Morrison (wm) Supermarkets Share Discussion Threads

[qantas] 30/11/2017 22:37

Warren Buffet said Be Fearful When Others Are Greedy and Greedy When Others Are Fearful”

[qantas] 28/11/2017 23:34

Wow got this one OCDO correct today shorters burnt to toast. Https://shorttracker.co.uk/company/GB00B3MBS747/ How did they get it so wrong number two most shorted stock. They lost 23.98% in a day.

[qantas] 24/11/2017 22:04

Http://www.dailymail.co.uk/money/markets/article-5050159/Short-sellers-betting-1bn-high-street-decline.html Short-sellers bet £1 Billion on high street decline as they target M&S, Next and Debenhams Shorts have created a bear market supermarket sweep. The Short and Distort: Stock Manipulation in a Bear Market. Https://www.investopedia.com/articles/analyst/030102.asp The Net Effect When the short and distort maneuver succeeds, investors who initially bought stock at higher prices sell at low prices because of their mistaken belief that the stock is worthless, caused by an effective distortion campaign. At the same time, the S&Ds cover at low prices and lock in their gains. Right after prominent bankruptcies such as Enron in 2001 or Nortel in 2009, investors could be more susceptible to this type of manipulation than during prosperous periods such as the 1990s in the U.S. During downturns, the first appearance of impropriety could cause investors to run for the hills much easier. As a result, many innocent, legitimate and growing companies could get burned, and investors along with them. (To learn about how you can profit when everyone else is heading for cover, read Profit From Panic Selling.) How to Identify and Prevent S&D 1.Do not believe everything you read - verify the facts. 2.Do your own due diligence and discuss it with your broker. 3.Hypothecate your stock - take it out of its street name to prevent the short sellers from borrowing and selling it. (Learn more about doing your own due diligence in our related article, Due Diligence In 10 Easy Steps) The best way to protect yourself is to do your own research. Many stocks with great potential are ignored by Wall Street. By doing your own homework you should feel much more secure in your decisions. And, even if the S&Ds attack your stock, you will be better able to detect their distortions and be less likely to fall prey to them by selling the stock at a loss. Please do your own research.

[scotches] 24/11/2017 10:33

Just Eat (JE.) has a higher market cap than here, SBRY, M&S and is about to enter the FTSE-100 next week. The company acts as a middleman between customers and restaurants and takes a commission. Edit: "...the group lifted its revenue guidance for the full year 2017 to between £515m and £530m from between £500m and £515m, keeping its forecast for underlying earnings before interest, taxes, depreciation and amortisation of between £157m and £163m." At least the local take-aways will be sticking on an appropriate delivery charge unlike the grocers money-losing online systems.

[chinese investor] 22/11/2017 18:55

250p Soon !

[finkie] 14/11/2017 10:46

i did same 1fox1 a lot of people will be waiting for same drop so it may not get there but we are 10% ahead with the fall regardless.

[1fox1] 07/11/2017 19:15

Hmmmmmmmm Sold at 235p for a tiny bit of profit. At least I've had four years dividend payments. Looks like a new downtrend is starting here. Could be tempted back in sub 2 quid

[nerdlinger] 02/11/2017 09:30

+ve Kantar Derya Yildiz, senior analyst at Kantar Retail said Morrisons' interim results show that Potts’ "Fix, Rebuild and Grow" strategy “is bearing fruits for the grocer.” The analyst added: "The Fresh Look store refurbishment plan has created spacious stores and welcoming fresh counters, while The Best and Eat Smart ranges resonate well with shoppers who don’t want to compromise quality for price. “But,” she said, “it’s not just the stores themselves. Morrisons’ USPs – vertical integration and sourcing 100% British fresh meat – are more relevant than ever as shoppers try to avoid Brexit-driven inflation or food transparency issues.” Yildiz continued: “With the recent McColl’s deal for its Safeway brand, Morrisons is finally tapping into the small box scene and doing so without bearing any operational challenges of the convenience channel. The grocer expects wholesale supply sales to be more than £1bn in by the end of 2018.” She concluded: “Cash-smart strategies and cost-saving measures spare Morrisons time and effort to focus on what matters the most: winning shoppers.”

[crystball] 02/11/2017 07:45

Not impressed with these figures. No mention of profit expectations.

[gbh2] 31/10/2017 09:51

If the comments on the Morrison's Face Book thread are correct re them Selling Bags for Life but then telling customers that they've stopped exchanging them, they could have a 2nd issue to deal with soon!

[scotches] 10/10/2017 14:00

Compensation culture in full swing as the court case gets underway on the Morrisons data breach. The company which gives them a living is ripe for targeting to see if can divert a little cash to compensate for their loss, their "distress". May as well get our noses in the trough just in case is the employee motivation. What exactly is that loss - not yet established but I'm sure the legal leeches will try and make the relevant case. hTTp://www.yorkshireeveningpost.co.uk/news/court-told-morrisons-staff-must-be-compensated-after-data-leak-1-8796575

[scotches] 03/10/2017 07:19

hTTp://uk.businessinsider.com/lee-ainslies-maverick-fund-usa-makes-no-money-in-first-half-2017-2017-8 Maverick outline why they are targeting retail. They believe that whatever temporary gains appear they will be of less importance compared to the, "...secular forces against their business models." So if the short targeting of retail is so compelling why have Maverick recently decided to trim down their MRW position...at a loss? Maverick short on Morrisons peaked at 3.8% in November 2016. This equated to over 88 million shares had been sold by the company. However the average sell price will only have been around £2 judging by the dates on which the sales took place. Maverick still held 3.7% short in April 2017 but have made several recent repurchases to bring their current position down to 2.76%. Each 1% equates to about 23 million shares. So that means Maverick have lost about 24 million x whatever was the average buy back price compared to the initial short sale price. The loss at this stage must be about £8-9 million, plus loan fees and dividends. There are also a further 64 million shares to buy back at some stage. Perhaps they continue to believe they are right: "On the short side, periods of frustration are not uncommon and are typically followed by periods in which short selling is actually quite rewarding."

[finkie] 30/9/2017 07:27

I have bought and sold mrw a few times recently, I sold last week as the pe is now 20 which is slightly high for me as a long term play, I will look to get back in at around 180/200 if that occurs, they do seem to have a better team in place however and making progress so I may not get the chance!

[scotches] 26/9/2017 10:30

Declared Shorttracker positions are today at lowest point since April 2016 as MRW slips out of the top 3 uglies. However celebrations are on hold since the total declared % jumps about based on the minimum 0.5% rule eg Anchorage are no longer listed with their 0.4 position. A couple of interesting developments: Marshall Wace, one of the most active funds, have slipped under 0.5%. They were 2.7% short a year ago. Maverick, who until recently only had MRW in their sights as a shorting target, have reduced their MRW position (still by far the biggest with 75 million shares short) and started to take aim at SBRY quickly building up a position there. Edit: Maverick look to have taken about an £8 million pound hit on reducing their MRW short position buying back about 30-35p dearer than the sells.

[maxidi] 22/9/2017 19:21

BREXIT NOW..... SIGN HERE !!!! HTTPS://petition.parliament.uk/petitions/200165

[elcapital2017] 20/9/2017 13:09

Does anyone have any idea why the short position in MRW is so high? Thshort is really high and theyre usually in the know www.shorttracker.co.uk/companies/?sort=2&d=desc

[elcapital2017] 20/9/2017 13:07

Does anyone have any idea why the short position in MRW is so high? This looks really high and theyre usually in the know www.shorttracker.co.uk/companies/?sort=2&d=desc

[spirito] 20/9/2017 06:55

240 please

[loganair] 19/9/2017 18:29

British supermarket sales increased by 3.6 percent in the 12 weeks to Sept. 10, largely driven by higher inflation and extending a run of above-3-percent growth to six months, industry data showed on Tuesday. “A 1.5 per cent increase in the volume of goods going through the tills has contributed to this growth while the remainder of the overall sales increase is down to higher prices. “The average British household spends almost £4,200 in the grocers each year so a fall in inflation, which we expect to see as we approach the end of the year, will be a welcome relief. Lidl grew the fastest, with an increase of 19.2 percent taking its share to a record high of 5.3 percent up 0.7 percentage points on last year., Kantar Worldpanel said, while growth at rival Aldi was 15.6 percent, resulting in a share of 6.9 percent. "Collectively Aldi and Lidl now account for nearly £1 in every £8 spent in Britain’s supermarkets – a decade ago this was only £1 in £25". "In the past three months almost 63% of shoppers visited one of the two retailers, up from a level of 58.5% last year.” Despite the growth of the discounters, 98% of households still shopped in at least one of the traditional big four retailers over the same three-month period, Kantar Worldpanel noted. Of the “big four” supermarkets, market leader Tesco came out on top, with sales up 2.7 percent, although its share was squeezed by 0.3 percentage points to 27.8 percent. Sainsbury’s sales were up 2.1 percent as its market share decreased to 15.7% from 15.9%, Asda rose 1.5 percent to sit on 15.4% share and Morrisons was up 2.3 percent as its market share slipped slightly to 10.3% from 10.4%, Kantar said. Co-op sales fell for the second month in row, taking market share down 0.3 percentage points to 6.3 per cent. Waitrose’s sales increased by 2.4 per cent. The retailer has retained a 5.3 per cent share of the market. Sales increased at Iceland for an 18th consecutive period and are now up 4.0 per cent on a year ago, though market share has remained flat at 2.1 per cent. Ocado grew sales by 10.1 per cent giving it a market share of 1.4%. Food inflation was 3.2 percent, compared with 3.3 percent in the previous period.

[chinese investor] 19/9/2017 14:38

"Morrisons has enjoyed particular success with its premium ‘The Best’ line, which has enjoyed a year-on-year sales jump of 38pc. Mr McKevitt said it was “the fastest growing premium range in a market where top-tier products are outperforming all other lines”."

[pherrom] 19/9/2017 14:32

https://uk.finance.yahoo.com/news/supermarkets-enjoy-best-performance-more-115351916.html morning has broken?

[spirito] 19/9/2017 13:21

Was more of a restless night!

[chinese investor] 19/9/2017 10:23

Nightmare Over ?