Member Info for skier1

The UK stockmarket is f***ed up.

Pls will feverishly chase bankrupt shysters who tell them there is a 5% chance of some black liquid in a hole they peered down last week in some faraway tropical country, and (by the way) can you place me a million while me and my old school mates hang out there for a couple years...

But hand Pls a well-run, confirmed business with good cash, dividends and profits, and nobody is remotely interested...

What a mess.

Admire your optimism, mate. But Britain has experienced 70 years of post-Empire decline and it's now starting to affect British retail brands.

Results from recent days show the German brands (like Aldi) growing at 5-10%, and the British brands (like Morrison's) growing at 1-3%. A relentless drip-drip of attrition every year for the past 2 decades. Death by a thousand cuts.

The Brexit stuff is a complete red herring. This started 10-20 years ago, long before Brexit. It's good old-fashioned British management failure. The German and American brands have better management, better shareholders, better finance, better pricing, better products, better websites, and better customer service.

Things like Jack's, from Tesco, are too little too late. They really should've been launching discounter stores 10+ years ago. It all feels like when British Leyland launched new models such as the Allegro Vanden Plas in the 1970s -- comedy products polished up as a last roll of the dice to save the company... Twenty-five years later, the Germans had killed off BL and Rover and the British-owned car industry was a dead duck.

Short version -- Tesco, Sainsbury's and Morrison's (listed UK shares) are dying.

A soft 5-10% bounce, after a hard 60-70% collapse in the shareprice, is a very bearish signal. It suggests few have the appetite to chase it back up again.

3. B***holders pay up = >5p.

LSE auto software playing up...

Try one more time.

Three scenarios:

1. Go bust = 0p.
2. Big placings and dilution = 5p.

Two of the three main scenarios (67%) call for pain...

Amazing rerate, the past week, for a lossmaking firm!

They're sitting on $1 billion of gold. But the grades are poor. And there is another placing on the horizon.

This is gonna get slaughtered today.

The UK post-retail trend has already been ongoing for 2 straight decades and all of the 21st century so far. The trend is already very well established.

Americans are winning online and Germans are winning offline. Amazon, eBay, Lidl, Aldi, etc. You can probably add the Chinese to that list in 5-10 years, like Alibaba.

The UK retail industry is coming to an end.

Think of Tesco, Sainsbury's, Debenhams, etc. today as British Leyland in the 1970s... Bumbling giants relentlessly shrinking due to better foreign brands.

There may be a short-term bump here, but the long-term outlook for Tesco is bad. Very unlikely to survive long-term.

What we're witnessing is a slowmotion car crash... the end of the big UK retailing brands.

The British brands (like Tesco) are being slaughtered by foreign brands (like Aldi and Amazon) with better management, better finance, better products, and better prices.

For example, German brands had 1% share of UK grocery in 2000, surging to 15% in 2018, and 30-50% by the 2030s.

We are seeing a repeat of the UK manufacturing collapse between 1960 and 2010... when better foreign brands destroyed British brands.

UK is going post-retail.

Don't bank yer pension on Tesco, or any other UK supermarket brand!

Interesting to see posts are being censored on here! Suggests some nervous investors ;-)

Been interesting to watch the change in sentiment here during the past week... from hardcore ramp... to desperate Twitter pumps... to mild nerves... to big nerves... to panic... to outright hostile infighting... to a collapsing shareprice... hundreds got caught out on the ramp here!

Looks like some investors are trying to get David Adams thrown off the Board and that has tanked the DEB shareprice.

Can't say as I blame them. That guy is like them black crows off the Omen movie -- bad stuff follows him everywhere. Pretty much every company he's worked for has tanked (Moss Bros, HoF, etc.)!

Lol. Knew we couldn't get past lunch without a "my mate says Google will buy a bankrupt firm for a gazillion" Twitter pump. You can almost set your watch by it ;-)

Full-on collapse taking place here now, as predicted in the face of considerable hostility last week.

Any close below 200p will be a very bearish sign.

Lol.

Folk were on here from 5am pumping it up! And there was a ramptastic post every ~180 seconds after the opening bell.

As soon as the price started collapsing, they all panicked and scuttled off.

One dude with his £50k pump last week has lost £5-10k in just a couple hours!

It is usually the same with British e-tailers. Once it goes wrong, it goes wrong big-time. You either have the management skills, or you don't.

G4M slashed prices and forgot to tell the delivery team!

Never try to catch a falling knife ;-)

As predicted, it looks like hundreds got caught out on the ramptastic spike here!

When a company runs itself to near-bankruptcy, the issues never get solved overnight. There is no magic money tree ;-)

Lol. Is this still being pumped! As I predicted last week, G4M clearly have major logistics issues and there is further to fall here. Possibly down to 50p.

If you cannot post a few extra drumkits or control pricing, it is a sign of deep management problems. They need to start firing top execs and get rid of the dead wood.

As I predicted over the weekend, some panic setting in and shareprice tumbling. Cannot believe so many fell for the ridiculous pump.

Surprised MOS did not provide any numbers or guidance today. Reliance Jio has 300m subscribers and expands MOS's total addressable market by 2-5 times. What are they trying to hide.