Member Info for Johnnydurex

https://www.dailymail.co.uk/news/article-8464741/These-arent-just-undies-Marks-Spencer-UK-arm-Victorias-Secret.html

https://www.lse.co.uk/rns/HAYD/graphene-enhanced-fabric-for-antibacterial-masks-6ejfjyf28dr2eg3.html

AO is a good business but they have similar customers service issues. I tested them a few weeks ago and never got a reply. People may buy online but trying to upsell premium models over the phone is much harder than a live demo.
The selected stores that are open are trading strongly from sources close to the business. No shortage of customers more so with stock. However short term issues will help protect margin as customers usually want things now. Taking away stock saves,on delivery cost. With large numbers of staff on furlough and business rates relief I'm expecting upbeat results and a bright future
Not forgetting the Nordic division which has continued without interruption

Its disappointing to read the testing of anti microbial properties on SYM's plastics is delayed

It is isn't even going be tested on Covid 19 which seeks such a waste aa that could be a game changer in the fight against the virus

Results are good but costs of sales is up and not offset by business rates relief.
Tesco already has a capital expenditure and the investment into bigger online capacity wouldn't have come cheap.
However in the longer team if the extra customers stay loyal this will be a positive turning point. The other strength is Booker and the supply of independent convenience stores like Londis - these stores are booming.
A second wave would prolong the peak in sales and the idiitic British public seem intent on this
With the prevailing turbulence Tesco is a great defensive stock to hold.

The expansion is Gedabek is in the first stages. Today's RNS alluded to another project. Any idea of the the possible details? Is it likely to be very early stage or a post feasability study project?

https://www.youtube.com/watch?v=eMeWsDAve_A

Swissport is the largest ground handling xompany in the world and its in dire straits with massive debts plus its owned by HNA a Chinese conglomerate also on the verge of bankruptcy. The Chinese are none too popular around the world particularly in Australia where they have been flexing their muscles not to mention being the prime suspect in a massive cyber attack. If Swissport goes under who will be able to help Australia's aviation industry take to the skoes again?

Naturally there is over capacity throughout the aviation sector, and government support will be necessary. However it is not necessary to subsidise the Chinese when there are alternatives including Menzies.

Also it was good to hear that while passenger numbers are down cargo is helping airlines survive. Both Swissport and Menzies have been able to add a Covid surcharge to their rates which will help
https://www.aircargonews.net/services/ground-handler/cargo-handlers-respond-to-forwarder-criticism-of-covid-19-surcharge/

Redundancy consultation period commences in Edinburgh and Glasgow for Menzies according to the BBC

It wasn't so long ago that the government of Azb were in talks to buy out AAZ - with a stronger gold price and stacks of potential this should not be forgoteen

Can't see an RNS on the M&B web site wither so I think we have a ******

Can you post the RNS please?
I don't expect you to - as there hasn't been one!

TW is a spiv = enough said

You hit the nail on the head - wonderful partnerships but its sponsorship and advertising that pays the bills. GFIN needs to focus on the commercial aspects otherwise what's the point

Yes most businesses have debt and the covenants will be rolled over imo

If in any doubt check the Short disclosure tracker- there are none open on MAB which would be highly unusual of the City sharks if there was an opportunity for a killing

Recommendation upgraded to Buy - Target price £1.60

The MOU for Billingham was extended to Juky - assuming it can be pushed over the line its worth £40 million to EQTEC

True but they will utilise the channel in a smarter way with 6000 grocery lines up from the 4000 Waitrose offered plus 1600 lines from the Fashion & Home categories.

How would BigDish go head to head with Deliveroo when they don't deliver?

Broker recommendation Buy Targett £1.65

Possibly but nees from Japan may follow in short order