The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
We lived in Switzerland for 4 years and 90% of shops were in Lidl or Aldi. We figured that shopping in main supermarkets (Migros/COOP) we didn’t know the main brands. So why not shop in lidl/Aldi for less and also u.se brands we had never used prior. We were surprised by the quality we got. For large once every two month shops we drove into France and shopped in hyper market sized Carrefour for the huge variety and the exotic foods section aka British goods :-)
I now know their contingency plan to cover the drivers strike at Christmas he employed to book an agency staff to cover the Christmas period at £600 night some nights They would just sit in a cab or the canteen and did nothing total cost to Southampton 10 million big depot in Scotland 50 million .
Just goes to show they have money to burn yet they only offer their shopfloor staff 2.8% of your feet firmly on the ground you’re going to give the depots 6% no wonder Leigh day are taking them in an equal pay
A 4% div is fine with me. Having an average of 250p; that's a capital gain of 20%+ and a div on top is very acceptable IMO.
Much better than the money being held in something 'safe and secure'.
And further capital growth is on the cards with modest increases in div. All good. JJ
Very slow if you ask me, in this day and age a 3 or 4% div is not going to make you rich and most of the board are living in the past.
I never understood why the rebranding to Jack's for the price war. They have enough buying power to affect prices anyway. Only reason can be if they just wanted local flexibility rather than national. Anyway, it was a waste of shareholders money again..
Flutter and Entain are cheap and SNG.L could be a multi bagger good luck dyor etc
I’ve done well on Tesco long term hold for me.
Has Tesco lost its way? Did they seriously think they could half-heartedly take on Aldi, Lidl at their own game?
I'm just looking for safe havens at the mo. Cash is not much of an option long term due to rising inflation. However the SP of anything I like the look of in the ftse350 seems to be struggling at present even tho the actual companies are doing ok. I am just in TSCO and BBOX at present.
Yes, slow and steady.
16% rise and above my 350p target.
Seems more reasonable than ever now.
Quite possible to see that within two weeks, if things move steadily on.
Obviously, a fall or not moving much at all, are other possible options. I'm optimistic.
But, let the trend be your friend.
Takeover?
Can't be that many who would make a bid.
The would no doubt be a decent premium though.
A nice slow and steady rise over the last month. A fairly acceptable dividend and the possibility of dare I say it a "takeover target". TSCO seems to be riding along and sitting under the radar. Personally I am happy to see this steady rise and a hopefully a steady increase in dividends. Anything else is surely a bonus. Continued good wishes to those that hold, are considering buying or are merely monitoring this share. Rgds to one an all. Saintly
Robbyw Yes the Volume yesterday Friday was huge 35.5 Million as opposed to the average of 16.5 Million, the last time Volume was this high was back on 29th November after which the SP increased the following 4 consecutive weeks on falling volume... generally speaking, the SP has been under accumulation since mid-August 2021 another observation yesterday's close was the first monthly close above its 200 SMA since 2014 (financial debacle & Warren Buffet crashed the party). Closing back above the 200 SMA might catch some attention from other larger whales next weeks/months ahead. Meanwhile, this small fish is happy with the crumbs. GLA
A decent week to break 300p.
Held well and even moved up a couple of pence.
I like to see 310p quickly and on towards 320p.
At 320p, I'd be fairly confident of reaching my 350p target. If getting there, decisions, decisions.
Tesco a takeover target?
I'm not sure on that one. But, never say never. Tesco is still cheap - IMHO of course.
Have a great weekend.
Chelwood, allowing for the share consolidation plus the buy back you ought to see £3.20 in the next 3 months or so. I think you could safely hold some for something nearer to £4 in late 2022. My average is £2.50 and my intention is to hold for the medium term, i.e. up to 4/5 years. Of course DYOR. Good luck, JJ
Yes,both over 5 year.Still holding and taking the dividends and watching and waiting.Not greedy,if they reach £3.20 it will be time to sell
I assume that is a 5 year deal the ones at 150?
the 3 year deal which was set at 188 should payout soon. next year is a 198 then its a 221 iirc
just a query were you liable to tax on it when you cashed in
My second largest uk holding happy days.......more to come...certainly possible.....gla.
Well done with holding Chelwood, my large 1.50 SAYE went on a house deposit a while back. It served it's purpose. Got a smaller one at 1.68 due next year, might hold that for a while depending on conditions at the time.
Fair play to everyone for sticking with this share.Hold just over 15000 bought via SAYE at £1.50 and £1.51 so pleased.
some at a little over 301p having bought at a much lower level less than a year ago.
I'd live to see 305p+ by tomorrow's close.
But, nice to see 300p broken.
Once 320p is broken, I might just see my 350p target.
I still believe TSCO is very much undervalued. Just my thoughts though.
GLA, be lucky.
Just seen it hit 301p :-)
Looks like the wall has been knocked down! 302p now
Yes get your bomb shelter ready. Will be in there a long time. Plenty of vitamin pills maybe no sun for 5 years.
Yes, that 297/298p is/was a wall.
Once broken, I'm hopeful of moving up.