Member Info for David7015

I cannot face another weekend of these two slugging it out over non related Solgold news so have filtered them both. Quady. You have been an irritant on this board even before Slug turned up. You should be ashamed of yourself

FFS Massive. Give it a rest. You are making yourself look as bad as Novice with these constant posts. You are increasingly taking on the mantle of a bully, which I am sure you are not. I have already filtered Novice as I know he has a problem

Retirement: if you could rid yourself of your obsession with Fender, I think you might have a happier life

Retirement: I am not sure why you constantly need to highlight deficiencies in certain posters trading, Only you will be able to provide the answer to that question.

Your comment is disingenuous about Carrington. You need to read fully his previous remarks when you will see that he appears to have a relatively small “trading pot” alongside a much larger long term position.

With his average purchase price at around £1,26 on the long term holding, I would imagine he is far from crying with the price at £3.57 (now £3.66).

It would not do you any harm to be more balanced with your commentary

1ontheup: appreciate the reply to my earlier post. What you say makes a lot of sense. I first purchased MKS stock when I visited the superstore in Southampton, Hedge End in 2021. I was blown away with how much they had done to the store. My first purchase was at £1.67 in Sept 2021. Although I view myself as a LTH, I sold all the shares in January 2022 and didn’t repurchase until March 2023 and I have been adding since that date .

I view M & S as a national treasure and I believe that if the share price fell dramatically, it might be subject to an opportunistic bid. I think the share price would need to be much lower than where it is now and I cannot see this happening, given the trading performance so far.

The cyber attack has changed my view a little, but M & S have an excellent management team and to date, have been delivering good results. Of course this could all change if the company was culpable for the hacking incident. I purchased sone more shares this week.

I definitely think that by waiting, you have called this correctly but any announcement, putting the hacking incident to bed is likely to bring about a sharp uptick the share price. The impact of the hacking is share price sensitive, as is its resolution. If M & S have news on this front, I believe they are obligated under stock exchange rules to announce it via RNS.

1ontheup: I agree with you. There is no good reason why shareholders should not receive an update on compensation following the cyber attack. The directors were obligated to report the attack and the anticipated cost in profit. The resolution of the attack is equally important as lack of news creates a pressure point for the stock. I am sure that there are investors looking to get back in but are holding fire until the resolution of this matter is confirmed

ProfitSniffer: I would appreciate an answer to a perfectly reasonable question.

Your side spat with Quady does not alter the facts that you alluded to on Thursday evening and again today.

Does SOLG have an obligation to release an RNS containing price sensitive material without delay, under LSE rules, and if that RNS is released this week containing the same exceptional drill results, does that not constitute a delay under those rules.

ProfitSniffer - you referred last Thursday evening to an RNS having been logged which contained excellent news. You referred to it again today. Does the board of directors not have an obligation under the London Stock Exchange rules to release any price sensitive information without delay. If they had logged the RNS on Thursday and pulled it, is that not a delay if, as we suspect, the information within that RNS is going to be released sometime this week?

You seem to know your way around the mechanics of these matters. I would be interested in your views

Fender: I just hope you don’t miss an opportunity to jump on board here. That is twice in the last month you could have made a few pennies. Don’t hear much now from DavetheHorse. I really miss his “in-depth” and “insightful” advice.

Several companies have been secumbed to Riverfort’s death spiral financing model. Look at SAR.LSE as an example.

If I knew that Riverfort were on board, I would be looking to sell as the share price will take a hit over the next few months.

Fender, you have been so busy jousting with all the posters whose narrative doesn’t suit, that you have missed a good trade from £3.28 last Tuesday to today’s closing price of £3.52. By the way, has anyone heard from DaveTheHorse today?

Fender: I don’t understand why you need to get so personal when you present your views. You don’t know me any more than I know you. You don’t know my position with MKS. Why do I need to relax? Are you trained psychiatrist?

It is simply not worth me posting here any more as if what you see posted is not to your liking, you get nasty.

Good luck with your investment strategy. I feel sure that you will get a good buy in price soon

Fender - you need to do some research on posters before you nail your colours to their mast.

How can talking twaddle be repeating the exact comments that two different people have posted.

People should be allowed to post what they believe in. Your views are purely subjective

Fender: “David horse got so much grief for warning people when he clearly did his homework spot on and yes 320 is now doable”

What about telling people on this bulletin board to keep adding as market may see 500p this week (2 June)

When will people realise that DTH has no more knowledge of this share’s likely performance than the man on the moon. He simply trolls boards looking for weak shares hoping to drive the share price downward. He is obsessed with short selling.

Fender - Even a broken clock tells the right time, twice a day

Davethehorse: is it only MKS & SOLG bulletin boards that you troll with unsubstantiated share price forecasts?

Davethehorse: This is what you wrote on June 2nd, encouraging people to buy into this stock.

“Ticking up nicely and will be above 380p again soon...with a decent positive market may see 500p this week imo. Keep adding...”

I know you will argue that the increase in shorts has made you review your stance on MKS, but that might be a bit late for those investors who thought you knew what you were talking about and purchased some stock.

Fender. I wouldn’t pay too much attention to any comments from davethehorse. Most of his remarks are unsubstantiated by any data. Looking for a lower price to buy in at. Not so long ago he was also forecasting £4 per share.

Retirement, give it a break now. We don’t want to continually hear how much you have made on your various share dealings. It is becoming repetitive & irritating. I am pleased that you have done well, but I think we have got the message

Fender. Hope you are keeping well. Thank you for posting the “Simply Wall Street” article. It appears to be one of those AI articles. I tend to take them with a pinch of salt. It might as well been an article from “British Bulls”

The share price is disappointing when measured against other competitors such as Tesco & Sainsbury’s over the last few months.

Let’s hope the AGM can draw a line under the cyber attack. The directors will need to provide some update either at, or before the AGM relating to the actual losses incurred and the subsequent mitigation of those losses. Until we know the revised profit for 2025/2026, it is difficult to support an investment in the company. That said, as I wrote yesterday, MKS is capable of earning substantial profits in 2026/2027 and beyond and that in itself might make the investment decision much easier.

The loss in MKS market capital as a result of the cyber attack is in the region of £1 billion. We have been told that there is some insurance in place which might cover some of the operational losses. Nothing further has been forthcoming on that subject.

M& S were on target to possibly make close to £1billion for the financial year 2025/26 but the financial costs of the cyber attack is expected to reduce this figure by up to £300 million before cost mitigation, insurance etc.

My point is that MKS is still a huge cash generating and profitable business which is likely to return over £1 billion plus in profits from 2026/27 onwards. The current M/C does not reflect that potential which is probably why we have not seen any institutional selling. The business model remains the same and the directors are driving the business forward and in the right direction.

At £3.54 Marks look to be a very good buy based on future earnings. Look at Tesco’s share graph compared to ours over the last 2 months . Tesco have climbed from £3.14 to £4.01 (close to a 52 week high) whereas we have dropped 5% in the same period. The shares look very good value at today’s closing price with today’s drop on small volume. I will certainly be looking to add over the next few days. I cannot personally see the share dropping to £3.20 as some have forecast. If it does, I think we could be in dangerous territory in terms of Marks & Spencers continuing independence .

Just a personal view