Member Info for leas

11th February. It does say in a recent RNS on or about so I would add before that date.
Atb

Likewise Holly. Going for a walk into town. Just saw an advert in the BBC suggesting I should spend a few hours with Paddy McGuinness in NewYears Eve.
Times are tough, maybe I should slip and break my hip in order to spend the New Year in A&E which does sound the better if the 2 options. Then again, I would only feel guilty adding to the NHS workload.
Btw, if the sp was in the upper 40s and LLOY decided to hold back the divi again would you prefer that scenario?
Is the expected divi news priced in already?

Rosewall have to agree.
Any informed poster want to debate a reason why the sp will be 71p in 2021?
Easy enough to state but difficult to support.
Also any informed poster want to debate why they can see sun 30p again?
I personally see an economic bounce next year but to what level? The wider markets are at an all time high but we are in the midst of an economic Armageddon.
The gamblers amongst us may make some money in the AIM casino or a Ftse company getting bought out but buying a share because it is cheap does not make a sound opportunity. It is cheap for a reason.

Motbuck
I don’t think Holly is agitated with his posts. A little contribution in relation to discussions from time to time would be helpful.
41p by Friday, 71p in 2021 his endless ramps. Jealous of his success if he is challenged.
I think, like me Holly will have a little smirk when posting as she knows he gets annoyed at posters not being positive. A belief that what we post affects the direction of the share price. ;)

Poor education and an eagerness to embrace capitalism regardless of consequences is the reason why we are a country of fatties. Majority of adverts over the Christmas hols are for fast food delivery.
Sadly home economics at school is no longer a subject that is encouraged. I mean what’s the point of putting together a fruit salad or shepherds pie when you can buy a big Mac and McFlurry for less cost.
Looking at the food bank news stories on tv those receiving the donated foodstuffs are a little podgy.
Poverty is greater in parts of Europe and do not have as many wanting to donate as they do in the UK but they certainly look healthier.
Maybe they have retained their ability to produce food from what little they have available.

Good reasoned post XA. Small top up yesterday as another inevitable lockdown approaches (tier 4). Many retailers outside of food will have to close which should again help supermarkets cover the costs of Covid.
I suppose the question is how much of the city’s expectation is already factored in the current share price.
My opinion is not at all hence my trade yesterday.
Feeling quite bullish here but have ring fenced a bit more cash for a final purchase should the sp fall back to the low £2.20s

Holly, forgot to add that I sailed through my 40s. ;)

Holly, thank you for your life coaching advice. I forgot to mention my neighbour in France produces a very drinkable village wine.
However, as sad it it is for your friends ex wife, I think you should have considered other reasons for is untimely death.
Your friends ex wife! Lucky escape for your friend if you ask me.

Positive vaccine news is already priced in. EU finance business arrangements dragging this back but reality will kick in next year when the government cut support and start to put debt repayment as their priority.
They will use Covid as an excuse for poor outlook and austerity will be with us for at least a couple of decades.
There is then other matters such as carbon reduction and the impact of climate change.
If investors here see 70p plus being a reality next year then I think they are being over optimistic.
All my opinion of course and I’m normally wrong but cannot see many positives out there for this sector.

Soton
Works for me. I’ve been on Black Bush for years and never had the flu. Very rarely get a cold come to think of it. ;)

Whouse
You need to check whether or not you are sharing the same internet gateway with a fellow lse member. :)
‘Mr Lloyds’ ffs

Rosewall, I have to agree. This bb is equally frustrating and entertaining.
A little guilty pleasure. A certain poster labelled me a loser for selling at over 39p. You really couldn’t make it up.
More goodies to put into my TSCO trolley. ;)

A little bit difficult to make comparisons. The online delivery business is very much different to 2014 and has grown to meet demand. Also with Covid you could argue that many customers that were happy to drive to their local store will in the future continue with a delivery service.
Shopping trends have also changed which the Co Op seeing a shift to daily shops. TSCO are positioned perfectly for this with small daily shops being supported with a weekly delivery.
I also think Amazon partnering up with Morrison’s is a good indicator on the future of food retail.
That said, as you correctly state it is hard to find figures on the profitability or otherwise of the delivery service.

“ You are posting here doom and gloom on the hope that
The sp will go down by 1p so that you can buy few shares!!
Unbelievable !!....imho

Your comment just proves that you’re clueless. If you think posting negative comments on this bb will take the sp down by 3% in a company of this size with the number of shares in issue. Your observation makes me think that investing is not for you.

Likewise, not seen any news from TSCO of a buyback scheme. The money from the sale of the Asian business has already been earmarked for the pension and special dividend. The GM in February is a formality IMO.

Rosewall
Maybe this is the area that they will need to focus on and invest. Obviously online sales are growing, particularly with the younger generation but there will always be a demand for shops and stores.
Stores always seem busy at weekends and bank holidays as I’m sure people still like the experience of selecting their goods and putting it into their trolley’s.
Hopefully TSCO will be good at all customer trends.

Let’s see if the other big 3 can keep pace. I have my doubts, particularly now Asda has been sold off. Their assets will be sold off bit by bit with little investment.

John Allan, no change and no significant price rises. As we were.....

https://www.msn.com/en-gb/money/other/tesco-boss-explains-what-the-brexit-deal-means-for-food-prices-in-supermarkets/ar-BB1chwbL?ocid=msedgntp

Rosewall
Market share in relation to it's competitors when the pandemic is in the past. Surely their online delivery service has stood out head and shoulders above the others. A vulnerable friend of mine uses 3 and say's TSCO beats them all hands down. More slots available, arrive on or around allocated time and rarely have missed items.
As for UFC's TSCO will adapt accordingly. I'm sure Amazon would like to rethink their relationship with MRW.

Falky slated me on Thursday for selling at just over 39p with a good profit of over 10p a share. He has no shame. I’m sure some inexperienced investor would have been suckered in by his constant ramping.
What I do know is that he will be back making further fake claims. He has no self respect or dignity.
Probably post that he was joking if the sp opens up in positive territory.
Embarrassed to post on this bb on a Christmas holiday but his actions and posts need challenging.

Dizzy heights of £2.30 again. Will this be reined in for the lunchtime close? Sold the rest of my LLOY shares this morning with a tidy profit and bought a few more here. Sadly not Isa wrapped. Looking like most of England will be in tier 4 after the New Year and TSCO likely to be one of the few retailers making good money.
Going forward, costs should be down running the Pension Fund and I would hope that it's online delivery will have gained greater market share. Booker also doing very well and exceeding expectations. A deal in EU trade will also help but imo the company would have had that covered with alternative supply lines.
All looking very positive. All LSE members have a great Christmas and New Year despite this awful pandemic and sincerely hope all stay safe, particularly your family and loved ones.