Member Info for fatprofits

Yes but again they have online.

...get down deeper and down.

Limper than a vicars handshake atm.

News was due September.

Market does not like this lack of news
which explains some of the recent SP weakness.

online is powering Next as their physical store sales continue to fall,
don't see any comparison in their respective retail models.

Another,

any view on Shein, other online competitors?. Thanks.

I think we are getting close to a point where ABF should use
some of the Primark cash flow to expand outside of retail.

I also thought Primark US sales growth was modest, particularly
as the US market has been largely without restrictions.

I have this as an add which I may regret!, did not buy today
as hoping markets might drift a little later in the week.

Tbf not seeing much of interest atm. Have a buy list of 15 stocks
of which GSK is one. Without the 2022 split it would not be on there.

Are we nearing this?.

Retail environment changing so rapidly.

I was out at the open just for transparency.

There are not about to go online, at least that's not how I read it.

It's a digital strategy that will allow customers to view all in store stock
and click and collect.

The reason the market has reacted this way is the Q4 Primark trading comments.

However, as mentioned ABF often sells off on results day unless an update is exceptional.

imv

Fair comment, point taken and well made.

Firstly, there are 3 levels of ICU beds in the UK and
I don't have a breakdown of the various costings.

From memory and the last time I looked at this,
the weekly, not 24hr cost is around £20,000.

I have added small amounts of Unilever under £40.

It's golden days of high growth are likely over, however
it is useful in giving optionality, as on a market sell off
Unilever should again outperform -and you can then cycle
in to something more cyclical that gives greater upside.

My issue with Unilever ATM is how will flat FY 2021 margin be achieved,
which is current guidance - I can see a margin guidance cut at the next update,
all just Imv only as always.

it may be different this time, but of late

ABF has popped in the open, to be sold off as the session progresses.

Now as ABF has underperformed over recent months there may arguably
be more leeway for upside this time. That is on the basis of a positive statement.

An increase in FY 2021 guidance would be a nice positive development.

yes of course you can ask my age - 52 - 53 in 2 weeks.

I've been trading shares since I was 21, a very long time ago now!.

Mich, yes however how does AZN v GSK look over 5 years?.

No comparison.

Without Elliott taking a stake you wonder where this would be.

it would be helpful if I re-read my posts prior to clicking
Post Message - appear to spot typos after the event.

Is GSK supplying those at cost?, or could we make some sort of
commercial return on this?.

Pfizer and Moderna arguably laughing all the way to the bank.

Poker, that been around for about 2 decades so would hope it's
not a worry.

Animal welfare conditions may well come back to bite us very hard
if one of these a more lethal virus shared covid's transmissibility.

GSK moribund as per. Added a very small amount before the close.

added.

My favourite track of theirs.