Member Info for booboobooboo

https://www.bbc.co.uk/news/uk-55048990

IMO the pandemic is as good as over bar the shouting and if the AZN (UK holds 100 million doses already in the bank) phase 3 result come in as expected , this could be all over in less then a year from when it started.

Been here before during the Gulf war and the trick that time was to simply sit on your hands and watch it rise.

My target is 4 years .

Sentiment has changed IMO and the SP is simply catching up.

Although the Oxford vaccine uses a different technology from the Moderna jab, the two vaccines both rely on stimulating cells to produce a specific protein, which in turn triggers an immune response – meaning Moderna’s results bode well for Oxford.

A source at the Department of Health and Social Care said the results from the Oxford vaccine trials were “imminent” and that it could be one of the first to be rolled out.

Pollard told the Guardian that the Oxford/AstraZeneca team expect to have findings from their phase 3 clinical trial within a matter of weeks.

Should that be the case, and the team also release their full safety data, some have suggested the vaccine could gain regulatory approval about the same time or before the Pfizer/BioNTech vaccine.

https://www.theguardian.com/society/2020/nov/16/moderna-vaccines-effectiveness-bodes-well-for-oxfordastrazeneca-jab

Highest the SP has been since 11th March.

Marks & Spencer said it "undertook an immediate unannounced audit" in the wake of the claims, the company said it "identified overtime working practices that are not acceptable", but disputed worker accounts about access to toilet breaks and water.
The company also said it had a "robust" plan in place and would be "undertaking regular unannounced audits to ensure its implementation".

Not just any old response ,that an MKS response.

I also think MKS becoming the first grocery to sell 100% recyclable plastic next year will help boast food hall l sell even more .

Its a marketers dream!

Point taken , but the goal posts have moved dramatically post pandemic and it not me promoting this idea , it the management .

PS the point i was trying to make was imagine if MKS did give TSCO ,SBRY etc a run for their money over the next few years and finished taking 15 -20 % o the UK's grocery market ?

That would surely equate to at least a £10 B valuation.

Contractually neither 50% can be sold.

The CEO has said taking on the mainstream was the objective of the Ocado deal "same quality ,better price."

The DOW is now 500 points higher than it was before the pandemic started, FTSE 20 % below and the other major European index's 5% below.

Clearly positive Brexit and AZN news would dramatically close that gap.

MKS was my best buy when everything was at rock bottom if they go on to achieve everything they are aiming for ie competing head on with TSCO this will be heading toward becoming a £10 B plus company again , £3.5 B short term.

Shorters must be a worried ATM now that sentiment has changed overnight .

Its all about sentiment !

No one saw yesterday's vaccination coming ,everyone was expecting that sort of new early next year,

MKS fair value taking the vaccination new into account is more like £1.60.

Could easily support a 3p div in the NY if profits and strong pipeline cont.

Up 4% in HK

Link to news dividends restrictions being lifted

https://uk.finance.yahoo.com/news/interested-hsbc-shares-m-buying-095719325.html

https://www.bbc.co.uk/news/business-54635810

This has been valued for the majority of the last 10 years at over £2 billion equating to £12 a share .

Leaving the EU soon could mean there's nothing stopping the Gov./BoE helping Metro out with a low interest loan in the same way lots of other companies have been assisted .

I am expecting the update to be positive and to be received positively.

Worth noting that our MKT Cap is only 100m .

The fact that this was around £7 only 6 months ago should be telling you how bad this is.

The RI however can not be in jeopardy cos its been under written .

2 billion shares are already in circulation add to that a further 6 billion and a final approx £4b valuation and this will finish at around 50p.

Trouble is RI participants at todays prices will have an average of closer 90p.

Great news for the survival of RR. and for GB as a whole but mathematically not great news for shareholders even if you entry price is £1.