Member Info for squadraazzura

"They dont have a talented Manager at the helm.."

Which means to me they are like a plane without a pilot.

If the brain is stuck on the 80's- 90's working practices, ignoring the reality around it, it will be impossible for the company to evolve and adapt to the new world of order in advertising.

.

The real question to ask is why the French Publicis is doing well and going from strength to strength while on here every quarter is below the previous ?

Something is definitely wrong with both, management and staff in marketing and sales.

Even Publicis is also affected by any AI effect though - and yet ...

To me it's due to "human errors" and stupidity.

Heads must be chopped starting from management.

"I was hoping B&M could achieve things because they are a bit different ..."

Competition is fierce from the likes of Aldi, Lidle and even from China !

You can buy almost anything from the likes of Shein a cheaper prices.

This is what killed the likes of Asos and Bohoo.

I still cannot understand how for instance Next Plc share price is at all time high - despite its products are not exceptional nor cheap..

This is the puzzle I never managed to understand.

I agree that they will stop any special dividend and may even reduce existing ones.

Regarding Daily Mail, never trust anything before one does its own research.

Many years ago Goldman Sachs raised MKS to a buy on Friday morning.

On Moday MKS issued a profit warning ...

My conclusion is that GS was actually selling that very Friday and even opening shorts for the Monday kill.

There are also those who will tell us to just hold asthe stock will recover "in the long term".

I concluded that there is no long term hold anymore for certain companies with bad management especially when their business model is doomed to fail due to competition, band management or structural probems .

Here are just a few examples where companies are all time low after holding them for 10, 15 or more years:

YOU, VCT, IQE, TLW, SHI etc.

This simple and easy "miss" due to blatant incompetence is a prelude for more skeletons in the cupboard.

We saw it with others such as VTY etc.

Uncertainty is the enemy of confidence. If confidence is lost, it'll take years to build it again.

IMO this is why this stock is now becoming too risky to be invested in as nobody would be able to predict the bottom.

I hope the decent long term PI's will easily realise this - in the exception of day-traders of course, playing the roulette .

The conpamy did not explain why a £7M error equals £40 million less in profitability.

IMO this is the point when confidence in a company starts to shrink.

When that happens, nobody can quantify the bottom of any share.

This is definitely one to avoid for the time being as I feel charlatans are starting to handle this company.

IMO it's oversold and will recover at least 50% within a week.

This is a top quality company where barriers of entry for its technology are very high.

Could even attract a bigger fish for a takeover.

I think so.

It always happens impulsively in the first trading few hours.

In any cas this is a top quality company to own in any balanced portfolio and hold for the long term as it has also a dividend.

This is also one to be taken over due to its unique cutting edge technology.

I rememember when it was approached by Spectrix a few years ago - Spectris being itself taken over.

I am not bothered by shorts at all because at the end of the day nothing can beat a growing performance and GRG is ticking every box to achieving that.

The only disturbance may come from the prresent market unease due to the US on-going shutdown.

I hope they will sort out their mess asap without spilling their nasties to the rest of the world.

It's the shoppers at Tesco's and probably Sainsbury's, Asda etc. that will visit Greggs for lunch or/and dinner.

HTTps://www.tradingview.com/symbols/LSE-GRG/forecast/

HTTps://www.tradingview.com/symbols/LSE-GRG/technicals/

Greggs is a solid defensive UK stock to have for the long term in any balanced portfolio.

As it is expanding with new offerings (TESCO, Pubs etc.), its growth will start to show very soon.

It will probably follow the same approach - as with Tesco - on frozen pies with other supermarkets such as Sainsbury's/Morissons and Asda.

By the next set of results, Tesco’s impact will be showing up on the P&L, and I am convinced it will be good news.

IMO the next update will definitely show things are moving quickly forwards and will take it over £20 within a few weeks.

I would add that Starmer is allergic to any criticism, basically acting as if we were in a dictatorship.

If there is a scandal at the Tory Party or at any other party, it is swiftly followed by resignations.

At labour, it seldom happens as Starmer always acts as the protector until the public and the press push Starmer to act.

He wants even Angela Rayner who just resigned to come back - That was during their labour conference.

AS I said before, he cannot survive without being surrounded by women.

Hi Christopher,

Starmer is the weakest leader that this country ever had.

He pretends to be with the working people" while actually killing them by continuously raising taxes and freezing tax thresholds fot the poor..

Since his arrival the country is flooded by illigal undocumented migrants who actually have more rights than what he calls the working people.

So I am affraid to say to anyone not used to the labour party - in the exception of Tony Blair until his downfall - that you will now taste labour to the full.

In general the labour party aim is to destroy the middle class as they the ones who pay most taxes.

The heath of any economy depends on the state of the middle class as it is the main bridge between the rich and the poor.

The higher the number of people joining the middle class, the lower will be the number of poor people.

When it is destroyed as labour is doing now, we would end up with the a majority of poor peole and a minority of rich people.

When we look at what for instance Miliband is doing to the north sea oil and gas, creating unemployement everywhere, we can understand

the true meaning of labour.

Starmer and Co know only one thing: Blaming the previous governement while being worse at every department.

One question though: I wonder why he is ALWAYS surrounded by women ?

I have nothing against women or any human but he is the only prime minister who cannot survive without sitting between two women.

Is it because he feels safer or more confident ?

It is is a mystery.

Regarding Greggs:

I wonder what reaction from customers would Greggs get by its price increase starting today ?

They will get it wrong again because the next update WILL include Tesco sales impact which will be game changing.

Because the next update WILL include Tesco sales impact. If freezers are already being stripped bare (as staff admit), the P&L hit will be meaningful.

So I won't be surprised if they try manipulating the sp in the next few weeks to get out asap.

The only problem we will have is counter attacks from the shorts to get out unscaved.

We have too many shorts and a coordinated effort is not impossible.

However, for me as an investor, I am looking into the long term and the steady income from decent dividends I will get.

Shortd trying every trick to get out unscaved.

Excellent news and nothing has "slowed" at all.

Two important points to note:

1/ The business has stabilised with growth starting to accelerate again

2/ The development plan is on track to meet all targets

This is good enough for me to buy more for the long term.

As it lost 50% of its value in just a few months, I won't be surprised to see

the share price recovering to around £25 - £30 where it was - in just a few months.

Adding a decent dividend, I am happy and confortable to hold as long as it takes.