Member Info for fatprofits

putin has found religion apparently -
usually not a great sign!.

And that's from someone who was going to study for the priesthood
in my youth.

It had! - as per the late Friday RNS

Seemed unthinkable at the beginning of the year,
but perhaps not so much now.

The risk here short term was that Putin might invade
which very unfortunately happened.

Fastest organic revenue growth in 20 years.

Very strong FY 22 outlook.

Approx 7% of the companies shares being bough back for
cancellation over the next 12 months.

Forward multiple approx 13 x - conservative estimate.

This multiple does Not allow for the value of their 40% Kantar stake,
which is likely now worth £4 bn plus.

Strip that value out and WPP is under 10 x.

WPP PR JV is also future value to be realised,
that business growing at double digit year on year revenue.

Unless you consider another recession or bear market looms,
looks great longer term value - all imv, please DYOR as always.

JG, firstly you need to look at the SP action over the last few weeks,
which has been brutal.

MKS also a large domestic earner, so some safety angle at play.

The market is questioning if approx £500 on annual pre tax is sustainable
over the medium to longer term - if the answer is yes, then MKS
is arguably good value - very good value if an optimist.

Provided we are not entering a new wider bear market.

see Kingfisher trading Under £3 again,
the market full of surprises.

Just so my previous comment was not misconstrued, I was
not wishing anyone ill will - just saying we are all adults here
rather than children - at least I would hope that's the case.

My UK retail holding is KGF, which has had a brutal 2 days!!.
I also trade around that holding and average price is currently £3.14,
so underwater following today.

Why would you fell sorry for holders?.

Anyone long is an adult and has made a decision and would be surprised if MKS represented more than 1-2% of a PI's total holdings.

to predict a share price.

You might as well ask ..what are tonight's lottery numbers.

What I can add is a TA view from someone I followed that looked
for 1.75 a share, which is about this morning's low.

Whether it has any validity I really cannot say, but some look
at certain levels to provide support.

may be very ugly for markets followinf Putin's
chilling address to the nation.

THere are a very significantly more shares in issue now,
do not look to the SP a few years back as any guide
as you are no longer comparing like with like.

Is that not what an area manager is there to do,
oversees the performance of multi branches?.

I don't know what the MKS structure is, it's usually a
branch, area, and then regional manager structure in retail.

yes, the same in weybridge in the clothes section of an evening.

Too many staff on the shop floor after 7.00 pm,
mainly students, and doing little.

Seen this numerous times - still too much waste in MKS
if repeated elsewhere - this is in their food section should just clarify.

by the look of futures,
may look different in a few hrs.

* near

With respect thin you may have misjudged this,
the price at the time of your post looks a good one,
batting a Russian invasion of Ukraine.

bought today.

Up to my full allocation now here so hope I have
called this correctly and the market is overly cautious
on medium term prospects.