Member Info for Percypipe59

I would expect M&S share price to decrease within the timeframe of no news flow and its fy results. News vacuum’s are usually profitable.

I want your shares in M&S but cheaper than today! A market cap more suitable to the profit reduction in the first half.

Thank you.

Carrington,

Perhaps You should calm down.

I definitely would not invest in Ocado group, that would be madness, it’s a charity run for the benefit of its board. A business usually makes money.

But I do like to use Ocado retail home shopping, of course I do, I also use Waitrose hs!

I have made money on M&S several times, at 76p Covid and again 176p, sold at 404p on the last climb.

But I could not invest in a company whose first half profits have been wiped. Iv also discussed this in jest with Archie in Scott’s where I happened to be at the same time.

Sudden volume of buys intray???

Zolander,

What specifically am I “ out of touch” with, exactly?

I’m eager to learn.

Zolander,

I expect M&S market cap to reduce to a more sensible level, at least by the same percentage as its first half profit drop.

It is only right that I can buy shares with an aligned market cap, as compared with previous years performance. So that I can enjoy the future increases in market cap as profits recover.

The current market cap is at least 30% too high.

I didn’t say food wasn’t growing Zolander, it’s out of town strategy with easier access and egress, lower rent and business rates has worked to date.

It has also worked because leadership in Waitrose has failed, for a long time, additionally there has been a shift to more aspirational premium foods.

Clothing tho at -2.5% and a general move from high st to digital clothing shopping continues.

Retail performance numbers can change rapidly, you can have an excellent brand awareness but that on its own isn’t enough! Retailers have weekly trading meetings with function heads to amend trading strategies.

So to say another 500 food stores over 5/10 years today, is not a fair reflection of reality, and will change and adjust to the market.

JD,

I am not a shareholder at present. Nor will I be until there is a sensible market cap to match the huge reduction in first half profits.

I have made considerable gains from M&S in the past and why I’m here is pure interest. Plus a hunger for more profits from future shares I may buy. I’m not short, but I want your shares in my account much cheaper than today’s prices.

Retirement,

There are so many seriously important points in your post! I liked in particular “invest 20% of their wages before you pay bills” 👍

Zolander,

I accept you have crap in your vocabulary, well done.

That doesn’t change the fact that M&S, like others, relies on aspirational spend. I hope for shareholders that it will continue to be the case.

Zolander,

If that is true, you’re point on no aspirational spend, you can wipe at least 40% of M&S market cap now.

In the real world, consumers who consider M&S for rich people, is an extremely high number.

People in many parts of London still consider M&S as luxury and aspirational, Crawley etc.. I live in SW19 and my shopping is delivered via Ocado, I consider myself to be lucky and yet aspirational for a Harrods delivery!

JD,

Why resort to an attempted personal assault?

Zalander,

Unemployment is rising because wages are.

Employers are reducing the numbers if staff to pay for higher operating costs.

Tax thresholds are frozen since April 2022. Therefore as wages rise so more earnings fall into higher tax brackets. More people paying tax and more of it.

If a business model has fewer customers and fewer potential customers it has a reduced market.

Zolander,

You don’t understand.

Building loyalty and trust isn’t something M&S needs more of necessarily. It has the highest brand trust and customer loyalty in the UK.

M&S does rely on discretionary cash from aspirational potential customers and existing, it would be absurd to assume otherwise!!! Most of the market cap is based on this 5 year assumption!!!

We need a government that’s traditional, sell us words to get our vote, then sting us with hard reality of spending cuts. Example; NHS spend should be cut by 30%.

We need aggressive cuts to national spending (except defence)

Welfare spending has to be cut by 40% to get people working, disabled or not/im disabled but still work!!

Cut spend

, pay down debt, lift productivity.

Zolander,

You missed the point.

Put simply, there is increasingly LESS available money in people’s pockets .

Less discretionary money available.

Especially higher earners who lose the £12.5k allowance if they earn £125k +, and they pay 45% tax.

The tax thresholds have not been linked to any inflation by successive governments.

It’s a passive method of higher tax without a direct political threat.

That’s exactly what Stuart is aware of, and yes business tax ! But expanding bricks and mortar, even lease is not as intelligent than digital.

Zolander,

You miss the point.

Wage growth, and pension triple lock is taking earnings into higher tax brackets, simply because successive governments have frozen the tax brackets.

We have more tax payers and more in higher tax brackets!

The higher your income goes the more tax, that’s the UK way to help pay down state debt. However, the larger issue is spending is taking most of that extra tax income.

We have weak fiscal control because we don’t accept governments that try to pull our belts in.

There’s no doubt most demographics feel poorer. Tax brackets are taking care of squeezing our wallets.

National debt is killing most western countries ability to fund growth. Governments are desperate to pay down debt in any way they can, as covertly as possible, to avoid political suicide.

US is paying debt by taking more money from tariffs that its own citizens pay in higher retail prices passed on by imports.

UK is tax thresholds.

Let’s rejoice the temporary share price reduction! 🥳

It will go up again soon! 😊

Celebrate the wise chaps in the city who are upgrading the share price of the Debenhams, and superman Dan!

Let’s be at one with our Debenhams 🥳

Let’s celebrate 🥳

It’s the New Year, and the share price of Debenhams continues to rise!

What fun we’re having🥳