Share Name Share Symbol Market Type Share ISIN Share Description
Morrison LSE:MRW London Ordinary Share GB0006043169 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +2.40p +1.12% 216.50p 217.10p 217.30p 218.50p 212.70p 212.90p 9,459,860.00 16:35:18
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food & Drug Retailers 16,122.0 217.0 9.5 22.8 5,055.83

Morrison Share Discussion Threads

Showing 9751 to 9774 of 9775 messages
Chat Pages: 391  390  389  388  387  386  385  384  383  382  381  380  Older
DateSubjectAuthorDiscuss
25/11/2016
15:50
I'm baffled as to what has fuelled the high rises in retailers over the last 3 months. There has been no news pointing to a dramatic turnaround in retailers fortunes and at most there seems to have been some news that suggests there has been a halt in the slide downwards. On the back of this shares have risen between 20-30%. Surely further rises have to be based on a firm belief profits will dramatically increase, and I just don't see how that will happen. The current market cap of 5 billion would need to be sustained by a profit of 400-500m but they are projected to make between 300-350m going forward. On this basis the short interest seems understandable.
terminated
22/11/2016
12:24
MRW have announced the relaunch of the Safeway brand as a further expansion of their production facilities into wholesale. Shops wont be badged as Safeway, just the products taken by independents. Together with the Amazon wholesale deal this meets one of the negative criticisms of the manufacturing divisions that previously it had only one customer - ie Morrison shops. The risk then was that any inefficiences in production would be masked whereas now these new customers could go elsewhere if the MRW wholesale offering is on poor terms. They are also expanding the petrol forecourt mini shops. hTTp://retailanalysis.igd.com/Hub.aspx?id=23&tid=3&nid=16016
scotches
22/11/2016
11:19
Steady Progress !
chinese investor
22/11/2016
09:07
TWO NEW MORRISONS INITIATIVES IN THE CONVENIENCE MARKET
kcsham
18/11/2016
12:51
At the time of the annual report the best that could be said about the Ocado tie-up was that, "...online losses are reducing" (See page 7 hTTp://www.morrisons-corporate.com/annual-report-2016/pdf/Morrisons_AR_2015_Web_Full.pdf) The Ocado deal was revised in August but at the time it was indicated that further investment meant that "...break-even point for Morrisons.com will be slightly later than originally planned" (See post 1223.) So as we have all known for some time online trade has contributed absolutely nothing to profits for this company. Yet the pundits still claim that the problems over the last few years were down to a lack of an extensive online presence. The new Amazon deal is an extension of the existing wholesale arrangement. hTTp://www.yorkshirepost.co.uk/news/morrisons-launches-one-hour-delivery-service-1-8242535 - the deal seems to have been well received (by these same pundits I suppose). Morrisons can set the price at which it makes goods available to Amazon. It's not Dalton making the decisions now so I think that we can presume that Potts is making a profit on these sales. Let Amazon deal with delivery - they are good at it and don't seem to care about being profitable.
scotches
16/11/2016
11:53
Possibly might just work in inner London but not over sure that the deal is a good one for Morrisons. Time you take out your pickers & Amazon's cut, down to the bare bones for me on this one. Perhaps I'm wrong but would love to know of details on all supermarket on-line shop & drop profit margins.
cocker
16/11/2016
08:21
Up and up again!
kcsham
16/11/2016
08:21
New one hour delivery partnered with Amazon Prime.......
kcsham
16/11/2016
08:19
Still Looking Good !
chinese investor
15/11/2016
09:22
Just like the full moon!...
diku
15/11/2016
09:20
All Looking Good !
chinese investor
10/11/2016
08:25
Thank you Nerdlinger - very interesting.
countless
09/11/2016
19:53
countless, I wouldn't hold your breath, it doesn't change much. Average number of shares on loan (the number of shares on loan is widely accepted as a proxy for the total short position) last month according to Euroclear was 21.76% (Sep 22.57%, August 21.70%, July 21.77%, June 21.65%, May 21.25%, April 20.40%, March 22.12%, Feb 22.68%, Jan 22.31%). The short position disclosed to the FCA (and reproduced on shorttracker.com only includes individual positions higher than 0.5% and is, therefore, not the TOTAL short position but this) seems to show now that all the usual suspects are taking up the slack played out by Lansdowne. Some hedge funds appear to be very keen to hold short positions in MRW, even at huge and increasing losses, but they never take the total shares on loan above 23%, perhaps that is all that is available to borrow. If we have reached a ceiling to the total short position then the hedgies have run out of heavy ammunition for manipulating the share price down or preventing its recovery. And then they have to buy 20-odd percent of the shares in issue. A short squeeze seems inevitable. Both inevitable and massive.
nerdlinger
09/11/2016
16:44
good volume again today - it will be interesting to see how many shares are on loan by the end of the month.
countless
03/11/2016
10:25
Only a couple of days now till the shorters are due to pay about £7m in divis. With regard to divis one of the stated positions looks like a typo. Why would this lot still be sitting on a 1.25% short position. Their initial prescient sells back in early 2014 at about 240-250 are now for nought as they will have paid out 20p in divis since that period plus the borrowing fee. I thought the idea of a shorter was to trade and score wins - not to hold for ever. What about "put" options if you really think the price is about to fall - no divis or fees to pay just the initial premium. Pelham Long/Short Master Fund Limited 1.25% 2014-03-13 Pelham Long/Short Master Fund Limited 1.19% 2014-02-12 Pelham Long/Short Master Fund Limited 1.09% 2014-01-16 Pelham Long/Short Master Fund Limited 0.91% 2014-01-15 Pelham Long/Short Master Fund Limited 0.74% 2014-01-14 Pelham Long/Short Master Fund Limited 0.61% 2013-11-26
scotches
03/11/2016
10:24
Media coverage of their Q3 update today very positive so far.
mortimer7
03/11/2016
10:20
Another short is closing.
countless
03/11/2016
10:07
I've bought more of these after selling LEG ! 240p Soon !
chinese investor
03/11/2016
08:36
Looking Good !
chinese investor
01/11/2016
09:00
Hard to swallow
smartypants
01/11/2016
07:33
Sales of marmite to decline following Morrisons decision to jack price increases of 12.5%
leadersoffice
31/10/2016
16:27
Lansdowne fallen off the spreadsheet now at 0.46%. I think overall they won some money. Most of the short position here now seems to be held by losers.
nerdlinger
31/10/2016
16:12
They have not got many staff in the shops now,i feel some news after xmas will not be good.Particularly for what staff they have left.
albert3591
31/10/2016
16:08
Continue to loose market share and falling sales... How high can it go ?
smartypants
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