Member Info for Beo1

Just x the average price over the period, wont be exact but can't imagine you are going to be miles out

Yet! Last time trading update tanked the price we had days and weeks of daily 1 to 2% drops. Don't think I could take a death by a thousand cuts again.

Crazy market, MKS down only 1.5% on a 300m hit from cyber, and July potential remedy date, underlying profits still below us and yet mkt cap nearly x2, seems investors have more faith than the MMs, VOF was down on initial update then up 7,% after US open, hopefully we see a similar movement

You are aware that line includes cancellation of shares? Not sure of the total amount as the statements only show this years changes, but its not all P&L Losses, it includes other retained earnings items, like dividends and using equity to buy and cancel shares.

Isn't he the CFO who's leaving, do make a buy of that size with him leaving seems positive

I'm guessing the some of the stolen employee data has already been sold on. Both my Son and Mrs work their and both have had numerous phone calls asking if they are looking for work. could be coincidence but I haven't had any and they both started getting them round the same time.

Poor end to the day that, last few weeks the last 30 minutes and UT have been kind to us, not today. From 4 to 5% up to 1.38%, Im guessing a bunch of profit taking near the end?

I'm not saying wiggle out of it, I'm saying fault and interpretation of contract. You only have to see the M&S / Ocado contract issues that are being played out to see people will interpret contracts and nuances like fault and reason differently and head to litigation to resolve

My experience with Insurance, is if they can find blame they will reduce payout. EG the insurance risk will be capped (perhaps to the £100m) but you think they will pay out at the full rate if they can prove in some way M&S process was poor, if the rumours are true that a hacker got access by ringing up the IT helpdesk for a password reset, then I would fear M&S are fairly culpable in the cost and thus how recoverable the cost is would be questionable. Honestly those who think all the downside risk is priced in at 350p are optimistic IMO.

If we could close the market at 1 to 1.30pm everyday we'd probably already be at 130p :-). Without fail the ski slope comes!

As my dad says, when you assume you make and ass out of U & me

You do know that act of the acquisition is in itself growth to JD? so the purchase of HIberts was growth in revenue terms and PBT (they have said Year 1 PBT was accretive), the rate of growth could now be lower going forward, but I would suggest growth isn't linear, as you grow bigger, the rate of future growth becomes harder to maintain at a revenue basis, but PBT should grow due to synergies/economies of scale. If your trying to spout facts at least get it right

Can you read? As he never once said he assumed a 10% CAGR. In fact he said even on 0% the DCF SP is higher than now. The 10% was only used to highlight prior history growth

My mrs has also received internal comms saying that colleague data was also taken, despite earlier comms telling them not to worry as they were on different systems

Agreed, at the moment the exposure to IOC fines seems limited due to limited personal data loss, but the level of disruption to there processes and systems is huge. Apparently last week they received massive deliveries of garlic bread and quiches, this week those same items are not filling shelves with money off stickers. TBF that's mostly a supply issue I believe, they supply chain has no idea how much to restock and are over stocking as opposed to the demand once being their.

Also, reading those RNS and press releases, card and payment details were taken but encrypted or redacted, lets hope for the latter

So frustrating this share, so volatile, considering the level of float. swing of 3% up to now red in 4 hours on no news in that time.

Perhaps money flowing out of UK back into the US indices now theres a bit less risk

Mr mrs has said the same thing, basically loads of stock going to waste, partly due to over supply but she's also said the demand as tailed off dramatically, the first part is just short term and quickly sorted, the later is more problematic if part of the customer base is avoiding M&S, will they come back when its finally sorted?

TBF for JD its more important that China are better than we were at this

Well that trade deal was a damp squib. basically rolled over to the US (yes in markets we primarily import already, but still markets they wanted access to too) and we get very few concessions, 100k cars down to 10% tariff (still 10% higher than 3 months ago) and steel & aluminium that we can't produce cost efficiently anyway. Its only RR and pharma that got anything on this "deal" and all that was was a roll back to where we were 3 months ago