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Keyword results: SDRY

PREMIUM CONTENT

Superdry – high interest rate “secondary lending facility”, how’s the previous “brand is recovering well” going?!

Previously writing on branded clothing, accessories and footwear company Superdry (SDRY), in May with the shares falling to around 80p I questioned it arguing “the brand is recovering well… believes that the equity raise, along with the suite of measures… will provide the stable base necessary to underpin future success”. And today… a “Secondary lending facility of up to £25m” announcement. After little more than three months, brand recovery and equity raise and related measures now not providing the necessary stable base then?!

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PREMIUM CONTENT

Superdry – argues agreement “a fantastic opportunity to expand its global reach”, but just how “challenging” is the consumer landscape for it?!

Branded clothing, accessories and footwear company Superdry (SDRY) “is pleased to announce that it has signed an IP Transfer Agreement with Cowell Fashion Company Ltd… for the sale of Superdry’s intellectual property assets in certain countries within the Asia Pacific region, for an upfront fee of $50 million USD, payable in cash”. With Superdry’s market cap below £90 million prior to this announcement, is it good news?
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Superdry – interims, are there “clear signs of brand and financial recovery”?

Clothing, accessories and footwear company Superdry (SDRY) has announced results for its half-year ended 23rd October 2021 and a trading update for the subsequent 11 weeks, emphasising “clear signs of brand and financial recovery”. So what’s the story with the shares currently at circa 230p in response, 8% lower!…

When Clothing Sales Storm Back You Might Want to Look at Superdry

Hello, Share Swampers. As it’s been pouring down almost non-stop in my seaside town during the festivities, I thought I might look at Superdry (SDRY). I think it might see its shares rise after a torrid time during the worst days of Covid. Superdry is in the clothing game. But though it sells waterproof gear and footwear, it has a much wider range than that.

PREMIUM CONTENT

I am so not a 2021 Superdry customer but I really back Julian Dunkerton

I last wrote about clothing name Superdry (SDRY) back in September here, concluding that returned CEO and historic founder Julian Dunkerton was someone to back. Back then the shares were about 132p and despite inevitable challenges in its big plans, even with today’s share price fall you still have a share ahead of 210p (i.e. down over 10% on the day). So still a value company or is today’s £173 million market cap now too much?

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Superdry – trading update, “making good progress with our strategy and brand reset”?

Fashion company Superdry (SDRY) has updated on trading, with CEO Julian Dunkerton stating “we have financial flexibility and are making good progress with our strategy and brand reset… record levels of engagement through our influencer-led Autumn campaigns”. The shares have currently responded towards 155p, er more than 5% lower…

PREMIUM CONTENT

Superdry – with no profits it can only be a 'back the man' story

It seems a bit crazy to be talking about a financial year ended on 25th April 2020, two-thirds of the way through September, but such is the pandemic’s impact on conventional financial calendars. Listening to the Superdry (SDRY) conference call this morning after a ‘year of considerable change’ – no surprise with the share, already massively down in recent years, compressing a further 73% year-to-date and today has an EV of less than £100 million. Well this is what happens when in the year to near the end of April you made losses and had a 19.2% fall in revenue, which massively outweighs the big squeeze which delivered a higher net cash figure…

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Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: is my old chum Paul Atherley suffering from Islingtonitis, Guardian reading derangement syndrome?

In today’s podcast I look at Pensana Rare Earths (PRE), Verditek (VDTK), Zenith Energy (ZEN), Inspirit (INSP) where there is a rebellion about to break out and, natch, I back the rebels, Supply@ME Capital (SYME) and Superdry (SDRY).

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PREMIUM CONTENT

Superdry – shares up on Q1 “better than our initial expectations”… but what does that mean financially?...

Fashion company Superdry (SDRY“is pleased to announce that it has entered into a new financing facility… strong cash position” and “current trading in Q1 has been better than our initial expectations” – with the shares currently above 147p in response, more than 25% higher…

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Superdry – “Ecommerce revenues nearly doubling in the last 4 weeks” BUT…

“Trading Statement” from fashion retailer Superdry (SDRY), with CEO Julian Dunkerton concluding “we remain open for business online through superdry.com, our stores in Europe have begun to reopen and I am excited by our new ranges for the Autumn/Winter season” – and the shares have currently responded to circa 125p, more than 5% higher...

PREMIUM CONTENT

Superdry – e-commerce channel “remains fully open for business” & cost savings BUT…

“Statement re Current trading and COVID-19 update” from fashion retailer Superdry (SDRY) sees the shares currently more than 30% further lower on the back of it, below 70p…

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Newsboy
PREMIUM CONTENT

A question of relative hope levels – Dixons Carphone, Superdry & PZ Cussons

A surprisingly busy day of news disclosures given it is election day. All good fun at multiple levels...

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FCH
FCH
PREMIUM CONTENT

Bizarre Funding Circle and still backing the man on Superdry

I see there is another bizarre story around Funding Circle (FCH) in the Sunday press with the observation that the company is 'diverting some borrowers away from its peer-to-peer lending site to rivals and traditional banks...as a way to help borrowers seeking larger unsecured loans above £500,000'. 

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Newsboy
PREMIUM CONTENT

No surprises at PageGroup or Superdry for worse...or for worse

Lots of interesting numbers out today but let me concentrate on two. First, recruiter PageGroup (PAGE) has a share price shocker (down 14% at the time of writing) after apparently enjoying 'a record quarter'…

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PREMIUM CONTENT

Merlin Entertainment & Superdry: jet-lagged and philosophical

I have spent much of the last few days in California, mostly in Silicon Valley, on the final part of a global research and related tour. And very interesting it was too.  Another time I will maybe share a few of the individual share insights from the company level interactions I had with names such as Tesla (TSLA), Alphabet/Google (GOOGL) and Apple (AAPL), but today's missive is just me starting to tidy up a few loose ends from the UK markets from the last two or three days. 

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PREMIUM CONTENT

Reading 'At home with Superdry’s Julian Dunkerton and Jade Holland Cooper' (so you don't have to)

I wrote an article back in March  bout the importance of the pareto principle in business and that 'i trust the views and instincts of founders/co-founders inherently much more than chairman with historic general experience but massively less skin in the game'.  Since that article - which was primarily centred on boohoo (BOO) shares in the online fashion company have done rather well, showing that the co-founder's focus and elbows out manner has been very helpful for shareholders. But what about the other company mentioned in that article, Superdry (SDRY)? 

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BOO
BOO
PREMIUM CONTENT

Boohoo and the co-founder's dilemma

By far the most interesting story on the business pages of today's deadwood press is the veiled attack on the co-founder (Mahmud Kamani) of Boohoo (BOO) and the allegation he has failed to move with the times on matters of corporate governance in appointing 'an associate' (i.e. a friend) as the company's new CEO, whilst going upstairs as a very hands-on executive chairman. 

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PREMIUM CONTENT

Ongoing investment madness - case studies at Asda/Sainsbury's, Hammerson and Superdry

Like some of the other writers on ShareProphets I sometimes turn my hand to sharing a few pearls of wisdom with the younger generation at some of our Higher Education institutions.  As i only really know about one thing - finance and investment related matters - it will not surprise any readers the subjects i talk about.  It will also not surprise anyone that I try to refocus the students away from mathematical explanations to a broader palate of qualitative and interpretative insights. 

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Bear

Want a shopping centre for a quid? Not with 38%+ of retailers warning in the last year

I do not think i have ever visited the Postings shopping centre in Kirkcaldy in Fife but the photos of it look pretty grim.  Most of the tenants have moved out to a more appealing alternative local shopping sector and unsurprisingly the owner - City property hotshot Columbia Threadneedle Investments - wants to sell.  Well the cost of annual upkeep is now higher than the £152k annual rental bill from the continuing tenants, a statistical combination that surely is only going to get worse. 

Newsboy
PREMIUM CONTENT

Superdry & Centrica - stirring the pot ahead of 2019

Well I did say to get the popcorn out on Superdry (SDRY) and the excitements continue with weekend reports observing that Julian Dunkerton - the 18% shareholding co-founder of the 'faux-Japanese' clothing retailer - is preparing to launch a proxy battle against the board in an attempt to secure a return to the company…

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Newsboy
PREMIUM CONTENT

Wood Group, Superdry, Dixons Carphone & DP Poland - aka a busy RNS day!

A flood of interesting news out today on stocks that I follow…

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Superdry – argues “significant progress in the first half”, a further 6%+ share price fall suggests otherwise…

Following a more than 20% share price fall to 800p on a trading update last month, shares in fashion company Superdry (SDRY) are currently more than 6% lower and below that price today on the back of a “Pre-Close Trading Statement”

Superdry: popcorn time!

Tom mentioned clothing retailer Superdry (SDRY) in a bearcast just under a week ago  and highlighted the recent profits warning, which was based on warm weather hitting sales of fleeces and the like.  The shares are down at five plus year lows and this is starting to have an impact...on the rhetoric from one of the founders.  I was amused to read in an article in the deadwood press earlier today that: 

Bearcast
PREMIUM CONTENT

Tom Winnifrith Bearcast: A German Deal for Purplebricks - the land of milk & Hun-ny?

First things first - we have almost raised the £2,500 needed for the Woodlarks Christmas grotto. I am sure you can spare a fiver to get us over the line HERE. Secondly, I am in London tomorrow and on the warpath and hope to see many of you HERE.  I was distracted today doing a radio interview with my friend and hero the great Kelvin McKenzie of "gotcha!" fame. That covered Patisserie Holdings (CAKE) and fraud and I continue with that theme. I also look at Superdry (SDRY), First Derivatives (FDP), Frontera (FRR) and Purplebricks (PURP). 

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