Member Info for leas

I looked at the closing sales yesterday and it was difficult to determine whether or not they were sales. The larger ones were all reported late and could have been purchases. Unless you have a 'live time stamp' then the colour of the trade will be determined by the time it was reported to the market.

Cannot see any reason why TSCO cannot better the SBRY update. Sales up 8.6%. From their trading update the second lockdown in November helped them beat expectations. This third lockdown imo will last much longer than the 2 month forecast and would not be surprised to see it continue through to Easter.
Another point of interest in their report was increased sales as Brits remain at home (me included) with an estimated 5m not travelling overseas. All stacking up very nicely for TSCO, only question I suppose , does the current sp reflect market expectations of ours?

Ms01

There are many scenarios that may play out. You could always top up with the XD cash if you think any correction is overdone. You could always play it safe and sell on any rise that may or may not come as we approach XD.
It all depends on your personal circumstance.
The shares for me are a hold and looking a bit further down the road.
Also any share consolidation should be adjusted accordingly for the dividend going forward but that’s just my opinion. Pretty safe share in these uncertain times that will yield much more than any retail bank.

Fred, my butcher also does liver. ;)

Sorry, couldn’t resist.

Rosewall

Really. Crazy times. Well looks like my family has got their wish and I will become a vegetarian by default.
Time to worry is when the Gin supplies wane. :)

The Special Dividend may be a distraction now as news keeps reporting surges in demand (see latest newsfeed) Schools closed together with hospitality is challenging stores to keep up.
Locally my Asda store has sold out of chicken and some fresh produce,. However, my local Tesco store are not reporting any stock supply issues.

I do not think you can predict exactly what will happen after the 11th Feb. Today the sp is circa 240p but may be 270+ on the run up to the GM.
I guess many pi’s will sell if they want to bank any profit but it may attract additional institutional investor post XD because there will be no tax issues. I have little experience in this scenario but I guess the BoDs have done their due diligence and will deliver shareholder value.

Perhaps he/she bought 100k shares. I have checked all the indices and can confirm no trade of that size has gone through. Even if the trade was broken down then it would stand out.
Always makes me smile when a member feels the need to publish the size of their trades. Must feel a need to boost their self esteem.
I see a few ramps appearing too, no need to with this company but there is still a long way to go to get Lupuzor to market and the share price currently reflects that. Yes this could be a 10 baggar but revenue will have to be flowing, not forgetting that IMM only get a percentage of that. Keep it real. One step at a time.

jaffjoon
Only negative will be the wider markets, MRW reported yesterday but the sp dropped a little. those results imo were excellent, No reason why TSCO cannot match or beat them. Their online and home delivery is so much better too. MRW is up today so maybe the results are now being digested.
The tighter restrictions in the UK should help keep the momentum going in sales, TSCO really is the best of it's competitors in the one stop shop in respect of groceries, clothing, electrical items and homeware.
Difficult call to predict the sp £2.46 does seem reasonable to me but the markets are so irrational atm.

Kantar report makes very good reading. Not forgetting this latest lockdown does not form part of the analysis. Also reading in the press that takeout beer from pubs will be banned which will increase sales further.

Morrison’s reporting tomorrow and the release of the Kantar report. No reason why the figures won’t be good or better than expected.
Maybe attract some investors looking for a ‘safe port in a storm’ but who knows.
This virus continues to spook the markets and always the risk TSCO getting caught up in the poor sentiment.
Lots of money doing nothing in bank accounts, with falling saver rates TSCO has got to be up there. Good yield, low risk.

Could be good timing tomorrow for MRW . Clearly sales will be up and Kantar release its research into the grocery market for the last 12 months.
Aldi exceptional figures for the festive period and can see no reason why the big uk 4 cannot match them.

HNY Rosewall

Drivel indeed. Read the guys posting history. Quite amusing. I bet his/her posts on the CNA bb were as equally transparent as it is here.

11th Feb 2021

It is wrong. GM on or about the 11th is the cut off (xd)

Another broker note from Barclays. I think they already had a PT of 290. Nice little rise so far today, the unkind UT on the last closing makes it look stronger but will take these small rises until we have the trading update.
Trading up to the 11th Feb will be interesting too, lots of footfall across all the supermarkets over the New Year.
Further tier restrictions should continue the trend in the short to medium term.

Fakeland will always be up if you believe his posts. Even if you believe the posts about topping up, spread bets, huge holdings then there would be no logic.
My 10.8p profit a share looks good now, even though he mocked my decision to sell at 39p . Although it briefly broke 40p it was never going above that without a significant change in fundamentals or the company releasing numbers early.
Cannot see my 27.3p entry again but see a possibility of just over 30p as being a good entry point.
Sell on the rises etc...

https://motortransport.co.uk/blog/2020/12/16/asdas-new-owners-look-to-sell-retailers-logistics-assets-in-1-2bn-deal/

Accountant, your observation on Asda is not to be ignored. The brothers raised the money with other partners and will strip the company of all its saleable assets.
They have sold their logistics side of the business and from what I have read their property portfolio is up for sale with the intention of leasing it back.
All points to straightforward asset stripping and imo have no intention of going head to head with its competitors.

I read that TSCO have offered up Best to the British Government to help with the logistics of rolling out the Oxford/zen vaccine. Best having spare capacity due to the pubs and restaurants being closed.

That’s more like it guys. Normal service resumes. :)