Member Info for Manofleisure

Mrwelch: as an insider do you know if Greggs own the sites from which they operate or lease them. Also are all the sites run directly or if they have franchisees? Does Greggs have any sites abroad or plans to do so ? Would a takeover of SSP be a good fit ?

Nice SP recovery I’m glad I topped up when the sale was on . As they say quality will out.

Lots of circumstantial and RNS evidence that revenue is beginning to ramp up. In these circumstances even a lower loss or future guidance or the naming of our newest silent partner can have a dramatic impact on the SP. I’ll be adding up to 70p

The bod are very ambitious opening hundreds of new stores each year . As long as they can get the menus and locations right there is no reason why it cannot become a worldwide franchise like mc Donalds. The move towards takeaway food seem to be growing with lots of online apps supporting this trend. . They haven’t tapped the franchise market yet so plenty of room to grow the top line . Good management is the key with low debt .. one for the long term methinks.

Long term the sp will be driven by how much sales we make in each of 4 (now 5) markets. We are looking out 6-12 months for visibility even in the display area. Meanwhile there is one near certainty and that is we will see Nano and our new partner linked in an article. Just tying the two together will probably have a short term , maybe a day impact on the sp .. my guess is 20-40%. My bet is on the short term pop and after selling decide if the various businesses have potential based on real trading information.

I’m sure we’ll all agree the sp has been disappointing over the last year but from what I can see this is a well run company which is growing strongly in the US and Asia and as reported below growing its top and bottom line . As profits rise the sp is sure to follow .. good times ahead .

As we wait and speculate does anyone else feel that investing in nano is like an expensive game of “ pin the tail on a donkey “

The trading update sounds very positive and worth a listen. http://www.dssmith.com/investors/results-and-presentations/2018/ds-smith-q3-trading-statement/

Bin Salmons visit raises the possibility of Saudi choosing LSE for its IPO this may have the added side effect of giving Juncker and Barnier a heart attack. Meanwhile the eu are threatening the US with sanctions as they are so used to pushing people around .. I look forward to them getting a bloody nose from Trump .. bring it on !

TLWILLIAMS: my guess on the selling on any rise is that the PIs who failed to get out at �16 in the hope of a dead cat bounce (back to �27 haha) now despair of this BOD developing a strategy other than filling their own boots, and will get out on any rise. They realise that without a complete re-think and a board shake out the sp will continue to drift lower.

I’ve availed of the recent drop in the sp to buy in here . There could be weakness in the next year due to redundancies and investment but I like the story of increased use of robots in the food preparation and opening new sites near railways etc My plan is to add over the next year

Having bounced off the yearly high of £40 a number of times in the last 6 months the SP has broken above the line . I expect it to rise to £45 in the next 3 months.

DCB: you are spreading fake news with uninformed assertions namely “food prices wil rise” . Currently the eu levied 20% duty on food from outside the eu (part of the protectionist Programme to protect inefficient eu farmers). We can remove this post Brexit and lower food prices . Same for clothes and shoes and wine etc

I’m availing of the opportunity to add at a discount.

Arsenal58: I think the Germans are too busy fending off corruption charges and wondering how much extra they will have to put in the eu pot once we leave :-) There has been a bit of fire under the sp lately and my speculation is that this is due to the arrival of high ranking Saudis in London I.e is London getting closer to being chosen for the Aramco float?

I posted many months ago before I sold out that this company was run more for its employees than shareholders. Besides having a faulty strategy and huge debts it was obvious that this is a company best avoided and inspite of the recent falls in the SP I say better sell and get something while the going is good. Bosses at Dignity sold millions of pounds of shares before the funeral provider issued a profit warning that halved the company's value. About �14 million of shares were sold in 16 transactions between March 2016 and September 2017, according to an analysis of management dealings. - The Times

Courtier : I’d be happy with your forecast

Someone filling their boots today .. up 6.3%

I decided to take my profits as the insiders are selling and my gut says that the market will talk itself into a correction within the next 6 months anyway. I still believe the bull market can run for years yet but .. anyway I’m going to 70-80% cash by end of March

Mulder Thanks for mentioning Ocado .. up nearly 100% in last month ... do you have any more ?