Member Info for Carrington

Correct KUMS I was looking at the record date which is the 4th - no matter I have added anyway and will add again after the ex divi drop to reduce my average accordingly - gl dyor etc

Never an ill wind that does not blow some good - 400p will look silly in a couple of months time - load up - gla dyor etc

https://edition.cnn.com/2024/10/01/politics/iran-missile-attack-israel/index.html

Been adding here over the last few days - ex divi on Friday so will come off around 1.5p and so will add more to lower my average - dem winter nights coming down the pipe - get them heaters on boys !-

gla dyor etc

"Shorting any UK mid-cap is insane, literally insane,” said one hedge fund executive who specialises in shorting stocks. - have to agree with this - market sentiment now risk on for me with interest rates falling all over the world along with inflation - race is well and truly on to increase growth with China providing a massive stimulus - potential growth with Ocado is absolutely huge imo - speaking of shorting has anyone seen Valueplay? - couldn't get him off this board a few weeks ago........

gla dyor etc.

I bagged a few more yesterday - down around 5 year lows, plenty of upside here imo - take the divis and wait

gla dyor etc

Hey Kitty - where is Valueplay? - Valueplay Valueplay come out, come out wherever you are!

Lovely tick up for MCG over the last few sessions - looks like market sentiment has changed with interest rates and inflation falling worldwide and the search for growth now taking centre stage with China increasing stimulus -

US economy had a 3% annual growth rate in the second quarter - I am now starting to wonder if the US sale may be pulled to keep the business rather than selling it! -

Tend to agree with Happy here - more upside imv with BP than IAG right now - personally I sectorize so with BP I am down right now but well up on EZJ as they benefit from the lower oil price - always good to sectorize

gla dyor etc

Its the American way JG - anything to make a fast buck

Remember this back in April - the BP share price was then at around 539p - looks very cheap to me right now - when people are fearful be gready - I have just topped up again

dyor etc

https://www.euronews.com/business/2024/04/12/uae-state-oil-company-has-bp-in-its-sights-as-potential-takeover-target#:~:text=BP%20has%20recently%20received%20interest,fit%20within%20its%20overall%20strategy.

S this going to impact us today? - No

Added at 380.9p

gla dyor etc

Added at 399.7p - bang the dividends and hold

gla dyor etc

fair play winnie - eric bristow, a legend - my mum had dinner with him at a charity gala evening one night in the early eighties, he was then with his partner and fellow darts player maureen flowers she was dreading sitting next to them having seen the crafty ****ney giving it large on the oche - turns out he was an absolute gentleman and my mum had one of the best nights of her life.

Hey Winnie - you are not related to Dean "over the top" Winstanley are you? - massive darts player, a 180 king back in the day, was in the world championship final 2011 -

Added to my current holding at open - now breaking even - Jansen saw the potential here a few weeks back when the Times reported he was interested - now Baldwin has been brought in to realise the potential - maybe an attempt to force the Jansen hand - agree with you Mary re any bid has to be well in excess of 370p - I would think 5 plus - lets see how hit plays out

gla dyor etc.

On the beach had a good trading update this morning - " Winter 24 volumes are currently 34% ahead of the prior year" - should augur well for EZJ on the read through, lets see - I will be adding here if it drops today - gla dyor etc

Robots don't need inflationary pay rises each year, no sick pay entitlement, no holiday pay etc - why do you think companies like Kroger have kept the Ocado robots - the alternative is quite unpalatable - I have kept adding to my holding here on the dips and will continue to do so - Ocado CANNOT be duplicated - they are patented up to the eyeballs, just ask Autostore - other companies like Kroger will come to realise that the younger generation don't want to trawl around supermarkets, having spent half an hour or so to get there - my kids won't do it as think I am mad for still doing it - Ocado will dominate world shopping, it is just a matter of time.

https://www.mirror.co.uk/news/business/more-150-mps-backed-calls-33734108.amp

Added to my holding first thing this morning at 412.5p on the back of the China stimulus - countries worldwide going big for growth is a big plus for oil and the Middle East tension is a back up - a win win imo going forward for a share that is on its ass - hopefully a good move north today - lets see

gla dyor etc

UBS starts Marks & Spencer with 'buy' - price target 435 pence - I may look at taking some more off the table here - almost double bagged my holding and no need to be greedy - my nervousness here is the summer clothing I suspect has taken a hit due to adverse weather - clothing is all in terms of the results as the food is a given - a 4 quid plus target is assuming margins have been maintaned which is a big ask - short term with interest rate cuts on the horizon and UK stocks in general under valued vs their overseas peers then 4 quid could well be achievable but more than that looks toppy to me - lets see

gla dyor etc.