Member Info for Carrington

carrington why do you think it will fall?? - er for the reasons i just stated xhita- market governed by the macro atm and always will be on no company specific news - other uk stocks being marked down for no reason whatsoever the same as ezj - uk long gilt down again which tells you what the uk macro is currently - ie no immediate prospect of growth, no control over inflation and therefore no prospect of an interest rate cut, add to that higher interest to pay on uk debt and you have a pretty ****ty uk macro - i like you have added here and will continue to do so as i believe ezj at sub 5 quid is undervalued regardless of the current economic climate in the uk - gl dyor etc.

I have just added at 496p - unfortunately day trading, stop losses and the fact that the UK market is extremely toppy right now augurs badly for UK stocks- EZJ results not till 25th Nov so unless there is a trading update between now and then it will continue to get marked down - no reason to buy without company specific news so EZJ will be subject to the macro - next stop looking at the graph is at 494p then 488p - if the company have anything positive to say they should say it now imho - November is a long time to wait - gl dyor etc.

Yes I read this a few hours ago Quantas - Coles up 8pct on the day and CFC'S more than playing their part in this - should be a blue day here lets see - gl dyor etc.

https://www.fool.com.au/2025/08/26/coles-shares-just-rocketed-8-on-fy-2025-results-heres-why/

Decided this is a good entry point for me and bought some a few minutes ago at 99.2p - I live in greater London and I can see the housing market in central London and on the outstkirts starting to pick up as lenders cut rates - looking at house prices throughout the UK, they have been pretty much stagnant over the last couple of years - to rent in my area is now more expensive than buying - this is usually a tipping point for buyers to take the plunge, especially with rates falling and lenders increasing their affordability to 5x salaries - for me this Gov will have no choice but to stimulate the housing market come the October budget, in order to get anywhere near the growth they require to pay off debt - if the stamp duty is reversed from buyer to seller then housebuilding stocks will go through the roof imho - a huge dividend is a bonus - will add more if it falls further - gla dyor etc.

I sold 20pct of my holding here recently and will of course buy them back were the share to fall tomorrow - looking at the long game though, a 340m investment to double the size of its food business trumps selling sandwiches for Costa so if there is a pullback it will be shortlived imo - lets see - gl dyor etc.

Jerome Powell just lit the candle on stocks after that speach - US shares rocketing higher right now and the read through is pushing UK stocks higher with an interest cut in the US now looking like its nailed on for September - a jolly good start to the bank holiday weekend - 😎😎😎😎😎 - time for a few toots now - good weekend all - C

Added at 209p - gla dyor etc.

Added a few more a cop for 157.9p - gla dyor etc.

I suspect the issue here today has been the read through from the WH Smiths profit warning - sentiment knocking most airline related stocks atm - will be looking to add more here if it falls much further - gla dyor etc.

New low at 660p - some pi's have been burned here buying at open - I wouldn't personally try and bottom fish here until Deloitte have published their accounting review as you cannot be sure what else will come up - gla dyor etc. - gla dyor etc.

Getting ugly here now - down 36pct - 400p - Jesus - gla dyor etc

Added few more today at 216.9p - gla dyor etc

Added a few more at 414.2p - gla dyor etc.

Avocet - "Next stop 130p or lower" - do you have a short in position here or a call option in place? -

Absolutely JJ - I sold the shares I bought a couple of weeks back at 3.29p and 3.41p for 359p this morning for a 7pct overall gain - that was only 20pct of my overall holding so kept the remainding 80pct of the shares I hold and will add the ones I sold today back if the share were to drop back to the 340p level - so a win win if it falls or rises - I don't normally trade as such but I believe MKS will only move out of its current trading range on company specific news - yesterdays gain was macro related re food inflation but the macro today is indicating food inflation with coffee and meat being the main drivers - not good for future interest rate cuts as the rate was above analysts estimates at 3.8pct - gl dyor etc

Yes - there has been a bit resistance/ buy in over the last couple of days Rivaldo in anticipation of good results - lets see how it plays out - gl dyor etc.

From todays news "Discounter Lidl and online supermarket Ocado were Britain's fastest growing grocers over the 12 weeks to August

10, with sales up 10.7%. " - nothing can stop Ocado gaining market share in the online sector - robots are cheaper than people and don't require sick pay, holiday pay, inflation busting wage rises etc - this situation has played out over the last year now in the UK and will continue to play out going forward as it will worldwide - in the end, supermarkets will have no option but to use Ocado for their online model in order to maintain their margins which are being eroded by higher pay from employees - 4 quid? - bring it on - gla dyor etc.

Decided to go back in here at 225p - I am liking the progression with regards to the customer loyalty card - much like the Tesco clubcard scheme - it is gaining traction right now so opted for small buy here and will add if it falls further - gla dyor etc.

I have been buying and selling MKS shares for around 30 years and have been buying regularly here on the dips - reason is momentum - back in the day around 10 years or so ago MKS had no buy in with regards to clothing, still had fantastic food but clothing was a disaster - within the last five years or so Marks has turned that around and over the last couple of years has TAKEN market share in clothing from rivals and also TAKEN market share on food - momentum is a very powerful thing and not easily reversed - the naysayers believe that the computer hack will somehow reverse the momentum Marks has built up - personally I don't think it will - I monitor clothing and sales in Woman's linen trousers, dresses, shirts etc are strong right now - MKS trading 330p-350p range atm so traders who watch graphs will look to trade the range until some news takes it out of the range - I will just keep adding if it falls further ready for the Christmas trading period- gla dyor etc

600P PAID😎😎😎😎😎