The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Currently looking like supermarkets will be able to continue selling none essentials, be a game changer if M&S don't have to block off the clothing sections this time around...
Sainsbury are looking to keep their in supermarket Argos stores open with current guidelines they have
Loss fully expected and priced in for tomorrow, the forecast and outlook is what the market will be interested in.
Circa 55million loss, looks like Ocado retail earnings could have that covered, plus the powering forward with marks digital, another boost for lockdown food sales, click and collect now in place for lockdown 2. Expecting strong H2 forecasts
Priced in? Its not even moved yet! MKS is the cheapest way to invest in Ocado retail, Ocado retail currently being Ocados main source of profit. MKS mcap is crazy low, Ocado retail deal covers pretty much half of MKS mcap
Sounds positive, excuse the pun! Mass vaccination plan scheduled for 6 weeks time across Scotland
https://www.google.com/amp/s/www.glasgowlive.co.uk/news/glasgow-news/mass-coronavirus-vaccination-plan-scotland-19201353.amp
Ocado deal was not priced into mks in March, MKS suffered in March because of their lack of online food sales, thats what was priced into mks share price in March! This time round its different and Marks are in a far better position than they were in March, online and in store
Ftse dropped to 5000 mark on news of first lockdown, coincidently we're pretty much back there again after this weeks falls, markets were savvy to this coming and looks to be pretty much priced in.
Compare that to DOW which dropped to 18000s on lockdown and now 26000s, DAX dropped to 8000s now 11000s, UK markets lagging well behind and looking overdone to me
Mks hasn't closed below 85 through the whole pandemic. I'd expect markets will get a big shake in the morning then shares like MKS that will still be operating during lockdown will see investors pilling in and finish strong. Benefit of increased food sales and Ocado deal which wasn't in place first time around plus the increase in marks online business sees marks in a much stronger position this time around
I have 2 town centre retail shops and we've been lucky that we've had a record 4 months trading since lockdown at both locations and thankfully we've been doing quite a bit of early Christmas trading for the last few weeks. Unfortunately we have no online business to keep us ticking over during a lockdown. For me it would be ideal if we could have clarity on the current situation, give an indication on full lockdown possibility and some notice to give people a last chance to get some Christmas shopping in from smaller independent businesses like my own then I'd be happy for a long Christmas break with my daughter!
Personally I think lockdown is inevitable and we have stocked our shops accordingly, I just think lockdown needs to be held off till closer to main Flu season months and the rest of the UK is at a similar position to where we are up north
I don't see it happening so soon but it will definitely come, too much pressure. Doomed if he does doomed if he doesn't.
I'm from the North West and we've been high in top 10 ever since the first lockdown with restrictions in place for months and everyone's been coping just fine. The south are well behind the levels we're at so I imagine govt will let them catch us up first and continue to try and slow the spread with the tier system then hit us with the national lockdown. Either way the media will keep scaremongering and will get it right eventually
Yes definitely, as Cheap said its currently take your pick of the majority of shares with all the drops the markets have handed us this week! We've been lucky this year, FTSE shares acting like AIM shares , so many opportunities for trading and holding. Good luck to us all!
70s was a flash in the pan quick drop then back above 85 and well into 90s. Not closed below 85.
Yes Shagger dropped from 120 so loads of potential for a substantial rise from these levels. Ocado dropped from 2900 to currently 2300 so similar drop there...
Marks are in a much stronger position now than they were, online sales have increased massively and Christmas sales now well underway
Share price has dropped with the market as it usually does. Ftse has gone from 5800s to 5500s this week, very easy to calm a share down when the markets like that. Simples!
To be honest I'm very surprised to see you posting, you're usually very predictable and post here when MKS has dropped and Ocado hasn't, however today MKS pretty much flat and sadly Ocado has dropped over 2% so far
Value whats your average price for your Ocado holding? You say you have bought low and sold high with many other companies but you've made it known all your eggs were in the Ocado basket? Sorry to see its dropped there but like you stay still very high compared to where it started the year, hopefully it holds for you. You don't find us there slating a share we're not invested in so not sure why you keep doing it here as you've always made it known you don't want to invest in MKS and have been wasting yours and our time here for months!
Personally I'm very happy with my holding here and I've been lucky enough to catch a few waves and make a decent profit here, now have a decent size holding with an average of 89.92 which I'm more than comfortable with
Buy low sell high, you want to try it Value. Buying at near year low on a business that is progressing as MKS is, no brainer for me. Food sales will continue to rise, online and in store, supermarkets will soon be one of the only excuses to leave the house again! I expect Christmas food sales wi be higher than ever this year