Member Info for chilting

DireEmblem
The 2024 timeline is starting to look rather conservative.
Oil supply problems will I think push up the oil price over the next few years, making renewables not only attractive from the climate change perspective but also from the economic one - could be a game changer.

Looking to be a turbulent day today - Asia is well down - look for the low today and buy for the long term - SP valuation looks about right now.

Looking to be a turbulent day today - Asia is well down - look for the low today and buy for the long term - SP valuation looks about right now.

Touker time!

Already pushed the self destruct button -

https://www.bbc.co.uk/news/business-56185236

To me, WTB is a long term hold.
They should benefit from a good rebound in trade this summer, well ahead of a depleted opposition.
Also there is a fantastic opportunity to pick up new sites or even chains of hotels on the cheap in the UK and Germany.
They can benefit from Covid in the long term.

Better off investing in M&S and Ocado.

Ocado is falling back a bit at the moment as sentiment cools after the pandemic but M&S is doing just the opposite so taken together portfolio valuation is holding up well.

In the long term both will power ahead as a result of the Ocado Retail partnership and both companies winning strategies - win win.

Ocado confirmed that Bristol will open before the end of Feb in their results presentation a few weeks back.

The best use for Which is as toilet paper - absolutely useless publication - they haven't got a clue.

I guess that the number of shares in circulation have fallen again to the same sort of level as it was when the SP was around 2p.
In other words long term investors have mopped up the surplus created by the increase in the market cap.
All we need now is something to ignite the SP again and the whole process will repeat with another increase in the market cap.

Yes, good news on vaccinations here in West Sussex - our GP is making appointments for the 60-65 age group.

Yes, still more pressure needed to reduce and eliminate peat use - good news that Bord na Móna has stopped production - that will make a very big difference but pressure needed in Northern Ireland to stop production there.

Brent still well in the channel and holding $65 - has to be good news.

Certainly agree Neil - unfortunately Cotton is one of the biggest offenders because of the irrigation needed in the areas it is produced eg Aral Sea.
Spruce clippings can be turned into composted wood fibre, one of the main constituents of peat free composts or used for insulation of buildings - it would be interesting to see other uses developed, presumably the fibres are robust enough.

Online is different Neil - it may be that M&S would launch for example, a branch of their website aimed at the fashion conscious of all ages offering exclusive quality products on a par with some of the top end retailers but priced competitively when compared to the top end retailers.

I certainly agree that the fast fashion market is a no no.
But, not every 18-30 wants fast fashion and some of that age group have the potential to be big spenders who will look for quality. I would certainly offer them quality products on the website.

Jimmy
The simple truth is that growth stocks are volatile - the SP never rises in a straight line for long - sentiment ebbs and flows.
Nothing to worry about - just be patient and buy on the dips to lower your average or just sit tight and wait.

As Covid recedes and economic activity resumes the next big challenge that world economies will face will very likely be rising oil prices. We actually face a real danger of demand exceeding supply of oil over the next few years. The problems are that the US Shale oil industry is on its knees, globally producers decommissioned fields as the oil price crashed due to Covid and oil exploration around the globe has been scaled back over the last five years or so.

For Ocado Retail this will obviously increase delivery costs, although part of their artic fleet is gas powered.

For Ocado Solutions it presents a challenge - they like challenges - to reduce supply chain costs, further reduce wastage, make delivery runs shorter to the consumer etc.

The main thing is though that it is another blow to bricks and mortar supermarkets with their vast store network to service. Yet another reason for retailers to move online.

A bit of a reality check I think.

We started December at 856p - up till then we had seen a steady progression of the SP during 2020 from the March low.
Since then things have gone a bit silly and the SP entered overbought territory.
The volatility of recent weeks is clear evidence that CWE is overbought.

Now with the SP around 1300p we are probably getting back to a more realistic valuation that will continue the steady rise that we saw through to the end of November 2020.

We may see a further fall but I think we could just as likely see the volatility continuing to chop around into overbought territory again, but keep checking the rising valuation from March 2020 for a true valuation.

The lockdown lifting and the eventual easing of international travel will be good news for Ocado - we will see retail bosses from around the world visiting the UK to finalise their deals with Ocado Solutions - they really do have to come and see the system in operation to close out deals - this is what will get the SP moving again - be patient.