Member Info for Taverham

Closed at £11.85 in newyork

So once again , this government says to the BBC please ask us if we will have to raise VAT. So the BBC does as it is told , yesterday and today , enabling the government to be vague and 'float' the idea. depending on reaction , they will decide whether to or not. I think they are doing so because all their ideas around taxing property have backfired , so they are looking else where.

As always with MSM, ask 'why am I seeing this'? don't ask yourslef , what am I seeing. Then the news makes perfect sense.

2% up today and if Nike, produce half decent numbers this week - we should climb further. In any event the buy back in a thin market will keep lifting the sp imv.

@Mvarma, give the police a chance, these IP adresses can be confusing , no surprise therefore they are circling roundabouts given the DEI recruitment policies that team up people who can't speak english, with people who can't read english, with people who never passed a driving test in the UK rushing out to arrest a thirteen year old.

Yes, over a 150 year timeframe, after all the gold has long since been recovered the company will be in decline with eps falling. However in the meanwhile the future is golden.

At least he finished off the left wing, so called conservative party. That is his only achievement imv.

Me too 667k signed

Sending Blair to the middle east is genius, he will be pre occupied over there and less likely to meddle here. Importantly , so many people over there hate him, he might just meeet his maker.

@Smokey, when US expansion started, as I recall, the suppliers were supportive as they wanted a global player and until these acquisitions our footprint in the states was too small. I agree timing was not the best but it 'had' to be done for the medium term business benefit imv.

@Aless, the competitive advantage JD has is in its relationship with the suppliers. Through being the only? worldwide retailer of products they can obtain 'exclusive' products and deals. I am unsure how much that is worth but they have often talked about it.

Dull AGM statement today but hopefully the market will feel more enthused .

@Aless, I read that HL note and generally agreed but thought they ommitted the uplift from the Nike reboot and world cup next year , so a little better pprospects imv over the next year.

@Aless, you are probably right . In any event I would guess he was chosen by Pentland and they will likely have 'agreed' the current strategy with him ,looking a few years ahead, so we will have to be patient.

I think Smokey has a point. With headwinds the ceo has excuses and trotts them out. With tailwinds he assumes the credit and takes the bonus. In our case , it looks like we have over paid and over spent on expansion, which will only bear fruit in a couple of years. My guess is Pentland forced the slow down of capex and the buy back. So I would mark Regis 3 out of 10.

I asked chat gpt whether i should buy/sell/hold at **p in light of todays update. Bottom line;

At 88p, JD looks like a Hold with upside optionality.

If you are risk-tolerant and want to bet on U.S. improvement + buyback support, a measured Buy is reasonable.

If you want defensive certainty, Hold is safer until we see evidence of LFL sales turning positive

In the prior 'discussion' from them , it more or less says we are heavily dependent on nike, and the USA world cup will also affect next year.

All of which is a statement of the bleeding obvious from chatgpt.

Speedie, the world we are leaving our kids is the world we inherited. What we must leave our kids is the knowledge we have gained. If only mine would listen - but that's another story. Machiavelli outlined the 'rules' in his @prince' and once you realise that ist today's playbook and our [UK} actors are Fabian plants it all makes sense.

Rubbish - no RNS therefore no suspension

Labour are trying to improve their odds, it seems;

Ed Miliband is poised to soften the government's position on North Sea oil and gas exploration as he seeks to appease Labour's union backers and see off the growing threat from Reform UK. The energy secretary is under mounting pressure to dilute his party's ban on new drilling to help to boost jobs and smooth the transition to renewables. Several sources familiar with the discussions expect him to approve "tie-backs", allowing new fields to be explored via adjacent existing sites. This is expected to lead to the extraction of new reserves of fossil fuels and extend the lifespan of the North Sea oil and gas sector, which supports about 120,000 direct and indirect jobs in the UK. - The Times

STP, what about poor old Ed Davey, the guy who is leading the campaign to rejoin the eu while furiously waving the British flag as he leads his 70 mp's in a march inspired by the Ulster Orange men? Are you following him, as he imitates the pied piper of hamlin leading the kids to an uncertain future?

Yes.

So here's an issue that noone in MSM is talking about - the up coming data centres adding around 10% [ My guesstimate] to our electricty consumption and its carbon footprint , without a single person in the UK getting any warmer or likely any richer. They will have a negative effect on our balance of payments as we import more energy or feed stock and i cannot see the business case benefits. Has mad Ed Milliband uttered anything?

Are we just too embarrased to say these are like ripping out all our loft insulation or putting the heatingup?

Personally, I would produce more energy from OIl and Gas in UK but that's another story. Where are the greens on this? Awfully quiet isn't it.