Member Info for chilting

Yes, its full steam ahead again now for Whitbread - perfectly positioned to fully exploit their market in the UK and Germany - back into profit sometime next year and even the business market is improving steadily.

Excellent recovery - have been trading ahead of 2019 for last six weeks and ahead of expectations.
Leisure very good and business recovering.
Germany trading well and meeting expectations.
Good cash position.
Well ahead of the rest of the market.

Its a clear reflection of the trading pattern at Itaconix - slow for H1 and then all systems go H2.

Hopefully with new markets this trend can be ironed out - if it could it would make a very significant difference to turnover without adding much to costs.

AIM shows value for the larger cap stocks but with high volatility - these high cap stocks, such as CWR, can be the best investments on all the LSE for capital growth.
For the smaller cap stocks its just a lottery, but here there is the potential for enormous capital gain for a modest investment.

Best option is to make profit on AIM then invest it in solid FTSE250/100 companies for slower but more reliable capital growth or dividends.

Ocado will certainly come good - just pile in the AIM profits on the dips.

Neil
Yes, a return to paying out dividends - modest at first - would be a good signal of recovery, especially now that most of the necessary staff redundancies have been made.
A good staff bonus this Christmas would also be very appropriate after the rigors of Covid.

The additional turnover via Ocado has meant that M&S can increase product volume to get better prices, making it easier to compete with rivals on price and increase margins. Also selling on Ocado reduces waste and the amount of stock sold at clearance prices.

I think that now we can think about dividends again - the group is much more settled - a win win for all, including the staff - always good news.

A solid 7% rise today - not spectacular - but the main thing now is is that the SP keeps rising to build back the momentum that was lost at the last update.

The Market Capitalisation is still only £513M so there's plenty of room for sentiment to push that much higher.

Yes, we are starting to reap the rewards now - the SP has doubled since this time last year with plenty of upside to come - maybe over £3 and FTSE100 by October 2022?

Hopefully, we will all get a demonstration of what I am on about over the coming months romaron - remember momentum and sentiment.

Hear we go an example of momentum and sentiment -

Enquest SP November 7th 2016 - 25.75p

Enquest SP January 12th 2017 - 54.5p

mrc
The point is that my BS comments are a reflection of the market - it simply doesn't follow logic most of the time - equity valuations are all over the place and momentum and sentiment often play a much bigger part than common sense share valuations.

28.5 high
28 UT

This is bad news for all online retailers - especially with Christmas just around the corner - hopefully they can sort out the problems quickly.

https://www.bbc.co.uk/news/business-59027423

The bottom line with M&S now is that its online offering is more or less firing on all cylinders and on the High Street the majority of the out of date unprofitable stores have closed, leaving an estate of fantastic modern shops and convenience stores.

So its a win win all round for customers and shareholders.

mrc
I guess you have been investing in oil for too long an haven't seen the momentum effect that can build with good news - sadly Brent hasn't performed very well over the last few years, so momentum has been lacking in the sector.

The good news now is that Brent is on the rise at the same time as Enquest has got its's act together - that will push up volume and create the momentum we need, directly propelling the SP up.

It may be a lot of hot air and speculation but there are so many overvalued shares on the market where there has been nothing but good news for an extended period - there is no reason now why Enquest shouldn't join them.

I reckon the SP should gain 4p as a result of GE - that's more or less the drop after the half year results.
So by the end of the week the SP could be close to 30p.

The result of that boost should then push it towards 35p and beyond as interest is regained in the stock - especially from the day traders.

Its all about regaining the momentum that was lost at the beginning of September and then building with Brent performing well - we now have two green traffic lights again.

The current SP is more of a reflection of trading in EQT rather than an indication of the financial health of the company or its prospects.
Its far better to concentrate on the long term, as you see it, when investing long term in growth shares, and ignore the day to day movements, other than using the dips to buy more shares if needed.
Just leave the day traders to fret about the SP - long term it will come good, if potential is realised, then the capital gain can be dramatic.

We have an interesting scenario developing where it looks like the price of oil and gas could remain at around the level it is today for several years or even go higher. The main reason for this is lack of supply caused by a reduction of exploration over a period of years and the financial affects of Covid, especially on US shale.

The question is how will this affect renewables.

I can think of the following positives -
Accelerate change.
Make renewables more affordable.
Big oil companies will have more capital to invest in renewables - we could see takeovers.
Governments will find it easier to persuade citizens to change to renewables - especially motor transport.
Companies in the renewables sector will greatly benefit by an acceleration in demand.
Hydrogen could finally become the fuel of choice - especially for heavy industry.
The area covered by offshore wind farms could get much larger than anyone can imagine now.
Nuclear power generation could increase but will be constrained by cost and time scale.

All good news for Ceres and makes the company a very solid long term hold.

BBC reporting rumours that Capital Gains Tax rates are likely to be increased in next weeks budget to bring them in line with Income Tax.
https://www.bbc.co.uk/news/business-58955264

I am now shifting into optimistic mode - the SP can now continue to grow with production sorted by the GE acquisition - I was clearly wrong about Brent last night and it still looks strong - Monday should be a good day with a good surge of buying early in the day with investors of all sorts attracted by this turning point out of the doldrums.