Member Info for Carrington

Opened down but I think the results will propel the share up once the trading update has been digested - lets see

gla dyor etc

Agree with Caspinos - this deal brings in a whole new ball game - pharma distribution is absolutely massive - glad I held onto some of my holding - I think when the dust settles here and the significance of this announcement is realised OCDO will move north pdq

gla dyor etc

The UK inflation figures dropped at 4.6pct this morning, the percentage rise in pensions for April 2024 is expected to be 8.5pct which is a net gain of 3.9pct - the best thing about this is that it is going to people who traditionally shop at Marks - inflation overall is now less than wage growth - all in time for Christmas - the trading update in January will be spectacular - follow the money.

gla dyor etc

Some lovely inflations numbers dropped this morning for the UK - more good news for MCG and other downtrodden UK stocks - another blue day here methinks

gla dyor etc

Big rerate coming :) - not exactly Jeff - US CPI figures just dropped and were better than expected so a positive read through for MCG as they are in the process of selling an American business - better to sell in an improving economic backdrop than sell into a weakening one - if the american economy keeps improving it could also draw other bidders in for the american business one never knows (now that WOULD make MCG go north big style)

gl dyor etc

Tend to agree with Jed here - foreign takeovers that are a threat to National Security are and will be prohibited as a result of the National Security and Investment Act -2021 - Communications is a mandatory notification which is why the Vodafone/3 merger is being looked at - difficult to see a case though for ITV to be looked at in terms of National Security

gla dyor etc

Trading update on Thursday and I am expecting further progress following the excellent set of results a few weeks ago when the share price rose to 115p - looking for a return to this price on Thursday - lets see

gla dyor etC

Toffee - this is exactly why I did not sell on results - I can see the potential here with momentum loaded positively on MKS just prior to the most important time of the year for retailers, when the most money is made - Cheryl can obviously see the same - that is a sizeable buy at what many punters would say is the short term peak in the share price - those in the know know - follow the money

gla dyor etc

BAE results this morning - very positive - should be a good read through and a blue days for the mighty RR -

gla dyor etc

Added at 59.9p - the mcap here is 2.43b - Citibank valued ITV Studios alone at up to 3b last year - the value will be realised here one way or another and in the meantime I will bank the divi and reinvest

gla dyor etc

Just want to say a big well done to all the lth's on here - I did say the results would be good and they were and then some - I expect there will be profit taking, maybe a retrace in the coming weeks but personally I will not be selling - the recovery story here has only just begun imo - Marks now has momentum with old Debenham stores being taken over just in time for Christmas I expect record profits - bring it on

gla dyor etc

Blackgold - "M&S are on my watch list and I will continue to talk ill of M&S until they pull that dreadful ad." - do you honestly believe that anything you say will affect the share price, seriously ? - you are deluded -

Expect BOE to keep ratest on hold today imo - UK lenders are now reducing rates - and inflation is coming down pdq - a good scenario for oversold UK stocks - funds are slowly but surely waking up to this - should be a good day here - lets see

gla dyor etc

Have to say I am pleasantly surprised and pleased with these results - beating analysts estimates and you can't ask more than that - bought a few back this morning to add to my holding -

gla dyor etc

It is just a bit of fun GS - FFS lighten up man

"For those who haven't seen their anti-christian, anti-christmas advert, go to M&S twitter and click on it - it is truly appalling. " - Chip paper

Toffee - I said in my email on the 27th that Next will be a good guideline in terms of if recent clothing sales have been impacted by unseasonably warm weather, - this appears not to be the case so MKS ticking up on the back of this - I added to my holding here at 216p in anticipation of the shares being bought back before results day on the 8th - fingers crossed this will play out

gl dyor etc

Decided to buy a tranche here yesterday at 98.5p - the results were exceptionally good imo a few weeks ago, and the shares have pulled back from a 115p high - trading update on the 16th Nov - I think the shares will be bought back ahead of this in anticipation of a good update -lets see

gla dyor etc

Nettles - to raise the target price to 270p which is over 20pct more than the current share price is a pretty big call from Barclays with around 4 weeks to go before the RR Capital Markets Day - they are either very very confident going forward or are privvy to information we are not - either way I will not be selling a penny of my holding here

gla dyor etc

Added this morning at 76.2p

gla dyor etc