Member Info for JerseyCrew

Death Spiral? Certainly you might wish to draw that conclusion if you wish or you might want to wait until the 2020 results are published. Their investor presentation a few days ago leads me to believe that they have identified the issues and whilst being slow in my view to capture the digital benefits, time will tell whether customers respond. Unfortunately we live in a throw away culture but maybe that is slowly changing and I would not write off M&S yet to have a resurgence based on the underlying brand recognition and reputation for quality as opposed to the recent fad of cheap and disposable.
Lets see....
ATB

As an observation and nothing else, the lack of movement of the SP today is surprising given the volumes, even if it was to fluctuate slightly. I am sure the MM's know what they are doing! (I am sure that will prompt some remarks!!).
ATB

Long term finance will be required but if I understand AB correctly, it is not essential to move this through the value chain by delivering the required planning. Indeed the latter shoulders make the former easier and on more advantageous terms? Maybe I have misunderstood? Also I doubt whether finance talks will stop as they go through the planning phase. This BoD is far too agile for that.
ATB

should see this bounce back with the vengeance if it gives us the news on permissions that we are expecting and then comes the plan of action....

I am guessing that with the great team that they have (and growing) that they can multi task Herron.
ATB

The July report saw GGP rise rom 1.78 on the 24th to 2.03 on the release date, the 25th .... wonder when the herd will arrive in anticipation of October 24th? This has the potential to be one those milestone 'transformational' dates in the companies history.
I would like to add my thanks for the hard work that Paddy has put in - top draw! Go raibh maith agat!
ATB

Excellent informative interview. The potential here is staggering.
ATB

Hats off to the BoD for managing the timings here with the CMD presentation. Masterful.
ATB

BTB. I agree and it will not stop at 10p. My timescales are 3 to 5 years with a chunk I am prepared to sit on for up to 10 years.
ATB

Offers greater flexibilty...let's hope so.
ATB

Incredibly small at 0.44% if the figures are to be believed on LSE. On a knife edge.
ATB

Tuesdays has seen the most number of RNS's released for this company in the past couple of years. I pass no other comment!
ATB

Volvic. Frustrating but easily explained when you consider the relatively low value \ trade volume. Come the institutional investors, come the rerate. Just needs time imo. Fingers crossed stage 2 starting will be the catalyst!
ATB

I share the same view volvic. For me the questions are timescales and size rather than IF.
ATB

All my others stocks have the red dot. Didn't want this to feel left out! Hey it's Friday!
ATB

Far from it prospector. I am a huge advocate for this stock. for me it is a question of when and not if this rerates and the key is institutional investors. I have some of these in my pension portfolio and a whole lot more outside. This is a long term investment for me with huge medium term upsides.
ATB

IMO the report gives no new information and interested parties will already be aware. I think traders see this as a good entry point to rinse repeat given news to come.
ATB

Thanks Morning. Personally I would have thought this would make NC more attractive in terms of potential hidden value for suitors.?

Suitors for GGP Morning?

IF Newcrest did not take Haverion all the way to production, they would have an investor relationship nightmare on their hands given the focus and importance placed on the project. Companies of this size would prefer to under promise and over deliver. I am confident for the future and the only question in my mind is which stage will unshackle the institutional investors.
ATB