Marks And Spencer Share Discussion Threads

[xxxxxy] 28/9/2020 12:37

John Hatfield28 Sep 2020 11:30AMIt won't be Covid 19 that kills off the high street. It will be government panic.... Daily Telegraph

[grupo guitarlumber] 28/9/2020 11:10

HMMMMMMMMMMMM LAMB SHANKS

[porsche1945] 28/9/2020 11:00

Will go same way as Debenhams, store estate now worthless, food can’t save it, Ocado deal will just cannibalise the store business. Terminal. They took too long to adjust, poor management far too long, bit like U.K. in general, best days long behind it. Could see these down to sub 50p for the name then bought out by PE. If there’s a hard brexit will juice the fall even more.

[grupo guitarlumber] 28/9/2020 10:57

xxxxxy
28 Sep '20 - 10:48 - 1005 of 1005
0 0 0
A taste of M&S at Ocado.

[xxxxxy] 28/9/2020 10:48

A taste of M&S at Ocado.hTtps://www.ocado.com/products/m-s-gastropub-lamb-shanks-516571011

[debsdowner] 28/9/2020 08:33

Total lockdown up north Coming due to spike in Corona virus and also London. There is also a possibility of a full UK lockdown.

people now stockpiling again and shopping early for Christmas.

[xxxxxy] 28/9/2020 07:43

 second wave of Covid-19 will be a "knockout punch" to Britain's beleaguered high streets with one in 10 stores at risk of never re-opening.Some 12m square metres of floor space - equivalent to more than 400 shops the size of the flagship John Lewis department store on Oxford Street - will no longer be needed, according to property experts.... Snippet from the Daily Telegraph...

[xxxxxy] 27/9/2020 12:14

A lockdown is the most extreme form of social distancing in the State's armoury. Yet wherever it has been imposed, the virus has simply bounced back to hit us when it was lifted. Some of the most repressive measures, like those imposed in Spain and Israel, have seen the worst outcomes.If lockdowns do not work, what hope is there for lesser measures like the rule of six and pub curfews, which are like fighting off a tiger with a feather duster?... Daily mail

[waldron] 27/9/2020 11:09

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.

[xxxxxy] 27/9/2020 10:41

We are witnessing the slow demise of one of the great conceits of the modern world: the notion that the big-hearted State can protect us against every misfortune and that human beings are mere tools of State policy to be pushed about like pawns on a chessboard according to the changing impulses of its ministers.The attempt to control the spread of Covid-19 by coercion has failed. It has failed in Britain. It has failed throughout Europe and North America.... Daily Mail

[xxxxxy] 27/9/2020 07:27

A friend went to the doctor's the other day, asked how long the virus will last. The doctor replied, ' I don't know, I'm not a politician.

[debsdowner] 26/9/2020 16:25

Hi robot and QANTAS

Another 6,042 positive infections today and there is believed to be more than 10,000 cases a day says the ONS.

Patients in hospital 1,727

On ventilator 262

Admissions 266

All this going to worry the GOV a strong possibility of a total lock down will be coming.

Avoid MARKS for now as MARKS may have to warn further due to lock down measures affecting bricks and mortar stores.

[qantas] 26/9/2020 11:20

Robot or more ????

[robot ic1] 26/9/2020 10:47

Qantas , it says he has enough money to spend , so I could sell him my castle for 25 million.

[qantas] 26/9/2020 10:03

Robot wonder if he has a castle with a moat like you?

[xxxxxy] 26/9/2020 09:51

Be Reasonable. Not Selfish.... Lockdown 'could kill 75,000 over five years' - that's the OFFICIAL projection of non-COVID deaths caused by missed cancer diagnoses, cancelled operations and health impacts of a recession. The virus death toll? 42,000 ... Daily Mail

[poikka] 26/9/2020 08:57

Far better to let it rip?

[xxxxxy] 26/9/2020 08:52

Russell David25 Sep 2020 2:24PMRetail staff are being literally suffocated by the govt, being forced to wear masks before their jobs disappear.Ming the Merciless could not have done a better job at destroying a society than Boris Johnson is.... Daily Telegraph

[xxxxxy] 26/9/2020 08:51

Keith Mclachlan25 Sep 2020 8:58PMThe furlough and job support schemes were and are a fundamentally flawed attempt by a trainee chancellor to make water flow uphill.It was fairly clear from the outset of Covid that contraction in the more parasitic elements, including the death of zombie companies and retrenchment of unproductive employees was inevitable.Having spent nearly £400B in a misguided policy of supporting an economic model that was inevitably doomed the country now has neither the resources or a plan to restructure it.... Daily Telegraph

[xxxxxy] 26/9/2020 08:48

More than a million workers face being handed redundancy notices next week as firms race to slash staff costs before the taxpayer-funded furlough scheme comes to an end.... Daily Telegraph

[debsdowner] 25/9/2020 22:29

Next

Lord wolfson warned there are lots more job cuts needed in retail. The full impact of UK job cuts won't be known for a couple of months.

The new job retention scheme won't guarantee all jobs where business is struggling.?

[debsdowner] 25/9/2020 16:41

Coranevirus cases spike again:-

Positive cases 6,874

Patients in hospital 1,616

Patients on ventilator 243