Member Info for snige

That article is very much a US point of view.If we get a deal and i very much believe we have to,then a rising pound or a stable one will make those British shares like Lloyds with it's 5% plus dividend very attractive.
North America owns 48% of the 56% penetration of ftse 100.

From this day onwards i will know them as the "competitors",feel better for that!.

Started this rant on lloyds?
Tesco are doing the right thing in not building any further store apart from trialing a few Jacks.They are everywhere already.What could be improved is the retail model,look at what the discounters do and do it better.
Tesco's are brilliant at food,price on essentials are equal or below discounters.Tesco needs to dispel this myth that discounters are cheaper-advertise aggressively.
The in-shop experience could be improved.Human nature makes us inquisitive for a good deal.I do go to Lidl but the attraction is the centre aisle of discounted hardware which changes every 2 weeks.Can't help it,usually buy a few food items even if nothing on the centre aisle grabs my attention.Tesco's could buy and sell these items at better discount with it's purchasing strength and never under estimate the power of the word,it gets around.
A limited number of essential hardware fine but put the rest online where it belongs,18% of that stuff is online,food lags behind with 5.5%.
I was wrong with Aldi saturation with 65 new stores a year we haven't reached peak.Could add that Co-op are building another 100 this year.
I'm sure Dave is concerned with discounters however the biggest industry change must be Sainsbury/Asda merger and how many stores will be surplus.

JMO,i didn't realise til this week how much foriegn money invested in FTSE 56% in 100 and 54% in general.
We lost control years ago and have to tow the line.
Kindness of strangers,i think too.goodnight.

JMO,i thought you said you drove a 520 BMW.Give people freedom of choice,we're slowly losing the rest.
Aldi do source around 80% of their products from British suppliers.
Jacks i feel is just a marketing ploy.Tesco's has about 3,400 stores so their footprint is everywhere.They don't need to build stores they need to beat Aldi at its own game.What i like about the other discounter Lidl is the central aisle with the 2 week specials on hardware.I bet Tesco could beat them on that with their buying power but Tesco have chosen to use up a lot of space with the same stuff in.
Tesco does food best.Put more hardware online where 18% of UK none food sale are and get some knock down interesting stuff in like tools etc.
All you have to do is copy Lidl but do it better.

The discounters were the cheapest but just like in France's Leclerc,Tesco have matched that price or lowered on sensitive/basic products.The discounters now have the footfall and have added more premium products.They have a newer estate and these shops are well located while the big 4 are operating from older locations but have more smaller convenient stores to fill in the gaps.People do less weekly shops and will go for the convenience of any shop if its just for a few items(but not Co-op biscuits-disgusting).
Christmas build up is always different.With this year's uncertainty i think customers will treat themselves if not already with food items and the likes of Tesco's have the capacity which discounters just don't have.
If cash gets tighter i feel Waitrose,Co-op,M&S will lose further but believe the discounters are at saturation point.
All IMHO.

Would add if we do get a GE due to brexit then it really would be a one issue election.Those younger remain voters will float if Theresa has openly gone for remain,which would be the reason to call a GE in the first place.

Spending £280m on a doughnut in Cheltenham is the deception plan.They probably operate out from lodgings in North Minehead.

This big chunk has been there before.In 2015 UKIP had 12.6% and NO seats.
I do agree that in a vote of no confidence the opposition is united and just a few Tories have to be bloody minded.
2017 election UKIP 2.1% and NO seats.Labour did well but they say that was down to younger voters who are generally for remain.
Theresa's visit to Macron this summer and French reports of a reversal of art 50 being acceptable and the constant barrage of "we are the party for business" who want frictionless borders suggest to me an extension of art 50 at the very least.

Theresa said it again today.We could end up with no brexit at all.
We can reverse art 50 but has she got the power to do that?
It was a threat but when you have nothing to lose she might just do it.She would have a leadership maj within party and if ERG teamed up with Labour for no confidence we end up with a GE which she may just win with "remain" support.
PS,can you honestly see ERG teaming up with Labour.

The've released a 50yr old man from a shed in Carlisle today,apparently his only contact with the outside world has been LSE share chat-could be?

Any man who book's a holiday in Labrador and Newfoundland must be a thinker,pull the joystick back Dave!

Everything is alright,"Mr blue sky".Pound dropped a bit then recovered.Brit companies rising a bit.
Must get back to work,just need to decipher these Chinese instruction and nothing ain't stopping us now,we're on the move,uuhh.

I get all my data from The Sun online and they said speech would start at 10am.Might as well go back to bed.

France is a few years ahead of us and the big supermarkets dealt with the Aldi's/Lidl's there without resorting to a Jacks however no harm in checking out the market and prehaps slinging in a Jacks where you have a concentration of discounters even if it acts as a warning shot.
The market has changed margins will be lower so cannot see Tesco getting back to the 300's any time soon but agree todays fall has been overdone.

James,you haven't missed anything,Theresa speaks at 10am.
So quiet here, everyone must be checking out the prices down at Tesco's.

A bit of confidence has returned.Prehaps the pmi might beat expectations today with a staycation effect?
Did like Arlene's graphic blood red line,proper Northern Ireland politics!

I can't say i know a great deal about debt but if the international community in particular America has no confidence/trust in your country then your doomed,even if you have the largest oil reserves on earth.
Always best to have good relations and not antagonize large trading blocks suggesting they have similarities to the former Soviet Union,no tanks sighted in Westminster yet!
Everyone want's to be a Trump these days.

jargon,You said.
"Assuming we have a no deal brexit aren't we probably looking at a lower pound making this share more attractive at an international level".FTSE 100 companies have an average higher rate of foreign share ownership of 56%.If a company like lloyds only has sterling revenue in a country with low growth then i would think their less likely to invest.
Could this be the reason for the gradual decline over the last 8 months,a well organised reduction of foreign holders of UK focused companies?.Table3
https://www.ons.gov.uk/economy/investmentspensionsandtrusts/bulletins/ownershipofukquotedshares/2016#geographic-analysis-of-rest-of-the-world-holdings-of-uk-shares

1997 til 2007 were good years for business with budget surpluses in 4 of those years,before Lehman Brothers.