Member Info for David7015

Carrington: I understand what you are saying about margins on clothing. I also accept that there is substantial waste in the food side of the business. But food is what everyone seems to talk about when discussing M &S. it is food that the management is looking to expand. Maybe as Samuel Goldwyn once stated - as far as MKS is concerned, “the future is not what it was”. Such a shame that such a good business is seeing its share price punished.

I expect that Fender must be seeing the current price as potentially good one to buy in at.

Jds: MKS would seem to be a private equity dream. A food business which is going to expand with great management. Non food which is always going to be a drag on group profits and which takes up huge space and Human Resources. Sell off the non food to Next or another competitor. Use Ocado resources - buy out the remaining shares and go for growth on the food side as they are already planning. There is a huge demand for quality food. Marks is a huge brand name that a lot of competitors would covet

Obviously the management need to be “price conscious” but the food halls are rammed with customers this Christmas despite the poor economic climate.

The way the share price is drifting makes it a distinct possibility of making it into the Sunday Times New Year’s Takeover Targets. I have been into three of the large stores over the last week and they are so so busy, particularly the food halls. Large queues as well. What is it that we are not seeing?

Quady, Why is is that you call anyone who dares to question your point of view an imbecile?

God, I feel sorry, for your wife/partner/boyfriend/girlfriend who has to wake up every morning having to deal with your harassing and bullying “I am always right - everyone else is an imbecile” comments. You really need professional help.

FFS Quady - Give it rest. Rejoice in the fact that the share price is starting to reflect its true value

Why do you continually have to revert to opening old arguments about which most, if not all of us, are not interested in

If you want to make some commentary, Let us know your views on how you see this playing out. Your diverse book theory looks as if it about to be consigned to the trash bin.

Jds: out of interest, where would you relocate to in three years time.

I agree about your timescales for MKS. I would like to see the non food & food divisions floated off as entirely separate entities. The food division has tremendous opportunities ahead which the management have already identified. I have always believed that the non food divisions have held back progress. Would be interested in your views

Morrisons was valued at £7 billion when it was taken over by C D & R in October 2021

MKS is currently valued at £6.85 billion

Expect Silchester, who decided Morrisons fate, are filling their boots at these prices. Huge upside in the event of a takeover

Fender.Now filtered. Share that with your sister

Fender: For the avoidance of any doubt on the matter, this is part of what you wrote in that message last year

“ Screen shot this and come back to me in December 25 and tell me I’m wrong”

That is what I tried to do. I took up your invitation to comment.

I said nothing unpleasant or personal. But look at your response today.

That comment about a “sick sado” - Honestly, do my remarks really justify a response like that.

Says a lot about you though

Yes Fender, I did purchase some MKS stock at £3.50, something you were unable to do because you had committed your cash to receiving a 4.5% taxable income. Not for a short time as you say but for 24 months whilst gold, silver banking & other stock have risen substantially

This is not meant to be a criticism of your investment strategy but you are very quick to taunt other posters whose investment strategies do not align with your own.

I have done many trades in MKS this year including the week before the half year results.

Whilst you pose the question about whether I lost money on the May trade, I will leave you to decide that for yourself.

Fender: this what you posted on January 1sr 2025

“before I went away for Xmas I sold every thing,even the losers .and I am happy as a sand boy put the whole lot into 4 different fixed interest for 2 years accnts taking a monthly income ..Even sold my M&S at 378 as this golden goose alone aint gonna save yer ass and lead you through the darkness … Ist time in 40 years I will hold no shares .. 25 -26 will be carnage for companies whos revenue is made in the UK ,there will be misery ,tears gnashing of teeth a recession unseen since the early 80s .. Screen shot this and come back to me in December 25 and tell me I’m wrong ….. Banks I chose Atom , Virgin , Family Building Society and Tesco all safe and only 85k in each of course , I could not be more happy and relaxed with the pennies rolling in every morning , the only downside is none of the 8 am bell ring excitement … CASH WILL BE KING ! whether you take my advise or not I wish you a HNY and a prosperous 2025”

FTSE is up 17% whilst you count your 4% fixed monthly interest tied up for another 12 months

Just saying

Jds: really pleased to hear that you are more positive about MKS. I wouldn’t be too bothered about Dinoken’s comments. Today is the first time he has made any comments about MKS. He simply wants to bash the stock as it has fallen 10% from the high of £3.90 last Monday. Some interesting late trades on Friday pm so hoping for a better day on Monday.

The share price has a habit of rising into Christmas week so much to look forward to. By the way, are you still invested in RR?

All the best whatever you decide to do

1ontheup: I saw the RNS covering that sale a couple of days ago. It seems to be a fairly regular occurrence with this employee. He sold 300,000 shares in June 2025. He still retains in excess of 500,000 shares

Pernix: Great trading this morning. On a lighter matter, are you unwittingly trying to give retirement a run for the most boastful poster on this bulletin board?

1ontheup. I noticed that guarded comment too. It will be interesting to see how the market receives the interims. I think there will be some relief among shareholders that the cost of the cyber attack didn’t damage the business to a greater extent.

Definitely better than expected interim results. Blackrock might need to review their short today.

Https://corporate.marksandspencer.com/media/press-releases/half-year-results-26-weeks-ended-27-september-2025

ItsYourGo: interesting and contrarian perspective on the likely half year profit figure in the interims. If, as you predict, the cost of the cyber attack is twice the figure reported to the market with the 2025 final results, this will be a breach of the company’s fiduciary duty to its shareholders, not to mention stock exchange regulations. It could result in shareholders who have suffered financial losses, due to the non disclosure, litigating against the company to recover their losses. It would also cause huge reputational damage to the company, the effects of which could be far reaching.

Let us hope that there is full disclosure tomorrow with a trading update.

As I said earlier, M & S have prided themselves on their management and the manner in which they communicate their strategy.

The market has been informed about the anticipated cost to the business of the cyber attack. If the damage is in excess of £300M, then this material fact should have been disclosed.

I believe that tomorrow’s update will weigh heavily on the future of the business going into 2027. Hopefully , there will be some mitigation of the cyber costs in the form of the insurance claim and improved margins. Clothing will be critical given the loss of business to competitors like Next when online ordering was not possible.

There is much to look forward to with this business. I agree that the share price is unlikely to have the same momentum as it has done in the last few weeks, but the cyber attack was a “one off” cost which is unlikely to be repeated. It will all be about future profitability.

Should the losses caused by the cyber attack exceed the £300M forecast figure, the company would have been obligated to issue an RNS to update the market. . I am hoping that the results this week will also provide an update on any insurance claim and potential litigation.

I believe that the increase in the share price over the last few weeks is due entirely to the trading potential at M&S looking forward to 2027. Prices have risen along with most other supermarkets. Christmas trading will always be a buoyant time and it will be interesting to see how the share orice moves after the results announcement. I believe that if the share price is adversely affected, this will be short lived and we will return to a gradual increase during the run up to Christmas. I expect to see £4 again soon. Blackrock’s short will be closed within the month as confidence in the company returns looking onward to bumper profits in 2027.

Those investors who took some money of the table last week were wise