Member Info for chilting

I would have thought it was blindingly obvious that the Chinese, Indians and anyone else who could stomach dealing with the Russians would buy as much from them as they could, even for a modest discount. Also, as the Russians are short of foreign currency, isn't it likely that they will sell off some of their strategic reserve, assuming they have one.

It will be up to the Western Nations to physically disrupt supply from Russia by limiting tanker usage and impounding cargos. Although presumably Russian oil to China goes by pipeline, so unless that system reaches capacity there is no constraint in that market.

So with the Chinese and Indians not needing to buy as much crude from other exporters its likely that the war is a red herring as far as oil supply problems are concerned.

But what the war does give the western nations the excuse to do is to let Iran and Venezuela off the hook, and let them back into the market.

I cannot see that M&S can do anything more than they have already with regard their Russian franchised stores.
They have stopped supplying, they did that in the early days of the conflict, and made it clear that they don't want the franchise partner to continue trading.

So unless anyone has other ideas, I guess the situation cannot be resolved satisfactorily.

Its proving incredibly difficult to spot the bottom in this current market but I think there is a good chance that we will see a recovery in MKS from this point onwards.
Even if yesterday wasn't the low point, MKS shares are obviously oversold at this level and are a strong buy for a long term hold.

I think all retailers need to be concerned and cautious about inflation, myself included, we just have to accept that there is only a limited amount we can do to mitigate the problem and live with it.

Hopefully, the Ukraine war will end soon and that will help to push down energy prices but some commodities prices are clearly still of concern.

Yes, its just another stick to knock Ocado with, even though today's update has such a small impact on Ocado Group.

More fun and games from the shorts.

edtheeuph
The filter button may be the best option.

The 31% increase in active customers is the number to focus on - what they actually spent is obviously governed by the current economic conditions - on line grocery shopping is still gaining strong traction even as Covid fades.

The 31% increase in active customers is the number to focus on - what they actually spent is obviously governed by the current economic conditions - on line grocery shopping is still gaining strong traction even as Covid fades.

https://www.londonstockexchange.com/news-article/OCDO/trading-statement/15371715

jimjam
The private Swiss Company - Geistlich Pharma AG - that TRX have signed a supply deal with in Italy could be a strong candidate to take over TRX.
They certainly have the credentials and state on their companies promotional video that one of their products is used every 18 seconds.

https://www.geistlich-pharma.com/

Boyobach
Yes, i guess you are right.
I think that the rise in energy prices has triggered Hydrogen shares to move north again, simply by putting hydrogen centre stage and pumping up volume.

Downside would only come if interest fades, but it looks like we might get some real action now from Governments and companies as they put words into action, especially with climate change and fuel supply security driving the agenda.

I think that makes hydrogen shares a very strong buy until they get overbought again, but we have some way to go before that happens - for Ceres tomorrows results will be another trigger for upward movement. .

i am not sure that its clear if M&S have control - as far as I know they are still in discussions with the franchisee - they have certainly stopped suppling product, so I guess when the shops have no stock left, they will have to close anyway.

M&S are no longer supplying product for their Russian franchise stores.
The stores are operated on a franchise basis with a Turkish company.
Talks between M&S and the Turkish company are ongoing.
The Turkish Government, as far as I know, hasn't imposed any sanctions on Russia, so their is no pressure on the Turkish company to cease trading.

A disappointing and frustrating reaction to the results so far, but the outlook for TRX is excellent and the shares are a very strong hold.
I have my TRX shares in an ISA and will certainly buy more when I get a chance next month.

Carrington
Yes, it will be something like that, but I think Putin will want a land bridge to Crimea through the disputed territory and along the south east coast of Ukraine.
It looked at one stage that he would also go all out to get Odesa, but that seems unlikely now, the city is too well defended by advanced anti-missile systems supplied by NATO countries.

Very interesting piece from the BBC's John Simpson

https://www.bbc.co.uk/news/world-europe-60756993

China is Russia's strongest ally and the two countries share a 2,615.5 mile land border, so it would be unrealistic to expect China to suddenly abandon its links with Russia.

Also, i think it would be rather dangerous, history tells us what happens if countries are left impoverished and cut off from the rest of the world - Germany in 1919 for example after the treaty of Versailles.

China seem to be just trying to follow a middle path and in doing so are being snipped at by the West and Russia - this will probably continue.

Also China and India have a lot to gain with cheap oil from Russia - apparently they are getting a 30% discount.

jimjam
The way i see it both companies are excelling in the market place - Ocado is the best online and M&S is rapidly becoming the best on the High Street with a strong online presence as well - its the ingratiation between High Street, online and digital that M&S are currently exploiting - as seen in the latest TV ad.

https://www.youtube.com/watch?v=zmugBL_Ac4c

So, I think M&S are making rapid inroads online and are working towards your expectations jimjam.

That's down to your judgement Jeffrey - I am not invested here at the moment - logic says that all will come good this year for Enquest with Brent at these levels, but AB still has to deliver and production is key.