Member Info for Percypipe59

Not any business of, an alias on a chat JD!

You read historically dense, so don’t let yourself appear even more ignorant.

Also, another tip, don’t drink alcohol and try writing on a chat, concurrently.

The Coles move in Australia won’t make a material difference to the cyber attack losses from this FY.

The wholesale potential for M&S is being proven in India and other Asian markets, Target in US tried the food brand over Christmas last year and it sold out!

Let’s hope this recent move brings immediate incremental revenue and profits.

Alliance News) - Marks & Spencer Group PLC is to sell its food products in shops in Australia for the first time amid efforts to grow further globally.

The British clothing, food and homewares retailer said it has struck a partnership to sell products in Coles Group Ltd supermarket stores.

Bosses have said the group believes there is significant opportunity to grow its wholesale business, targeting new regions globally.

M&S products will be sold in Coles stores from Wednesday, November 19, with an extended range available for some shoppers online.

The retailer said the deal follows the "success" of its food wholesale partnership with the Target chain in the US.

M&S's Australian expansion comes after it launched a fashion supply agreement with the David Jones department store business in the country earlier this year.

JD. You need to check yourself before you point fingers.

Remember as you point there are 3 back at you.

I am and always will be entitled to my opinion, as are you. Yes I was a banker, for many years and now retired.

I repeat M&S market cap is over valued and should be nearer £5.5 b at a push.

Forward valuations are all well and good, however they don’t pay the bills, historical share prices should never cloud investment decisions. Circumstances have substantially changed here, hence my revaluation.

Now get on with your day and shut up JD about things you really do not understand.

I agree entirely Alpha-dog, I would feel very nervous not in CWR! I can’t see another UK stock worth playing, even after the recent falls.

The clues for CWR are in last Friday’s UBS 570p target, and in particular the Goldman Sachs 530p The weichai production takes away a concern and offers immense opportunity into the world’s largest population(s)

Nuclear takes too long to build/commission, batteries too expensive and weak, grid no capacity, fuel cells are the only immediate and sustainable way forward for data centres, full stop.

On electrolysis I expect Shell will further update from India.

GL all

This Christmas is entirely different, discretionary spending has shifted toward essentials for significantly more households and individuals.

It’s not the awaited budget so much as what’s gone before, a year or so of purse/wallet hostility. Food inflation, higher rent, mortgages, and staggering hospitality prices has left many with nothing to fall back on. 9 out of 10 middle class friends and family of mine will not be buying presents, and if they do probably 75% less than last year.

This winter will be much more about making do and just surviving!

Retailers need to take note, in particular the likes of M&S/Next, H&M.

Debenhams and asos are probably going to benefit and of course the Chinese digital economy. Unless the UK chancellor scraps the £150 parcel value exemption.

The last time I felt this nervous for the UK economy was in the 1970’s, but this feels much worse because today we don’t have political leaders, to help steer the country, in any political party.

I quite liked Gordon Brown, Margaret Thatcher, and even Harold Wilson! Because we and the world knew where we stood, our principles and values of fairness with steadfastness. Now we are seen as selfish, and sloppy.

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.

So, IT heads roll at the top of M&S, quite right too.

Someone has to take accountability for the lack of poor due diligence and strategy around the company’s cyber security.

A supplier of service to M&S IT infrastructure was clearly a misplaced judgment.

Oink Oink Oink!

This board/chat, has descended into chaos and anarchy since Neil Humphrey left.

Bloom is now +7%

UBS maintains Ceres Power at

'buy' with a price target of £5.70

InvestingPro | 14/11/2025, 10:03:13

CWR-11.42% *

+22-51

WALL ST

An analyst from UBS maintained Ceres Power

(LON: CWR) at 'buy' with a price target of £5.70 from a prior price target of £3.50.

Prior to this rating, Ceres Power had 5 buy ratings, 2 hold ratings, and 1 sell ratings.

Great Debs one of the few green stocks today!

Well done to you all!

Those who sold are idiots.

Patience is key.

It’s really important to starve media and even investors sometimes, of any news.

There’s always someone else out there who thinks they can do a better job.

When the whole team are focused on the right things to increase revenue and reduce costs, it critical they are not distracted.

I’m confident our man Dan is definitely doing the right things to achieve both the above. Because he has form!

This stock is now well over valued.

Most likely price will drop away.

Baha breaking news[11/11/2025] 19:15

AMD: Data center market to rise to $1T by 2030

Advanced Micro Devices Inc. (AMD) CEO Lisa Su remarked on Tuesday that she sees the data center market growing to "$1 trillion by 2030."

"If you ask customers today, they say: 'We need to invest more in AI infrastructure.' There is a real belief that AI compute equates to intelligence ... There's just insatiable demand," she said while delivering a speech at the company's Financial Analyst Day.

She further stated that AMD has $45 billion in custom chip design revenue, which is expected to start in 2026, adding further that the business sees "tens of billions" of data center revenue in 2027. The AMD chief also mentioned that the company expects an annual revenue growth of 35% over the next three to five years.

Baha Breaking News (BBN) / AY

Shame this discussion board is dominated by dimwits, and worse.

You are the problem here.

Filter SC or get gone.

We get nothing intelligent from you or SC.

Absolutely wonderful.