Member Info for JG68

My only share that's changed direction after US (yet again) ppi

Is US ppi and the Michigan consumer confidence rate going to dampen our day or strengthen it.

before bab**** didn't he turnaround a previous company for a sale?

Does anyone have any idea if a US write down ( if one comes) will impact the possible sale amount of the US division?

Total dawg this share

Minimal rebound here there.

Hunt is trying to sound hawkish like he has any say over interest rates. Such a tool.

He said "we won't be able to offer relief to families until we reach our target rate (2%).

Who does he think he is.

Pokerchips

I guess the silver lining here is that it almost a certainty that rates will come down this year which will have an immediate effect on MCGs costs / operational profit. And if they do deleverage through the NA sale, that too will have a material effect on operational profits, all be from a lower revenue / profit base initially.

aimless

if you are not shorting this, and you are genuinely a buyer at 15p, why the constant trolling of the company and sp?

are you still going to be ****ging it off every day when you're holding.

Bubbles

Just to add we were both almost at BE before the RBC downgrade which is the sole reason for this decline. Nothing company specific.

Bubbles

I've waited to add and if I do I'm going to add in 25k tranches because to go all in with one tranche leaves you really vulnerable to quite wild movements in your cpi holding value, and if we're not at the bottom yet that's further 5-6k drop per point.

May reassess on Thursday after the gdp data either confirming that the UKs been in a technical recession or not.

It's just looking like markets are trying to sell off here at global data, home data, hopefully trying to find a bottom.

Cpi expected to not be good tomorrow but then fall sharply March/April but who knows.

One thing is most probable, that lots of stocks are near covid lows which is ludicrous, BT, JD, MCG, and with rate cuts probably less than 6 months away, markets will bounce at some point.

Trenners

I'm just really hoping for a positive statement about trading this year, which may include some of the cost savings measures which were expected to be visible from q1.

Frankly I'm just looking forward to a straight talking no gloss update with a confident roadmap to FCF and margin improvement.

I've been saying since 21 " I'll write this year off "

Happy to wait 1 more year with an average around 23.

Just re-read the pre close update in December.

Results going to be poor imo.

Free cash outflow expected 53 million.

Lots of typical Lewis B------t about revenue growth, operation performance, disposals, contract wins, total wool imo.

Can see a kitchen sink by new ceo but what will be the bottom.

Some shares recovering from day lows but not this probably as it plays into the higher for longer narrative.

Dreading tomorrow now as an actual data print which is relevant to the UK, cpi widely expected to also increase slightly.

Fingers crossed tomorrow's data is already priced in today.

Doesn't appear to be any support to keep it over 80

Smashed through 80, f knows where this is heading back to.

That is exactly what I was arguing last year when saying that the nationwide strikes and subsequent pay rises were always going to be a quick fix for short sighted workers /unions.

Because at the end of the day all those rises have to paid for meaning higher prices here to stay.

With UK cpi expected to rise slightly tomorrow and gdp update the following day, could end up being an awful week.

Back to just holding and waiting, possibly longer than expected, subject to an NA sale.

We would never have been here again without that baseless downgrade by RBC.

Since that rating it just keeps falling.

The market liked the cost saving announcement and the sp was steady.

It does start making you question what wasn't said in the FY update in December, because it was very vague.

I really can't see a fund raise coming to invest for whatever new plan he might have, they would have to issue a mass of shares to raise any meaningful amount at this price.

You lot are clueless rampers imo

Time for the usual us open ftse sell off!