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Thankfully the storm came to nothing but an exaggeration.
I am waiting for this rain to stop so my chaps can plant a few trees, but I’m bored now.
Have a great day whatever you’re persuasion😊
It’s a storm in a teacup, someone has read the tea leaves.
There was no mention of the 2 state conflict or their tormentors in August when the advert was made, green red and gold are colours traditionally used at Christmas .
Mks have apologised for upsetting a few people but it’s hard to please everybody.
I for one love the advert.
On X (formerly known as Twitter), M&S said: “Today we shared an outtake image from our Christmas Clothing and Home advert, which was recorded in August.
“It showed traditional, festive-coloured red, green and silver Christmas paper party hats in a fire grate.
Humans see what they want to Fforestgwmp.
It fills a void, and a desire to make sense of things when ambiguous.
It got folk talking about M&S.
It’s a damp squid in chip paper.
What are Elves and their relationship to the bible?
Christmas cards burnt? I agree this isn’t going to help save the planet in itself, but let’s face it we would have more trees left in the ground sucking up excess rain and reducing the real threat of flooding. Why not give people a hug than a card?
Solutions partner would bring consistency with Ocado strategy, and make relationship easier.
The contract would I’m sure be fair for an affordable solution ongoing.
Part of the inducement would be outstanding target bonuses linked and renewed
Hi Chilting,
The circle around Ocado JV and self contained financially would suit well. Ocado tech revenue ongoing and 100% Mks operations / branding
One critically important thing I failed to mention is the Moodys/ S&P investment or debt upgrades on Mks! I know I go on a lot about it, but it really is !,
Hi JJ, I hope all is well with you and others here.
I agree with most on divi.
Nov 8th very likely nothing has changed to effect the boards previous announcement on a divi for nov and then again next may.
Sales performance HY will be impressive and strong full price sell thro on textiles-again the ceo already confirmed on trading update.
Few look outs, current performance and outlook- words are important on outlook as most of us know and we should also get some realism from this week’s NXT quarter kpi’s.
Ocado JV 50% decision is now in closer orbit and in focus, not sure what would be fair value anymore considering Mks have circa £156m in bonuses outstanding to Ocado from initial £750m , to be released only on targets being met. So far Mks have put in the contracted £594.
We should have a better idea of fair value of Ocado JV on 8 Nov investment day, but I wonder when the other 50% will crystallise.
Divi should be circa 4.75p I guess.
Meaningless to debate triggers for Mks being oversold in recent weeks because there are so many , mainly macro that could have an impact on Mks finances such as the threat of higher priced wholesale oil or gas.
Next real trigger is 8 November 2023 when Mks report HY24 numbers.
‘ so where one job is lost another is gained’
If that were true, and wage cost reduction not part of business case, it would always be a negative IRR.
How can anyone believe a word you write valueplay?
You lost any credibility you had, why are you still here?
Years of talking this share up, only to sell out and now short it.
I wouldn’t touch this with a barge pole.
Best thing to happen here is Mks buy JV outright with an agreed annual pay down based on targets, all livery and branding changes to M&S
How can anyone believe a word you write valueplay?
You lost any credibility you had, why are you still here?
Years of talking this share up, only to sell out and now short it.
I wouldn’t touch this with a barge pole.
Best thing to happen here is Mks buy JV outright with an agreed annual pay down based on targets, all livery and branding changes to M&S
Teething pains.
Market cap +7% since joining ftse100
Large shifts on top 10 shareholders now compared to ftse250 as was.
Still medium shifts with institutional investors hence 20m shares changed hands just yesterday, we should expect more as shore and others fill sells/buys. I believe this will be complete 3-11-23
All normal behaviour, patience is necessary.
IMHO Mks should trade 5.4 b to 5.8b post 8-11-23
Well done Fforestgwmp that appears to have hit the spot!
It’s self evident by analysing the trades that large holders are still swapping trackers and other more direct investments, so the noise continues. Shore and others probably still have orders to fill at certain buy and sell price targets, some of those price targets could be much lower than even current sp, we don’t know.
The recent activity is 10 to 12 m traded shares daily, at least 60% are institutional, and that continues to be the case.
I think Mks will settle on P/E of 12.7 X on 2023 data, until 8 Nov when data is updated, and probably same multiples but based on larger base profit. Or circa £5.3b.