TH2 "So I guess people must feel they have better places to put their cash right now and come back towards the big drill day. Where are they going though... what can return them cash so quickly?" This guy should do standup! Answer: anywhere but here mate. Try K3C for instance it has doubled since last November AND pays a generous divi. I could go on
Last August Tesco announced it was hiring 16000 extra staff just to cover online sales. This figure included 10,000 extra staff just to pick customers orders off the shelves in store and warehouses and our local Tesco is still after more part time minimum wage staff to do the same. It can work in the short term, but all this extra cost has to be a major drag on profits as it is so inefficient.
Methinks if you are relying on a magazine for your investment advice you should perhaps rethink? About as reliable as taking advice from a forum like this. You only have to look at the so-called expert picks each year and see how many of them actually do well........in my experience not that many.
My only worry is that Ocado have tied in with a complete duffer in MKS for retail. The sooner the latter ditches its doomed attempt to compete on clothing which nobody wants to buy the better. Their brilliant solution (sell other brands of clothing) just shows how far up s**t creek their overall business model is. We have two MKS stores one food only (modern bright and always rammed) and one which is a traditional MKS store with a food hall tied to the rest of the non-selling lines (tired dark and empty). Wake up and smell the coffee!
Ignore. This eeejit was ramping Tekmar early January: DOUBLE BAGGER Contract wins, hot sector (green renewables), Institutions loading up, potential takeover bid at this SP surely. What's not to like here? Price then 67.50 price now 66.50 Filter
Seen it all before, so yawn and continue to hold. Nice fat divi this month as well. Those of us that have been in since sub £30 have no fears about the long term trajectory of AZN. If only the same could be said for GSK :-)
I would not hold my breath on the Falklands matey. Premier Oil suspended work there early 2020 and wrote off US$ 200 million of investment because later phases looked unlikely to happen. A final decision on whether to proceed won’t come until next year at the earliest and previous deadlines for final investment decisions have come and gone. The company (now merged with Chrysaor as Harbour) recently refused to comment on whether Falklands oil was at risk of turning into a “stranded asset.” Oh and B/E is $50 pb, but that does not take into account their debt :)
So what! The oil price could be $200 a barrel and it still won't make any difference to UKOG as it is not producing a significant amount of oil. Mind you it would push my RDSB/BP holdings onwards and upwards, which is wonderful! I suppose UKOG could always try exploration in the Falkland Islands for a punt :-)
"On the plus oil went smashing through $66 today..... so capitalists oil investors are winning :-)" Yes they are TH2, me amongst them having significant long term, income generating, holdings in both RDSB and BP. What I cannot understand is this near cult-like belief in a company like UKOG, which generates nothing but capital depreciation and no income whatsoever. You and your ilk continue to blame the so-called "swampies" for UKOG's ongoing ill's, whereas in truth the problems lie much closer to home. If you think a speculative (and expensive punt) on finding oil in Turkey is going to pull this lot out the hole it has dug for itself you are more deluded than I thought. Just as an aside Turkey is acknowledged to be one of the world leaders in the exploitation and use of geothermal energy, which is a tad ironic don't you think :-)
Unfortunately, Goldman Sach's projection will only apply to companies that actually have a significant amount of oil they need to sell (Shell, BP Chevron etc.), which rather excludes UKOG at the current time does it not?
You obviously have no idea how vaccines work. Two doses spaced out by weeks are required to achieve immunity from Covid19 and the first dose gives little or no protection until at least 21 days has elapsed so “on board” vaccination is clearly a non starter.
"Capacity on the ships will be limited, swab tests will be required for all guests and crew, temperature checks will take place when disembarking and re-embarking the ship, shore excursions will be protected, physical distancing will be enforced on board and at cruise terminals, enhanced sanitation and medical services will be made available and the use of protective face masks will be mandatory" Sounds like a barrel load of fun to me ........NOT
"symbolic" being the operative word here as Mr Johnson said the relaxation of measures would be done in "stages" and that the reopening of hospitality was one of the last things to return after the first lockdown. Where do you think being cooped up in a metal tube breathing recirculated air comes along the sliding scale of probabilities for relaxing the lockdown? Just chill and wait for 2022 that is a more realistic timescale for recovery. If you are hanging on for every incremental relaxation creeping toward "normal" flights you are destined to be very disappointed. However, there is one massive bright spot and that is that flying will be back long before cruising, so selling CCL and buying RR might be a good medium term move.
RE: Analysts consenses-Ocado group12 Feb 2021 11:47
You might think that Ocado are overbought, but the extent of short selling in Ocado does not seem to bear that out at all. Only 0.5% of Ocado stock is on loan to short sellers and reduced yesterday. In contrast 2.2% of shares in Marks & Spencer are currently on loan to the shorters in anticipation of further falls in the SP.
Forget the vaccine it is not going to contribute to the bottom line period. By the time the pandemic is over and AZN could charge a going rate and make a profit the world will be awash with cheap Covid19 vaccines. Just concentrate on the oncology pipeline that is what will really underpin the share price going forward. I have been in this since £25 and seen it all come and go (Pfizer bid etc.). Just a long term hold as far as I am concerned, roll on the Divi in March.