Member Info for Carrington

I would be very surprised if EZJ are not hedging their oil allocation at these prices - will add handsomely to the bottom line - bring it on

gla dyor etc

I have to say I am very pleased I topped up yesterday at 485p - I originally bought EZJ on the back of one of my wife's friends comments - she has been in the management side of the airline business for around 30 years - she recently joined Easyjet and was blown away by the Easyjet holidays and the potential for profit - the sheer volume of scale here must command a healthy margin surely and with Easyjet being associated with good value for money I don't think they will have any issues attracting holiday business - looking to double bag here with a 425p average -

gla dyor etc

MKS share currently down - some of this due to profit taking I think after a recent good run and some may be due to the Next results today showing bumper sales - the read through may be that they have taken market share from MKS - Personally I don't think so - looking at the sales items left on the website it compares favourably to recent years which means more stock has been sold at full price - it will ultimately come down to the trading update next week - I am confident the results will be good - lets see

gla dyor etc

An extract from the FT article "However, government officials said they would be given some leeway given the difficulties in taking out essential parts of a network while still running services." - this is a basically a non story designed to depress the bt share price - I will keep adding on more weakness

gla dyor etc

Added to my holding here at 485p - non exec director bought 10k worth at 507p a couple of days ago - directors will know a lot more than we do about the current EZJ position - will add on further weakness

gla dyor etc

"Systemica Getting badly burned which is nice to see" - not quite, they took out their short position at 0.5pct back in Jan when the share price was trading at 132p and increased their short over the year - so probably still well up - they have reduced though in recent months so maybe some pain being felt - will be interesting to see if they reduce further - which will in effect increase the share price as they buy back stock - they still have a 1.28pct short position and that is a chunky amount of shares to buy back -

gla dyor etc

Share pattern continuing to repeat with any selling being bought heavily - no smoke without fire - someone knows a lot more than we do me thinks

gla dyor etc

Definite share pattern here this morning - any weakness is being bought heavily - good signs here -

gla dyor etc

Some very big buys have gone through here in the last 30 minutes - someone is loading up and loading up big

gla dyor etc

"Outside of the takeover context, where persons acting in concert acquire 30% of a relevant company or increase their holding between 30% and 50%, the concert party may be required to make a mandatory cash offer to all other shareholders" - That is techno speak for load up

gla dyor etc

Get on the gravy train now boys and girls it is about to leave the station - use the codeword stampede

gla

Yet another investment fund loading up here - the cat is out of the bag boys and girls, the worm has indeed turned - the big boys have come to play - follow the money

gla dyor etc

To Pedro, KG, Mary, Poker and all the other long term holders on here, I wish you all a very merry Christmas and a happy and prosperous New Year - I think the worm has turned here and it WILL be a prosperous New Year -

gla C.

Added to my holding here first thing this morning - looking at pre booked restaurant reservations I would say it is going to fly high in the New Year when the trading update comes out - there is plenty of money out there atm and it is being spent big time - I was in London yesterday with the Mrs and we generally always go to Nicholson's pubs as they are managed well and reasonable on price - went to 3 of them yesterday and couldn't get in!! - absolutely rammed - augurs well for the trading update -

gl dyor etc

"I think maybe now fund managers are realising just how cheap this stock is -" - this is from my post on here on the 15th Dec - European Express Enterprises is an Investment management firm - 17pct as Poker says gives them some input in terms of future direction - 30pct allows a bid - follow the money

gla dyor etc

JJ, Neil, Chilting and all the other long term holders on here - a great year for the mighty Marks and Spencers - wishing you all a Merry Christmas - looking forward to a properous New Year with MKS as we head north of 300p -

gla

Goes ex divi on the 28th - I think the share price will be supported as this date draws closer with funds topping up - I have added recently and will look at adding more if it drops further.

gla dyor etc

I would also add to that Pedro the fact that towns and cities throughout the UK, indeed the world have a remit to stop cars accessing highly populated areas, replacing them with buses - in order to satisfy their emmissions policy - this is not going to go away and neither is future demand for buses

gl dyor etc

"M&S's grocery sales in the 12 weeks to Dec. 2 increased 12.8%, only topped by Aldi and Lidl, according to data from market researcher NIQ. Now it is targeting a bigger slice of Britain’s 229-billion pound ($291 billion) grocery market." - This dropped on Reuters this morning - I said a few days ago that my ex wife's store is seeing unprecedented food sales and this is now playing out in front of your eyes - 3 quid is on its way boys and girls - follow the money

gla dyor etc

Argentina - as you say the currency is worthless so no point in comparing like for like - if you compare the market in the US in terms of reacting to potential adverse movements in cpi rpi etc the market reacts by selling off, just as it rises if inflationary figures come in better than expected with share prices increasing - ffs even if someone in authority mentions that inflation is not yet under control in the states the market sells off -

gl dyor etc