Member Info for Carrington

https://shorteurope.com/details_company.php?company=OCADO%20GROUP%20PLC&land=united_kingdom

Shorts reduced again today now standing at 3.78pct - overall losses on shorts are over 8.4m and ALL players are now losing big time- my guess is that they are holding out for ppi figures in the states tomorrow as am I - if these figures come in worse than expected I will probably sell out as there could be a big reversal here but if they come in better I can see this going over 10 - let's see
gla dyor etc.

I have to say I am getting rather concerned about the people on here giving it large about shorting this stock - I posted the short exposure and losses currently incurred earlier on this morning - these are big institutional investors being caned not small time investors - ffs learn the lesson people - don't fight market sentiment - Nick Leeson did and we all know the end result.
gla dyor etc

https://shorteurope.com/details_company.php?company=ITV%20PLC&land=united_kingdom

Shorts standing at 3.26pct atm with a collective overall loss at 420m - I expect some of these positions to unwind in the coming days which means they will be long on ITV fuelling the rise north - the market has turned on the US CPI figures and belive me you DO NOT want to be short in a reviving bull market - gla dyor etc

https://shorteurope.com/details_company.php?company=ROLLS-ROYCE%20HOLDINGS%20PLC&land=united_kingdom

Shorts reduced to 1.98pct now, moreover with start positions at 83.06p, 74p and 88.62p they are collectively losing 744m - as these positions close they become long which will fuel the rise north - you can't keep taking losses on this scale in a market that looks like it is turning on usa cpi figures - nothing worse than being short in a reviving bull market -
gla dyor etc

Ward and Pullinger are two cheeks of the same ****, Scargill wannabees - desperate to relive the 70's when the unions ran the country whilst earning a good sum of money themselves and telling call workers on 20pct of what they earn to strike and lose the money they need to support themselves - that in itself is a disgrace

Jtan, patience is a virtue matey - cpi figures out in the states today indicate that interest rates may be topping out - this will untimately have a positive knock on effect for the rest of the world economy - short positions in NEX currently show at 1.75pct moreover they are currently losing 47.55m and have around 1,876m exposure - when the economy recovers believe me you don't want to be short on stock - when interest rates start falling so does borrowing which puts NEX in play - I think you may start seeing shorts here reduce soon which will propel NEX upwards - I am selling nothing and indeed have added in small amounts recently - gla dyor etc
https://shorteurope.com/details_company.php?company=NATIONAL%20EXPRESS%20GROUP%20PLC&land=united_kingdom

Shorts have taken a beating here today - total shorts now at 2.9pct moreover they are losing money, 353m to be precise - they have a 6,796m exposure here - the latest cpi figures indicate the US economy is turning which will have a knock on effect on the worldwide economy and you don't want to be short on stock in that scenario - I expect these positions to unwind pdq which should propel MKS higher - lets see
https://shorteurope.com/details_company.php?

company=MARKS%20AND%20SPENCER%20GROUP%20PLC&land=united_kingdom

dyor etc

Shorts have taken another huge hiding today here - if you look at the latest short position it has reduced to 3.99pct however the total exposure from said shorts is still at almost 23m - these positions are collectively losing almost 975m atm - I suspect more will close pdq which will propel OCDO much higher 23m higher when they all close - that is one hell of an uplift - I was going to review at 750p but I think I will wait a little longer - gla dyor etc

https://shorteurope.com/details_company.php?company=OCADO%20GROUP%20PLC&land=united_kingdom

CPI figures in from the states - much better than expected - big rise incoming for shares across the board now
gla dyor etc

CPI figures in from the states - much better than expected - big rise incoming for shares across the board now
gla dyor etc

Added at 114.7p
gla dyor etc

Poker - "The results are backward looking and the market is forward looking .....investors see risk with regards the consumer spending in general, and if anything would rather sell and buy back lower to mitigate that risk ..." - take your point but for me the risks are already in the price - lets see
gl dyor etc

Added at 109.5p
gla dyor etc

Added at 115p
gla dyor etc

Looking at city estimates of total external rev at 2.5b it came in at 2.52b - should go north imo based on this and the ITV Studio perfomance against a very strong comparable in 2019 - i suspect there will be profit taking first though
gla dyor etc

The key takeaway from these results will I suspect be clothing, especially womans clothing which has always been Marks achilles heel, - tremendous performance here - I said on here a while ago that placing Marks womans clothing alongside high end retailers like Hobbs, White Stuff etc was a master stroke as it focuses ones mind on quality/price - MKS have picked up market share here good style - figure estimates from the city for h1 22 earnings were at 5.36b and they came in at 5.54b - should go north this morning, if they don't I will add
gla dyor etc

Decided to sell my holding a few minutes ago at 225.5p having bought at 202p a nice 10pct plus gain - cpi figures out in the states on Thursday so could get messy if these don't stack up to market expectations - will look to buy back in on the 17th
gla dyor etc

JOHN LEWIS - just read the Times article which confirmed my suspicion that they are losing market share to MKS big style - Steiner told them this would happen when they split from Ocado and tried to bring in their own system which has turned out to be a complete mess -this will now play out over Christmas the most lucrative time of the year for retailers- their loss is MKS gain - I don't think MKS will tank on resul this hus week but if it does I will continue to add
Gla dyor etc

Added again at 116.6p
gla dyor etc

Just added at 119.5p
gla dyor etc