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Results: BRBY

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EPIC BRBY
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Burberry’s next phase is “modern British luxury”. Bad news for any chavs during a recession!

Even though I have held shares in Burberry (BRBY) for a while now, I must admit it is not as if I have many of its trench coats, leather accessories and footwear products in my wardrobes. In fact, I have none at all. Historically that was because I failed to be enough of a chav earlier this century (and stylistically I was naturally a bit more stuck in the C&A 1980s). However, you live and learn as you get a bit older. So, was it good news to hear the new(ish) CEO observe today that his big plan was to focus on being a “modern British luxury” company?

EPIC BRBY
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Busy Friday! From comedy at Aston Martin Lagonda to continued faith in Burberry

There is lots going on this Friday during the first week of the quarterly global earnings season. I had to smile at the news of Aston Martin Lagonda (AML) announcing a ‘mere’ £653 million proposed equity capital raise with “the proceeds used to meaningfully de-leverage the balance sheet”, aided by “leading global investment fund PIF”. And just in case you don’t know the “Public Investment Fund (PIF) is the sovereign wealth fund of Saudi Arabia”... Once again, more money from the rich for a business which only sells to the rich (and which has still gone bust loads of times).

EPIC BRBY
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Burberry – don’t expect me to buy any of its 2022-23 ranges…but I still think the shares are cheap

As I observed back in January I am “not a global fashionista nor a chav...but still a Burberry (BRBY) shares fan”. With events since, unsurprisingly the share is down but I can live with that as - at various points over the last few years - I have bought the stock at an average price below the current sub 16 quid share price level. But what do today’s full year numbers to the start of April tell me about both recent and upcoming trading realities?

EPIC BRBY
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Not a global fashionista nor a chav...but still a Burberry shares fan

I see Emma Walmsley - the current (but surely not for much longer) CEO of GlaxoSmithKline (GSK) - is very excited this morning, after the company announced hiring a new Chief Scientific Officer designate who will take the full job in August. I do agree with Emma that the appointment is positive and important, but I do wonder whether there will be also be a newly announced Glaxo CEO come August, irrespective of the company’s big intellectual and R&D push over the next few years. Even if Glaxo shares are back below 17 quid, you know my continuing positive thoughts as mentioned a few days ago HERE. Meanwhile, let’s talk about Burberry (BRBY).

EPIC BRBY
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Should I buy more Burberry and exit from Aviva?

I have no regrets that I quit as an institutional fund manager six months or so before my 40th birthday. That was over eight years ago now and fortunately in the investment world there is always plenty of new stuff to learn, especially when you can choose to only work with people you like and/or respect. Anyhow it was kind of interesting that the global fund I managed at the time I quit as a 39 year old, had thirty-nine holdings. But as I get older I own fewer positions, though one I still like is Burberry (BRBY).

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