are forming over the period, so consumer electronics is becoming more and more a staple purchase and coupled with that I know there are challenges in physical media, but we still sell the CDs, the DVDs, the games, vinyl is back"

"What we are seeing is that second generation product where somebody might have bought a $99 Fitbit, but now they are trading up to a $400 device. You may have bought the low end Apple watch and now you are buying the new model. You might have first bought a $99 drone, now you are buying a $600 drone"

Richard Murray, CEO, JB Hi-Fi

- data favours the incumbents (and the big players)




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
early birds
post Posted: Sep 26 2016, 03:46 PM
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In Reply To: early birds's post @ Sep 19 2016, 11:17 AM

A major shake-up is looming in the retail sector as giant online retailer Amazon has its sights set on the Australia market with JB Hi-Fi and Harvey Norman the ones with the most to fear.

As one of the largest "disruptors" for retailers, Amazon could generate sales of up to $4 billion in Australia with a focus on electrical items, which will be a direct hit on JB Hi-FI and Gerry Harvey's Harvey Norman business.

Brokers have estimated the most impacted retailer is likely to be JB Hi-Fi where earnings could fall as much as 23 per cent, followed by a 19 per cent fall in Harvey Norman's earnings.

On the sales front, JB Hi-Fi's could fall as much as 6 per cent if Amazon enters this market. There could about a 2 per cent impact on sales for Myer and Premier Investments because they sell their own merchandise and more Australian-centric brands, according to Citi retail analysts.
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if amzn moves in here, even at 29ish is good short. unsure.gif



 
early birds
post Posted: Sep 19 2016, 11:17 AM
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In Reply To: nipper's post @ Sep 19 2016, 11:09 AM

just saw brooker upgrade this one
but i think this one is set up for a good short, just can't figure it out the level , 31----32?? unsure.gif



 
nipper
post Posted: Sep 19 2016, 11:09 AM
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JB Hi-Fi Limited (JBH) resumed trading Friday having completed the institutional component of its 1 for 6.60 entitlement offer.

The institutional offer achieved 94% take-up, and the shortfall Bookbuild was cleared at $30.25/share, being $4.05 above the offer price of $26.20.

The retail entitlement offer will open on Wednesday 21 September. Proceeds from the entitlement offers will be used to acquire The Good Guys.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
 


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