Member Info for Carrington

Moonman - I bought these originally at 74p then sold a tranche at 93p then sold some at 83p - I have held the remainder, about 70pct of my original holding and will add anywhere near 70p - for me this is a no brainer - a merger creates synergies that will boost overall profit, a non merger simply brings back in venture capitalists to pick up the pieces, either way the share will imo be more than it is today down the track - the share is trading around the same as it was when the vaccinations first started which makes no sense whatsoever - the problem with this share is it is easily manipulated on low volume with loads of shares going through for pennies and the best way to play it imo is to place a limit trade at the price you want it - it will continue in this fashion imo until the big boys start playing, which is when all the pi's have been flushed out panic selling on 5pct drops - I am in this until d day when the announcement from NEX is made next month and will top up on weakness - all imo so please dyor

I have to say I like the fact that they have bought a share in Nobody's Child - eco friendly and with a massive following - anything eco friendly is going to be big going forward, not just in the UK but everywhere in the world - a shrewd move by MKS - The only concern I have is how much has it taken out of the war chest to buy the remainder of Ocado ? - maybe they have ditched that idea to concentrate on pure growth in order to smash the 500m full year target?
dyor etc

its across the board Mikey - dow reversed 300 points last night and this is the follow through, nearly all shares being marked down - personally can't see VOD dropping much today or tomorrow with it going ex divi on Thursday - may even go higher let's see
dyor etc

I sold a third of my stock at 83p and if it drops below 70p I will buy them back - the share just dropped to 71p and bounced, I suspect mm's dropped to fill buy orders waiting around that mark - at 71p the share is around 15pct below what the NEX offer was which even with covid cases as they are, cannot be right
dyor etc

Shares being battered across the board this morning on the follow through from the Dow tanking 300 points last night - MKS however is up atm closing in on 250p - that just shows you how strong this share is - big money now going into this share - gla dyor etc

Hey Mikey, even you must be pleased with today's performance surely?

Nice pop on today ready for the results - markets think we may be looking at a 0.25pct basis points interest rate rise instead of 0.15pct - kerching for VMUK if that happens - looking for solid results this week and a further uptick north
gla dyor etc

I think the 500m estimate for full year profits will be on the conservative side - companies ALWAYS err on the low side to give them more flexibility going forward - many of Marks Christmas products like the fish platter for example have already sold out I know this for a fact as I tried to reserve one yesterday - we are going to smash 500m in my opinion, then we will not be looking at 3 quid for a takeover, more like 4 quid - enjoy the ride north my friends it is going to be good - dyor etc

KKR bid for telecom italia - their shares are up 23pct at the moment this morning - this shows how much telecom stocks are undervalued - onwards and upwards for VOD imo - fund managers probably also buying in before ex div should push this share higher - I will be adding ex div when it falls - gla dyor etc

Looking at Marks current share price its market cap is only just outside the FTSE - Back of a fag packet calculation, I reckon 260p will see it back in the FTSE - That will not just be any turnaround, that will be a M and S turnaround - gla for today, with positive press comments at the weekend I am looking for another move North
dyor etc

UK Retail Sales Inc Auto Fuel (M/M) Oct: 0.8% (est 0.5%, prev -0.2%) - Retail Sales Inc Auto Fuel (Y/Y) Oct:

Should bode well for MKS today - I can see another rise north coming
dyor etc

Absolutely love this - MKS makes the best sandwiches in the UK in my humble opinion and I would say around 50pct of the people who go to Costa pick up a sandwich - kerching -

VOD making slow progress north this morning, probably fund managers securing stock for the divi next week as well as the rebuy programme which I believe commences today - nice
dyor etc

correction within trading hours still a huge purchase though

160M BUY GONE THROUGH AFTER HOURS - Anyone know if somethings brewing?
dyor etc

Smartie - I bought in here yesterday at 174p as I felt the interest rate rise was a certainty next month and the share had been battered due to the last rate rise not materialising - concur with you that this stock looks very very cheap right now on the back of cpi
dyor etc

Finally I am back into profit with VOD - I think the narrative had definitely changed re telecom stocks - JP Morgan recently advising clients that UK stocks are massively undervalued and here is living proof - onwards and upwards for VOD as fund managers look to secure solid dividends going forward and that only means a further uptick in the share price for VOD - should also be a few broker upgrades on the back of these results today to add further momentum - I am now seriously thinking of adding to VOD holding when it goes ex dividend - gla dyor etc

Vodafone Q3 21 Earnings
Revenue: €22.49B (est €22.34B)
Inerim Div/Shr: €0.045

Should go north - let's see

Is it a known known though or an unknown known and if it is an unknown known who knows what the unknown known is?

RBC RAISES MARKS & SPENCER PRICE TARGET TO 250 (210) PENCE - 'SECTOR PERFORM'