Member Info for Carrington

Never said I knew more than you Dynamofc - I said you knew more than Simon Thompson - one thing we can both agree on though is the RMG share price is tanking good style - I said on this post a few weeks ago that shorts were increasing indicating a big fall when the losses were announced and it has played out today - down 16pt at 176p - it will soon be time for me to buy - gl dyor etc

Hey Dynamofc, I take it by clueless moron you mean the Royal Mail chief executive Simon Thompson as it was he who announced the redundancies - good to know that you know better than the guy in charge of the company and it is you who really knows the future destination of RMG - rather like the voilin players still playing when the Titanic was sinking - good luck with the tealeaf reading matey

"Dave Ward is the new Arthur Scargill - led the miners to the top of the hill and led them back down again with no pay rise, no money and no job at the end of it all" - This was my own post from the 5th Oct and looking at the BBC headline a few minutes ago it is going to play out - people trying to make Dave Ward out to be the saviour, the messiah are going to pay for it now with their jobs - Dave Ward, the man who wouldn't even listen to the pro strike newspaper The Guardian when they advised Acas mediation, because he knew better ffs
dyor etc

Decided to go back in with a small tranche at 417p on the back of the Kroger news
gla dyor etc

Kroger in merger talks
dyor etc

The intention of most strikes is to cause mass disruption in order for the company being targetted to bleed profits thus ensuring said demand is granted - this worked back in the day as the general public were at the mercy of unions who in the early 70's were virtually running the country - those days have gone, I don't know anyone who has been inconvenienced by the BT strike, no newspaper headlines of 999 calls not being answered, nobody lost their internet, at the end of the day the BT infrastructure virtually runs itself as it has in the past through Christmas and other holiday periods - for all the bluster coming from Dave Ward what has he actually achieved for his comrades - no pay on strike days and that is about it - from a man on more than 100k a year telling some workers who are on a quarter of his salary to lose another days pay is a disgrace, but to be expected as he revels in his role as the modern day Arther Scargill.
gla dyor etc

Valueplay - customers may be focused on price but Ocado customers are going back to Ocado, that is a fact and is reflected in the Kantar figures today - Ocado may be having to cope with smaller basket sizes which is par for the course in an inflationary environment but they are not losing market share - Ocado, with the Marks offering are not competing with Aldi and Lidl, they are competing with Waitrose and if you look at their figures they are losing market share - I haven't bought back in here yet but I am very tempted -
gla dyor etc

I tend to agree Jazz - I live just outside London and whenever we go into London, which is pretty frequently we search out Nicholson's pubs which are in the MAB group - we like them for the diversity of hand pump ales, food offering etc, staff always pleasant - I am tempted to open up with a small tranche here and add for a recovery/takeover - no sign of a recession in the Nicholson's pubs in London atm - there is a lot of negativity right now with inflation, the war, strikes etc and MAB has been pummelled accordingly but I wonder if this has been overdone? -
gl dyor etc

I have to say, I am tempted to go back into Ocado at these prices - I get that dry ice is rising but transitory inflation prices, ie copper, oil, wheat, gas etc are all around 30pct plus down from their highs - these will play out eventually and inflation will at some point be tamed - Ocado partners show no signs of reducing their cfc's why would they? - to do this would incur above inflation salary increases for staff to facilitate the replacement of the robots - salary increases that other supermarkets have had to absorb, salary increases which are now crystalised - I can see Ocado expanding as this impacts margins for grocers going forward - for me it is only a matter of time before this happens - timing is everything where stocks are concerned as markets are forward thinking - I may open up with a small tranche here.
gla dyor etc

"@Carrington - i would say the no divi is a given and likely already priced in", - newdealz - shorts increase for a reason, to make money, they increased only a few days ago - RMG only came back yesterday by MM'S adjusting share prices up across the board on the back of two days of big gains for the Dow - unless the strike is resolved RMG has further to fall - all imo of course - best of luck
dyor etc

Haha - Anger - Dave Ward is the new Arthur Scargill - led the miners to the top of the hill and led them back down again with no pay rise, no money and no job at the end of it all - Posties need to smell the coffee and go to Acas - even the Guardian is advising them to do that but oh no Dave Ward knows better
gl dyor etc

I sold my RMG holding a few weeks back for a tiny profit based on 1m losses per day and short term liabilities just about being covered - I think this will play out in their results on the 17th March - shorts are seeing it the same way as I am and have increased their positions in the last few days with the overall position now at 3.59pct so they, like me can see a cut in dividend announced on results day to support the short term liabilities - I will look to buy when the share tanks on the 17th - gla dyor etc

DT has long been associated with a takeover of BT - this is why IMO it has never given up its shares - the issue for them was regulatory and pension debt - regulation side is now gone if the vod merger goes through and the pension defecit itself could be near zero - these factors mean one thing - bt goes north pdq - which is why I have kept adding - gla dyor etc

https://www.ispreview.co.uk/index.php/2021/09/deutsche-telekom-boss-renews-speculation-of-uk-bt-takeover.html

Just spent my BT divi on some more at 122.9p
gla dyor etc

Added at 56.4p
gla dyor etc

Added at 99.8p this morning - gla - tin hat time now for all shares and MKS may well fall further but at this price and with a dollar hedge running to next year and sterling on the floor it looks ripe for a takeover imo
dyor etc

EvenThe Guardian was urging RM workers and unions to go through the acas route in an article a couple of days ago -- not a good sign for the union's when you have a paper that is basically pro union stating things like this IMHO

Shorts massively reduced only Citadel now holding at just over half a percent - the overall short positions were around 2.3pct only a few weeks ago - a big buy signal if ever I saw one imo
GLA DYOR ETC

Justnotworthit yes you are correct I have sold some mks stock but still hold 40pct of my holding- retail an easy target right now purely on adverse market sentiment and mks is being punished accordingly but for me mks is oversold on fundamentals which is why I've retained some stock - will look to add on further falls
Gla dyor etc

Decided to cut my losses and sell earlier on this morning for a small loss, glad I did now as it is plummeting along with the rest of the market - will look to go back in but with the US looking like it will bomb on opening I am keeping my power dry for the moment and hoping for a silly re entry point - good luck all - tin hat time for all stocks over the next few weeks me thinks
dyor etc