Share Name Share Symbol Market Type Share ISIN Share Description
Morrison LSE:MRW London Ordinary Share GB0006043169 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.10p -0.47% 234.10p 234.00p 234.10p 235.90p 234.00p 235.30p 1,306,752 11:11:37
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food & Drug Retailers 17,262.0 380.0 13.3 17.6 5,514.96

Morrison Share Discussion Threads

Showing 10001 to 10023 of 10025 messages
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DateSubjectAuthorDiscuss
16/4/2018
14:37
Very Soon !
chinese investor
11/4/2018
14:52
250p Soon !
chinese investor
09/4/2018
12:21
More wholesale deals would be what I'd like to see, not buying up the chain
themattbarnes
05/4/2018
17:53
TRCML - I agree with your sentiments. I was just thinking Morrison's owning McColl's would be like Tesco's who own One Stop Shop. That is if Morrison's would like to get back into owning their own Convenience stores.
loganair
05/4/2018
17:44
I am resisting the temptation to say what I really think about your suggestion M take over McColls because, with respect, it seems to me that you have no idea of the challenges that a multiple retailer in the food sector faces. Generally, it is cheaper (and certainly less capital intensive) to be a wholesaler, not a retailer. It is less time-consuming for management and less risky. And although the profit margin between retailer and the general public is bigger (25.7% according to McC's latest), than between wholesaler and retailer, the higher margin for retailers is to compensate for the greater risks in retailing. Let's assume (no reason not to) that McColls do really well selling Safeway products, currently some 400 products in the range. The more trade McColls does the more stock it will buy in one go, the cheaper it becomes for Morrisons to service the order. Even if McColls doesn't do that well, it is still cheaper for Morrisons to service a large order from a single customer than sell products in dribs and drabs to thousands of people, whilst running the risk of operating 1600 shops and all that that entails, the more so since many of the McC branches are small shops in out of the way places. Also, I am not convinced the convenience store sector is growing. I reckon it is running fast to stand still. McColls total LFT for 11 weeks to Feb 2018 was up 0.1%
trcml
05/4/2018
16:01
A couple of years ago I suggested that the way for Sainsbury's to move forward was to take over McColl's, now I think it maybe a good idea for Morrison's to take over the 1,300 store McColl's and as they are beginning to already stock them with Safeway products, to call them Safeway's. A good, cheap fast way for Morrison's to get in to the growing convenience store sector.
loganair
05/4/2018
11:11
Happy with my buy at 212p last week and happy to be in the share save scheme for Morrison's too.Work for them and think the current management team has a real clear vision and strategy and are delivering against it.Nice dividend too.
themattbarnes
04/4/2018
11:43
Tesco and Morrisons outpace the rest of UK's big four supermarkets, Kantar data reveals: Discount grocers Aldi and Lidl are continuing to disrupt the market with sales outperforming Britain's four largest supermarkets. Tesco and WM Morrison Supermarkets sales growth continued to outpace the rest of the UK’s so-called ‘big four’ supermarkets in the 12 weeks to March 25, according to industry data. For the 12 weeks ended March 25, Tesco's sales grew 2.4% to £7.32 billion, while its market share was unchanged at 27.6%. Morrison Supermarkets sales rose 2.4% to £2.77 billion but its market share slipped to 10.4% from 10.5% the year earlier. Sainsbury market share fell to 15.8% in the latest survey from 16.1%, with sales increasing 0.6% to £4.19 billion, Kantar reported. Asda saw its market share slip 15.6% from 15.8%, while sales rose 1.8% to £4.15 billion. The market share of upmarket retailer Waitrose was largely unchanged at 5% from 5.1%, while sales rose 1.5% to £1.33 billion, Kantar said. Discounters continued to outperform the 'big four' with sales at Aldi and Lidl up 10.7% and 10.3% respectively. Meanwhile, Aldi and Lidl continued to gain market share. Aldi's sales rose 11% to £1.94 billion and its market share increased to 7.3% from 6.8%. Lidl's sales grew 10% to £1.42 billion and its market share rose to 5.3% from 5%. “Aldi and Lidl are continuing to disrupt the market,” said Fraser McKevitt, head of retail and consumer insight at Kantar. “As the discounters proceed with the expansion of their store portfolios, over the past 12 weeks 63.5% of all households visited at least one of the retailers.” Grocery inflation eased back to 2.5% over the period from the 2.9% reported by Kantar in March. Separately, a survey by Nielsen Homescan also showed Aldi and Lidl's market share growing. For the 12 weeks ended March 24, Aldi's market share has risen to 8.7% from 8.0% for the comparable period ended March 25, 2017, while Lidl's has risen to 5.8% from 5.3%, Nielsen reported. According to Nielsen, Tesco's market share has dropped to 27% in the 12 weeks ended March 24 from 27.1%, while Sainsbury's fell to 15% from 15.4%, Asda's fell to 13.9% from 14% and Morrisons' fell to 9.8% from 10%. Why are Nielsen's figures so different to those of Kantar's??? Nielsen give Aldi and Lidl's combined market share of 14.5% while Kantar give 12.6% while giving the big 4 market shares lower than those given by Kantar.
loganair
04/4/2018
08:22
Good Points !
chinese investor
03/4/2018
21:59
Schroders just gone from 5% to 10% holding "Turnover is vanity, profits are sanity" No point in copying Tescos or Sainburys retail model and no manufacturing. It's old school but key strength of Morrisons is vertical business structure. The Co-op model is similar. Morrisons is leveraging it's manufacturing and going for wholesale profit margins, supplying Amazon and McColls. Leave the capital intensive bricks and mortar stuff to others.
muffinhead
03/4/2018
02:37
Https://www.telegraph.co.uk/business/2018/03/29/market-reportmorrisons-boss-delivers-goods/ Http://www.cityam.com/283241/londons-small-firms-lead-rest-uk-revenue-increases-since Shorters doomed to failure.. Please do your own research.
qantas
30/3/2018
23:18
My the end of this year, most of McColl's stores will be supplied by Morrison's through the reintroduction of the Safeway brand. It seems reasonable to me, with out to huge a financial out lay, Morrison's could become a major convenience store player if they bought out McColl's and called the stores Safeway in a similar way that Tesco's has 'One Stop Shop'. Any thoughts?
loganair
30/3/2018
09:22
"Analysts at Bernstein upgraded their view on Morrisons on Thursday, touting its best-in-class long-term total shareholders' return and arguing that it made for a "great" income stock despite it being unloved by the so-called 'sell-side'. Although the grocer's free cash flow yield was set for a 'step-down' in growth from the 9% pace observed over the past four years to something closer to between 8% and 9%, it had grown profits and sales for two years in a row and "none of that is running out of steam", they said. It also sported the lowest gearing in the sector. Adjusting for leases its net debt was at just twice operating earnings and if you credited the £600m pension asset then its net debt was zero, the analysts also said. Hence the analysts' projection for the firm to ramp up its pay-out ratio from 83% last year to 100% over the next few years. On Bernstein's estimates, Morrisons was set to see its dividend yield rise to 6.3% next year, followed by growth of 7.0%, 7.4% and 9.0% in successive years. "With the doubling of the cash pay-outs and the ample cash-cover, MRW will become a great income stock attracting new investors. Besides a high divi, it is a low beta stock (people keep eating in a downturn, they simply switch to PL) and positively impacted by higher inflation. It fits perfectly our Quant/Strategy team's focus on dividend yield stocks." "It is the only stock where sell-siders systematically upgrade earnings. It is the underdog of food retail, where execution beats strategy." On the back of all the above, the broker upgraded its recommendation for the shares from 'market perform' to 'outperform' and bumped-up its target price from 235p to 245p."
trcml
23/3/2018
11:17
Had a small amount.
essentialinvestor
21/3/2018
15:42
Let's hope it recovers from here, check the chart out, there is a lot of fresh air below this level.
chris coxon
19/3/2018
16:19
Amazon could really leverage this business for its own purposes in the supply chain, be a great combination.
bookbroker
19/3/2018
16:18
I think this will tie up with Amazon, they already have a good relationship, I may be clutching at straws, but I think the right management is in place to do this, maybe they should take over Booths, not a huge overlap in stores, similar ethos, fresh is good!
bookbroker
19/3/2018
12:04
Nice looking chart ?? Morrisons bounceback continues as it notches up higher sales and profits!
smartypants
16/3/2018
15:55
"Some of the recent posters may not have been here long enough to appreciate what a transformation has taken place. " I don't know whether I fall into that category based upon my first post here earlier this week but amongst my treasured possessions is something that Sir Ken Morrison remark to me in response to an article I'd written and sent to him (and others) about Morrisons proposed acquisition of Safeway. (The monopolies commission (or whatever it was called at the time) launched an investigation, whereupon Tesco's share price sunk from its giddy heights at that time to around £1.64.) His remark?"Don't give up your day job." I am not a customer of Morrisons. I did once buy petrol from the Wolverhampton store, also some dealings in my capacity as a professional adviser with the old guard (can't go into details, but upshot one of their small tenants was put out of business) and have on rare occasions dry cleaning service at another store. Despite years of observing M's share price never really moving much out of a narrow trading range, I bought a few shares this week. I rather think that a supermarket heavily into selling British home-grown foodstuffs and a wholesaler to Amazon and Ocado is in a much stronger position to capitalise on Brexit than other supermarkets whose import costs are volatile.
trcml
16/3/2018
14:49
Some of the recent posters may not have been here long enough to appreciate what a transformation has taken place. Under Dalton investors were subjected to constant reverses with falling sales and failed ventures all contracted on unfavourable terms - Kiddicare, convenience, Ocado 25 years, the space race etc. Debt ballooned to pay for this nonsense. It's hard to think of any obvious Potts mistakes in his three year tenure as he toils to unpick the previous errors. However the market is now saturated with too many supermarkets and margins are very unlikely to recover to earlier levels. So the ultra competitive background means first rate management has been rewarded with an share price standstill. It closed at 206p the day Potts took office exactly three years ago today. Still it's only a problem if you have to sell. That's a decent yield appearing again if these specials recur.
scotches
16/3/2018
10:33
An indication on the markets view on Morrisons: According to short tracker, the declared short positions in Morrisons shares are currently 10.4%. So over recent days they've dipped to the lowest levels for 3 years, since early 2015 when DP took over. As recent as September the figure was above 15%. A good sign IMO. Hopefully the figure will reduce even further.
mortimer7
16/3/2018
10:19
Mrw bought up a load of blockbusters etc in a land grab that didn't work. Now they are leveraging vertical integration to supply other businesses.The two don't really compare in my view.
themattbarnes
16/3/2018
10:13
Do you want a safe investment with steady earnings in a business that has seen rapid change with the arrival of discounters, or one that is cyclical in nature and vulnerable to an economic slowdown, it does go without saying that in a downturn there are few companies that escape except to a degree food and pharma!
bookbroker
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