Member Info for shal1000

exactly. and those analysts at morgan stanley knows **** all as they just head to those pretentious pubs and prob see less footfalls and have a very narrow vision of the situation and have no idea that jdw caters for the masses and that's where the money

J D Wetherspoon PLC (JDW:LN) (JDWPF) PT Lowered to GBP7.40 at Morgan Stanley

December 4, 2024 6:20 AM

Morgan Stanley analyst Ed Young lowered ...

This all I can see that may have caused price to lower today which is stupid given target is still 17% than current price.

I do find it extremely undervalued, JDW can easily offset the wage cost by increasing their prices by 20% and still be way cheaper than its competitors. Sure the price was lower from April 2022 to April 2023, but its way lower than the norm during and before Covid (last time it was below todays price before Covid was in 2013) and now it can pay dividends, making record profits again, debt is being well managed, a proactive CEO, the revenue/costs etc is far better than any period between 2013 and 2020. Huge bargain in my eyes.

I know the B/O spread is usually quite wide for most shares at the open, but JD its even more crazy and has been happening for a number of days. Today it was 624/640, like 3%, yesterday was 622/642. Say a bog standard FTSE 100 share like tesco was 350.6/352.6, 0.6% at opening. During normal hours JDW settles for 0.6% spread and tesco is around 0.25%. Does anyone buy really expensive at the open?

And it went back down after a minute, annoying

From 606 to 612 when rest of market falling? Wonder if this is the start of the recovery?

Any more details, that is just a x (twitter) link and just says hold, so not sure its down graded.

https://www.tipranks.com/stocks/gb:gsk/forecast is showing upside potential to 1850p and a small fish like baron isnt even mentioned, so I will stick with the big guys recommendation.

Given the whole market is down, I don't think vodafone being down by 3% is too much to worry, if it was in isolation then I would be far more upset. Now they have reiterated they can meet their targets and except Germany, all other sectors performed better. With Germany this was expected so should've been already priced in, so when rest of market improves, this will improve also and be higher than it's closing price of yesterday, too much over panick first thing in the morning just because of china woes, and we have seen this a number if times over the last few months, China annoys, Europe takes a dip, then comes back in a day or two, it's repeating same cycle now for a while.

Same RP that's why I bailed out in Friday, waiting for a nice entry point now

Savage I notice you are just doom and gloom.

Mortgage cost? They are coming down.

Socialising less - I see venues more packed out, find it hard to find an empty space these days to eat out or have a drink. Plus like for like sales were up in their latest annual report, so unfounded facts from you as always.

I sold yesterday at 401p yesterday (£30k and 35% profit) when I read this.

https://finance.yahoo.com/news/trainline-plc-tnlif-h1-2025-070312432.html

The negative points concerned me about potential further upside and why it may started to fall so fast vs fall of rest of the market. Key concerns were the reduction in commision it can earn going forwards as that is its main source of revenvue and a number of delayed projects with no indication what value they hold as well. May start buying again in small chunks every time it drops by 10p say 390p. Wish I sold at 415 the day before though, lost 3% or £1k. Whacked some of it in GSK at 1370p seems like a bargain atm with ex dividend next Friday.

Back over 700p in no time now!!!!

See other posts

Https://www.bbc.co.uk/news/business-68367430

So back in feb 450m was set aside, im pretty sure at HY24 a bit more was also set aside. Q324 they havent done anymore. So is the market expecting a pay out of 1b + 450m = c1.5bn in payout? Sounds ridicolous. Also isnt it the customers fault for not shopping aeound for a better loan than blindly always agreeing with a broker, so more than lloyds its the customer and broker/car dealer who are at fault.

I thought lloyds already made provisions for this, i was expecting the other way round if they arent kiabke to pay anything the share goes up as release of provisions, with bad news being minimised. I think its an overreaction and the market needs to look back it its figures, as market has just shed a billion of mcap.

Seems like across the board uk market just dropped. Plus as always lloyds drop more than everyone else, stupid share. We know the budget is happening for months why sudden drop just before midday. Something else is at play.

Bought more, but one of my buys is showimg as a sell. And so many other sells looks like buy prices. So its very misleading, as why would any one be selling at a loss?

£11K, average 1.07p, wish i cut my losses at

0.65p

Leas

You are correct. Lloyds is a retail bank focusing on domestic loans such as home and car loans, credit cards, etc. So very much dependent on state of housing sector, domestic economy and back ward looking. Barcs is an investment bank focusing on Business Loans, Business Insurance, with international presence and usually forward looking as business would be a bit ahead of investment and growth opps before state of economy becomes a reality like a recession. So there is a lag between business activity between retail and investment banks.

Topped up £5k, makes sense, cant see going much further down given the impressive results. Can see 750p as norm range within few weeks