Member Info for Carrington

Teddy, which site did you get that info from re Peel upgrade this morning? -

Plenty of support shown for MRO over the last few days which have been turbulent as far as the UK macro is concerned - results in a couple of weeks time - will be interesting to see if support for the sp increases before the 27th - at the end of the day nobody wants to be short on the announcement of good results - just ask the short sellers of RR when the sp was bobbing around the 90p mark😊 - gla dyor etc.

Kat - I have just took the view here that nothing much has changed for TRST since their results 3 weeks ago, which were pretty good -the only thing that has changed is some AI stocks have been pummelled severely - minds will be concentrated before the FYR on the 17th March, until then I will just keep adding on weakness - the fall here is around 30pct in 3 weeks, too much imo - lets see - gl dyor etc.

Tel Aviv Tom - "Carrington and his top ups. He is across half a dozen forums claiming he tops up every few weeks." - I also tell people when I sell Tom - why don't you look a little further into my posts - someone who has been on here less than a year trying to prove someone who has been on here over 10 years is disingenuous ffs - you absolute moron - gl dyor etc.

Yes jds15 - the consequences of a bond rout and all bets are off - UK Long Gilt up 0.23pct so a relief rally taking place atm, how long it will last for is another question - UK GDP figures up on Thursday - BRC Retail Sales good today so could well feed through into manufacturing figures and with Jaguar now back producing cars the GDP figures may well be good - lets see - after that the by election at the end of the month, if that goes pear shaped for Labour then I suspect the knives will be out for Uncle Keir - after that the May council elections which look are not looking good for the Gov right now - gl dyor etc.

Added at 451p - gla dyor etc.

Added at 459.7p - will keep adding on further weakness - gla dyor etc.

I did say in a post a few days ago to keep an eye on the Starmer situation - it is now playing out at speed - UK Long Gilt now below 90 - starting to get messy on the prospect of a Labour leadership election - will get even more messy if Milliband or one of his socialist buddies become PM - then it is tin hat time - gla dyor etc.

Added at 605.2p - gla dyor etc.

Decided to trim a few here this morning for an 8pct profit - was going to hold long term but I feel the Starmer situation is now starting to play out at speed which is affecting UK stocks - the bond market think so looking at the UK Long Gilt which is now hanging onto the 90 handle - it could get messy if this goes much lower so I have sold/trimmed a few of my holdings across the board this morning - Starmer is done imho and if the replacement is Milliband or one of his socialist buddies then UK Equities will get a bloody good hiding - lets see - gla dyor etc.

Decided to sell my holding here this morning for a 6pct overall profit - the Starmer situation is playing out at speed right now - UK Long Gilt tanking atm, now only just above 90 which tells you what the market thinks about a leadership challenge which now looks on the cards - gla dyor etc.

Added at 623.1p - gla dyor etc.

Decided on a small buy in here this morning at 630p - will add more on further weakness - divi at 6pct was too good to refuse - gla dyor etc.

If the sp were to rise to 700p I think I would have to sell my recent buys (maybe even my core holding here!) 😊 - gla dyor etc.

https://www.asktraders.com/analysis/marks-spencer-share-price-wholly-mispriced-at-this-time-says-analyst/

I see Azvalor AM increased their holding here today above 5pct - Asvalor are based in Madrid, I am wondering if news is afoot re the JDW expansion into Spain? - makes sense to do this imho - Brits love their booze and love JDW - in addition to this I see more and more tourists from Spain, Italy, etc in the JDW pubs in London with their families having a cheap pint and cost effective food - my local - Hamilton Hall at Liverpool St is rammed with tourists nearly ever day of the week - I added here at 673p a week or so ago - looking to add if there are any more severe dips going forward - gla dyor etc.

Goldman Sachs raises Marks & Spencer price target to 470 (450) pence - 'buy' - not that I take too much notice of broker upgrades but some market players do - gla dyor etc.

Just moving down with the market and macro atm - decided to buy back some of the ones I sold a few days ago at 181.5p for 172.5p - will look to add the rest on further falls if and when they come to average out my overall holding - gla dyor etc.

I was going to add here this morning but decided to wait for Polo Tangs downgrade to come down the pipe, then top up 😊- gla dyor etc.

Added more at open today for 439p - will continue to add on weakness here - oversold imo and - I expect it to be bought back ahead of results in a couple of weeks, - lets see - gla dyor etc.

Added a few this morning at 480.5p - its off around 4pct now from previous highs a few days ago, will add more on further weakness, ex divi in a couple of weeks at almost 3pct yield now, that will do for me - gla dyor etc.