Member Info for chilting

The gamble on HUR is that they have gone from a position of not being able to pay off their bonds holders to a position where they probably will - this is simply because of Brent - the SP has reflected that position since it collapsed and the gambler shareholders look like making a good profit on their stake.

Boyobach
I think that you have to somehow factor into your calculations and conclusions that CWR trades on AIM.

The volatility of this index in bad times is, I think, so unpredictable that even logical conclusions are likely to be wrong.

The small caps on AIM are even worst with fortunes turning on minuscule volume.

Excellent news Neil - there are very high margins on cosmetics.

Fender
Anyone who invested here back in December 2014 should have been aware that M&S wasn't a sound investment at that time - the company was in a mess and badly needed restructuring.

Since then, after a protracted and painful period of change, M&S has been transformed and is now a very sound investment.

Covid obviously caused big problems and the SP fell back below £1 in 2020 - this is when many of us who comment on this board invested here - but since 2020 the SP has recovered very well and even went into overbought territory in January.

Since then it has fallen back with general market sentiment but should recover strongly with the market when sentiment improves. We have the prospect of a dividend being reintroduced this summer with a return to the FTSE 100 probably next year.

Yes, its the familiar problem for AIM small-caps.

The combination of poor market conditions and lack of punch simply means that the SP fades away and with SETSqx looking for volume all the time the SP just continues to fall with liquidity all being on the downside..

A high oil price will certainly accelerate the transition to renewables.

The good thing is that demand and supply for crude is more or less equal at the moment.

OPEC+ is producing up to full capacity, if Iranian oil comes back on the market that will quickly be consumed and as demand increases in 2023 US shale production will increase to satisfy demand - so Brent is likely to average around $80 for a couple of years..

So, I think investors in renewables will be reasonably confident that crude prices will stay high and capital investment will be rewarded - likewise Ceres can look forward to increased global revenue.

All this could make the transition to renewables much easier and quicker.

UK media doesn't seem to have picked up why Asian markets reversed overnight - it did look like we were in for a very bad day.

The Chinese have made clear their opposition to a Russian invasion of Ukraine.

Brent is down this morning.

Stock out on loan at the end of January stood at 11.4% according to Euroclear.

Log on here as guest and change month on drop down menu - February's data should be available by about 3rd March.

https://my.euroclear.com/apps/en/monthly-stock-loan-data.html#month=eq:2&year=eq:2022&limit=0&search=1

I am not sure that potential ever gets priced in with small caps - there are too many variables and EQT is a prime example.

Its only savvy Private Investors who really take potential seriously and get in ahead of the game before the cash starts to roll in.

That's what gives us our edge.

There are setbacks along the way off course, but patience will eventually be rewarded.

Dallas CFC to the Oklahoma spoke is around 200 miles - 3 hours driving time.

Maybe that begins to give us some idea of the infrastructure Kroger will need for national coverage of urban USA.

The problems are the same across the whole market - even oil shares are not as high as expected with Brent over $90.

The uncertainty created by inflation, high interest rates and Ukraine has ruined sentiment.

The danger is that many private investors are blaming their investment decisions rather than the wider market.

At times like this you just have to be hold and wait for the reverse.

The presentation was very good and the SP is heavily outperforming most of the rest of the market at the moment - bodes well for the future.

The problems are the same across the whole market - even oil shares are not as high as expected with Brent over $90.

The uncertainty created by inflation, high interest rates and Ukraine has ruined sentiment.

The danger is that many private investors are blaming their investment decisions rather than the wider market.

At times like this you just have to be hold and wait for the reverse.

The problems are the same across the whole market - even oil shares are not as high as expected with Brent over $90.

The uncertainty created by inflation, high interest rates and Ukraine has ruined sentiment.

The danger is that many private investors are blaming their investment decisions rather than the wider market.

At times like this you just have to be hold and wait for the reverse.

Virtually the whole market is in the doldrums at the moment - a reflection of wider concerns regarding, inflation, interest rates and Ukraine.

So analysing the current SP as an M&S problem is clearly misleading.

All the trading liquidity is in the downside at the moment, until that changes the market will continue to drift down.

Link is here

https://www.londonstockexchange.com/news-article/BBSN/aj-bell-investor-presentation-recording/15331981

Hopefully todays announcement will flush out the shorts although I think maybe some have already closed.

Valueplay
Yes, this is very much a capital light collaboration with Ocado providing the backbone.
I like the look of the Octopia's marketplace platform - that could be rolled out globally by all solutions partners.

With so many regional food producers in France - the French are much more food savvy and demanding than us - I can see this working very well.

These regional producers will be able to plug into their national market using this platform and Ocado Solutions logistics.

valueplay - that's what I thought but the RNS does just specify grocery.

"The creation of a JV to provide logistics services to OSP-powered CFCs in France, which will be available to all grocery retailers"

Maybe there are other partners already in place for multi-retail.