Member Info for Percypipe59

In my view OG should stick to distribution centre productivity and M&S should own and control supply chain. M&S can also use OG to speed up its DC’s throughout its business. Horses for courses.

Tim still wants to be a retailer, and hang onto the JV to show they can make it a success, the city want to see OG as an IT company.

MarbleMadness,

I agree, but can’t rebrand without complete control of product. Ocado own label gets more claims and refunds than anything M&S sell through Ocado retail. Ocado fruit and veg is the worst

M&S need to fill the news gap between now and Jan TU.

They need a long term solution to Ocado retail JV too, as the OG strategy abroad weakens so does its share price. M&S acquisition of 100% JV could be paid for over 2/3 years as they hand over. I’m sure M&S would do a better job with the productivity of the deliveries, including M&S dot com deliveries combined. The commercials would be far better with all M&S buying.

Highly recommended Scott's on mount st, Mayfair

Exp1orer,

Doosan were due to give an update on production “by end of year” Phil said. And as you say Delta must be soon ready to update on the newly acquired land with factory facilities.

Shell in India should be updating too.

I can’t help but wonder if there will be another announcement from CWR before end of year.

Exp1orer, yes as you say it’s over 1m traded which is good vol for 3 hours.

The 5000 trades and 10,000 are the shorts still active.

What I hadn’t considered is maybe new normal shareholder investors have got what they want and just holding. I see CWR at 450 tho soon enough. ESP if BoE interest rates drop.

I can’t believe how wrong I am today about CWR!! Watching bloom/ NVIDIA last night after hours, plus some plug pull back, and recent CWR broker forecasts I thought at least +5% today. But no totally wrong. But can’t grumble with it’s journey.

I can’t believe this lead mm ceres broker, they are still walking the sp down to benefit the tracker funds!

NVIDIA Corporation (NASDAQ:NVDA) was up 3% in recent afterhours trading following the report.

For the three months ended Oct. 26, the company reported Q3 adjusted earnings per share of $1.30, up from $0.78 in the same period a year earlier, on revenue of $57.01B, up 62% from a year ago. Analysts polled by Investing.com anticipated per-share income of $1.25 and revenue of $54.8B.

The company's data center business, which makes up the bulk of revenue and includes of the company's next-generation Al chip Blackwell as well as prior generation Hopper Al chips, saw revenue climb 66% to $51.22B.

"Blackwell sales are off the charts, and cloud GPUs are sold out, Jensen Huang, founder and CEO of NVIDIA said on Wednesday.

The strong Blackwell sales offset H20 sales, which "were insignificant in the third quarter," the company said

And NOT personalities on this M&S chat.

My advice to the fender chap, shut up about yourself, no one is remotely interested in you. Write about M&S, and what effects M&S.

Shareholders on here are only concerned about where the sp goes from here.

For those long term holders that traded through the covid recovery, can you get back to what this chat was then??? In those days we could rely on this chat to offer some logic to sp movement and what’s coming, to at least steer some honest guidance, good and bad!

We’ve lost some very professional contributors to this chat, in my view through childish new people who have taken over the narrative with nonsense, and they offer nothing about M&S.

Please at least think about getting back to some profitable, worthwhile conversation. We may attract back those the board has lost. It’s a total mess at the moment!

Plug have effected the sector today with there cash call(again) -14% plus mm auction prices are too low AM

I wish this board would serve its purpose as all things M&S !

Sick to death of wading through the treacle.

Be careful listening to Fender!!!!! Christ, Blackadder seems more sensible than Fender, she is completely insane and note banks are accruing for substantial bad debt selling as credit has spiralled in the UK on credit cards.

Holding cash is king atm, dyor.

1ontheup,

I agree. Farage will collapse the markets without a tight fiscal policy. He can move money around to stimulate the economy-granted.

The NHS or the black hole and triple lock pensions is crippling the UK. If the gov gave NHS another £500 billion they would spend it, NHS is mismanaged and has been since Margaret Thatcher left politics.

The markets will completely collapse if Farage comes in without a solid plan to reduce taxation and stay inside a lower spending environment. He will probably remove the interest gov pays to BoE.

As for the village idiot that folk have been following, time has proven him to be an absolute numpty living in a dream.

This share is going much lower, before it goes back to pre cyber.

I may buy back if it hits £5.5m market cap.

I had been long here all the way through from 76p during Covid and sold at above 400p, re bought 170 ish and sold again as the cyber attack dragged on, I sold the day the digital sales restarted.

With a 55% wipe out of first half profits including the benefit of insurance, add to that a gloomy outlook for golden quarter, plus a chancellor on the rampage.

The only upside I see is a potential December interest rate cut for BoE.

But it’s a very long wait to January numbers release. I was not prepared to wait and sweat it out this year.

No patience in this over blown market!

Investors are looking for any opportunity or excuse to sell, sell, sell!

Do your own research.

Too late in the FY to have much impact now.

Hopefully the wholesale b2b will help next years kpi’s

Do your own research.

In the absence of a first half year profit, this company’s market cap is well over priced.

M&S market cap should be somewhere around £5500 b.

This valuation may be a tad too generous.