Member Info for Uncle_Doug

Does LCC stand for Low Cost Cowboys ?

https://uk.finance.yahoo.com/news/shell-profits-expected-dip-recent-132035087.html

Brrrrr. Still cold, grey and wet in UK. Temperature up to 6 degrees but 'feels like' only 1 degree. Heating the house costing a small fortune. Not long now until sunny Tenerife, thank God.

Few nice tailwinds here. Looks like China's U turn has helped. First proper lunar new year for 4 years. Booming travel and families reuniting. Industry firing up again, markets rebounding, global recession and inflation fears relenting. All good news for UEM.

markets liked RNS:
Nick Hampton, Chief Executive said:

"Tate & Lyle continues to perform well with Food & Beverage Solutions delivering another strong quarter of double-digit revenue growth. We have successfully renewed 2023 calendar year customer contracts to recover higher input costs and, despite ongoing economic uncertainty, we continue to deliver against our strategy as a growth-focused speciality food and beverage solutions business."

Thanks sellers. I've loaded up @3462. Always good to have some spare cash on hand for bargains like this.

Don't be fooled. You'd be far better off buying an ETF iShares tracker (or similar) of the Jap index if you're looking for some exposure to Japanese markets. Lower charges too.

Davy raises DS Smith to 'outperform'

Aldebaran you posted (3rd Jan) "I can see another 40% drop to somewhere low 20's". The SP since your deramping post has actually risen 25%. Now your short has clearly failed and we've even since then had a Trading Update, but you keep trying to justify your nonsense including quoting the highly dubious Liberum. I just hope you didn't scare anyone into losing out on that rise.

LOL. Not only is that Liberum note old news but they were the broker who famously recommended Interserve (IRV) as a BUY a few months before they went into administration.

Fullers pubs (FSTA) issued a profit warning today.
"Since the start of October, we estimate that industrial action has reduced our sales by some £4 million and the consequent impact on profitability means that we now expect to report earnings below market expectations for the full year. "
My local spoons has been dead for weeks. Wouldn't be surprised to see the SP tanking over next few months.

BoA raise from 53 to 75 is up 41.5% - WoW !
and SocGen raise from 38 to 49 is up 29% - Meh !

I suspect a few other brokers will come on board and the SP is going to bounce strongly in 2023. Looking Good.

Any switched on socially aware 'young consumer' would choose BOO over Shein any day. Most are more switched on than you might imagine.
Four months to 31 December 2022 - remember the period we're comparing with in 2021 - physical stores in lockdown, mask wearing, people not allowed to spend Christmas with family, schools closing due to Omicron outbreak, no postal strikes, no rampant inflation, no hiked interest rates, no cost of living crisis, etc etc. In some ways BOO have done well to only have sales decline by 12%. Looking to the future, macro will improve, US DC will open and more and more physical stores will be shut down as the High St declines more. BOO is geared up to rebound and is here to stay - and next year's comparatives will be a lot easier to beat.

SP rebounded well from lows of October (2215). How much higher or will there be resistance?

Lots of good and bad posts today plus a few new idiots to send to the filter bin. Looking forward BOO will rebound in 2023. My favourite post today is from Simplyme re-quoted below:
"I have shares here and thought it would be more positive but it is in line with expectations. We have as a company reduced inventory- positive, don't have massive debt - positive, have reduced sales by circa 11-12% over a year after we have came out of a pandemic - expected; are going to open the DC in USA which we hope will make a massive difference - neutral; but most importantly to me we will not be going bankrupt (not near it); taking out covid years seem to still be generally still growing and like the whole retail sector took a hit this year. The one huge positive is that we are where we expected to be - met expectations and there is no BS in this update. Expect this SP to stay roughly the same to be honest as it met expectations - not overpromised like THG and there is still a future which will be impacted by the macros. There are no major risks at present which is a huge plus."

Goldman Sachs raises WPP to 'buy' (neutral) - price target 1,158 (920) pence

Stunning results - only joking. Actually I'm a bit underwhelmed as on first glance most numbers are worse than September update. However, nothing too disastrous. Not like THG eh? Looking forward I think there are 'green shoots' and signs things are looking positive. The US DC will be a game changer and give a massive boost to future growth. It seems BOO has turned a corner and can rebound strongly from here. At 45p SP is still way oversold and I hope we can finish above that today. I'm definitely not selling, probably will add more at these levels. Good luck to you all - have a nice and not too volatile day.

Daytrade - nice subtle attempt at deramping yet again. Yawn. The Motley Fool is a joke. One week they'll say avoid , next week they'll say BUY. Bit like some on here - you know who you are.
The MF scatter gun approach is bound to be correct at least some of the time. That other one Simply Wall Street is nearly as bad. I do read their articles to see if there's anything I'd missed, all adds to the research. However, usually it's just uninformed BS. Come on BOO !

JH should at least buy some imaginary shares like he did in BOOHOO but he hasn't got the bottle. BTW booked my holiday for Tenerife (Puerto de la Cruz) - can't wait to get out of this freezing, wet, windy, grey country. Brrrrr - high of 3 degrees C today. Booked flight with Easyjet - cost a bit more than RYA but well worth it.

Nice RNS