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Tesco Share Chat (TSCO)



Share Price: 207.00Bid: 206.30Ask: 206.40Change: 0.00 (0.00%)No Movement on Tesco
Spread: 0.10Spread as %: 0.05%Open: 207.50High: 210.75Low: 206.60Yesterday’s Close: 207.00


Share Discussion for Tesco


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ARSENAL17
Posts: 2,209
Off Topic
Opinion:No Opinion
Price:207.00
Non holder
Today 20:36
For someone who has no holding in this business I can£t understand why everybody answers him ,I think he is just a wind up merchant and not worth answering so just Filter him like me
 
whowrotethis
Posts: 789
Off Topic
Opinion:No Opinion
Price:207.00
RE: large redundancies usually
Today 19:31
another poster did muse on a 5-7 pound valuation ...

you really should be interested in what has happened as its the reason Tesco is only 40% of its all time high ... what will happen is reflected in today's share price and the market tis clearly uncertain as to how Bookers will play out given the list of Tesco's expansions and contractions from a variety of markets over the years ... can Tesco really pull this off ?
Tesco being smaller is simply as case of it losing / stagnating market share whilst at the same time attempting to merge a wholesaler and grow its profits to compensate ... it has had 10 bad years and fiddled profits to contend with and I remain dubious ... its recent enormous reduction in pension liability which was touted as a marvel of debt reduction but in reality was an accounting exercise using better corporate bond returns and actuary tables showing a reduction in life expectancy ... they should have put that in the accounts rather than implying prudent investment and these little factors are what shows the true motivation of management.

A 15% profit is great but its from prudent timing on your part ... imagine holding since 2007 at 498p when some thought it would continue to rise.
Carrington
Posts: 350
Off Topic
Opinion:Strong Buy
Price:207.00
RE: large redundancies usually
Today 19:00
I don't believe I have actually said that your posts are rubbish if you check back on my previous posts with you and I have NEVER said that a 5-7 quid valuation is achievable - the problem I have is that your dislike for Tesco is based mainly on historical issues that have now been addressed - I am not interested in what HAS happened I am interested in what is going to happen - you are trying to say that the acquisition of Booker will as you say "in the long game" make Tesco smaller - it will not - it will be a fight for market share and I have put my money on Tesco, - a 15pct profit in my investment says I am correct at the moment and the fact that you haven't put your money on Tesco says you are incorrect -
dyor etc
whowrotethis
Posts: 789
Off Topic
Opinion:No Opinion
Price:207.00
RE: large redundancies usually
Today 18:08
boy you do get shirty ... well Tesco has shrunk significantly since its over inflated value of 498p in 2007 ... 11 years later it is but 40% of its former self. In the meantime the whole grocery market has changed from the dominance of the big 4 to the big 4 plus very agile and expanding discounters all adding up to a sizeable portion of the entire market.

Why will Tesco become smaller is simply this ... it has too many stores, they are not making the money they once were, margins are tighter and will not return to previous levels due to points raised above, staff will be lost to try and maintain profitability, it has cancelled its expansion program, stores once planned for are not being built. It has reached market saturation. Tesco focused upon domination in many medium sized communities that no longer have the money to spend as Tesco's growth was based upon consumer borrowing pre 2008 (see share price peak) and has declined since and continues to decline due to mounting consumer debt and restriction of welfare and social spending. Tesco sees this and decides that instead of going for more customers that it knows it can't achieve it will go wholesale and buy a growing wholesaler and supply the trade ... so in come Bookers and Tesco desperate to seal the deal offers way of the odds.

So reduced customer spending, more competition, lower margins, more consumer debt ... that is why I believe Tesco has peaked and its market share will decline as it has done from its peak at 30% to 27.5%. Tesco will either do what Walmart in the USA has done and close loss making stores and focus on a better paid demographic or fight for market share with the discounters ... either way Tesco will still be here but not the force it was or the size it was of even getting any where near the profits it did at its peak ... is that enough and I would be interested in more than a one line retort on why all of the above is rubbish and why some on here think a £5 to £7 valuation is achievable.
AllAtSea
Posts: 375
Off Topic
Opinion:No Opinion
Price:210.30
RE: another day and another superma..
Today 16:48
Potentially it's a spiral of decline. Many communities rely on Tesco and other retailers for jobs. No jobs, no money, no customers.

I see that Sainsbury are joining the race to cut staff.
Carrington
Posts: 350
Off Topic
Opinion:Strong Buy
Price:209.50
RE: large redundancies usually
Today 16:04
I wasn't talking about tsco losing money, I was talking about the lads, will you please pay attention to what I am saying and please answer the question I have given you re why you think tsco will be smaller in the long game when they are acquiring booker - did you understand that ok if not look at your post at 1423?
dyor etc
jonjo
Posts: 6,733
Off Topic
Opinion:No Opinion
Price:209.25
RE: large redundancies usually
Today 15:59
WWT - I think it WILL return to its former glory and that you are wrong - we will see
whowrotethis
Posts: 789
Off Topic
Opinion:No Opinion
Price:209.35
RE: large redundancies usually
Today 15:20
'but they are LOSING money' ... if I was losing money on horse racing I would be making a loss

Tesco's share price peaked in 2007 at 498p around the time of the banking crisis. Tesco relied upon a booming economy and consumer borrowing to build its business and since that time it has declined. It is now faced with continued economics that will never match its former model simply because the money will never return. In the meantime the void is now being filled by discounters due to the continued pressure on the consumer and Tesco has halted store growth and decided to takeover a wholesaler instead. Wholesalers will suffer the same issue of margin retraction and profits from such areas will fail to reach expectations. Tesco will make money but will never return to its former status which in reality led to its over expansion and ultimate decline leading to financial irregularities and a new CEO.
Carrington
Posts: 350
Off Topic
Opinion:Strong Buy
Price:209.95
RE: large redundancies usually
Today 14:41
I didn't say making a loss, I said losing money, and if you don't make as much as you did the previous year, you are losing money year on year - you can only do that in any business for so long - how will tsco be smaller in the long game if it is acquiring booker please enlighten me

dyor etc
whowrotethis
Posts: 789
Off Topic
Opinion:No Opinion
Price:209.85
RE: large redundancies usually
Today 14:23
that is incorrect ... a reduction in profits doesn't equal making a loss unless you have some other numbers to share with us all

in the long game Tesco will be smaller than it is now




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