Member Info for chilting

Something just moved Brent up to $65.80.

It seems to me that the timetable is rather different to what it appears, if you just take it literally.

The first step to open Schools on March 8th is a very bold one - all the rest of the timetable is full of caution.

I think that the Governments aim is not to overpromise, therefore, I think that as long as the School opening doesn't result in a rapid rise in cases then the rest of the program will be greatly accelerated.

Just think, the pace of the easing of the lockdown depends on the little darlings doing as they are told.

hedged
Ocado is only 10% online retailer - the other 90% is global tech - so comparisons like that are invalid.

Ocado isn't flavour of the month at the moment, so investors are neglecting it - sentiment ebbs and flows.
We just need a good news to wake the market up - the more the SP drifts now, the larger the rebound.

Thank you Elsol - I think your lack of a response confirms that they are up to their eyes in work.

The cost advantages of moving the bulk of the clothing business online would be enormous, it would mean that stock control would be much tighter because there wouldn't be a vast amount of stock needed to service the store network.

Ranges could be broadened giving the customer more choice - in much the same way as Ocado do with their grocery range.

This would leave the stores with just the basic everyday range of clothing that always attracts buyers - this range could also be sold online with Ocado.

The eventual bricks and mortar aim would be for a mainly out of town store network, focussed on food with a reasonable range of everyday clothing and some fast moving home ware lines.
Also about 10-20 larger stores around the country in high footfall areas, including Central London, that would offer and showcase all the M&S.com lines in addition to a food hall and general merchandise.

More contraction of the JL store network likely.

https://www.bbc.co.uk/news/business-56154961

If it is Odyzean Group's intention to take over the company they will have to purchase all the share capital.
The indications are that with the SP retaining its value, that this is what the City expects?

I think maybe with Itaconix, it is the volume of small orders - new business and repeat - that will be making them busy, so there wouldn't be any reason to issue an RNS.

Good volume already today - retail investors flocking to buy - creating a healthy spike - very encouraging.

I get the impression that John and his team are so busy running and growing the company at the moment that they have little time to present to the media. The last trading update certainly gave that impression.
Anyone who has run a business will understand, sometimes you get so dam busy that you simply go into prioritisation mode.
Remember, this isn't a large business, a lot of the day to day roles will still be performed by senior management.

Absolutely excellent - a real demonstration of the advantages of online trading.
The more names that M&S can attract the better.
Bringing in outside designers has to be the best option to create a unique and varied product offering for all age groups.
Why not get designers from London Fashion Week to contribute just after the event.

A realistic target for Brent over the next few weeks or so looks to be around $68.50 - the end of December 2019 high - that would I think be the recovery from Covid point.
After that it depends more on the forces of supply and demand with supply looking like it will come under pressure as the year progresses.

Yes and remember with Premier Inn - as the demand increases, so does the price of the rooms - that could make a substantial difference.

Naomi Osaka won the Australian Open Tennis - confirmation, if needed, that her curly hair is styled by a product containing Sodium Polyitaconate.

DireEmblem
My strategy is not to exit.
On the assumption that the SP will rise over the years, I simply top slice to keep about the same level of investment and use the cash to invest elsewhere. I have top sliced 4 times in the last couple of years.
Therefore, I can just leave the profit invested, keep a balanced portfolio and take advantage of other opportunities.

Mark
The small day traders do increase the volatility but it is the pumped up sentiment that is the engine that pushes the stock into overbought territory from time to time.
But as you say it make little difference in the long term and long term holders who want to increase their holding can take advantage and buy in the dips.
I think that the current SP probably values the company quite well, it does however value it at more than it is actually worth financially but sentiment and potential must also be included in the valuation. It was clearly overbought earlier in the month.

Giraffe
With the potential that CWR has the sentiment is very high and it tends to move overbought from time to time leading to the volatility. Just look for the dips and buy then.

romaron
I was simply pointing out that higher oil prices could be a catalyst for change that would carry more force than climate change issues on their own.
The main argument against renewables is cost, if they are more affordable than fossil fuels that would be the game changer.

I hear what you are saying Pelle.
The point is that up to now changing from fossil fuels has just been about climate change.
If it also becomes an economic imperative to change from fossil fuels because they are more expensive then that is a game changer.
Fossil fuels have limited availability - solar, wind, waves, geothermal don't.