Member Info for Hoss13

Pentland controlling the SP 🤣🤣

JD have attempted to show their predictions on Iran shenanigans reflected in the current year profit forecast.

Just depends whether the market had already priced in a worse scenario. I guess we’ll find out at 8am.

In a nutshell, that report shows great confidence in the business. Long term holding just got a lot more attractive.

13 trading minutes left before the trading update

@SauTrade yes they did, by choosing not to participate in any recent share buy back, their holding % increased by default.

Obvious reasons Pentland want Schultz (for now)

1. Suppressed share price, aids buyback = Pentland % increase gain is amplified. Less cash to outlay for remaining shareholding.

2. Cheap takeover cost WHEN it eventually comes.

3. Schultz will be gone once they take it private.

4. It’s ALL about retail moneys entry price now. It’s gonna happen.

5. You can all come back to this message as a ‘told you so’. Clear as day this play now.

I’m with you on this one James,

Why not share the good & the bad. I said a short while ago, we are now playing Trump, NOT the usual market. Easy money to be made on the chance of a Trump U-turn.

Some like the risk, & seize it, some don’t/won’t, that’s stocks for you ✅

For the first time in my investing journey, I'm now pretty much ignoring fundementals, and hedging on probability of what the orange tw*t will do next, and therefore who will be affected, in and out on energy (shell, BP etc....) whilst doing the opposite on consumer goods stocks is a good double win strategy, providing you dont miss with the timings.......I think we can safely say we can call Trumps bluff on SERIOUS war crime intentions, he's not got the bottle.

S&P 500 currently in a nose dive…..US ground assault imminent…..markets gonna be UGLY for a while. Dry powder gents 📈

Long long way from being over unfortunately. The war doesn’t paper over the cracks with the cost of living, which is already skyrocketing again in UK & US. Let’s hope JD don’t update the market with their pathetically weak phrasing again. My fear is that the World Cup is rather flat this year given all the US hostilities around the world

It’ll be FTSE 250 before long 😬

Sold out 165,000 shares @ £0.85 waiting for a better re-entry. Could see £0.64 within a month. That war is going nowhere soon…..too many egos at play.

I exited my position of 165,000 shares last week @ £0.85. I’m convinced there is a much lower entry point on the horizon. I’m keeping powder dry for now. Mid £0.70’s & I’ll start deploying capital again hoping to catch a nice average. Time will tell…..can’t see any positive catalysts on the immediate horizon unfortunately.

Is anyone else getting nauseous on this big dipper yet? 😂 🎢

1. I have a beautiful wife.

2. Two amazing children

3. JD is on the up.

4. DWAM is quiet

Always used HL. Very slick app, desktop site very information rich too. Only drawback is they don’t issue HMRC CGT certificates, which for a big outfit, is frustrating.

@JamesOxford im fully onboard with those type of views. I love JD as a business. I had a brand in JD UK & EU 4 years ago, & have previously sold a business to them (in the Cowgill days). They are so far advanced of competitors it’s unfathomable, we’re just sat in a retail slump, retail always recovers, sometimes in different guises, Ai is just another building block 📈

J45dev

I can’t see a 20%+ rise in the next 5-6 trading days. I hope I’m wrong however

GLA

On the contrary DWAM, it’s the ‘chavs’ spending that move the fundamentals of the business, the 50-60’s money only then follows. Try & keep up.

Ps don’t take JD UK & assume JD US & EU are anything similar. Totally different ball game in US, and the Ai strategy, in my view, is only going to grab sales that don’t even need a website visit. Before Dicks, before Foot Locker….before everyone. Land grab

Thanks DWAM, that’s all I needed to hear about how clueless you are regarding anything in this sector. JD’s consumer are not a 50-60 something who can’t comprehend the world changing

Mike Armstrong, previously head of buying then moved to managing director role. Very much a product guy, maybe didn’t like the new role as much after spending 27yrs in product. Pretty sure he worked his way up off the shop floor too….