Member Info for Carrington

Just come through on Reuters

BREAKING: AT&T announces a deal to merge WarnerMedia with Discovery, paving the way for one of Hollywood’s biggest studios to compete with the likes of rival media giants Netflix and Disney. https://cnb.cx/33MugFU

I think what we have witnessed with SGC over the past week is a tree shake - a mark down in price to flush out pi's panicking over the drop - meanwhile the big institutions just sit on the side lines and let it play out then move in and acquire their shares at a rock bottom price - been doing this for around 30 years and seen it sooooooo many times -
gla dyor etc

Just got my buy order filled at 159p - not too concerned about today - the old buy the rumour sell the news played out as predicted - plenty of plus points in these results and I think this will be realised over the next few days then for me BT pushes on past 170p
gla dyor etc

My issue with MKS come results day is the clothing margins and how they have been affected - they were selling some stuff at next to nothing during the sale - Blackrock are shorting for a reason, this could be it - I am hoping the Ocado effect will offset on the results but that is a given as far as the market is concerned - clothes and how they perform is what will be in focus on the 26th - lets hope they don't disappoint

gla dyor etc

Gives me no pleasure in saying it went exactly as I called it pre-market this morning - I have placed a buy order at 159p to see if it retraces back there over the next couple of days -
gla dyor etc

Gives me no pleasure to say it has gone exactly as I called it - I have a limit order in at 159p if it gets back there over the next 2 days
gla dyor etct

On Reuters - looking at this I expect BT to tank on opening - market usually concentrates on negatives rather than positives after a strong run in the share price - hope I am wrong but that is the way I see it - I will add if it falls heavy - gla

T Group FY Earnings;
Q4 Adj EBITDA: GBP1.81B (est GBP1.84B)
FY Adj EBITDA: GBP7.42B (est GBP7.45B)
Outlook For 2022 Adj Revenue To Be Broadly Flat Y/Y
Outlook For 2022 Adj EBITDA Between GBP7.5B To 7.7B

Correct GS - also London Weighting will be stopped altogether if people are working from home - no need for the employers to pay it -
dyor etc

The prospect of huge UK growth forcing interest rates to rise is imo weighing on SGC atm along with a lot of UK stocks - I personally can't see rates rising anytime soon but while ever this sentiment is lingering it will put a hold on things here
dyor etc

Hey Chris - I am still here matey - you will have to smoke me out of this share - bit of turbulence short term here then normal service resumed North.
gla dyor etc and good weekend all

Been skimming through the trades today, lots of pi's bailing out and not much in the way of volume - I added at 88p today and will continue to add on dips - institutions buying director shares at 94p tells you all you need to know imo - London remit is getting cars out of the city and replacing with buses to satisfy the Gov green agenda, this will be replicated all over the country and SGC will be a massive beneficiary -
gla dyor etc

The director deals were done at 94p so that is the benchmark going forward as far as I am concerned - any significant dips I will be buying - moreover, which institutions have bought these shares and for whom - a big stake in the company being sold here so a takeover could be in the pipeline if enough shares acquired.
gla and dyor

DEUTSCHE BANK RAISES STAGECOACH PRICE TARGET TO 120 (98) PENCE - 'BUY' -

The overall narrative of the UK Recovery hasn't changed - I will continue to add on the dips
gla dyor etc

Minds being concentrated now as ITV results near
gla dyor etc

Added at 92p -
gla dyor etc

Must admit I didn't see that coming but agree a good time to top up - will wait till the dust settles and add - overall narrative of UK recovery has not changed so will continue to add
dyor etc

Excellent retail sales figures today - smashed all analysts estimates - all those shoppers going into the cities/towns, a lot of them need the buses to get there - onwards and upwards for the mighty SGC - Looking for my 120p target pdq
gla and as always dyor

Retail sales figures just out - pretty good vs estimates - lets hope MKS can kick on past 160p on these - gla dyor etc
UK Retail Sales (M/M) Mar: 5.4% (est 1.5%, prevR 2.2%)
- UK Retail Sales Ex-Fuel (M/M) Mar: 4.9% (est 1.9%, prev R2.5%)
- UK Retail Sales (Y/Y) Mar: 7.2% (est 3.5%, prevR-3.6%)
- UK Retail Sales Ex-Fuel (Y/Y) Mar: 7.9% (est 4.5%, prevR -1.0%)

Does anyone on here think the new GB News channel will have any affect on ITV? - Thoughts please

I think the warehouse expansion has focused minds today - up almost 5pct atm - shorts must be fretting a bit now - hope we can kick on from here, another 5pct rise should be good enough to see the shorts capitulate, which would fuel a further rise north.
gla dyor etc