Member Info for headder

Suspicious Barclays piece there. Recommends China exposure as export controls & tariff news heat up while being negative here as interest rates drop...... Not saying it can't go lower though

Yes, it's expensive now due to various factors, h1 has met guidance from FY 2024 results. Markets are forward looking...... Buy dips.

Doesn't look too bad, question is, what will happen when the tariffs are fully felt & the us cuts rates? Only thing stopping me adding really, will we see the £1.30's in q4?

30 years of trading & still catching falling knives! What about the 3 day rule? "No headder, What about the FOMO rule!" Yeah, I have 1/10th your experience.

Research "June retail sales". Algos will be selling. I'll be watching to see if this sinking ship holds the lows. Don't rule out £1.20 if earnings decrease & debt builds, it's already teetering on negative equity ......

Growing L4L would be nice, but the real reason people are shy is the decline in profit, 3 years in a row & the likelihood the companies strategy increases the debt through a drop in returns of invested capital. None of these concerns have been addressed.

https://www.fool.co.uk/2025/07/23/down-49-is-this-well-known-name-the-deep-value-stock-it-seems/ Anyway, in keeping with the sentimental discourse here is an article from motley fool. If they were bearish I would be bullish but they are neutral. I think further investors, sticky ones, will wait for the shares to form a base rather than catch a falling knife, or at least confirm the low....

Also, 8.8M shares traded today & the stock finished down. Plenty more churn in the pipeline I'm sure.

Basically, it avoids 15% with holding tax on buybacks. That's it!

I think you are mistaken deer. The UK has a double tax treaty with luxonberg, jersey is usually where aim companies go to avoid tax from share dilution. The dividend wht will change for most people, going to 8.75%. corporate tax will remain whatever the government wants it to be.

Well, when the usual batter plays a poor game it's only fair someone else gets a turn, which is how the country votes really. Where reform currently has power, a few county councils, they have been doing 'doge' investigations & saving tax payers money. Virtue signalling as a defence is plain dumm.

Abnormal weather cited for an improvement in sales? Also, lower margin products are mentioned as well as food items being sold less.....

Agree, more europhile communists, only trouble labor has is the trouble to continue on the same path. Look at yields spiking higher & the £ dropping. At least Tories showed some restraint at times. All they needed to do was sent the post COVID bipolars back to work & take steps to reverse productivity decline in government sector & things wouldn't be half as bad.

Anyway, back to topic, anyone ever have access to these broker notes?

They are basically communists, taxing wealth, importing foreign nationals which dilute cultured values, growing the government sector at the expense of the private etc.

£ is trash long term & ai innovation is going to cost a lot of jobs. End game for all the europhiles is probably trash the economy & re-enter EU but in the meantime time, debasement means you need to stay invested, especially as QE will likely return with a vengeance......

How is this not a kick-back? Where's my kickback!

Buybacks are supposed to be executed in a way to not move price. They occur at the daily vwap. That's why on days with high volume & price spikes, there are less buybacks.....

You may think there aren't enough doctors greenshaw, but the UK can train all the doctors to fill job vacancies from graduates domestically. The UK is the only country in the world that gives 30% of vacancies to foreign nationals. Remember though, that since covid, productivity in the hitler service has dropped 20%? It's because they cochk things up all the time, telling people that they won't do anything, then supprise supprise, things get worse, leading to more complex operations & longer term problems needing more care. Migrants don't fix negligence.

Well if we're trading @ 580 prior to earnings I wouldn't be surprised if we do double bottom at a fiver!

Https://www.cnbc.com/2025/07/02/uk-government-borrowing-costs-spike-amid-divisions-in-ruling-party.html?__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter

I think reeves crocodile tears weren't fooling anyone. This Argentine style government is sustaining high yields, truss's 5.2%? SPIKE, which was enough to get her sacked was already surpassed and for a significant period of time BEFORE the governments ignorant welfare continuation against the taxpayer. The only thing likely now is an implosion of the £ & yields going up when GDP contracts before any of these human rights lawyers etc. which aren't fit to govern even consider that they are making bad choices. Ie. The market will make the choice for them by taking their ability to spend AWAY! This will take months to resolve in my opinion.

Squid is probably from Birmingham or somewhere similar. Anyway, looks like the shares are going to cool off for a little while after such a big rise.... In my opinion, when rsi touches 60 or 50, that's when you add/ buy if your on the sidelines. Lot of stuff out there to cause volatility but think we climb the wall of worry. Building houses to house illegal migrants because hotels aren't good enough, that's really funny squid!