Marks And Spencer Investors - MKS

Marks And Spencer Investors - MKS

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Marks And Spencer Group Plc MKS London Ordinary Share GB0031274896 ORD 25P
  Price Change Price Change % Stock Price Last Trade
1.15 0.74% 157.25 09:37:41
Open Price Low Price High Price Close Price Previous Close
159.00 157.10 159.00 156.10
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debsdowner: Speculation about Sainsburys going private Https://
philanderer: Investors have voiced concerns over the future of annual general meetings as corporate giants scramble to decide whether to hold physical shareholder events for a second year. Stock market stalwarts including Marks & Spencer and BT are considering whether to allow shareholders to physically attend their AGMs this summer as Britain eases out of lockdown.
xxxxxy: MKS Investors....26MAY 2021NEXT EVENT26 May 2021Announcement of final results*.... M&S
xxxxxy: Plant-based foods offer rich harvestYou've heard of peak oil. How far are we from peak oat milk? Plant-based foods are booming as environmentally conscious consumers lap up alternatives considered better for their own health and that of the planet.UK sales of plant-based foods exceeded £1bn last year for the first time, with 13m consumers buying meat-free alternatives and dairy substitutes. Investors, too, seem to be falling over themselves for a slice of the action.Sweden's Oatly, backed by US private equity giant Blackstone and Oprah Winfrey, is gearing up for a float – the best example of the trend.A carton of Oatly brand oat milk CREDIT: Gabby Jones/BloombergBritain's Unilever is racing to catch up with a global plant-based meat market that it claims is growing at a compound annual growth rate of 15.8pc and set to reach $35bn by 2027.Companies have realised that for mainstream consumers, the term 'vegan' is a turn-off while 'plant-based' conjures up alluring images of fields of ripening wheat and vegetables. Plant-based meat is undoubtedly a growth market, but are valuations getting too frothy? It's possible, but with this much momentum behind it, this seems to be an investment trend that could run and run.... Robin Pagnamenta... Daily Telegraph
xxxxxy: Ticking away in the background......Our ViewOcado's Retail business, now 50% owned by M&S, is leading the online grocery revolution. Sales are booming thanks to lockdown demand, and the long-term shift to online shopping's here to stay. With online groceries accounting for just 14% of the total, the growth potential is significant.But the business case for Ocado PLC hinges on a very different story to the delivery vans you'll see on roads nationwide.Ocado Solutions charges third party retailers to use Ocado's robotic systems. Hundreds of thousands of orders are processed each week, with the help of automated 'bots' scurrying around the trademarked grid systems.The pandemic has turbo charged the shift to online shopping, increasing demand for the kind of technology Ocado specialises in. That should make it easier for Ocado to unearth potential partners, and strike more deals. But it's not a home-run just yet.Expansion comes at a cost, with Ocado stumping up hundreds of millions to fund Customer Fulfilment Centres (CFCs) - a far cry from the capital-light tech business investors had once expected. The group's massively upped its planned capital expenditure, in order to strike while the iron's hot and develop as many CFCs in international markets as possible. Ocado thinks its portion of the addressable market is a whopping £2.8tn.But the rate of investment, and profitability, is a disappointment. Solutions burns through cash at a heady rate. And the centres are long term investments, so it takes years to know if they pay off. Recently added to the shopping list is two robotics companies. These should boost Ocado's already impressive automated systems, but a bit like the CFCs themselves, we don't know yet if the expensive additions will be worth the price tag.Several hundred million in cash means we don't have any near-term funding concerns. But it's important the expected wave of new deals comes to fruition. If things don't go to plan, we can't rule out Ocado asking investors to open their wallets again.We should be clear we think Ocado has a pretty amazing product. It's the only global provider of an end-to-end, online grocery platform. That's an enviable position in today's climate. As the group builds scale and partnerships mature, profits and free cash should flow.But if new Solutions deals don't come fast enough, that plan gets thrown. Thin profits make Ocado hard to value, but on a share price to sales basis, the market's excited. This is a mark of confidence, but could limit upside potential - and means there's a lot resting on everything going smoothly from here..... Hl. Co. Uk
xxxxxy: COMMENTSales are soaring, but Ocado is still yet to deliverThe food delivery retailer is a lockdown winner, but for all its share price success it's failing to hit a key business metricBEN MARLOWCHIEF CITY COMMENTATOR9 February 2021 • 5:55pmBen MarlowThis article is from The Telegraph's City Intelligence newsletter. Sign up here for incisive analysis of the day's biggest corporate story from our chief City commentator Ben Marlow.Ocado's Tim Steiner loves change. Six months ago he was telling everyone: "The world as we know it has changed", as if anyone could have failed to notice. Now? "The landscape for food retailing is changing, for good," he says.If only the same could be said of Ocado, which, even after a once-in-a-lifetime pandemic bonanza, remains resolutely lossmaking: £44m of losses despite hundreds of millions spent on vast warehouses and thousands of robots. True, that's a significant narrowing on the previous 12 months when it registered a £215m loss but Steiner has been waiting 20 years for this, the moment when, as he previously put it, "years of growth" in the online grocery market were "condensed into a matter of months".Still, perhaps it doesn't matter. Investors stopped caring about old-fashioned metrics such as profit long ago. Despite a 2pc fall this time around, the shares have rocketed from £12.17p a year ago to £26.88p and the food delivery outfit is now worth an astonishing £20bn, or £8bn more than Sainsbury's, Morrisons and Marks & Spencer combined.On the face of it, you can see how Steiner has convinced the company's legion of devoted shareholders that the day when Ocado truly delivers the goods is drawing ever nearer.Turnover at the retail arm, now a joint venture with Marks & Spencer, jumped 35pc to £2.3bn, the first time that the top line has surpassed the £2bn mark. And it came close to a quadrupling of pre-tax earnings from £40.6m to £148.5m, which was more than twice Ocado's own prediction of £70m at the full-year stage. Still, as Clive Black at Shore Capital points out, financial forecasts have never been the company's strong point.But behind all the breathless headlines about how Ocado is one of the standout winners of lockdown, reality bites, and the limitations, rather than the supposed advantages, of its tech-heavy model have been laid bare. Yes there was a "rapid acceleration" in online orders. But for all the vast sums of money thrown at cutting-edge systems, it struggled to cope with the surge in demand. At one stage such was the level of traffic to the website that Ocado servers thought they were under attack from cyber criminals.British supermarkets continue to rake it inThe homepage crashed and the phone app was suspended, delivery slots disappeared within hours, and customers were having to wait weeks for the next one. And because its warehouses and vans were operating at full capacity, Ocado wasn't able to take on new customers. In fact, it lost them – customer numbers went from 795,000 to 680,000, a fall of 15pc – so the Covid sales windfall was almost entirely down to existing customers spending more – the average basket size jumped from £106 to £137. Meanwhile, Ocado continues to plough even greater sums of money into its loss-making solutions division – £700m in 2021, up from £525m last year.True, the idea of selling its technology to big overseas grocers sounds exciting. Steiner reckons the market could be worth more than £7 trillion, but that's nothing more than a finger in the air and right now it's a business that made a loss of £83m on £16m of turnover last year. For now, there's a decent queue of buyers. But can Ocado count on their loyalty if it drops the ball again?... Daily Telegraph
xxxxxy: Tesco today, Marks tomorrow. To be fair Obesity is a massive problem.....A coalition of institutional and retail investors have filed the first ever health-based shareholder resolution at a FTSE 100 company (^FTSE), calling on the UK's largest food retailer to set targets to increase the amount of healthy food and drink it sells.Tesco (TSCO.L) is in the spotlight after responsible investment NGO ShareAction co-ordinated a resolution urging the company to reduce its reliance on unhealthy products for sales growth. The proposal is being co-filed by seven institutional investors managing over £140bn ($193bn) in assets, along with 101 retail investors.READ MORE: UK minister: Vaccine rollout means pubs and restaurants will reopen 'soon'The push reflects rapidly rising investor concern about companies' health impacts, an issue that was seen as fringe even by many advocates of responsible investing until recently.The COVID-19 pandemic has highlighted the urgency of tackling mounting obesity levels. Severely obese people are three times more likely to be admitted to intensive care with COVID-19.The investors filing the Tesco resolution argue that, as the leader in Britain's grocery market, the supermarket plays a central role in shaping the nation's diets."Supermarkets, and in particular their key worker staff, deserve credit for working tirelessly throughout the pandemic to keep food on the shelves," said Ignacio Vazquez, a senior manager at ShareAction."However the companies also have a responsibility for the health impacts of their product ranges and marketing efforts."The resolution says Tesco's health performance lags behind some of its peers and argues that new health regulations and consumer trends pose a risk to the business.The resolution will be put to a vote at Tesco's AGM. If passed, it will require the company to:Disclose the share of total food and non-alcoholic drink sales made up of healthier products (as defined by the UK Department of Health) and develop a strategy to significantly increase that share by 2030;Publish a review of its progress each year in its annual report from 2022 onwards.Investors co-ordinated by ShareAction made similar requests at Tesco's 2020 AGM, but ShareAction said the company has not made any significant progress to date.The resolution represents a marked escalation in the investors' engagement with Tesco on this issue. It is the first time a UK-listed company has been challenged with a shareholder resolution on health grounds."As the UK's largest food retailer, Tesco's actions are of systemic importance in tackling obesity," Vazquez said. "But its prime market position has not yet translated into leadership on this critical issue."We hope that Tesco's board will endorse the resolution and grasp the opportunity to help build a healthier UK post-Covid, while also improving its financial sustainability in the long-term."A spokesperson for Tesco said: "We are working hard to make it easy for our customers to make healthy choices, and we have set very clear targets on health and sustainability."The supermarket said it had removed 50bn calories from its products since 2018 and has announced a target to increase sales of plant-based meat by 300% by 2025.READ MORE: Central London facing 'cultural catastrophe' due to COVID-19"We keep our targets under review to ensure they are sufficiently stretching, reflecting feedback from a wide range of stakeholders, and will share our latest health ambitions ahead of publishing our next Little Helps Plan update," the spokesperson said.Tesco monitors the health profile of its sales via its 'Healthy Little Differences' tracker, but does not disclose this information publicly or set targets to increase the share of healthy products.By contrast, since 2017 Marks & Spencer (MKS.L) has published annual progress updates towards its target of 50% of own-brand sales coming from healthier products by 2022. It reached 40% in 2019.Sainsbury's (SBRY.L) had a target to increase the percentage of healthier products it sold from 41% to 45% by 2020 and reached 43% last year. The supermarket has committed to setting 2040 targets and will report biannually from this year onwards.A recent review by the Access to Nutrition Initiative found that Tesco reported on just 30% of indicators of good health practice. An October 2020 report from The Food Foundation said that "encouraging healthy diets" was Tesco's weakest area of performance across 10 environmental and social topics.The UK government estimates that at least half of all grocery sales come from products that are high in fat, sugar or salt. This is a key factor in rising levels of obesity in the UK, which accounts for almost 10% of national health expenditure.... Yahoo Finance...
debsdowner: Price breakout on the downside, the brokers downgrade has spooked investors, I warned the share price was looking too heady with so much competitin and poor clothes sector combined with high costs in bricks and mortar. JD Sports warning of BREXIT costs has added to the gloom. It was far too early for the jump in share price.
debsdowner: Markets in a bubble made worse by small investors taking on short sellers Https://
waldron: THE MOTELY FOOL Should investors buy into the Ocado share price ahead of a second lockdown? Rupert Hargreaves | Sunday, 27th September, 2020 | As the coronavirus crisis continues, speculation is growing that the government could announce a second national lockdown to control the spread. This could have significant implications for the stock market, although some companies would fare better than others. The Ocado (LSE: OCDO) share price is one investment that may produce large returns for investors in the event of a second wave. Is the Ocado share price undervalued? Many investors, including myself, may recoil at buying Ocado shares at current levels. Indeed, the stock looks highly overvalued right now. The company as a whole is worth over £22bn, but it is not profitable. And analysts don’t expect this to change. They’re forecasting losses for at least the next two years. However, despite Ocado’s losses, the company’s top line is exploding. Revenue is projected to hit £2.3bn in 2020, up from £1.7bn in 2019. It will hit £2.6bn by 2021 according to current projections. A second lockdown could help the business beat these forecasts. In the second quarter of 2020, demand for Ocado’s services surged as customers flocked to the company’s online offering. Demand was so high that the business had to stop taking on new customers. This time around, Ocado may be better prepared. The business has hired thousands of new staff and knows what to expect. A second lockdown may lead more customers to the company. These new customers may stay with the group rather than returning to old providers. Investor rewards Considering the company’s growing importance in the UK grocery market, I think the Ocado share price could be an excellent long-term investment. As more and more customers rely on the business to provide their weekly shop, the group’s profit margins should increase thanks to economies of scale. As such, while analysts might not be expecting any profits from the business in the next two years, in the medium term, I reckon Ocado has the potential to become a highly profitable enterprise. That’s without considering the group’s technology. Ocado’s robotic warehouses are in demand. The coronavirus crisis has made it clear that retailers cannot always rely on humans. This could accelerate the demand for the firm’s technology in the years ahead. As other retailers around the world rush to automate their supply chains, the Ocado share price may benefit. The bottom line All in all, the combination of the company’s grocery business, and its technological expertise, seem to suggest that the outlook for Ocado shares is bright. As the company continues to capture market share in the UK grocery market, it should benefit from economies of scale, which could drive profit growth in the medium term. At the same time, rising demand for the company’s technology may provide much-needed cash flow to help the business’s drive for growth here in the UK. I reckon these tailwinds will help drive the Ocado share price higher.
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