Interesting in Sweden, nearly 50% up on the lows and highest it's been since March/April.. yet to see anything here but good to see it moving over there..
Of course he's averaging down.. but he has belief he can turn it around and is chucking his money in.. it's more positive than him not buying anymore whichever way you look at it.
B&M shops near us are rammed and only getting busier.. see how that transitions come Jan update.. FMCG are becoming alot more competitive from what I have seen.. hopefully that value perception will start to lock in. And GM should fly off the shelves between now and Xmas. 🤞
I mean BlackRock have taken up a short position to hedge their long position, or so it looks.. the other shorts I'd expect to drop.. certainly before January imo.
The increase in shorts, especially blackrock is most likely them hedging their long position they have taken. Otherwise what orange has said, watch for a drop over the next few days or so..
B&M-UKs favourite retail brand...18 Nov 2025 09:04
Some further research to support the BODs claims that fundamentals do remain strong yet executions has become week... I would say it is easier to fix a week operational execution over the fundamentals of a business that have remained strong for decades..