Member Info for Alessandro

Tempted to buy but the uncertainty over tariffs may dent the share price even further. It will certainly rally if and after Trump drops tariffs altogether, but Trump will hardly back down on this, he is a big believer in tariffs.

Does Bunzl have significant business with Asia logistics?

The same Barclays that rate JD 240p (yep, 3x as much the rating today!) 3 years back?

That tells you brokers know nothing. If Barclays got it right I would be rich rather than broke. Why this time around should we give Barclays any credibility?

What happened to the acquisition rumor from a few weeks back now?

Who is to blame? JD or the appointed broker?

The non-residential construction may have a miniboom with the (effort to) return manufacturing in the United Stated of America.

I hope the share price stays depressed during the full period of buyback. Why haven't they started yet?!

Although heavily exposed to US, he share price has been declining well before the looming tariffs hitting international markets. The resignation of the CEO was a catalyst to the decline.

Opportunities for growth seems to have dried out.

I am tempted to add after selling at 180p (sold at a small loss) but I don't want to cut my losses again as this dog keeps dropping.

With a prospect of no significant earning growth in 2026, factoring in the buyback program (about 2.5% of current market cap) are there chances to see the share price returning to the highest height, around 200p?

Send link to webcast plz

Glowacki even with £900mln profits, do you think a valuation below £4bln, a PE of 5, is fair? This should be at least 130p.

Will it hold 10% gains?

I think we are all happy with the trading update?!

Profits still in a good range for next year. Excluding negative impact of tariffs.

Unusual... Why would they wait for midday to release the trading update?

Weren't we expecting a RNs today!?

You spoke too early Humpy.

If I had cash yes, but if there is a drop I wouldn't add today, I would probably wait to be below the 200p.

I am not selling though. The business is still sound, but bad market conditions. It is a good time to have spare cash. Unfortunately I have most of my money invested.

Enjoy at least a 10% drop today guys.

Lorenzo, that's why you're not a CEO

Has JD opened 20 stores in Malesia?

Beo "if the aggressive growth is to slow to consolidate" - How do you 'consolidate' growth?

Hoss13 - why would Pentaland list in the US if, as Beo claimed, capital from public listing is not required?