Marks And Spencer Share Discussion Threads

[buys in jars] 23/2/2015 16:36

M&S is up by more than 150% while sainsburys is barely higher


free stock charts from uk.advfn.com

[buys in jars] 23/2/2015 08:24

M&S has performed much better. particularly recently. according to the long term chart the first time it broke £5 was mid 1996

[mornington crescent] 23/2/2015 07:58

but M&S share price is also where it was 30 yeats ago

(after several failed ventures)

[buys in jars] 22/2/2015 18:18

because sainsburys is bombed out with the same share price as 30 years ago. in that period it has spent some net £16 billion on capital investment but still has the same share price for a £5 billion market value. this includes £12 billion in property. IMO M&S could potentially make billions for its shareholders by leading a consolidation process in food retail, with it becoming the leading player with a market cap much bigger than tescos.

[mornington crescent] 22/2/2015 17:44

why should they bother

No 2 is good enough surely for sainsbury

and why should M&S bother ?

nothing in it for them

I think you are just dreaming dreams

[buys in jars] 21/2/2015 11:28

imo M&S should lead a consolidation in the food retailing sector. imo they could buy sainsburys in a shares exchange at perhaps 350p for sainsburys. there would be huge synergies. imo they could then snap up morrisons as well.

any views?

[lilwormsergoode] 14/2/2015 11:39

looking good for a breakout

[finess] 11/2/2015 08:33

SBY was the most shorted stock some weeks ago. However I think retail will learn from Banks and there are no bargains, consolidation of existing IMHO. the Aldi on the Isle of Wight has defiantly upset the order of things. At one end and Waitrose at the other.

[buys in jars] 10/2/2015 23:09

free stock charts from uk.advfn.com

[buys in jars] 10/2/2015 18:31

imo they should use the strong share price to buy sainsburys

[finess] 10/2/2015 17:59

Stake Building

[finess] 10/2/2015 14:49

Worth looking at after hours trades that are put through at mid market price.

[finess] 10/2/2015 14:46

Not me

Could be that the traders behind the scenes know that someone is building a stake, maybe bid coming. We would be the last to know.

[eastbourne1982] 10/2/2015 11:40

Why the rise today ?? Anyone know ??

[buys in jars] 31/1/2015 13:37

imo M&S should buy sainsburys in a shares exchange. then the enlarged M&S/sainsburys and Walmart/ASDA could together carve up morrisons.

[mornington crescent] 18/1/2015 15:09

Interesting ?

"Booker Direct has great customers including the prison service in England and Wales, Marks & Spencer and most of the cinema chains in the UK."

[leadersoffice] 13/1/2015 19:49

You ask why Marc Bolland is clinging on? Well the answer is this... How many CEO's have they had in the last 15 years? Four? Some have sparkled and done well out of their golden handshakes but have struggled to turn this much loved institution into a 21st century institution that we can be proud off. Panic will start to set in if they get rid of him without giving him the support to turn this ship around. Personally I'm not convinced he's able to execute his vision and take the staff with him. He may have followed Rose in performing much needed surgery but it's taken to long. By the time he's delivered, the other retailers will have moved even further ahead putting us further behind.Is there a really a future for M&S? I'm afraid it's days are numbered in its current format. A takeover is what I'm waiting for and I believe it's not far ahead.

[smicker] 13/1/2015 17:42

Casholaa,
I'm long here for a few years but its not a share you can short. It goes up more often than down on bad news and it will fly IMHO if he goes and someone highly regarded is appointed. Failing that there is always a takeover rumour just ready to break.

[casholaa] 13/1/2015 15:24

Yeah I saw the awful clothing too. Want to know where he is going next... feel an opportunity for a massive short in the making...

[smicker] 13/1/2015 11:55

I cant understand how he is still there. Wife went there over Christmas and came home empty handed. Says the clothes were terrible.

[leadersoffice] 13/1/2015 07:35

There's now a vacancy at Morrison's.Bolland can go back and finish the job he started.

[mornington crescent] 09/1/2015 23:04

how many men under 40 buy their clothes from them

Mens dept is nearly always empty

[leadersoffice] 09/1/2015 22:42

What about keeping Bolland in charge of food and a woman in charge of women's wear so a bit of a joint chief executive officer? Salary would need to be adjusted accordingly. To be fair, Bolland has done a fairly 'deep clean' at M&S so credit where credits due. Buts its the implementation of his strategy or the execution that isn't some how working. For crying out loud? How many CEO officers have they had in the last 12 or so years? I've lost count.Rather than fire him maybe move him sideways & use his strengths in food and bring a women on board who can bring some love back to the brand.

[rarther] 09/1/2015 15:52

Assuming it has to be a woman (leadersoffice's rules), Kate Swann should be the one. Marketeer, Retailer, Profit squeezer. She's already in charge of apprx 50 M&S franchise simply food stores with apprx +5% LFL across their portfolio compared to the +0.1% of Bolland's food stores which he has trumpeted as the highlight of M&S results. Send him back to Morrisons where 0.1% growth would be fantastic news.

[leadersoffice] 09/1/2015 08:25

The next CEO will be a woman without a shadow of a doubt.