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Tesco PLC Share Chat (TSCO)


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Share Discussion for Tesco PLC


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Seifert
Posts: 2,104
Observation
Opinion:No Opinion
Price:163.35
rude health
Today 09:10
I have to confess that the share price has stablized over the past several sessions. What does this bode? Most likely expectations of some kind of announcement, as the price seems poised for a move (up or down?). As for the dividend, I would be cautious in pleasing short term speculators by restoring it too early. It's far better to consolidate the business and hold cash in the kitty. As for Aldi and Lidl, these guys are in no sense concerned - as entrenched players, they will stay the course come what may. The problem lies with the likes of Asda et al, staging these endless 'price wars' that collectively erode margins of the big four. This relentless self-cannabalizing of the legacy players has a time out. One of these will have to go under, or two of them merge. Just as BHS no longer fit into the modern retail landscape, (and was scalped by invidious and egregious sharks) ditto any business that serves retail. Instead of Asda et al devising new methods, they resort to the ancient regimen of elimination by squeezing margins and poaching customers. This has to stop. The market has to reconfigure. Sooner or later. Perhaps, only the pressure from the larger stakeholders will force these very clueless management teams to think in new ways, and come up with novel strategies in lieu of self-mutilation as the route to rude health.
 
Dierich
Posts: 1,511
Off Topic
Opinion:No Opinion
Price:163.50
Opium
Sat 20:35
Not really a builder more infrastructure and support services.
AllAtSea
Posts: 259
Off Topic
Opinion:No Opinion
Price:163.50
RE: When?
Sat 20:29
We haven't really hit Brexit other than they've been dicking around with exchange rates. Probably just what they wanted to do anyway.

Would Aldi be affected by rates any more than tsco?
Opium
Posts: 4,487
Observation
Opinion:No Opinion
Price:163.50
RE: When?
Sat 10:08
IMO, any time now. A builder this week restored the divi after an absence of 2 years.
Eve.Std. says Aldi is squeezing the nuts of it's suppliers- 'usually means stores are under pressure. Is Aldi having a stinker dealing with Brexit?'
Jebedee
Posts: 22
Question
Opinion:No Opinion
Price:163.15
When?
Fri 13:36
Any opinions on when/if the dividend will be resumed? I am not sure I could even offer speculation on this.
BillyGoat100
Posts: 121
Off Topic
Opinion:No Opinion
Price:165.90
tsco
23 Aug '16
...no the local taxi company are.
pactrol
Posts: 59
Off Topic
Opinion:No Opinion
Price:166.05
taking share holders for a ride
23 Aug '16
Tesco Bank boss Benny Higgins spent more than £18,000 on taxis is Mr Lewis in control or not.
Orangetree
Posts: 38
Research
Opinion:No Opinion
Price:165.60
RE: Kantar
23 Aug '16
They continue to do so with Aldi and Lidl gaining one percentage point of UK Grocery sector each year, that is approximately £1.7bn or £1.8bn in sales being absorbed away from the BIG 4!
Orangetree
Posts: 38
Off Topic
Opinion:Hold
Price:165.60
RE: tesco
23 Aug '16
Something to do with the Olympics helping sales! http://www.standard.co.uk/business/tesco-leads-charge-as-supermarkets-enjoy-olympics-jump-a3327281.html

And sales declining less slowly.
sstarski
Posts: 5,155
Off Topic
Opinion:No Opinion
Price:164.65
Test of the 170's
23 Aug '16
Again?

Third times the charm




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