Member Info for chilting

I think that the reason that Kroger are expanding their Ocado CFC network so quickly and adopting same day and zoom is probably because consumers in the US are even more insistent than UK consumers regarding convivence and speed - it bodes well for many more than 20 CFC's.

Good bounce back starting - market is clearly oversold - good time to buy.

Market showing signs of bottoming out - clearly oversold.

Profit taking on BP - traders seeing lots of bargains elsewhere.

With COP26 in early November and environmental issues centre stage, I think we can expect a good boost to the SP over the coming weeks.

I think its more a reflection of general market conditions rather than CWR.
Hopefully we will get a COP26 boost when it is in progress.

It was inevitable that cross channel trade with the EU would be very adversely affected by Brexit.
I think now that we will gradually start to see drift back towards pre Brexit trading as businesses reconnect and resume trading with each other.
Hopefully, this will also mean a reduction in excessive regulations and paperwork as political antagonism fades.

Aloj
Lets hope that GE is more than just a sticking plaster to get Enquest back to where it was prior to Covid.

Kraken
$80 Brent may not be expensive, but its more than world market can afford right now.
With so many other prices rising and the current supply chain issues, the last thing the world economy needs right now is high energy prices that haven't been budgeted for by companies and Governments.
Stability is needed to allow economies and companies now to recover from Covid - we shouldn't underestimate what economic damage Covid has done.

Today looked like it was going to be a lot better at one stage with much better volume but the whole market was lack luster today - all very frustrating.

I don't see that these high energy prices are doing anyone a favour at the moment, simply because of the damage they are doing to economies recovering from Covid, the danger is that Brent will spike higher and then plummet back to $40 - $50.
I would still like to see Brent at a sustainable $65 - $70 for an extended period supported by OPEC+

As for Enquest, I guess the bottom line is that, as always, a company is only as good as its last update but we must see 30p shortly.

There is far to much negativity around at the moment to expect most UK shares to show full value, including MKS.

More or less everything is currently a simple hold.

The trouble is that its not clear hold long this downer will last, but I still remain very confident in the long term.

There is a very important symbiotic relationship between the O&G industry and the renewables sector in the North Sea.
Both rely on the same support services and probably share the same labour pool.
This fluid relationship is allowing the renewables sector to grow more efficiently while the O&G sector gets smaller.
it will also allow the O&G sector to remain profitable and efficient in the long term regardless of how big or small its share of the energy market is - basically, its one market.

Volume is higher now - bodes well for 26.5p and a 30p breakout.

More on the AutoStore IPO here - significantly its backed by Softbank.

https://www.reuters.com/article/autostore-ipo-idUSKBN2GY0IR

e121
I think you need to add Russian manipulation of the gas market to your list - clearly Putin is using gas as a political weapon to push his agenda, especially with regard to Ukraine.

AutoStore is currently in the process of being listed in Oslo - interesting read here.

http://www.modularphonesforum.com/autostores-patent-dispute-could-lead-to-a-170-million-attorney-bill-e24/

The presentation looked very positive to me, showing a clear intent and understanding of the way forward.
M&S are certainly at the start of what looks to be an exciting move forward and what they are doing is clearly working.

Their positivity for both physical and digital sales is certainly the way forward, especially with so many competitors falling by the wayside or failing to embrace the opportunity, post Covid.

The short term dangers are clear and logistics will clearly be problematic on the run up to Christmas, but by making customers aware now that there are problems, will encourage early purchases and hopefully iron out demand over a longer period. M&S has a strong supply chain and a reliance on own branded products - this should be a big benefit.
Also, we are likely to see a much higher percentage of full priced sales with little need for discounting.

Yes, that seems to be the conclusion, but lets see what happens next before we start celebrating.

Excellent Dayangler

Enquest is a partner in the Orion Project - this explains their role -

https://www.orioncleanenergy.com/tech/how

Another option that is being explored is fitting a small electrolyser in the base of each wind turbine to directly produce hydrogen.
If this was viable then Sullom Voe could certainly benefit.