Member Info for Carrington

Added some more this morning at 373p

gla

Added some more this morning at 63.5p

gla

Decided to take a small tranche here at 367p - been here before and made some good profit at a much higher share price than this - the price looks cheap to me regardless of the US inflation figures coming out today, an 8pct south correction seems a bit of an overeaction to me - will look to add on further weakness

gla dyor etc

Looking at the share price it has obviously come off due to the US inflation figures, as have all shares - I have decided to take a small tranche at 63.5p, not my target of 60p but it has shown some resilience around the 63p mark which may well mean a disappointing update is already factored in - will add more if it breaks 60p

gla dyor etc

588p paid

We did tell them Sund but they just wouldn't listen - kept digging that hole - on their way to the earths core now taking a huge loss with them -

gla dyor etc

"Something is happening..rallying strong now." - yes the short seller at Qube is about to lose his job, hahahahah

gla dyor etc

Added some more this morning at 187p

gla dyor etc

Added to my holding this morning at 254.5p

gla dyor etc

Added this morning at 74p - will add more ex dividend on Thursday

gla dyor etc

MKS down today as a result of a negative read after new research highlighted the soaring rate of insolvencies in the industry. There have been almost 20% more insolvencies in the last twelve months, Mazars data showed, as the effect of higher interest rates hits high streets. - personally I see this as an opportunity to add to my holding - less competiion equals more purchases at MKS - JL - too little too late imo - Damage already done by Sharon White - Waitrose cannot compete on price with MKS due to inefficiencies in delivery compared to the service offered by MKS with Ocado - this is playing out in front of your eyes right now as MKS continues to take market share off Waitrose - I will be adding if it falls much further

gla dyor etc

I did say here yesterday that there would be some turbulence before the results in April and it is playing out in front of your eyes - another buying opportunity? - maybe at the right price - if it goes sub 60p I will buy back as the incompetance of the board is imv factored in at that price - there was always going to be broker downgrades after yesterday - I suspect more are being prepared as I am typing -

gla dyor etc

Agree with Abject here - the bid at 237p equals the value of the company imv - indeed some brokers were saying between 270p and 300p - for me this is the base line - I bought here yesterday at 181p and will add on the basis that DLG sub 237p is undervalued - the share fits my remit in terms of the dividend at 4p and I will add more on any weakness

gla dyor etc

Well done to all who held and added today, I was I think a little hasty in selling out and in retrospect should have waited for the conference call - lets hope a corner has been turned here for you guys, personally I think there will be more turbulence between now and when the results are eventually announced and I still have no confidence in the board which is why I will remain out -

First tranche bought at 181p -

gla dyor etc

Sold my entire holding first thing at 68.7p - I cannot stand incompetance and I think the market will view it the same way - board are a disaster and need to go now imo - will look to buy back sub 60 - lets see what happens

gla dyor etc

Reduced to 0.42pct on the 19th March Bax

"Hope springs eternal Carrington. Thought you'd gone to meet your maker :)" - Haha - yes - where there's life there's hope as the saying goes Mandy - hopefully some positive news soon for telecom stocks with inflation falling and interest rates to drop pdq the UK "value" stocks will become more in focus - fingers crossed

Hopefully the market is now starting to factor in the 7.9pct broadband increses dropping through the letterboxes - with inflation forecast to be at 2pct by the summer that is an inflationary gain of 5.9pct - nice - telecoms out of favour atm with vod and bt.a the only stocks I am currently in deficit on - negative sentiment is the narrative atm with the court case, net debt etc etc in focus - just got to sit tight until the narrative turns - gla dyor etc

UK Retail sales beat analysts estimates this morning with clothing perfoming well, - good news for MKS - hopefully another blue day - lets see

gla dyor etc