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Its not looking at all good now.
Three of the companies on the FTSE demotions from the 250 list, dated last Friday, have a higher market cap than CWR.
Todays judgement day, so we need a rapid change of fortunes by the close.
Its 50:50 if CWR remains in the FTSE250.
Just to note, the stock doesn't fall back into AIM it would be reclassified as a FTSE small cap - only the company could apply for an AIM listing and that certainly won't happen.
It seems that the Germans are keen to exploit hydrogen produced by UK wind power - has to be good news for Ceres with the Bosch partnership.
It does ask the question why the UK is not fully exploiting our own wind power - maybe we will get news of a fast track plan to expand capacity on the National Grid by Hunt tomorrow.
We have a clear advantage with our wind power, but after the last licencing fiasco we seem to be incapable of exploiting that advantage - the Government need to get a grip!
https://www.express.co.uk/news/uk/1837158/scotland-germany-hydrogen-pipeline-plan?utm_source=mynewsassistant.com&utm_medium=referral&utm_campaign=embedded_search_item_desktop
Hopefully now heading back to around 2.4p
Hello C909
So sorry that you and other investors have been left with virtually nothing.
I am sure its no consolation but it seems that you have been right all along about the Directors.
It may be worth contacting ShareSoc with your grievances.
https://www.sharesoc.org/
I think it was just an investor selling quite a large chunk - maybe a forced sale - it could even be still continuing.
I think the market is to unpredictable at the moment to set price targets.
Bottom line is that MKS is very likely to outperform the market.
That makes it a hold for current investors and a strong buy for new investors.
I think what ever happens its likely that MKS will continue to be one of the better performers on the FTSE100.
If we get a Santa Rally MKS will probably move into over bought territory.
So selling now would I think be a mistake - just my opinion.
This was my contribution to the BBC comments -
"The main reason why M&S are doing so well now is that they have been investing for the future, innovating and opening new stores.
So many of their competitors have fallen by the wayside or taken fright, like John Lewis for example, while M&S have really gone for it.
They set an example that the rest of UK business, society and Government needs to follow."
The overcapacity problem is clearly affecting profitability - this is a relatively new problem.
Also the perception by consumers that Ocado is expensive hasn't helped.
Most of the problems can be explained by what happened during and after Covid.
During Covid it was under capacity that was the problem, also there wasn't the same pressure on value - basically they could delivery up to capacity on high margins.
After Covid as it became clear that online shopping wasn't going to dominate and it was value that most consumers wanted, Ocado weren't best placed, but they were still going all out for expansion.
Hence, we reach the current situation with M&S now steering Ocado Retail towards value but maintaining the edge that they have for quality - the same message M&S promote in their stores.
M&S say today that the corner has been turned for Ocado Retail and I have no doubt Mr Machin is correct when he says that three years are still needed to realise the potential.
Schwee
Not the case - the real profit from Ocado Retail is hidden - it comes from the profit on selling M&S branded products on Ocado.com and economies of scale gained with those products.
Also look at the way Waitrose has declined since they stopped trading on Ocado - they lost out.
As sales increase at Ocado Retail - up 12.6% in the last 12 weeks [Kantar] - the profits will flow again as excess capacity - already paid for - is used up.
Good news from Kantar this morning with Ocado Retail sales up 12.6% in the 12 weeks to October 29th.
Market share was also up.
The only supermarkets with a greater increase in sales were Lidl and Aldi.
Clearly the budget boys are thriving and the upper end of the market is also in very good shape with M&S and Ocado Retail trading very well.
We will see just how well M&S is trading when we get their numbers at 7am tomorrow.
To much over analyst of the SP here - the SP is actually driven by the NASDAQ and especially by future expectations.
If you look at NASDAQ Futures the index is up 788 points on its low on 1st November.
https://uk.investing.com/indices/nq-100-futures
These "Anti TV Ads" seem to be the norm at the moment - its a bad reflection on society.
Worst is the Domino Pizza ad.
Just for the record M&S can get it right - this ad is brilliant!
https://www.youtube.com/watch?v=Sgr8L3qz22g
Good news and or hype seems to make little difference to share prices at the moment - all that results is a spike followed by a dip back to the long term SP.
The best we can hope for is that the SP holds value - as it has with TRX.
This has to be regarded as an an achievement.
Hi Neil
Its also important from Ocado's point of view that they they hand over a strong Ocado Retail to M&S because they will be dependent on revenue received when M&S becomes a solutions partner.
I guess the percentage paid as a solutions partner by M&S will be the most negotiated part of the deal and it will probably remain confidential.