Member Info for pernix

I will only buy RR when I see turnaround in Iran War News. No point in catching a falling knife to get a lower price. It’s now a Geo-Political thing. Someone said 5% Footsie down, then buy but that’s just more guesswork. I see the newsflow out of the Middke East and then buy. RR together with others are overpriced in an uncertain market with high risks.

Brent Crude at $100 ?? Economic Shock if lasts long time. Who knows? Anything is possible

@retirement, Mark_rs. agree. RR looks overpriced given the war risks, inflation risks, terrorism risks, geopolitical risks & RR share price is priced for perfection. So investors likely to lock into profits now, that means more downward share price pressure. Then surprise events, like any hit America takes in the war likely cripple all share prices.

- Mark_rs might drop another 60p tomorrow. might drop 30% in a month if one of the 2 big USA aircraft carriers get hit that = WW3.

People want to take profit and have less short term risk.

If you sold at 8am you would have locked in £13.50 now it's £12.97.

Yes 180p - 190p Fair Value Now. Given The Business Turnaround Prospects, Stronger Consumer Demand. Implies Higher Profits, Sales & Higher Profit Margins, DYOR.

Yes 180p - 190p Fair Value Now. Given The Business Turnaround Prospects, Stronger Consumer Demand. Implies Higher Profits, Sales & Higher Profit Margins, DYOR.

Forget the politics. Focus on M&S. This chatboard is full of big Ego’s trying to prove they can beat the market all the time and making lots of money, they are bent on talking down the share price, shorting it and making quick profits. What’s changed in 2026, interest rates pushing down globally, more money in people’s wallets and more consumer spending on the way with big household costs reducing too. Everyone can see this!

M&S shares fundamentally undervalued! They should continue rising to catch up with a rising market! Company growth should underpin the share price rise and a recovery in Clothes, Homewares sales. I think International sales will surprise on the upside too!

Switch out of Tesco & Sainsbury’s shares. Buy into M&S shares for Growth. Just what’s happening re-balancing share portfolios. Then snap back on Shorts, possible Short’s squeeze will push M&S share higher. Then today’s broker upgrade from hold to Buy M&S shares. These M&S shares are going much higher as takes weeks to play out this scenario!

On the Up!

It’s about M&S. Stick to the facts. Too many Ego’s on this chat board. It’s starting to get a bit boring if I’m honest. GLA M&S Shareholders!

At least for now the M&S profit guidance stays. So until things change the shares should rise. It’s coming off this cyber mess and should be in better shape for 2027/28. True nobody can predict for sure but surely things should improve. If the economy tanks by then, that will affect the whole retail sector and P/E’s will fall across the board. Shares could go down but chances are more likely the shares will rise barring this scenario.

M&S Profits Guidance Unchanged from last update and this means shares are likely to rise more. So they must think to hit guidance and that shows a level of confidence. Seems switching out of Tesco share who missed guidance on today’s update.

It’s Confidence Lacking! What Sparks It? Usually Big Events. See Next Year. M&S Foods, Growth & Opportunities. They Missed Clothing Summer Growth But This Should Come Back With Time. Mild Winter Weather but weather can turn. So Wait It Out.

After Capital Markets Day, New M&S Scaleable Growth Biz Targets. Set against that is a more assertive target. Shore Capital highlights “an ever more credible earnings runway” towards 47p earnings per share, a level that could support a share price of about 705p on a 15x price earnings ratio.

The strategy rests on two major growth vectors. First, M&S wants to double its Food business from a £6.8 billion revenue base in FY22 to £14 billion over the long term.

The division has grown sales by a third in three years to £9.1 billion, although only 50 of its 278 Food outlets carry the full range, which the company acknowledges leaves substantial room for expansion.

Second, the Fashion, Home and Beauty arm is being primed for an online surge.

Digital currently accounts for 32.6 % of sales, yet the online EBIT margin of 7.5 % is still 6 percentage points below store profitability.

Doubling online revenue while closing that margin gap is central to the uplift story.

Funding firepower is increasing. Free cash flow has risen to £443 million, supported by £336 million of cost savings delivered by September 2025. Net funds have swung by almost £800 million since FY23.

Chief financial officer Alison Dolan outlined a model where £1 billion of operating cash flow and £150 to £200 million of maintenance capital expenditure could leave more than £300 million of annual flexibility for growth and shareholder returns.

M&S has underperformed peers in 2025, yet this plan hints at something investors have long awaited: a shift from perpetual turnaround to scalable growth.

I can’t see M&S falter short term. Shares true worth 600p over. Their recovery interrupted by Cyber vandalism. They should reach true valuation. Then at some point customer purchases will pull back with faltering economy even more. Make Hay whilst sun shines. Plenty of mileage here!

Maybe Short Squeeze after budget has cleared. They make money from scaring others to sell and then make money on upside. Them market rigging.

See Private Equity move on this. Especially as M&S says its profits should match Pre-Cyber incident. So Short the shares now, go Long after scaring investors to sell and then have a pot shot at a Takeover Bid. Making more money on the upside. Most agree M&S shares are undervalued on many many different metrics!

Yes, it’s about Profit Taking atm. Across the retail sector generally. M&S is way undervalued according to its present growth, future growth prospects. Yes the Cyber incident is one off cost but it’s about the company’s future prospects that matter most. This M&S share will move higher with higher sales in the future. Mainly “Shorts” winning now but it’s always the winter chills that knock share prices.

Yes Black Friday sales counted in December. So people buying later, likely reason for lower sales last month. Everyone knows about difficult UK budget ahead & Brokers have adjusted profits from retailers. So no surprise here. M&S sales growing at 8% & more for December Christmas shopping. It’s a buying opportunity this shares markdown, creates opportunity for people to get back in on purchases!

Share declines this morning. It’s not only M&S, across grocers. Likely profit taking after good run.