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i think the one thing to be said about M&S is that they have faced up to what their problems are and admitted to themselves what they just are not good enough at....last year they detailed it and made no bones about it and the analysts were somewhat negative as a result of the shock revelations of how they saw themselves...admitting that they werent able to keep food shelves stocked of basic items was just one of a long list they owned up to...
but....having done that and made the plans and decisions to get some of those things resolved or at least progressed, I think they are moving forewards, behind the scenes ..and things are moving foreward...despite the constant challenges retail throws out...
Hi, have doubled holdings at 1.02, feel there is a good 12 to 15 month growth ahead
... Great to read your opinion, thanks Neil
Beza hi, Sorry I don’t have enough detail on TED to have a solid opinion. However it’s a very similar history to M&S, low on digital, and UK/global ambitions, liquidity secured from new equity £105 m etc The consensus is a hold, new leadership and new digital plans which unlike M&S are too early to judge. It has strong support at 79.15 and very strong resistance at 113. It’s got a lot to sort out on the balance sheet and very early days. I would see it as a high risk.
Neil, as you are a regular retail investor can I ask - what do you think of Ted Baker shares at the present time? I’m invested here but their new low share price (after the recent rights issue) has caught my eye...
Hereshoppin. Clearly Iv touched a nerve. Classic speak of a day trader. Very amusing words and defensive arguments. I am invested in 22 equities and numerous sectors but mainly pharma and retail. Although I do have over 40 years experience in retail at most levels from shop floor to board, and busy these days consulting. I have some great stocks and some not so good but I hold for the long term, I don’t do day trading it’s for idiots, or gamblers. I avoid companies with high risk like Amigo and mining because no one really knows what’s going on in those companies including the CEO’s. I have some good contacts in companies I invest, to keep a check on what’s really going on versus media and reports. I recognise M&S mess and Marc Bollands disastrous term in office, but I also know the chair and Ceo in M&S and confident in their past and what they are doing now. Same with all companies I invest, leadership, plans, swot, but more important the top line-is there a business and potential, whether it’s AZN GSK Ocdo Tsco Mks and many others. I’m excited about M&S in particular because I bought cheaply over a month ago at its low and already up over 30% and 280k shares in them, and keep topping up. So you keep investing in your Amigos etc and shorting and I will keep reading and learning.
Forget lines - everything is sharks teeth - just the same as the recovery will be to the economy and the rise and fall in cases of coronavirus - that Black Swan is still circling and will be for a while yet.
Heresahoppin. That line has since reduced to a little over 107. I take it your on here because you missed the large rise today on AMGO and looking for some other equity to short. Or are you here because you’re a fan?
The shorts are just playing with the low volume and volatility.
If we get a good news day they are letting the SP rise and borrowing more shares at the top of the spike then when we get a bad news day they are pilling in and causing a bigger dip than could normally be expected - like todays dip.
I guess we wont get a respite until the autumn.
There is a good case for banning shorting in this type of market.
Shorts in control today because there’s just too little volume. Just over 6m from a 21m average. But it’s the same picture across the markets. People are just not committed anywhere, I am largely in pharma and retail and both are shocking today and most of the last 2 weeks. It’s hold time which could be 1 month or more. Good weekend all.
Yes hit over 120 but don't want to ramp haha. Sorry for anyone that's holding at that price but hopefully you won't be waiting too long and perfect opportunities to average down. For me this is stake building territory with an easy 10%+ gain
Aimigo...I hope that you are right we hit over 110 a few weeks back and this has tanked along with loads of other shares. Confident it will come good in time
I'd say that's more market sentiment in general. Out of 14 on my board I only have 2 blue today! Very happy here and no doubt this will rise above 110 pretty soon
Having watched both videos I do feel more confident in MKS but I am still concerned that shareholder value and the Sp does not reflect their sentiment . Lets see what next week brings.