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CFCs are also being augmented with UFCs. I won't go into the % of automation.
TRB
The strike price is £1.98. That is, as far as I am aware, fixed at the start of the plan i.e on 4th Nov. It is not movable.
If it goes ahead then it is a once in a blue moon cracker.
But it is dependent on the sale of the Asia businesses and subsequent agreement at the GM.
Yes I think it's a good share to have at the moment, maybe some good news regarding the Thailand sale could push it higher..
I imagine sales of clothing and toys will be huge this year as there will be nowhere else to get these things from on the high street. Coupled with lots of smaller groups for Xmas dinner and festivities mean food sales will be very strong. Not sure it’ll get back to 250’s again but 230’s would be nice.
Although we’re not aware of a saye consolidation I’m sure they will be consolidated as well as otherwise it’s a 100% win or more . Tesco’s aren’t that daft
I rung them up about the discount And it is up to 20% at Tesco’s Discretion
Are the CFCs automated or human pickers ?.
Because if it’s automated then the Margin is nearly 10% like Ocado once up and running if not then the margins will probably be 2% unlike in store of 4%
So the more they expand online the more costs they have , fuel,vans,pay, pension ,holidays,insurance and you can’t say these cheap delivery saver plans cover these costs .
Nevertheless I’ve decided I’ve decided to do £250 over five years in case I am stuck at this godforsaken place for that long !
Let's hope it's like Christmas till after Christmas..
Local Extra store is like xmas....not talking about decorations either!
The price on which SAYE is based is always calculated at the same time each year. Essentially it is an inducement to save and, as an inducement, it is a benefit, which means HMRC will always be involved. What is really interesting is the hidden benefit, one which has escaped many is that of the post Asian deal consolidation. Shares will be consolidated but not SAYE (at least I have not heard anything to the contrary). So, at maturity, all shares purchased will be at the £1.98 price irrespective of the consolidated share price :-).
pathetic post which nobody cares about well not me anyway.
Lower highs and lower lows gradually nudging towards the £2 mark the trend is your friend as they say and if you look at the 1year chart it’s dire,
Now will it fall below £1:98 the saye by the cut off date of 4th November?
Also a Question to my esteemed colleagues here now I always thought they took a 20% discount from a 5 day share price period to get to the option price; which if it was going back to say September It would and quite frankly should’ve been between 1:80 to £1:90 how the B Jasus they got to £1:98 is beyond me .
Or is it set by HMRC?
Two big sales after 4.30 yesterday, 12m and 13m.. someone knew a drop was coming..
Saw Fidelity article on supermarkets today. Things are on the up for online deliveries. Don't know if massive link will work ...
https://www.fidelity.co.uk/markets-insights/investing-ideas/shares/sector-watch-supermarkets/?utm_medium=email&utm_source=marketo&utm_campaign=brokerage&utm_content=sector_watch_october_MA_Sipp=N_ISA=N&mkt_tok=eyJpIjoiT1RsbU5qVTFOV1JqWlRJMSIsInQiOiJqajlTQWlKKzErQVl2K2RjXC9WZnV2Mk05cUZkR1pSVUlBMkhNUDJuSHhqRW13aDhBa2FsXC8wYXZSTXduSElUZDdRZlBNN2VZcHdCb2dhWWp6ODNKclZYaEVSblBLU3M1SFN6aTZjQm4xSWVGYUJRbnhkRkVBaXd0SFp3MEZhYjBBIn0%3D
Google have it at 210p, IG have it at 214.1p..I think and hope) it's 214.1..
didn't make as big a gain as some other shares but hoping to see it back to 220 soon..
Hope you're right .it has a sharp drop on my source to back over 2:10 again.will recheck anyway cheers
Quizzer, closed 214.10 up 3.40p ???
That last hour was a bit brutal on the sp
TSCO for me, not MRW. Never any point waiting for a bid in my experience - could take years. Go with what's on the table now. More chaos, more lockdown, more isolations. In my opinion TSCO have the best online infrastructure to profit plus massive corner shop presence via Booker. Re corner shops - don't Tesco own Happy Shopper, Londis and Budgen - I may be wrong? Also current TSCO SP is a bargain IMO and the Bank failure's already priced in but still a drag on progress.
Open to opinions here.
If you were going to buy one of the food retailers, would Morrison not be the best choice.
Reason for my thinking is a potential bid from Amazon and the negative implications this would have on Tesco and Sainsbury shares.
Corner shops already have their own suppliers e.g. Batley, nisa, Spar etc so I don't expect a massive uplift.
Remember that what is good for Tesco the retailer is not necessarily good for Booker. One, to some extent, offsets the other. Then add in Tesco Bank provisions and life may not be quite as rosey
From Kantar:
The market researcher added that sales rose 10.6% year-on-year in the four weeks to 4 October as shoppers moved a greater proportion of their eating and drinking back into the home.
"This is likely a response to rising COVID-19 infection rates, greater restrictions on opening hours in the hospitality sector, and the end of the government’s 'Eat Out to Help Out' scheme," said Fraser McKevitt, head of retail and consumer insight at Kantar.
In my opinion - more lockdowns and rising Covid rates are going to push more people to eating / drinking at home. More than half the UK population can't now socialise with another household (from Saturday) and this is likely to continue for a good length of time. The current standoff between Boris and local governments will only cause further Covid cases and further stricter measures, fewer people going abroad too. More online deliveries will result as more have to isolate. Booker will lose out to restaurant and catering trade but will still sell (more) to local corner shops. Tesco main stores and sales will be the main beneficiary here. Outlook is looking good for Tesco but bad for our economy and people's health. I've raised my target price.
when the asian arm of tescos is sold do we have any idea of what the special divi could amount to and secondly when is the full here ex div date roughly. thanks in anticipation as only recently invested here. Very impressed by turnaround and what they do for charities and local causes and free meals that they provide where most needed. Only found out just how much they do and have been shopping with them last 3 months and find them great.
will swing back and forth now till next year.......imho of course.......dyor
Rosewall thats not quite correct, the percentages may balance between Bookers and home shopping, however there's a massive disparity in volumes traded. You need to specify the volume ratio.