Member Info for UglyButler

Now there are 2 Short positions declared from 2nd July

The trade update mentioned a modest decline in profit compared to last year - just a pity Reeves hysterics in the Commons was on the same day. If this sinks below 1500 I'll add but I'm happy to hold for the long term.

Pratt and Whitney and Archer - details on LinkedIn

She doesn't give a second thought for the feelings of those who actually work

Currys has a healthy balance sheet. No debt and recovery in the Nordics . Although the trading update may well be priced in a target price of 170 is justified. And let's not forget the resumption of the dividend.

Quite a leg up today. Not only the US market excites but also India - there must be huge demand for disinfectants in both markets

Poor forward guidance was the main criticism last year. Sales down slightly. Costs up sharply. Nothing unexpected there. But it could be worse Poundland was bought for a quid. I'll buy more if this sinks below 2 pounds. I don't see a recovery coming anytime soon. But the new CEO gives me hope

And building a healthy cash pile in the bank now 36 million despite continuing investment into the business

It's a few locations including several in South London that are the worst affected

If it costs £20 an hour for a guard then losing a few sarnies is a smaller price to pay. The press is blowing this out of proportion as usual. Every retailer has to deal with shrinkage and the reconfiguration of a few stores in troublesome areas seems a sensible and proportionate response

I'd so like to be wrong

It wouldn't surprise me if GRG was snapped up. It's a solid business with huge expansion potential overseas. Alternatively I could see Tesco acquiring Greggs as casual dining is another vertical for them to conquer

The Greggs burger meal deal compares favourably to the fast food outlets Although the trial is in only 30 shops it will be interesting to see if it boosts sales. I haven't been to McDonald's since before the pandemic

Japan is already selling US debt and a good many other countries will retaliate hopefully

What the UK needs is a buy British campaign in response to the tarrifs imposed by Trumpland

Canadians are boycotting American owned chains like McDonalds and Starbucks and Brits should do the same except our government doesn't seem to like it's own citizens

It will take a miracle to get shoppers out of Marks and into Asda. Good opportunity to top up

Turning Asda round will take much more than trimming prices. The stores are a mess, antiquated systems and miserable staff. Management bonuses we chopped too.

Plus many customers have defected and won't be coming back in a hurry. Good time to add

When UBS downgraded MRO the SP bounced back strongly I expect similar

I think we will see some M&A activity soon

That's why I top sliced at £9.25 and I'll buy them back further down. Makes for a better pay day if I get it right

Or you could just sell your shares - this sort of shares is always going to be a crap shoot