Share Name Share Symbol Market Type Share ISIN Share Description
Morrison (wm) Supermarkets Plc 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
  -1.15 -0.58% 196.90 196.85 196.95 199.55 196.45 197.40 5,091,427 15:58:33
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food & Drug Retailers 17,735.0 320.0 10.3 19.0 4,710

Morrison (wm) Supermarkets Share Discussion Threads

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What's causing this ?
chinese investor
Short interest is now at its lowest level for 4 years (5.47%) after Melvin went under the disclosure limit earlier this week. None of these buys to close can have made any money with the share price currently 250-260.
Is MRW with extensive manufacturing and supply chain in a better position compared to other supermarkets ....after hard Brexit? hTTps:// "Having a large supplier and manufacturing base in the UK, and good relationships with those suppliers built up over many years, will be a key advantage if, as other supermarket CEOs warn, we face lorry gridlock and imported food rotting before it reaches us in the event of a no-deal Brexit."
hTTps:// hTTps:// "Morrisons’ advertising has really moved up a few levels from the days of Ant (remember him) & Dec."
Shorters doomed to failure. UK retailers' sales recovery continues as sales surge in June. hxxps:// Please do your own research...
You might wonder if our old friends at Maverick Capital have money to burn. hTTps:// They peaked at 3.8% short (almost 89m shares) in Nov 2016. After reducing their position throughout 2017 they got down to 1.45% in March this year - only to then push their position back up to 1.74% in May just in time to be liable for the divi plus special = 8.43p on each of these approx 40 million shares. Latest disclosed position is now 1.2% and they are no longer top shorter here. It is that very odd Pelham listing (unchanged since March 2014). hTTps:// Edit: As of July 2 Maverick have gone under the 0.5% listing requirement and no longer appear. Is this the end of their very expensive dabble in shorting MRW?
Looking at the figures, according to Nielsen the combined market share of Aldi and Lidl has now over taken the market share of Asda and if they keep taking market share as they have been doing so will over take Sainsbury's this time next year. When it comes to the merger of Sainsbury's and Asda according to Kantars figures they'll have a combined market share of 30.7% and using Nielsen will have 28.7%. If, as seems to be being reported that Sainbury's/Adsa will have to divest around 75 stores this could reduced their combined market share by as much as 0.5% leaving them with a combined market share of 30.2% or 28.2% depending on whose market share figures one uses.
Attempts To Reduce Debt...Must Be Good !
chinese investor
Went into Morrison’s shop in Banbury today,do they run their shops on skeleton crews?.If so they will be getting the bird from a lot of shoppers.deli counter useless I left the store won’t be using them again.
The proposed Asda/Sainsbury merger is supposed to mean that the buying power of the combined group will lead to price cuts. However Tesco is already near the size of the proposed merged group. So why has Tesco not already crushed the opposition with price cuts or reported significant margin improvement with all the retained profit which must accrue to the buying power of an already larger organisation.
Thursday is xd Day !
chinese investor
the following is cut from an article about Amazon being ranked fifth biggest UK retailer but I find the rest of the list interesting as well. This is where we spend our money apparently: The list below shows retailers annualized revenue as a proportion of total UK retail spend in 2017 according to GlobalData: Tesco – 12.5% Sainsbury’s – 6.8% Asda – 6.6% Morrisons – 4.4% Amazon GMV – 4.2% John Lewis PLC – 3.3% Marks & Spencer – 3.3% Aldi – 3% Alliance Boots – 2.6% Dixons Carphone – 2.3%
"CEO David Potts' plans for Morrison make perfect sense; focus on the consumer, reinvest in pricing and improve the stores' appeal. We're impressed with progress so far. Customers are coming back and like-for-like sales are firmly back in positive territory. However, this is far from the end of the journey. Potts has a vision of a 'new Morrisons', which includes several capital-light wholesale agreements. Deals have been signed to roll out convenience stores on petrol forecourts in partnership with Rontec, supply Amazon Fresh with groceries, and revive the Safeway brand through a deal with McColl's. Wholesale profits should be in the region of £75-£125m. With the majority of stores owned rather than leased, the group already has strong cash flows, which help support the dividend. The shares currently offer a prospective yield of 2.8%, and analysts expect the payout to rise over the coming years. However, there are still a few weak spots in the business. Most notably, Morrison lacks a convenience footprint of any scale and its online offering relies on a partnership with Ocado. Conditions in the sector are not supportive. The planned merger of Asda and Sainsbury would squeeze Morrison from above and below, with a reinvigorated Tesco looking increasingly aggressive and expanding into wholesale. The outlook for Morrison's is perhaps not as rosy as first glance would suggest. Nonetheless, we feel David Potts is steering the ship in the right direction. A focus on value and service is clearly appealing to customers and a healthy balance sheet gives the company room for manoeuvre."
chinese investor
All Too Easy ! Chinese Investor (MRW) 04 May 2018 - 09:54:16 Next Week ! Chinese Investor (MRW) 11 Apr '18 - 14:52 250p Soon !
chinese investor
Bloomburg is saying Morrison's will have to do something (either be taken over or do a take over themselves) as after the Sainbury/ASDA deal has gone through will leave them in a very distant 3rd place, with Aldi and Lidl breathing down their neck. If the German discounters keep taking market share as they are, some time during 2020 Aldi will over take Morrison's market share.
Morrison's has a deal with amazon already supplying groceries.Trading update tomorrow too.
Amazon & Morrisons ! Makes sense to me !
chinese investor
Next Week ! Chinese Investor (MRW) 11 Apr '18 - 14:52 250p Soon !
chinese investor
Short tracker indicating that BlackRock Investments UK substantially reduced their short position on Morrisons on 30th April from 0.86% to 0.31%. The total % of o/s short positions on Morrisons is now at its lowest level since the end of 2014. Bodes well.
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