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.
https://uk.finance.yahoo.com/news/tesco-customers-disappointed-changes-clubcard-121745731.html
The 3x bonus (which previously was 4x bonus) is now being reduced to 2x bonus.
Seems Tesco are determined to lose even more customers to Aldi and Lidl.
Yes employee option pools are nearly always new issue. Create dilution for existing holders but arnt purchased on the market merely created and issued at x date
My understanding is that those share options are issued by the company on the taking on of a saye contract? Ie taking out £x per month for y number of shares, which Tesco then issues y number of options to that colleague? Hence not bought on open market only sold. I do stand to be corrected on that.
Good publicity,keeps the company name in peoples minds
It was from days ago that recall.
Re the media it doesn't just seem to be tsco but almost any large British company. Yet they love and admire companies from the US and Europe. It's like a form of self-loathing by them, which arguably holds Britain back at times.
This morning top news ,Tesco has had to recall a product with BB 2nd March ! Sensationalism as usual , the product is Arrabbiata Sauce , because it may have milk in it not disclosed on the label . What the Bloody hell is this stuff , and how many of us have ever bought it . The press is always out to attack Tesco and I am sick of it . We are a good supermarket chain and I believe the best overall . Moan over , Good morning all long term holders.
Stock price rising for no reason today? I guess peppers, cucumbers and tomatoes are loss leading so not having them instores makes the company more profitable lol
It wasn't a dilution. But it benefited the company far more than the shareholders.
As broad as it is long, a straight SD with no consolidation would drop the SP by the same price. SP would possibly recover over time but would take an extended period.
Yes, i remember that one all too well, this time should be a straight 50p to all holders end of.
To further add to this if they had just given us the 50p yes share price would drop but most would have reinvested at the lower price and thus raised the pricce back up a bit. Win win for all.
We didn't get the 50p per share. they paid off some pension deficit and did a share consolidation 15 for 19. we never gained from that consolidation.
Those talking about a special div remember what happened last time.
How much if special dividend announced??
could be a great time to buy, imo
Had a go at it a couple of times now and not managed to break it. Got a save as you earn available at the end of this month, be nice to try and clear it. Might hang on to it till the buildup to FY results.
It seems to be in vogue at the minute, loads of firms doing buybacks currently. Will it automatically drive up the SP? No. Will it give each remaining share a tiny bit bigger slice of the pie, ie increase dividend? Yes.
That being said the amount being bought back is miniscule vs the overall number of shares.
Mr.kioto I do agree. However it should be the case that as there are fewer shares in circulation it means to pay any subsequent div costs TSCO less and that means the div can be improved without the Company actually laying out more money overall. This in turn should then create more demand for the shares, and up we go. That's my view. JJ
How come the stock buyback program is not increasing the share price? I thought until April, tesco will buy its own shares, cancel them, and this will increase the existing shares, thus increasing the price . 1 Billion pounds set aside for this purpose. This accounting trick is not working........ should have gave a dividend with the cash. Do you agree ?
Good morning Konan, it does not have to be bad for the employee. A more profitable business can benefit the employees and the shareholders. Businesses have to change, if they don't then their place in the economy suffers. You have only to consider how the John Lewis group has failed to change and as a result their employees have suffered. JJ
Getting lean and streamlining
Good for the shareholder in theory
Bad for the employee
That strikes me as a good move; there is much to like about this stationery brand. JJ
Being briefed just now. There will be some devotions and or redundancies by the rumours.
Walmart already tried and failed with Asda, Amazon maybe but I wouldn't imagine they would have an appetite for a retailer with such a large bricks and mortar presence, it would go against their current MO?
CCC Great post one can now see why AI has both Walmart and Amazon as top predators for the business going forward both already have a strong presence in the UK market.
myquite, excellent post and it should be up on posters around all towns where there is a large Tesco. JJ