Member Info for Johnnydurex

No I think its that guy who purchased 250 shares the other day just adding to his holding

Currys PC world featured as they have received a barrage of complaints due to their failure to honour next day deliveries and poor customer service. All good news for AO

I bought in a couple of weeks ago for a quick flip but have changed my mind as yesterday's statement was excellent

Although M&S have their work cut out I think they can transform this time

Ocado is a brilliant partnership. There will be 6000 food lines versus Waitrose's 4000 with 1000 new products and M&S food is far superior to Waitrose plus its cheaper too. I've been researching this during lockdown. Ocado will also carry 1600 clothing & home lines so it will also bring some respite to the whole business

With so many initiatives in play including a realignment of the digital offer which is already 20% up there must be room for some easy wins.

The pressure is on landlords too with shoos closing all over the place. Despite this M&S have opened new stores and they certainly improve footfall to retail parks so I'd suspect the last thing landlords would want is to lose M&S - therefore we have leverage

Also less competition will help nothing the demise of Oasis Warehouse and Philip Green's sprawling empire reportedly on the brink.

If the Oxford Vaccine comes good £1.80 by Christmas

Upgrades M&S to overweight - I have a feeling there may be a strong catalyst for the SP contained in the results next week

The P/E ratio is only about 10 - takeing ibnto account the £20 million in the bank its even lower. Debt free, low PE what's not love. Mining operations continue and results should be out very soon

Good update. Nice to learn the German operation is on a firmer footing and substantial progress has been made on the 4 key priorities.

Analysis of the AO Ecosystem casts light on the scale of the opportunity in both markets.

Mobile phone offerings - advent of 5g/ work from home new reality / AO more of a one stop shop for customer base of 6.5m
Premium Service offerings: Timed delivery slots, Installations & recycling
Rent To Buy pilot with housing associations particularly interesting since the demise of Brighthouse
Consumer finance options & after sales care plans - a key driver for rival Dixons Carphone
The majority owned AO recycling service and possible harvesting of valuable spare parts
Leveraging of the "Expert logistics" business - notable contract wins including Aldi Simba & Samsung

I strongly suspect this will tick up to over a quid in time

A bit of patience will bring 30p - absolute bargain

This stock will be almost unique if they hike the dividend. With operations continuing and $26 million in the bank with no debt this surely must be a conviction buy

Ocado are taking a lot of flack for allegedly profiteering during the lockdown with price hikes of 16% - while with M&S they wont need to price match Tesco they will need to retain their customer loyalty

Surely a trading update is overdue ?
The results are set to be published on June. However last years reporrc was preceded by an update in April

Hopefully John Robert really is " relentlessly striving" - based on Dixons Carphone's strong performance in this crisis I'd certainly hope so

Beware of II their customer service sucks big time. Payments into my account failed at their end and although they took the money from my account it failed to appear on the platform. It took an escalated complaint to resolve. Their customer service team declined to give me the CEO's email which says a lot.

And so the 20p prediction arrives
And I'd say the bottom will be 10p but who is really to know
True the Corona Virus panic has wreaked havoc for a lot of stocks and I take little comfort from not been suckered in to topping up at 24p however what I'd love to know from the bulls is what are the drivers for growth and restoring XLM's reputation?
I'm struggling to see the SP doing anything but sputtering along around the 25p mark at best for the next 6 months ar least

But getting cheaper and I do love a bargain - now very close to myc20p prediction I'll be adding at 18p - Heres Hoping!

https://www.powerhouseenergy.net/powerhouse-in-partnership-talks-with-toyota-tsusho-in-japan

Tsunami to follow

It depends on where you buy in on these shares. I'm still in profit on Bids and accumulating. Angus was disappointing but not a massive loss. I hope I'm wrong about XLM - and I'll miss the dividend. I still think it will grind lower despite the Director Dealing - good luck !

No SP not too lively and there's no sign of a bounce or any drivers for the SP - this will be sub 20p before long and then possibly worth a flutter

Credibility in sheeds
New CEO has yet to prove himself- only delivers bad news
The buyback at 80p squandered funds that could have been better spent on growth. This Google ranking story stinks too - wouldn't surprise me if it all a ploy to take the company private

The RNS will have been written by the NOMAD. Still everything to play for with lots of news flow next year in an exciting growth market. As with most new businesses BIDS is likely to being piloting ads so revenues are bound to be small in the short to medium term. It will take time to scale and there will be the odd bump in the road.

These have been a high as £6 so nice bounce back let's hope it continues and all just because we are on the verge of profitability or something better?

JW got out of Bigdish and told everyone why well before the slump - fingers burned I can believe it but its plain to see its a shile of pite