Member Info for skier1

The tower spinoff is good for the company short-term, but it is the "beginning of the end" for Vodafone longterm.

Suspect Vodafone will get broken up into 2 or 3 bits during the next 2-3 years, and sold off abroad to Verizon, DT, etc.

Looks like MA's ego got ahead of his talent. Could be a decent shorting or buying opp here this afternoon.

The automotive era is coming to an end. The world is at peak-car. The hyper-connected Web, climate hysteria, electric simplification, e-scooters / e-bikes, public transport, autonomy and ride-sharing are killing the private car. The industry will just drift sideways-to-down for the next 30 years. Like retail, automotive is not going to be a good investment in the 2020s.

Astonished that anyone bought shares in AML at the IPO! It was valued at launch even higher than Ferrari, who have twice the scale and way higher profits. It was clear it was just an overpriced game to exit the wealthy owners (who spend big with the banks) at a laugh-out-loud price.

A best guess now says AML will collapse to £3-4 in 2020, get taken over by Mercedes for £5-6 in 2021, and then they'll ship most of the production to Germany, Eastern Europe or China by 2025.

Looks like Saga is about to be broken up and sold off abroad.

Amazed that shareholders have only just woken up to the extreme costs. The prof has been using KDR and CGNR as a cash machine and pension fund for a decade or more. Drawing huge salaries while sitting in the Finnish forest getting a tan. Pump and place.

A brief article in the Daily Mail is hinting this may be the next CAKE... Grant Thornton are the auditors... Gulp!

Simply cannot believe anyone would buy or hold CGNR or KDR. It is the same old trick, year after year. Pump and place, pump and place. Been going on for 2 decades, and still it goes on!

Who the hell is buying £100k of shares in this piece of junk!

Up again...

Not sure what's worse... The naive KDR over-optimism, or the awful new LSE website design!

This has soared from 1p to 4p in 3 weeks... More to come here.

Up she goes again! Relentless rises, week after week.

Yeah, Sainsbury's is like British Leyland in the 1970s... A mismanaged giant lumbering to a slow death by a thousand cuts.

Every quarter, for a decade or more, it is the same old story. Cheaper and better-managed Lidl and Aldi steal marketshare from Sainsbury's (all the British brands). The UK is going post-retail. Avoid retail stocks like the plague.

Up again today. Bubbling nicely. Tripled in a few weeks ;-)

Dixons-Carphone-PC-World look like another Debenhams.

The days of giant stores flogging cheap goods are over.

You can't spend £2m on store rent and £2m on staff salaries, and expect to recoup it by selling £20 headsets that customers will play with instore and then buy elsewhere online for £18.

Dixons should have downsized by -80% five years ago. They have left it far too late.

Could easily see this going under 50p in the coming months. The bears are in control.

As I predicted last year (see thread for proof), SXX has finally hit the 10-15p range !!!

Charts suggest this is now headed for the 5-10p range.

The slightest whiff of a UK general election in the next 1-6 months (due to Brexit mess), and a communist Corbyn utilities-renationalization program, CNA will collapse as investors panic and head for the exit. You could easily build a scenario where this plunges under 50p before the end of the year.

On the other hand, if Boris becomes PM, and keeps Corbyn out of No.10, you could easily build another scenario for a relief rally to 125p or more.

Very finely balanced, right now.

Gotta be bonkers to increase your stake in this one. There are no diamonds and no diamond plan. The prof just rolls over the same "cash machine" strategy every year or two. Make up some fancy words about "orangeite on the horizon" to pump it up... and then dump £500k placing on naive broker clients. Rinse and repeat for 2 decades...

Yup, Whitbread has become yet another slowmotion car-crash, like Tesco, M&S, Jaguar, etc. If you're shrinking in the good times, you will collapse in the bad times. When the next UK / EU recession arrives, in 2020 or 2021, Premier Inn will slump. Not even Lenny Henry will be able to stop it. They should never have sold Costa. People are addicted to coffee and caffeine and always come back for more. Cheap hotel beds, not so much.