Member Info for Carrington

The only thing I am regretting with IAG is that I didn't buy more yesterday - I think if we get a resolution to the US Shutdown in the next couple of days, this goes over 4 imho - lets see - gla dyor etc.

"the total number of voting rights in ITV was 3,758,189,219” - happy days just over 1.22.5p it is then rounded down to 3.75😊-

Well done to all the lth's (Pogo Winstanley etc) - patience is a virtue and patience has paid off today - looking at the 1.6b from Comcast, and the Itv studios which is 3b at a conservative 10x ebitda then a combined total of 4.6b as the total mcap implies an sp of 117p based on total shares outstanding at 3.93b - so plenty to play for - keep your eyes on the broadsheets this weekend, this news today may flush out another bidder 😊- good weekend all, time for an early g and t with Mrs C which is I think is now in order - gl dyor etc.

Added at 371p - gla dyor etc

Added at 373.9p - gla dyor etc

Added a few more at 376.5p - gla dyor etc.

Back in here at 379p - market overreaction imo - will add on further weakness - gla dyor etc.

80p paid - I added more at 78p once the auction had finished - more upside here imo - lets see - gla dyor etc.

In auction - shorts trying to close positions I expect - gla dyor etc.

Halifax House Price Index mom estimate was at 0.1pct, it came in at 0.6pct - further indication the housing market is turning positive - loads of lenders have reduced rates in order not to lose market share in the last couple of days and an interest rate cut is more or less nailed on for next month - TW should go north today, lets see - gla dyor etc.

St Petersburg Tom - "Carrington and Pogo are printing monopoly money. Neither of them ever post when they sell." - Factually incorrect, indeed slanderous - Tawse was correct in a later post re my sells/buys as he actually did the research on me that you failed to do - my last sale was on 21st July and documented - I have since been accumulating ITV on the basis of its value being incorrect based on the math and fundementals - Comcast agree with me, lets see what plays out today - in the meantime be very careful what you say about people - the next factually incorrect post you make about me will be reported - gl dyor etc.

Added at 67.2p - gla dyor etc.

Added a few more at 205p - gla dyor etc.

ITV Studios val 3b min at 10-12 ebidta - mcap of ITV currently at 2.6b - massively oversold imo - will continue to add if it falls further - gl dyor etc.

"and have simply posed the question: which way next?" - - higher according to Goldman Sachs - in a note this morning "Goldman Sachs raises Marks & Spencer price target to 470 (445) pence - 'buy'" - they are citing the same reasons I gave on here yesterday when I added - if the sp goes south today I will be adding more - lets see - gla dyor etc.

MKS now back on track with Ocado with the loss decreasing from £12.5m to £3.6m - that is some reduction and looking at the continued month on month market share gain as reported by NIQ Neilsen, it will imo soon be profitable and adding to the overall profits for MKS - momentum now also back with clothing which is a big plus going into Christmas - a lot being made of the budget but assuming there is no tinkering with corporation tax/business rates it could play out well for MKS - when the middle class cut back on restaurant meals they navigate to MKS instead, same as clothing, rather than spending money buying higher end jumpers from Hobbs, White Stuff etc they opt for the quality clothing offered by MKS - the same thing played out after Covid when people were strapped for cash - I switched up my portfolio some time ago into defensive stocks anticipating a possible recession under Labour - I see MKS as a defensive play - at the end of the day people still need to eat and clothe themselves - gla dyor etc

Added a few at 378p - gla dyor etc

Agree John re Tim - at the end of the day JDW still taking market share as I thought it would - disappointing market reaction - I will be looking to add if it falls much further then wait for the budget to see if/when the gambling tax comes in then go from there - gl dyor etc.

Back in here at 192p and at 196p having sold around 230p a few months ago - shown resilience at this level before andlooks decent value at this price in spite of the high pe - gla dyor etc.

Added a few more at 209p - gla dyor etc.