Member Info for gregpeck7

Pa one thing brits do for sure

Go on holiday lol.

Great update and insane hedging position. They will raise prices as others do remaining competitive and clean up in h2.

Wow.

The whole current scenario is what you are hedged against - so correct. The financial hedge will stand. The company that offered the hedge may be in the poop. Not EZJs problem.

Is it just me or is this primed for liftoff. Higher jet faires across the board going forward and increased margins imo.

Get the feeling he’s about done - he’s getting bored 🤣

Classic manipulation here for the shorta

Interesting angle and agree - shorting here feels like dead money - and a massive risk..

are we seeing a realisation from the shorts - they have this one wrong. because of the high level here - i might add - ridiculously high level

it wont take much to start a panic - are we seeing the embers of that today.

those results were decent - throw in a few new buyers who think - ill take a few percent of greggs - and you have a pretty lethal ****tail for the shorts.

There is probably around 20 percent of the stock out on loan to shorters.

You usually see this when a company is in financial distress, very high P/E illusionary profuse etc

Here we have a company which is

Just finishing capital investment cycle paid for from cash to increase profitability

Like for like sales growth against challenging market

Not seeing a sizeable impact form weight loss drugs

About to start returning more cash to shareholders

Solid results and guidance maintained

Great product mix

More store openings coming to drive growth

Inflation backdrop improving

More interest rate cuts in the pipeline

Everyone gets energy help from April

Overall cost of living easing

Not a challenge P/E

UK equivalent of McDonald’s in terms of brand

Why on earth is this the list shorted stock in the UK!?

I do laugh - as my daughter - who is rake thin - literally loves Greggs - and has multiple visits a week... 2 sausage rolls per visit!

Added another 650 odd

This is a rock solid business that going forward will start to throw of cash - you dont want to be short!

Long term this is a huge winner and returns will start to rise.

I will be doubling my holding this week.

A Greggs use electricity for their ovens.

B as I said - yes - but that hits basically everybody. It’s not a Greggs specific issue.

And everyone else. But that’s like a day 2 phenomena.

Not seeing big impact from weight loss drugs - as we expected. Key driver is cost of living which will hopefully start to urge. Capital expenditure significantly falling - no issues driving additional expense. 2 years now of about 100m less being spent per year shortly should drive much higher profits.

Greggs may benefit as there is a move to defensive stocks. It’s certainly not on the ‘front line’

Inflation down

Interest rates coming down

Higher spending power among customer base

Closing of poorly performing stores

Completion of optimised supply chain

Strong brand connection with major retailers

Imminent dividend

Trading at worst in line with guidance

UK retail sales strongly higher since update

Greggs product mix continues to be enhanced

20 percent? of shares need to be bought back

Time to buy running out

Happy Friday

I could go

Ps another short showed up - but square shown to be reducing. How many are below the notification threshold. I suspect at least another 7 percent. They are really taking a huge risk here.