Member Info for Carrington

Added at 202.3p - gla dyor etc.

Added a few at 54.6p - gla dyor etc.

Added a few this morning at 325.6p - gla dyor etc.

Added a few this morning at 206p - gla dyor etc.

So Trump may now "wind down" the war - that is codeword for you guys in Europe need to put your warships into the SOH and get some of your guys killed as I don't want any US troops injured or dead, as that would impact my chances in the mid term elections - ffs America is now fast becoming the enemy not the ally - gla dyor etc

MKS will be a beneficiary from the Iran war imo as ever increasing energy costs make for a tighter household budget, - going out to restaurants will be put on hold to be substituted with a Marks meal instead - the general public will revert to home deliveries of food like the Covid days rather than spending more and more on petrol so the Ocado sales will increase accordingly - haulage costs will obviously impact at some point but more importantly MKS still has momentum and this has been reflected in recent full price clothing sales - forward p/e at 10 vs the industry at around 15 looks daft to me - I almost added to my holding here on Friday but decided to see what plays out this weekend on the war front instead - will be looking to add next week though if the price remains low - gla dyor etc.

So Trump may now "wind down" the war - that is codeword for you guys in Europe need to put your warships into the SOH and get your some of your guys killed as I don't want any US troops injured or dead, as that would impact my chances in the mid term elections - ffs America is now fast becoming the enemy not the ally - gla dyor etc

"carrington, if we all the creative entrepreneurs stampede out, it will be amusing to see how angela deals with international investors. just wondering what currency to switch into" - jds15 - i think most of them have left already matey and angela is still busy dealing with her property tax issue - labour are basically just winging it now - they don't understand business, never have - i am an old git and remember them trashing the economy in the 70's with tax and spend - pumping money into the public sector and welfare which give no growth whatsoever and taxing the private sector which creates all the growth and then having the audacity to tell the general public their main focus is growth - note to gov- when you are in a hole stop ******* digging - gl dyor etc

Added a few more at 166.5p - gla dyor etc

Added a few more at 169p - gla dyor etc

US T bonds rising almost as fast as UK Long Gilts right now - Mr T will need to sort out the SOH pdq or the extra income from the oil price rise will not be able to pay for the additional interest accrued on the current borrowing😮😮- meanwhile the UK's borrowing costs have hit their highest level since the 2008 financial crisis - who would have thought the Lizz Truss bond nightmare could be surpassed !! - Reeves and Starmer are now in their positions in name only - I can almost hear the wolves circling - Angela Raynor will be preparing her pitch for PM after the May elections give Liebour a bloody good hiding - at that point it is time to leave the UK - codeword stampede - gla dyor etc.

Added a few more at 541p - gla dyor etc.

Added a few more at 551p - gla dyor etc.

Yes - Green King pubs will probably end up going for housing John - no point in opening a pub anymore especially if there is a Wetherspoons right next to you - I am more optimistic re JDW going forward for reasons already stated - the one thing I am concerned about though is the alternative option to Reeves and Starmer who are basically two cheeks of the same ass - if the May elections force a leadership contest then the pairing of Rayner and Milliband does not bear thinking about - if that scenario looks like playing out I will have already left the UK 😮😮😮😮- gl dyor etc

"Debt increased as well." - tbf personally I would have preferred debt reduction to share buy backs, having said that the forecast for year-end net debt remains unchanged - when you look at JDW they are exceeding in sales vs other pubs which have also had to absorb a plethora of tax rises under this Gov - you have to ask yourself the question how many pubs will be able to compete against JDW? - not many imo which is why I will keep adding - JDW will eventually be the last man standing here and will dominate the UK in terms of sales - not just in pub trade but also in terms of cheap hotel room trade - now at almost break even following the removal of third-party, online booking agents in the UK, which charged high levels of commission. - will be adding more here on further weakness - gla dyor etc.

Sold at 248p having bought back yesterday for 236p - a 4pct profit - I don't normally trade I usually keep long term but in this instance with the market the way it is right now I have decided to bank the cash - gla dyor etc.

Added a few at 570p - gl dyor etc

Yup looks like we bought in too early John😞- I only bought a small amount so will be looking to add here when the dust finally settles - results not too bad imo - just hammered with tax from this Gov which loves to tax businesses hard - gl dyor etc.

Garrone - best not to watch the market atm imho - go on holiday for a few weeks or go and play some golf - gl dyor etc.

Back in here at 168.7p - gla dyor etc.