Member Info for Mongrels3

It will be interesting to see what happens to the board of directors if the deal doesn't go through. Will their positions become untenable? Hard to see how they can survive if their recommendation to sell is voted down. I always thought Justin Ash was pretty good.

Also interesting that Ramsay call it a final offer, but reserve the right to make a higher offer if someone else comes in and outbids them. It's quite standard to say this I think, but also has a hidden implication that they might be prepared to go higher if pushed.

https://www.thetimes.co.uk/article/record-sales-at-primark-after-vaccines-reduce-shoppers-fear-factor-7h6l7hqnw

Good to see Greggs upgrading this morning. Different sector of course, but maybe some read across as both are at the value end of the market.

'This level of sustained sales recovery is stronger than we had anticipated and, if it were to continue, would have a materially positive impact on the expected financial result for the year'

https://news.sky.com/story/toscafund-joins-opposition-to-1bn-ramsay-takeover-of-spire-healthcare-12333855

https://www.lse.co.uk/news/SPI/press-spire-investor-fidelity-to-oppose-gbp1-billion-ramsay-takeover--3fk2i1sec7watz9.html

https://www.standard.co.uk/business/spire-healthcare-ramsay-nhs-private-hospitals-b937345.html

https://news.sky.com/story/spire-healthcare-shareholders-furious-at-australians-1bn-takeover-12317408

... that The Naked Trader has topped up his holding here in recent days. He has quite a following.

Decent results from Next. Possibly a slight read across to Shoe with regards to the first few weeks trading after lockdown and forecast for the rest of the year.

Taken from the ABF Iinterim Results Announcement, but hopefully a read across to ShoeZone:

Primark sales after store reopenings demonstrate the relevance and appeal of our value-for-money offering. We are excited about welcoming customers back into our stores as the lockdowns ease and are delighted with record sales in England and Wales in the week after reopening on 12 April.

Taken from the ABF Iinterim Results Announcement, but hopefully a read across to ShoeZone:

Primark sales after store reopenings demonstrate the relevance and appeal of our value-for-money offering. We are excited about welcoming customers back into our stores as the lockdowns ease and are delighted with record sales in England and Wales in the week after reopening on 12 April.

https://www.wiltshiretimes.co.uk/news/19237527.retailers-say-its-like-christmas-eve-high-streets-burst-back-life/

https://www.bbc.co.uk/news/health-56752599

RBC RAISES SPIRE HEALTHCARE PRICE TARGET TO 200 (169) PENCE - 'OUTPERFORM'

https://www.bbc.co.uk/news/business-56667980

https://www.bbc.co.uk/news/business-56327491

Hopefully, some benefits for SHOE here as well

JPMORGAN RAISES SPIRE HEALTHCARE PRICE TARGET TO 177 (175) PENCE - 'OVERWEIGHT'

https://www.cityam.com/rishi-sunak-to-extend-business-rates-relief-and-furlough/

Just managed to buy 9,000, but not easy to get