Member Info for Jargonpain

Don't agree with that one. Ocado done. Next I think would really benefit from a deal phase out the stores and put them alongside the M&S clothing. Ocado would benefit through a more integrated business model. Private equity could do more. I think that I'm right in saying the general public, so to speak, own roughly 18% of the business, probably a good few of those are customers. I think management are real people who will act. I just cannot see them sitting on their hands any longer . They can only do so much within the current set up. If I could I'd vote to keep them all on by the way. I do love M&S food. Good luck.

Good posts and you might be right but in terms of synergy and cost saving
surely this is the time to do that. Obviously not just any old merger this would be an M&S merger. Anyway the business seems to be getting quicker at adapting even in 2020 although I think a more radical merger or something would be better now.

Maybe this might be the weekend a private equity business buys Marks and Spencer. Not been many deals I think they're due. Could be this I hope. Sorry for the speculative nature of this post but I'd go for private equity take out, followed by Next or an Ocado merger, in that order. Good luck.

Not many invested here that aren't carrying losses. Who knows what direction anything will go at the moment but if you like this company then I reckon you'll probably not be suffering your loss in the next year. I don't think it takes a lot to move this share price unless something happens, might be 50-80 for the next few months.

Great word and very important.

A buyer under 60p , how about 70p, 80p, 90, 100. Personally I think this is worth 1,50 just on a reasonable value. Takeover more. Hope you well at 61p. Good luck.

Sounds good. Cash funding order book would usually be reflected in the share price. Let's hope it is soon.

Was not expecting this to fall back. Lots of positives looking forward and relatively speaking they aren't in bad shape. They have a business which is relevant so not sure why the sell off. Just thinking aloud.

I think I am right in saying it is a global brand with a website. If so it should get a US listing which might reflect long term prospects differently. Maybe the new CEO might do that. Gl

There is a website Covid 19 - food industry updates just food.com. There are a few businesses on there but not that many if you think just how many food manufacturers there are around the world. The businesses on there don't seem to have been too badly effected probably because of the food demand around the globe. Also the incidence of any imoact is probably in line with manufacturing more generally. I'd put the movement down to market volatility. This is a quality business.

The councils should have been doing better. Bloated and quite well paid by comparison with great pensions. Where are the tree lined streets and city centres, cycle lanes, there are a few but not many. Not much accountability either.

main thing is that they seem to have the will to radically change the business and unlike most of their rivals can do so without decimating it because of the Ocado deal. Their shareholders will back them 100%.
Your research.

I never follow the crowd but I agree also. What is more I think without the big disposal the share price might be quite a lot higher. So confused I am.

main thing is that they seem to have the will to radically change the business and unlike most of their rivals can do so without decimating it because of the Ocado deal. Their shareholders will back them 100% - you wrote that.

I love shopping in marks it's a great place to shop. Some stores probably need closing. There is a lot less competition on the high street. I think there could be another Ocado but there's only one Marks and Spencer.

Don't listen to this noise. This business has pension liabilities probably over 100 million and stores closing. Nonsense. However the pension liability might prove the saviour or not as wind it up now what you left with. Nothing, they might try trade out of it but I think it's more likely they'll sell it to boots to contribute to the pension not shareholders.

Are you buying then?

The reality is quite a few people won't be going back to the office, there are also a lot of lay offs and construction of things like flats and office blocks will be less likely for the foreseeable future. The price of products might help but there are structural issues at play here. Regardless the share price has still done well, about 20% up on the start of 2019.

I think more store closures and disruption to operations than is being mooted. They'll probably do a rights issue at some point to provide greater flexibility. I'm not sure as many people will be spending money on the sausage roll for a good few years. Pokey little shops as well. Not good when there's an airborne virus about.

What's happened to the pension report doesn't seem to have been published on the pensions website which seems odd.