Member Info for Cheapsharesboy

Is the next update expected December or January?
Does anyone have any factual or at least near-factual knowledge? Thank you, Cheap

Yes it's pretty ironic that Trump is our hope now.
This c19 plus Brexit combination is extremely bad for the UK economy overall. I feel sad for people who want to work to earn but cannot. The vaccine companies are like angels going to war. Mad situation. Obviously mks home offering and non-food sales suffer again on lockdown but what's the view here: how much online and click-and-collect can ease the damage? I've read that click-and-collect will stay open during lockdown.

"downturn at mks food stores"
- that is factually incorrect. You just made that up.
This is a direct quote from August update:

M&S Food sales have built steadily from the shifts in demand and closure of travel locations at the outset of the crisis. In the last 13 weeks total Food sales have increased 2.5%. In that same period like for like sales excluding the impact of the closure of hospitality and travel franchise units were up 10.6%, with an improving trend as more locations recover and performance has regained momentum as customers have bought back into our quality, fresh food offer and investment in range and trusted value.

Ocado has never been priced into mks. Never.
When the deal was announced, sp was down, that's the way it's always been. Just by saying "it's priced in" doesn't make it priced in. So far the deal has been ignored by the market.

Neil. You are correct that market knew the lockdown last week hence the falls. However, the pervyy market does like double-selliing assets for their own profits. Thus I see risk of further falls here, although the falls can be purely a scare, shaking weak holders on Monday morning. I am not going to call it up or down, although it appears it's gonna dip a bit.

In theory, you are correct.
However, you never know.
The signs are there though that everything is falling into place. If the director knew it's all falling apart, less likely that he would exercise the warrants.

Ok I trade ISA and SB on IG but haven't used their weekend hours offering. Thanks

Although most platforms do not give prices till 10/11om Sunday night. Who is quoting already?
IG hasn't priced futures yet.

Futures down says it all

Is the sp gonna get beaten now?

Value - you really need to learn what context means.
Unfortunately mks has fallen with FTSE 100. That's the context. You come here and gloat about the falls.
You fail to understand that FTSE 100 has fallen dragging everything down. C19 is affecting mks non-food business.
That's the context. Do you understand.
Some FTSE stocks have fallen a lot more. Do you go mocking on their respective boards. Some shares have done better and resisted the falls. Do you know what these stocks are??? I doubt it. I got 42 shares on my watchlist that I follow every day, most have fallen badly with FTSE but a few have held their own and couple have actually increased their sp.
Please grow up with your perspective a little turn you wouldn't come across so annoying. Ok?

Not looking great. Hit 88p level today, may 19th low was at 82s. Either that was a swoop to bounce off 88p or it will sink to 82p. Hopefully update will be good enough to up the sp past 100p. I'm looking for initial rise to around 106p then if that happens will have to re-assess. It all depends on the update now.

It's an election that decides a lot.
Democrats represent the crooked mm and the "say one thing but the exact opposite".
It's s choice between hypocrite Dems or blunt republicans.
Trump is better for markets and bp.
If yes goes with left, bad times ahead

It would be best not to short a share going x-rights in the day. Very risky, and if you lose, you should be aware of the potential complex situation you got yourself into. In my view, it's not worth the huge risk that sort of short carries.

Junk bond sale yielding 8-9% is going to waste all the "profit". This company is history

Normally Ocado is excellent. We are big fans of both Ocado and MKS. Just had to go to local mks store to stock up for 2 days as our stocks run low by Tuesday. Ocado gave us £20 money off coupon as compensation. That was more than enough to compensate in my view. Hopefully it's just a one off. I hope both mks and Ocado will be successful in the next 2-3 years as I got plenty of mks shares now. Someone wanted them at 89p this morning! Update next week I'm pretty optimistic but one has to wait and see to be sure. I have to say Ocado is also worth a lot more than its current sp.

I bought some clothing online which I don't normally do.
Delivery was spot on and all smooth service.
I had yesterday my first failed grocery delivery by Ocado. My basket is around 70-80 percent mks stock. Had to rebook for Thursday. I wonder why it happened? I'm not too fussed myself but wonder how many people had issues. This is out first failed delivery in couple of years with Ocado.

The elections are in the night before MKS results.
If biden wins, I suspect markets will go down after an initial rise. If trump wins, I assume the markets will be happy.
Any views to how these results may affect the markets and MKS share price on November 4th?

Regurgitation of old share prices is a bit daft.
I think everyone knows the past sp of both Ocado and MKS.
We are talking about future - past performance is no guarantee of future performance - is this unclear?
I just personally think MKS future performance will be better than its past 2-3 years. Otherwise, if people think opposite they wouldn't buy the shares. So over next 1-2 years.

And shoppers been out in force. This should help!

"UK sees record third quarter retail sales growth on COVID rebound"

https://uk.investing.com/news/economic-indicators/uk-sees-record-third-quarter-retail-sales-growth-on-covid-rebound-2238430