Member Info for fatprofits

If we are moving in to a bear market proper - they
usually last 9-11 months very approx, then about
every stock is going lower.

I added today, but would not fall in love with SN.
or anything else for that matter.

Also it may pay to beware posters who are uber bullish
on a particular stock, they likely know little more
than you do , all imv as always.

snap, a penny higher for me.

the current share price that is.

n/m.

current consensus (Full Year 2022).
However consensus is subject to change!,
not guaranteed.

It happened.

If you consider a poster is trolling or spamming a board you
can flag this up to LSE. They may or may not take action as
a result.

Perhaps also fair to reflect the consensus or majority
view on this board has been too bullish over the past
few months.

My own take on the macro outlook was too complacent going in to
2022.
Yes Russia has been a tipping point, but there was already a squeeze on
disposable incomes underway that pre dated the invasion of Ukraine.

Looks to be looming large and have little confidence
that will hold - all imv Only.

Looking to add here.

On a personal basis MW are short 2 stocks I hold - KGF and MRO,
I don't have any problem with that - and obvs it would make less than
0 difference if I did !.

With respect MW have Not decimated the Roo SP.

What appears to have happened is some degree of reality has
gradually taken hold.

Even at today's close the ROO equity is valued at £2bn.
Out to 2024 on current consensus the Company is expected
to be loss making on a pre tax profit basis.

If MW get their rational wrong, the market will ultimately move against
a particular position.

Not helping manufacturers.

If not, we look to be heading for somewhere near there.

UK retail share prices have front run the weakening macro background.

for Melrose?.

If so there may be some very nice updide.

RE-rest of recent lows first?, possibly.

Any thoughts folks...?

heading back towards recent share price lows?.

Look at the RR. market cap - that is your answer,
among other factors.

I looked at a Jaegar indigo cashmere polo shirt last night
and although there is a size guide provided by MKS,
it would be helpful if they added details on the fit,
for example, regular, comfortable fit etc.

If you look on the Mr Porter site they provide that info
on many of their clothing products - helps to cut down
on item returns would expect.

has been mentioned elsewhere.

Even at these levels.

Was the noble lord not a big Brexit supporter.

A lot of cheaper labour has disappeared.

I asked this as a question a few weeks back
but a ? is no longer needed.

Pronounced slowdown on the way, whether a recession
is not yet clear -degree and duration remains the unknown.

should be seen over the next 3-4 years,
however we face growing short term macro headwinds.

In anticipating over 20 Euros I'm assuming no further Max
related issues, that Russia will not invade a NATO member
country! and no regular covid related issues on airline travel
from 2024 onwards.

The investment case is more complex than in past cycles given
the above.