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Rosewall
A good point you raise there, click & collect is what we use for a lot of items and it is very convenient as slots are very much more available, & cheaper generally than deliveries. It is also, surely, much more convenient for the stores too ?
Where we live Sainsburys are very behind in click & collect, Tesco & Asda seem very busy with theirs, which with tighter social distancing in stores should make C&C more popular, just my observations.
Online ordering is mainly home delivery. However, what is less known is the Click and Collect operation. Before the pandemic, and a good bit into it, people were given a two hour slot in which to collect their order. Now, many stores operate a one hour slot which effectively doubles the throughput of collections. In many stores, there is no reason not to add another Click and Collect pod thereby doubling the throughput further.
Good spot leas. Every little bit helps....
Agreed Robbyw. Wouldn’t be surprised to see us at 2:40-2:42 today. The news flow on Tesco is frequent and positive and will only continue to improve. Amazed it lost 0.1% market share. Surely online sales will see Tesco mkt share go up from here.
@Uncle_Doug
Nice to see it hitting that previous stubborn 240p.
Onwards and upwards.
Kantar report makes very good reading. Not forgetting this latest lockdown does not form part of the analysis. Also reading in the press that takeout beer from pubs will be banned which will increase sales further.
Sales up 11% again. Stricter lockdown than December and additional home delivery slots could see Tesco’s turnover rise 5-10% in 2020 and 2021, adding a further 10% to the share price not currently priced in IMO. When news of special dividend and Tesco’s stability reaches the national papers financial pages you can bet MIDAS etc will recommend getting into Tesco. Then we have lift off north of £3 pre ex div
Should break 240p today. Stricter lockdown helps TSCO. I've raised my target 10p.
Trading statement for 3 quarters inc Xmas will reveal how well Tesco’s are doing. Only 9 days to wait and then we’ll see a steadying rise above £2.50 without news of the special dividend which will attract more interest. Given last nights news of a 6-12 week lockdown I think people will start to flee out of high risk shares and into here. Think a down day for the ftse but up for Tesco’s
Online ordering / delivery should help.
Hopefully the SP will start to rise up and above 250p.
https://www.google.co.uk/amp/s/www.thetelegraphandargus.co.uk/news/18983596.amp/
And we have 37% online market share
https://www.bbc.co.uk/news/business-55540485
That would be your lack of undestanding.
Will be over £2.40 by weekend. Already evidence to suggest that more money was spent at Christmas/New Year and shut down will mean even more spend. Their online operation is better than all of the other supermarkets, another plus point. Upside £2.50
Morrison’s reporting tomorrow and the release of the Kantar report. No reason why the figures won’t be good or better than expected.
Maybe attract some investors looking for a ‘safe port in a storm’ but who knows.
This virus continues to spook the markets and always the risk TSCO getting caught up in the poor sentiment.
Lots of money doing nothing in bank accounts, with falling saver rates TSCO has got to be up there. Good yield, low risk.
HNY Rosewall
Drivel indeed. Read the guys posting history. Quite amusing. I bet his/her posts on the CNA bb were as equally transparent as it is here.
Mansinoor, you are posting drivel
11th Feb 2021
It is wrong. GM on or about the 11th is the cut off (xd)
Sorry I can't find an edit function...to repea t Mansinor: From my understanding of the situation, everything in your post is WRONG.
Mansinor: From my understanding of the situation, everything in your post is WRONG.
Everything is this post is WRONG
Beware of trading in Tesco shares if you want your shares included in the 51p per share special dividend, my understanding is that to be included in the spd you needed to have invested before a certain date it could before the sale was announced in September 2020 last year, I very much doubt that all this new money beimg invested in Tesco now will be allegeable for the SPD come June 2021.
Another broker note from Barclays. I think they already had a PT of 290. Nice little rise so far today, the unkind UT on the last closing makes it look stronger but will take these small rises until we have the trading update.
Trading up to the 11th Feb will be interesting too, lots of footfall across all the supermarkets over the New Year.
Further tier restrictions should continue the trend in the short to medium term.
alas a previous post on vodafone was a best share to avoid..... i tend to take these as the sage advice they are meant to be.
I have just sold out of Tesco as made a nice profit as it grew, expect the price to step up nicely over the next 4 weeks, it will be a steady tick back up so will be picking up some shares in time for trading updates - i see a lot of the initial covid costs being reduced now as they begin to become "normal" no additional capital spend on this and significant spend boost with all of the competition closed at a key trading time. Hoping to get on board around the 2.30 mark as see this easily getting to 2.65 by 11th Feb if not more.