Member Info for Jargonpain

Gee I’d love a holiday soon.
If it’s the case that people who’ve tested positive for Covid are less likely to get it again from an investment point of view that makes some companies like this amazing value I believe. Horrible thing though in terms of the human cost and cost to the world more generally. Good luck

well I bought some more today which arent showing

I think it said in the accounts year end expecting 70-80 million pounds in the bank. Back to take a look in October. Everything I'm holding is currently down so I wouldn't be necessarily listening to me. Good luck.

June/July 2020 - Archie Norman told investor Ocado would have very little spare capacity for Marks and Spencer products. Not forever but that is the situation.

I think the arbitration excluded the business seems mighty cheap when you compare the valuation to other companies. I've gone for this and a couple of other companies for a long term hold. Will check back in October.

Good morning Ladies, Gents,
Come on this is just going over things already out there. I think it will become a quality delivery service but it's only just started and won't be ramped up in an instant. As for the rest of the business something more radical is required. I think a merger with Dunelm or Next could completely change the business. The people in charge are no fools and I am certain they will be exploring all options especially with the share price where it is. There are a lot of private individual shareholders in here, many of whom are also customers. There comes a point where Steve Rowe and Archie Norman have to act.

Will adderley previously held Marks and Spencer shares. He is the largest shareholder in Dunelm.

Ok maybe a Christmas special vulture or something, maybe red wine. I don't remember markets being this volatile for so long although we did have a few years in the .2000s. I'm sure the will become more resilient to this, but individual companies plus minus 5 or 10 per cent every few days. Crazy.

Interesting. Think they should round that up. It's better quality.

And the answer is the business needs to do something more radical. Food bras and knickers with some clothing and home furnishing might work. Or Dunelm merge with Marks and Spencer, with their stuff upstairs. That could work well. Not sure why the people responsible CEO, chairman have not moved quicker. Foods good.

Got me thinking maybe they should be doing more home/garden products. Anyway not a good week here.
I'm not eating out this weekend but I will be going to get some tasty stuff from Marks and Spencer. I hope everyone is well.

Please can we have our money back.

Owned by Tata Motors. Based in India, great country. Where is the money!?

What a big drop before this and today. Am I missing something or does it have cash and also a viable business. I thought this was factored in at 50-60p. Sitting duck now.

The garages are busy and they'll update sooner rather than later given that last update.

Hello I don't mind an alternative view so long as you are straight and genuine with what you are saying. Maybe people wonder why you seem to obsess about a company you have so little regard or maybe some think you believe you can manipulate things in the hope Ocado buy it cheaper. Personally I think the share price will start to rise this year and in a year, 5 years, whatever, multiples of this share price. Maybe you believe that the future will be a dystopian state of affairs where people never leave their homes. Personally I think holidays and dining out might be impacted for some time but people will shop on the high street and maybe more people in time not less. Marks and Spencer can actually benefit from the status quo. Some people are always doom and gloom about everything but the business has been shutting stores for years moving to food and is moving in the right direction. This year horrendous but a lot of the clothes will sell in future years, they aren't perishable and will sell over time. As I said previously PE followed by Next are the most likely in terms of a takeover in my opinion, although even without that, a lot higher as we go into the year end and in future years. You seem quite tetchy yourself. All the best regardless.

Agree if it can just break upwards it should quickly rise. Every M&S food I go in is always much busier than it was previously plus less competition on the high street. I actually think the high street might make something of come back over the next year. Still firmly believe something more radical will happen here. Have faith in the guys running it, I am sure they will do the right thing.

Good results and a dividend! Well done for keeping the faith!

Agree, good results, it's a well run bank so they were always going to attribute a high level of provisions with these results. Good news about dividends last night as well.

The Group has not yet seen any significant credit losses nor been required to make any significant specific provisions in relation to the pandemic impact. I'd imagine Barclays will make provisions, but I thought people might find this interesting or not.