Member Info for Carrington

Added at 569p - gla dyor etc.

Range trading profitable for the traders here no doubt - 5-6pct atm - I have added at 30p - I feel that is the bottom of the range here - lets see how it plays out - gla dyor etc.

I think the cat is out of the bag here - could not be held low any longer - plenty more upside to come imho - should be closer to 70p than 50p on fundamentals alone - with the whole of Europe now expanding their defence budgets there will be plenty of business for MTI to pitch for going forward - gla dyor etc.

BOOOOOM!

Added at 246p - gla dyor etc

Some big buys just gone through on SETS just now, maybe shorts reducing or Cosmans loading up more - gla dyor etc

Waiting game here now until the 31st July when results are announced - I think shorts will have to consider their holdings on the run up to the results and I expect MRO to rise in the weeks before as shorts hedge their positions - sp is daft based on fundamentals but in the meantime there is money to be made here trading the range between 450p and 480p - I am selling nothing, only adding on dips here - lets see what happens at the end of next month - gla dyor etc.

I think I actually made an error selling some before the 7 quid mark John - have added the ones I sold back at 714p - I think there is much more upside here - prices have increased with food and drink albeit marginally but the market share for JDW will imo go up dramatically - I can see this playing out large scale - it is being reflected locally to me - yesterday afternoon I drove past my local JDW and the beer garden was packed out - on a Monday! - mainly OAPS having a few beers and some lunch whereas the other pubs in town were more or less empty - my target here is 10 quid, not a penny less - gla dyor etc.

the problem is beo that a lot of investors are novices with no clue how to value a share based on fundemantals and will indeed go on and purchase a share from someone linking a page from the sun or express and then buy a share on that basis then get upset because they end up losing money - i would advise investors to actually do a course in stockbroking in order to be able to value shares using basic math - dcf analysis, p/b ratio etc - if you cannot do this and research a share properly vs mainstream media share forecasts then you will end up making the square root of **** all - gl dyor ect.

From a personal point of view, anyone advising a buy or sell for whatever reason should add the caveat dyor as it is only an opinion - I ALWAYS do this, please check any of my posts and you will see that this is the case - I am a buyer with MKS and I have stated my recent buys accordingly - I have based this on the cyber issue being rectified by July - if it is the sp will imo go north based on the latest results and the new foray/expansion into food - if the cyber issue is not resolved it will drift lower with support from institutions at various points in the downward trend - its all about the cyber attack guys - gla and please DYOR.

30P PAID

Hey Petara, yes matey a typo £2.63 - re where it will be above that on positive cash generation who knows - Amazon languished for years until it went cash positive and look where it is now - not saying that Ocado will repeat this but it will be a significant moment when it eventually happens imho - gl dyor etc.

Not sure Ocado need new contracts - last results showed recurring revenue of £416m which was 84% of total revenues - new contracts mean new cfc's which means more capex spend - going forward capex will come down through advancements in their re imagined tech and less spend on cfc's which will eventually lead to Ocado being cash positive - when this happens this share will be nowhere near 363p - grocery delivery worldwide shows no signs of slowing down anytime soon - I am happy to keep adding on weakness here and let it play out - gla dyor etc.

Decided to sell my holding today at 391p - a 5pct profit plus the divi banked, not too shabby at all - best of luck to all existing holders -

Agree with Chris here - makes sense for Cosmens to increase their holding and average down - interest rates throughout Europe are going down, therefore easier and moreover cheaper to raise cash - they know full well that the company on an even keel is worth far more than their average purchase cost - lets see how it plays out today - gla dyor etc.

Nice to see the Cosmen add today - closing in on the 30pct mark now gives me confidence that this may not be just a punt after all - added at 29p - gla dyor etc.

Hoffman "The vet side making increased profits (being investigated by government from excessive charging) The retail side is due to decrease this coming year as most of it, is ripoff price discretionary spending items,which the customer will cut down on...It's a double whammy and could be a profits downgrade further down the line" - You are implying that Pets at Home are overcharging with regards to their vet service Vets for Pets - I use them for my 2 cats and they are the cheapest around by some margin, hence they are taking market share from the rest - one of the reasons PETS was reviewed for a takeover by BC Partners in Feb - in any case the CMA review was watered down a few weeks back and the PETS sp rose - re the cautious guidance for next year 115m to 125m - that still puts PETS on a book ratio of 1 vs their piers which will imo always leave a potential bid in play - hardly any capex to come off future earnings as the tech spend is more or less complete, so more profits generated down the pipe - the p/e around 16 atm - sp should be well over 3 quid imo - gl dyor etc.

Added at 261.9p - gla dyor etc.

They hit their guidance so I will be looking to buy back the 20pct I sold if they fall big - lets see - gla dyor etc

476P finish, have to say I am rather pleased with my purchase a few days ago at 441p - extra g and t in order for me and Mrs C tonight before dinner 😀