Marks And Spencer Share Discussion Threads

[marko1961] 17/7/2015 07:40

Buy in jars. Why would the qataris buy marks at 550 ish when they could have got it at half the price 3 years ago

[asagi] 07/7/2015 08:42

P/E is 15.5. Does the expected growth justify it?

I may have got this one wrong. Not too wrong though, I'm sure.

Asagi (short MKS)

[dlku] 07/7/2015 07:48

super update today

[edjge2] 30/6/2015 21:49

looks like an entry chance coming here

[mornington crescent] 06/6/2015 16:06

Bij

wot u smokin ?

[buys in jars] 03/6/2015 10:03

imo they should do it. imo a merger between sainsburys and morrisons could come at any time. then it will be too late

[buys in jars] 02/6/2015 18:49

people think that because sainsburys has got no margins. but there would be massive cost savings and M&S could make good use of sainsburys £11.1 billion property portfolio. I would bet that the combined cash flow would be very strong for many years, helped by a gradual flow of property disposals. and M&S could realign sainsburys business model to focus on higher value segments. I would bet you would see a strong recovery in margins. the problem with the sainsburys strategy is for years they have focused on market share and have had no bother about margins. the result is that it is now a very attractive takeover target

[qantas] 02/6/2015 18:26

Rubbish bad mix SBRY.

[buys in jars] 02/6/2015 17:44

the qataris should encourage M&S to buy sainsburys. qataris were rumoured to be interested in M&S a couple of years back. they have invested in IAG which is a consolidation vehicle for your sector. they could do the same with M&S, to consolidate food retail. food retail is a very important sector of the economy and wont go away. there is just too much competition, which can be resolved with a little bit of sector consolidation. what would the synergies be? whatever the number, it would be very significant.

[qantas] 02/6/2015 17:34

No don't agree let the arabs carry on with SBRY.

[buys in jars] 02/6/2015 13:28

imo he should buy sainsburys and make a fortune for M&S. if he paid in shares, he could leapfrog NEXT and challenge Tescos in the market cap rankings

[qantas] 02/6/2015 13:10

rarther rude

[rarther] 02/6/2015 12:29

Marc Bolland is experiencing a long stay of execution because his massive spend on advertising is fooling the markets into thinking the GM sales trend may be bucking. It bucking well isn't and it cannot be as the average M&S clothes buyer died a couple of decades ago. Bolland will be working on the tills back at Morrisons in a couple of years. Not that there's anything wrong with that.

[danboris2] 20/5/2015 10:30

Agreed. Reckon these are looking too expensive now and die a pullback to around 550 tops.

[careful] 20/5/2015 07:40

results dull.
pe of about 20.
not cheap.

[doodlebug4] 18/5/2015 12:26

Just for info, I don't hold these shares.

[padelicious] 18/4/2015 07:46

any feedback is more than welcome

[padelicious] 18/4/2015 07:45

This is why I took my profits on MKS and I run!!!
Now I think of starting a short position ...
The reason is MKS has a very weak and over-leveraged balance sheet, a full analysis:
hxxp://www.seekingalpha.co.uk/2015/04/17/marks-spencer-share-price-analysis-mks/

I think it can become the next 'tesco' as the balance sheet is on bad shape :-(

[tjbird] 13/4/2015 12:48

lots of chipping away at the price