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dELİA*s AŞ Message Board

  • roseysenario roseysenario Mar 24, 2008 9:51 AM Flag

    Conf Call

    very conservative strategy by the leadership per the CC, which is probably best for DLIA. the best emerging companies will grow and take market share even in a bum market.

    major scale back in growth for the next year. even if it proves to be sandbagging, it doesn't look like holding these shares amounts to more than speculation, imo. track record at this company to date has been weak to mixed.

    best case is DLIA turns into a WTSLA over the next 10 years.

    if i had to guess, and i don't have to, i would guess that this stock will develop a trading range between $1.40 and $3.00.

    i'll leave this stock for others to guess about.

    farewell.

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    • The most encouraging part of the Conference Call was when Michelle Martin said about Delias...."it's our time".

      I believe they have turned the corner and are back on track. Very encouraging the last few days.

    • 10:08am 03/24/2008

      DLIA 2.35, +0.21, +9.8%) shares rose 1% after CL King & Associates analyst Mark Montagna raised his rating on the stock to neutral from underperform

    • Good luck Rosey...

      I would have to say people are taking a second look at DLIA, a transcript of the CC is available.

      Delia had a pretty impressive quarter if you ask me. SSS increases were significant. Paid off the revolver, increased the credit line, refinanced the mortgage. Doesnt appear any third party's are concerned about Delia's and in fact seem to want to partner with the company. Company also seems to think that the economy may actually help them secure more premium sites in the price range they want if they are patient.

      I think the company is extremely undervalued. Trading at .22 times sales or just .6 of book show just how extremely cheap the company is.

      I would agree this will probably go into some trading range but I think it might be more like 2.50 to 3.00 for a while. Which means I see run up coming before we pullback yet and go into a hold with the economic issues still way to much of drag to say any retail stock can rally significantly.

      It will be interesting to see that as we get into spring what happens with some of the depressed speciality retailers and restaurant stocks that have been hammered because they are historically cheap.