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[jonny33] 07/1/2016 13:14

There is a need for a lot of retail consolidation, if it does not happen now it will happen due to closures when there is the next recession.

UK retailers cannot compete against overseas non UK tax paying competition, now is time to get together or wither and die.

[katie priceless] 07/1/2016 13:04

Svenice7

No at any price ? We can compete with Amazon? No we would lose to big a market share.

[svenice7] 07/1/2016 12:50

No to Sainsburys or Amazon, we can compete with both.

[katie priceless] 07/1/2016 12:50

Reasons spob ?

[spob] 07/1/2016 11:44

No matter the price

[spob] 07/1/2016 11:43

Well I am a Sainsbury's shareholder and I can say with 100% conviction, I do not want Sainsbury's to touch Home Retail Group with a barge pole.

[richie32] 07/1/2016 11:35

I note that some large Sbry shareholders are playing down the benefit to Sbry and they are questioning if it is a wise move.

Well they would, wouldn't they?

I am not casting aspersions on anyone but if I were a large sh I would be saying similar things in order to minimize the cost of the larger bid.

[imperial3] 07/1/2016 11:27

Amazon.Are you watching this?

[careful] 07/1/2016 11:01

the big supermarkets need to fill up unused space in their megastores.
Sbry had a good idea here.
this is not finished yet.
the start of the supermarket rationalisation phase.

[losses] 07/1/2016 08:19

PRESS: Former Tesco Chief Leahy Mulling Home Retail Offer - The Time

[a0148009] 06/1/2016 18:11

CityWire Money



AO

[anresu] 06/1/2016 17:52

From the above

"Analysts at Investec said that Home Retail Group could be worth £1.45bn, or 180p a share, which excludes the potential cost savings that Sainsbury’s could achieve from combining the two businesses. "

[fizzypop] 06/1/2016 13:37

DT latest at 12.33 today

[fig1] 06/1/2016 11:45

Jonny33,Amazon may make a pre-emptive strike for Sainsbury!

[richie32] 06/1/2016 11:20

I also suspect a bid war of some sort. I also think that this will get a second wind (even without news) once the quick profit-takers have finished.

Blue finish this afternoon?

[katie priceless] 06/1/2016 10:58

That's what i was thinking , maybe not just SBRY will wait to put a bid in

[dealer1972] 06/1/2016 10:42

I would imagine SBRY will wait until after Jan 14th before deciding to make another offer IMO.

[death by donut] 06/1/2016 06:56

Heard 1.3/1.4 Bill mentioned on R4 this am.

[oldvic] 05/1/2016 23:26

oldvic - 26 Nov 2015 - 19:38:53 - 3217 of 3371

have a look

do you want me to tell you this weeks lotto winning numbers ?

[oldvic] 05/1/2016 23:20

dont forget home own habitat bit of a sleeping tiger if someone raely wanted to relaunch

[imperial3] 05/1/2016 17:51

Can potential bidders afford to sit still?!

[jonny33] 05/1/2016 16:50

I have a theory and this may come across as the ramblings of a lunatic so bear with me.

What do we know as facts
We know Argos have piloted some stores in Sainsbury's
We know some members of Home retail and Sainsbury's boards have worked for each other companies.
We know Home retail share price is too low and in danger of a take over
We know there are take over rumours about Home and Homebase.

Here is a theory
Suppose the pilot stores have proven to be successful for both sainsbury's and Argos.
Suppose Sainsbury's has seen a small % increase in spends due to the increase footfall from new Argos customers,
Suppose you multiplied this growth across to lots of sainsbury's stores.

All of a sudden you have a strategic business partner who can bring you growth for little cost.

Now if Amazon took over Home and we know Amazon are now playing in the food market would they want Argos stores in Sainsbury's? - I don't think so.

So how do you make your strategic growth 'partner' less attractive to take over.....I'll let you join the dots.

[j l] 05/1/2016 16:28

Amazon rumoured.

[imperial3] 05/1/2016 16:21

Could Amazon or Walmart/Asda now enter the fray?