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Poundland (PLND)     

skinny - 14 Apr 2015 07:05 - 18 of 52

FOURTH QUARTER TRADING STATEMENT

Solid fourth quarter trading; full year in line with market expectations

Poundland Group plc ("Poundland" or "the Group"), Europe's leading single price retailer, today announces its fourth quarter trading statement for the 13 week period to 29 March 2015.

Headlines for the 2015 financial year

· Total sales, excluding Spain, increased by 11.8% (2014: 12.7%) on a constant currency basis
· Like-for-like sales increased by 2.4% (2014: 1.9%)
· 60 net new stores opened in the UK & Ireland, as planned
· Spanish trial is proceeding to plan
· Underlying pretax profits expected to be in line with market expectations*

Revenue for the 12 months to 29 March 2015

For the 12 months ending 29 March 2015 total revenue, excluding Spain, increased by 11.8% on a constant currency basis (2014: 12.7%) and by 2.4% on a like-for-like basis (2014: 1.9%). On an actual currency basis, total revenue, excluding Spain, increased by 11.4% (2014: 13.3%) to £1,111.5 million (2014: £997.8 million).

During the fourth quarter, total revenue, excluding Spain, increased by 7.1% on a constant currency basis (2014: 13.9%). On an actual currency basis, total revenue, excluding Spain, increased by 6.5% (2014: 14.4%) to £255.0 million (2014: £239.5 million). This represents a solid performance against a strong trading period in the previous financial year. As we have previously highlighted, due to the timing of store openings, the contribution from new store trading weeks this year has been lower than last year and this continued to be the case in the fourth quarter. As planned, we opened ten fewer stores in the year as a whole than in the previous year and this was also a factor in a lower contribution to sales growth from new stores in the quarter.

more....

dreamcatcher - 14 Apr 2015 18:54 - 19 of 52

Questor-share-tip-Clear-buying-opportunity-in-Poundland-shares.

dreamcatcher - 18 Apr 2015 18:28 - 20 of 52

proactiveinvestors,in-for-a-penny-in-for-a-poundland

david lucas - 29 May 2015 12:01 - 21 of 52

I think this has found support! Bought 2000 at 307p.
Any views from other BB's

david lucas - 29 May 2015 12:02 - 22 of 52


mentor - 29 May 2015 12:08 - 23 of 52

You could say... maybe will bounce from a double bottom.

But I would not buy a company who sells CRAP from China

HARRYCAT - 29 May 2015 12:11 - 24 of 52

You've obviously never been into a Poundland store. Crap yes, from China mostly no.
I just wonder as times get better and the recession recedes that the majority of people will move upmarket.

david lucas - 29 May 2015 12:31 - 25 of 52

Yes it is total crap. But the shops are full!

mentor - 29 May 2015 12:33 - 26 of 52

Harry

certainly not interested on the store or the company
anything as cheap as £1 means the materials used are mainly damaging the country and our self.

Using ....."corrosive materials" from the China CRAP is enough to put me off

............. "what you eat is what you are"

the same apply for
...... what you "buy" is what you are

edit -note - it reminds me of people eating sausages with no meat on it.
my take is the Government fault on letting this things taking place.

cynic - 29 May 2015 12:50 - 27 of 52

26 - what a very strange comment indeed, not least because it's almost incomprehensible

this amused me greatly ......
it remains (sic) me of people eating sausages with no meat on it.
my take is the Government fault on letting this (sic) things taking place


why is it the gov'ts fault????
i suppose you'll tell us next that it's the gov'ts fault that most people eat supermarket "squodge" white bread with all its additives and similar to give it long shelf life ...... and loads more examples could be given too

mentor - 29 May 2015 13:39 - 28 of 52

Is cynic a "sic" person?..

What are the laws for?
Why are doctors complaining about, too much sugar on most products, too much fat on peoples body, etc.
Is not the Government fault to do nothing when able to correct this happening?

the same apply to sausages

jimmy b - 29 May 2015 17:33 - 29 of 52

Here's a man who looks like a sausage !

cynic - 30 May 2015 09:02 - 30 of 52

28 - no ..... guidance perhaps, but it is an unfortunate fact that few are now prepared to take responsibility for their own actions ......
that includes tripping over a paving stone, falling down the stairs at a restaurant when drunk, smoking and even buying shares

so if you want to ignore the obvious and eat a hefty fry-up daily, eat lots of sweets and crisps, drink cola and smoke 20 fags a day, then you shouldn't be surprised that you are morbidly obese and unable to walk up a couple of flights of stairs without having to stop .... and then die early of heart disease or diabetes or similar

=========

of course you can also have the healthiest of lifestyles and still suffer SADS

or eat dully, avoid all caffeine and drink wheat grass ..... you may actually live no longer, but it'll feel as if you've been on this earth for 150 years

Fred1new - 30 May 2015 17:45 - 31 of 52

JB,

Who would give a pound for him?

VICTIM - 31 May 2015 08:23 - 32 of 52

These type of stores are still on the up , B & M still expanding , like Sir Pickles waistline . I do agree with you cynic .

dreamcatcher - 17 Jun 2015 20:27 - 33 of 52

Proactive investor -


Call it quids - Poundland has been around for 25 years




A smattering of UK corporate news will be available for those not still pondering the Fed meeting and its implications.

From the gigantic nature of the US economy to the discount retailer Poundland (LON:PLND) seems rather a leap but nevertheless, the screwdriver to toothbrush group is reporting full year results on Thursday.

In a kind of TFI Friday way, some may be surprised to hear the discount group started 25 years ago but now is a familiar sight on many a High Street.

And significantly, it is now expected to break through the £1bn sales mark for the first time.

It is now expected that the group's annual revenue will be £1.1bn for the year- up from £998mln in 2014. Meanwhile, pre-tax profits are forecast to be 20% up on last year.

And it has been closely watched in recent months, not least due to its attempt to buy close rival 99p Stores and the fact that last month it invited authorities to conduct a full-review into the proposed tie-up worth £55mln.

No doubt investors will be keen to get an update on this. In the Phase 1 review, the Competition and Markets Authority (CMA) said the deal could lead to a

"substantial lessening of competition” in 80 areas where the two chains overlap.

The firm wants the watchdog begin a full review, or Phase II, which is an in-depth 23-week study of the deal.

skinny - 18 Jun 2015 07:22 - 34 of 52

Full Year Results for the year ended 29 March 2015

Very Good First Year as a PLC

Financial Highlights

Underlying Results

· Sales +11.8% on a constant currency basis; breaking £1 billion for the first time
· Sales +11.4% to £1,111.5 million on an actual currency basis (2014: £997.8 million),
· Like-for-like sales +2.4% (2014: +1.9%) on a constant currency basis
· Underlying EBITDA +9.9% to £59.4 million (2014: £54.0 million)
· Underlying pre-tax profits +18.6 % to £43.7 million (2014: £36.8 million)
· Underlying diluted EPS +24.4 % to 13.6p (2014: 10.9p)

Statutory Results*

· Total sales +11.9% to £1,117.0 million (2014: £997.8 million)
· Pre-tax profits +68.3% to £36.2 million (2014: £21.5 million)*
· Diluted EPS +104.7% to 11.3p (2014: 5.5p)
· Net cash of £13.9 million (2014: net debt of £4.7 million)
· Final dividend proposed of 3.0p per share (2014: nil), giving total dividend payment for the year of 4.5p per share (2014: nil)

Operational Highlights

· 60 net new stores, growing the estate in UK & Ireland to 588 stores (2014: 528)
· Retail Park stores now total 87 in the UK & Ireland (2014: 60)
· Strong FY2016 UK and Ireland store opening pipeline; at least 60 net new stores planned for next financial year
· First Dealz store opened in Spain on a trial basis; five opened at the end of the financial year; on track to open 10 stores
· New 350,000 sq.ft. warehouse operational in Harlow in September
· 5.3 million customers served a week, including nearly 300,000 in Ireland

Strategic Highlights

· Our proposed acquisition of 99p Stores Ltd (''99p Stores'') has moved to Phase 2 of the CMA review with a decision expected in October


Trading update for the 11 weeks ended 14 June 2015

· Sales for the 11 weeks ended 14 June 2015 were ahead by 4.1% on a constant currency basis.
· On an actual basis, sales increased by 3.5% to £228.9 million (2014: £221.3 million)
· This performance reflects last year's excellent Q1 trade, when sales were ahead by 18.0%, reflecting the benefits of a later Easter, good weather and the loom band craze
· We opened a net 6 stores during the period, but expect to open at least a net 40 by the end of the first half
· This leaves us very well-placed for the important Halloween and Christmas trading period


* after non-underlying items

skinny - 18 Jun 2015 07:24 - 35 of 52

Directorate Changes

dreamcatcher - 18 Jun 2015 18:06 - 36 of 52


Poundland Group plc’s Progress Trounces Tesco PLC & WM Morrison Supermarkets plc!


By Motley Fool | Thu, 18th June 2015 - 11:49

Share this
Today's full-year results leave us in no doubt that Poundland plc (LSE:PLND) occupies a niche on the 'happy' side of the structural changes sweeping the retail market for 'essentials' in Britain.

On a constant currency basis, total sales are up 11.8%, like-for-like sales up 2.4% and underlying pre-tax profit up 18.6% -- the firm's business is flying.

Robust growth

The company reckons structural change occurred in shopping throughout the UK over the last several years, and Poundland played an important part in the outcomes.

When we think back, it seems clear that discounting retail firms prospered in the financially austere environment we've seen since last decade's credit crisis. The discounters were on the rise before that, of course, but a value-hunting collective mindset seems well entrenched in the consuming populace, and it will surely remain for years to come.

A retail environment like that is fertile ground for new-order discount-retailing, and Poundland, Lidl, Aldi and others caused disruption to a number of sub-sectors in the retailing industry. We only need to look at the carnage in the supermarket sector with firms such as Tesco (LSE:TSCO) and Morrisons (LSE:MRW) to see the effects.

As Tesco and Morrisons fight to survive, let alone to thrive, Poundland -- which sells a fair amount of food -- is growing like mad. During the year, the firm opened 60 new stores across Britain and Ireland and plans to open a further 60 at least during the current year. Then there's growth abroad as the company probes into Spain, fine-tuning its offering there and on track to place 10 outlets in the near future. The company has around 588 shops now, so these expansion figures are impressive. If the firm succeeds in its bid to take over rival 99p Stores, growth will receive a further boost.

The new 'defensives'

The key indicators of strength at Poundland are those relating to sales. Tesco and Morrisons can aim to rebuild plunging profits all they like, but if the top line doesn't grow, or worse still if it shrinks as it has been with those supermarkets, ultimately their businesses are going nowhere and neither is an investment in their shares.

We used to prize supermarkets for their steady and reliable cash flow, which allowed those firms to pay consistent dividends. Investors regarded them as 'defensive' investments, and low risk even if short on excitement, but not any more. The recent collapse in profits and share prices in the traditional supermarket sector stripped the supermarkets of their defensive credentials and turned them into struggling turnaround candidates -- a far racier proposition than many conservative investors signed up to.

Will supermarkets ever come back? I wouldn't bet on it. The new reality in the 'essential' retail market is here to stay. Structural change doesn't suddenly change back again. That's why I think it makes much more investing sense to align ourselves with the new order if we can rather than clinging to the old. We can't invest in Aldi or Lidl because those firms are private limited companies, which is a pity. However, we can invest in new-order discounter Poundland and I think the firm is well worth running a slide rule over.

skinny - 06 Aug 2015 07:32 - 37 of 52

Jefferies International Buy 346.30 346.30 260.00 400.00 Upgrades
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