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Steinhoff een mooie kans

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  1. forum rang 6 Concrete 25 januari 2022 21:34
    quote:

    DAGEVOS schreef op 25 januari 2022 21:30:

    Als de uitbetalingen van Steinhoff gaan plaatsvinden zou dit nieuwe instappers. opleveren nu de koers nog relatief laag staat. Dus Misschien voor hen goedkoop inkopen.
    Wordt dus een soort verdekte inkoop eigen aandelen van anderhalf miljard.....
  2. forum rang 5 posilies 26 januari 2022 09:14
    quote:

    HobbyBeurs schreef op 25 januari 2022 21:12:

    [quote alias=posilies id=13977976 date=202201251815]
    Heb toch allemaal wat geduld!!!!!! Over een jaar kunnen we pas oordelen over wat we gekocht hebben een goede investering was. Ik denk zelfs aan 3 à 5 jaar. Vroeger nam iedereen kasbonnen op 3 à 5 jaar.

    Dan kan ik ze incasseren toch. Zit er al 4 jaar in.
    Als je in 2017- 2018 ingestapt bent met koersen van rond de 0,5 of rond 2019 rond de 0,05 is en groot verschil.
  3. HobbyBeurs 26 januari 2022 12:00
    Nee, eerste pluk nog gekocht in de dalende koersval rond de 23 cent. Bijgekocht tot GAK 13 cent was. Tijdens de vieze dump vorig jaar me stoploss eruit. Snel weer terug gekocht met een paar meer. nu is mijn GAK op 0,1659 cent.
    Overigens weer helaas rood op een super groene beurs.
  4. forum rang 8 josti5 26 januari 2022 17:10
    quote:

    Hideki schreef op 26 januari 2022 17:07:

    Veel mensen hier hadden de 24e toch wel wat verwacht, maar het blijft uit. Is het vanaf nu buy & hold?!
    Einde quote.

    Wat mij betreft: jawel.
    Hoewel achteraf te duur: lekker bijgekocht, met nog geld achter de hand voor flinke dips.
    Vanaf 0,35 gaat het (deels) weer kriebelen, maar dat zien we dán wel weer :-)
  5. [verwijderd] 26 januari 2022 18:07
    Wulf E. Bley - Steinhoff

    www.youtube.com/watch?v=dZvrNxgVKno

    Beste,

    Sommige gelukzoekers denken dat zij hier binnen enkele weken of maanden "dikke" winst kunnen behalen!
    Ik zelf zit bijna 4 jaar in Steinhoff en wat ik weet is; dat men geduld moet hebben met dit aandeel.
    Het concern is zeer goed bezig met de herstructurering en één weet ik zeker het komt goed.

    En voor de gelukzoekers...…. bekijk alle video's van; Wulf E. Bley - Steinhoff

    Mvg. De Toekomst 2022
  6. Steini 27 januari 2022 16:10
    quote:

    waarom niet schreef op 27 januari 2022 10:11:

    [...]
    Alweer prima , meer dan prima.
    Koers Steinhoff reageert ook , gelukszoekers weer terug (voor even).
    prima cijfers inderdaad! ben benieuwd naar de cijfers van morgen en hopelijk kan dat nog wat extra positiviteit in het aandeel brengen.
  7. forum rang 10 DeZwarteRidder 27 januari 2022 16:12
    TRADING UPDATE FOR THE THREE MONTHS ENDED 31 DECEMBER 2021

    Revenue for the quarter ended 31 December 2021 increased by 1.3% to R22.8 billion. Excluding
    the disposal of John Craig in the prior year revenue increased by 1.8%. Growth in revenue was
    impacted by the strong base in the comparable quarter in the previous financial year and 161
    looted stores that had not yet reopened at the start of the quarter following the civil unrest
    in Kwa-Zulu Natal and Gauteng during July 2021. Lower revenue in the Fintech segment resulting
    from a change in product mix and accounting treatment further weighed on group revenue growth.

    From a trading perspective and excluding John Craig, Pepkor achieved 3.1% sales growth for the
    quarter, contending with an exceptionally strong base in the prior year. Over a two-year period
    compared to the comparable quarter ended 31 December 2019, the group is pleased to have
    achieved sales growth of 10.9%. This demonstrates Pepkor’s ability to achieve strong and
    consistent sales growth despite volatile trading conditions.

    Whilst trading was weak in October 2021, it normalised in November 2021 and strengthened in
    December 2021. The improved trading trajectory is very encouraging in contrast to the
    challenging operating conditions faced in the wake of a weak economy with record high levels of
    unemployment.

    Excluding John Craig, cash sales for the group increased by 3.2% and contributed 93% to total
    group sales. Credit sales increased by 2.8% and remains a very small contributor to group sales,
    at only 7%. The group’s approach to credit granting remains conservative.

    The group has now reopened 450 (82%) out of the total 549 stores affected by the civil unrest.
    The reopening of the remaining 99 stores is delayed by infrastructure and shopping centre
    rebuilds. The resultant insurance claims process relating to material damage and business
    interruption is progressing with further payments from the insurers expected during the current
    financial year.

    It should be noted that sales growth performance reported per business is adjusted for the
    disposal of John Craig by Pepkor Speciality, PEP Africa’s exit from Uganda and the rationalisation
    of non-core businesses of The Building Company. Like-for-like sales growth reported excludes
    looted stores not reopened by 30 September 2021.

    Clothing and general merchandise
    The clothing and general merchandise segment increased revenue by 2.0% to R15.1 billion for
    the quarter. Excluding John Craig revenue increased by 2.7%.

    Sales performance in PEP and Ackermans was affected by negative growth in cellular compared
    to an extremely strong base in the comparable quarter when handset sales increased by more
    than 20%.

    PEP and Ackermans opened 79 new stores during the quarter, exceeding its store expansion
    plans. Retail selling price inflation in the clothing, footwear and homeware (CFH) product
    categories approximated 5.1%.

    In Rand terms, PEP Africa increased sales by 2.4% supported by strengthening local currencies.
    In constant currency terms, sales declined as a result of varying levels of COVID-19 related
    trading restrictions in countries of operation.

    The Speciality division achieved good growth with all the brands performing well and trade
    strengthening towards the end of the quarter.

    The Tenacity credit book, which facilitates sales in the clothing and general merchandise
    segment, increased marginally to R3.3 billion from R3.2 billion a year ago (on a gross basis). The
    level of non-performing loans improved.

    Sales growth Like-for-like sales Total sales growth Total sales growth
    performance growth for the for the quarter for the quarter
    quarter Year-on-Year Over 2 Years
    Year-on-Year

    PEP and Ackermans 1.6% 2.4% 11.5%

    PEP Africa (constant (0.1%) (2.4%) 3.1%
    rates)

    Speciality 5.3% 5.2% 19.9%

    Furniture, appliances and electronics

    This segment delivered strong growth against a high base with revenue growth of 9.7% to R3.4
    billion for the quarter. Black Friday and Christmas trading in the JD Group was strong despite a
    high base in the comparable quarter last year.

    The Connect credit book, which facilitates credit sales in the JD Group, was largely maintained at
    the R1.6 billion-level (on a gross basis). The level of non-performing loans improved.

  8. forum rang 10 DeZwarteRidder 27 januari 2022 16:13
    Sales growth Like-for-like sales Total sales growth Total sales growth
    performance growth for the for the quarter for the quarter
    quarter Year-on-Year Over 2 Years
    Year-on-Year

    JD Group 9.8% 10.1% 20.4%
    Building materials

    The Building Company’s decline in sales is due to a firm base in the comparable quarter last year
    when the building materials market rebounded following the impact of the initial COVID-19 wave.
    In addition, the consolidation of the business included the rationalisation of certain non-core
    businesses which affected sales growth for the quarter.

    Sales growth Like-for-like sales Total sales growth Total sales growth
    performance growth for the for the quarter for the quarter
    quarter Year-on-Year Over 2 Years
    Year-on-Year

    The Building Company (2.1%) (3.2%) 3.7%
    Fintech

    Revenue in the Fintech segment declined by 9.9% to R2.1 billion for the quarter. The decline is
    attributable to the FLASH business where a deliberate change in product composition resulted in
    income now being recognised as “net commission” versus “full transaction value” as determined
    by International Financial Reporting Standards. This change forms an integral part of the FLASH
    strategy to increase profitability and grow its basket of products and options to improve trader and
    customer retention. Virtual turnover continues to show double digit growth and the profitability of
    the business remains positive and intact.

    The Capfin business achieved positive revenue growth and the credit book increased marginally
    to R2.0 billion from R1.9 billion a year ago (on a gross basis). Non-performing loans improved
    and remain at very healthy levels.

    Refinancing process

    The process to refinance funding of R5.0 billion repayable in the 2023 financial year is progressing
    well and is expected to be completed by March 2022. The funding will be extended over a longer
    term at lower interest rates and will further strengthen the group’s liquidity and debt repayment
    profile.

    Net debt at 31 December 2021 reduced to R4.1 billion from R5.6 billion one year ago.

    Outlook

    The positive sales trajectory in the first quarter of the 2022 financial year accelerated into the
    January 2022 trading month with exceptionally strong growth in all of Pepkor’s CFH retail brands.
    In some of the business units the performance was inflated by the shift in back-to-school dates to
    January from February in the prior year.

    The table below includes total year-on-year sales growth for the January 2022 trading month
    compared to January 2021.

    Sales performance January 2022**
    Total sales growth
    Year-on-Year

    PEP and Ackermans 42.7%

    PEP Africa* 20.1%

    Speciality 32.0%

    JD Group 7.1%

    The Building Company (7.3%)

    * PEP Africa sales performance is reflected in constant currency terms.

    ** The January 2022 trading month spans from 26 December 2021 to 22 January 2022.

    The group is satisfied with the trading performance during the first four months of the financial
    year and especially pleased with the growth rates achieved over the two year period since the
    onset of COVID-19. Although the economic outlook remains challenging, Pepkor has over many
    years been able to achieve strong results and demonstrate resilience under these conditions. We
    remain encouraged that the relaxation of COVID-19 restrictions and increased tourism and
    economic activity will support growth and a reduction in unemployment levels going forward.

    Whilst global supply chain issues have stabilised to a degree and inventory levels are satisfactory,
    the expectation is that uncertainties will persist into 2022. Higher levels of price inflation are
    expected for the next summer season.
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