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
  +3.45p +1.74% 202.00p 201.70p 202.20p 202.30p 198.55p 198.55p 332,375 08:08:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food & Drug Retailers 17,735.0 320.0 10.3 19.5 4,832

Morrison (wm) Supermarkets Share Discussion Threads

Showing 10151 to 10173 of 10350 messages
Chat Pages: 414  413  412  411  410  409  408  407  406  405  404  403  Older
DateSubjectAuthorDiscuss
02/4/2019
14:21
I have been posting that after divesting 150 stores and 5 years Sainsburys/Asda will have a market share of around 28.5%. However after seeing how fast Aldi and Lidl are still growing and especially how Aldi are now starting to open their own conveneince stores, I'm changing my thoughts to after 5 years the combined Saisnburys/Asda will have around the same market share as Tesco's will have at that time, while Aldi will have a market share of aroung the same or slightly higher then Morrsion's.
loganair
02/4/2019
13:17
Aldi’s sales climbed by 10.6% in the period when the retailer again notched up a record market share of 8%. McKevitt expected further growth. He said: “London holds potential for Aldi, as both its fastest-growing region and where its market share is currently lowest, going some way to explain the recently announced trial of the smaller Aldi Local format in the capital.” With Aldi starting to move into convenience store format gives another good reason for Morrisons to buy McColl's as this would give them an immediate 1,250 conveneience stores.
loganair
02/4/2019
12:50
Aldi is catching up with Morrison very quickly, at the current rate will most probably over take Morrison in as little as two years. Seems to me another good reason if all goes well with supplying McColl's to buy them out maybe as early as some time next year. .................Kantar..............Nielsen ..........End March..End January...End January Tesco.......27.4%.......27.2%..........26.8% Asda........15.4%.......15.5%..........13.8% Sainsbury...15.3%.......15.7%..........14.8% Morrison....10.3%.......10.5%...........9.8% Aldi.........8.0%........7.6%...........8.9% Coop.........6.1%........5.9%...........4.7% Lidl.........5.6%........5.2%...........5.9% Waitrose.....5.0%........5.2%...........4.3% M&S..........---.........---............3.5% Iceland......2.1%........2.2%...........2.4% Kantar do not give a market share for M&S and seems to not take them into account. when calculating market share of the various supermarkets. The biggest gain in market share is Aldi with Tesco not far behind while Sainsbury's is dropping like a stone therefore I can no longer see any good reason why the CMA will not let their merger with ASDs go ahead with and agreed 150 store divestment.
loganair
27/3/2019
09:06
Doesn't explain why Nielsen include M&S in their figures while Kantar doesn't. These figures only include the sale of food stuffs therefore will not include the like of Argos etc. If Nielsen are more correct then Kantar then Sainburys/Asda combined market share will only be 28.6%.
loganair
26/3/2019
22:30
Just looking at the market shares of the various supermakets given by both Kantar and Nielsen...and there is quite a difference: ..........Kantar...Nielsen Tesco......27.2%....26.8% Sainsbury..15.7%....14.8% Asda.......15.5%....13.8% Morrison...10.5%.....9.8% Aldi........7.6%.....8.9% Coop........5.9%.....4.7% Lidl........5.2%.....5.9% Waitrose....5.2%.....4.3% M&S.........---......3.5% Iceland.....2.2%.....2.4% Kantar do not give a market share for M&S and seems to not take them into account when calculating market share of the various supermarkets. Kantar given Aldi/Lidl 12.8% market share while Nielsen give them 14.8%
loganair
22/3/2019
15:24
Sainsbury's said selling 125 and 150 supermarkets, plus a number of convenience stores and 32 petrol stations, giving the opportunity for new entrants to come in or allow smaller rivals to expand rapidly is a "proportionate and effective" response to the concerns, while claiming the CMA had overstated the level of divestments needed. The stores should be sold to a single rival or new entrant, Sainsbury’s said. The grocers have already received expressions of interest from potential buyers, according to the document. Sainsbury's said the views expressed by the watchdog "indicate a preference for the most stringent and interventionist approach" on every measure and that this was far more severe than in previous cases. The supermarkets submitted their own revised figures suggesting there were many fewer areas of concern and offering their own proposal about the number of sites that would need to be sold to rivals. Personal note - Divesting 150 supermarkets plus a number of convenience stores would reduce Sainsburys/Asda combined market share to around 30%. Selling these supermarkets to Morrison would increase their market share to around 11.5%. If then Morrison's took over McColl's would immediately give Morrison's around 1,250 convenience stores. Looking forward 5 years. If they keep growing as they are Aldi/Lidl will have around 18% market share, while Sainsbury's/Asda will have fallen to around 28.5% or may be a little less. Important to bare in mind, a few years ago Tesco had a market share approaching 33%, falling back to around 27.5% where it is today.
loganair
20/3/2019
14:56
It's a fair point, particularly given some notable successes for the short sellers over the last 12 months, where much of the UK retail sector has provided fertile hunting ground. If you want to make a bearish case it's valuation that I might like at. 16x approx on foward esrnings is not exactly cheap given the sector backdrop.
essentialinvestor
20/3/2019
12:16
About as good as everyone else I suspect, if we all had a crystal ball we would not be here, sure Tate was an early sell, all twelve months ago, I don’t make any pure judgements, just an argument for and against in most cases. Tomorrow is history, and I do not dwell too much except for the short time after, we all have to make an opinion if we are going to invest, and the case here as stated above, how it plays out is anyone’s guess, that why some would deem it all a gamble if you remove the dividend!
bookbroker
20/3/2019
11:36
bookbroker, with respect your record on calling share prices is abysmal. Remember you telling me on the CNA board 2 years ago that Centrica would be about debt free by now. I said to you it was a value trap. You also lost faith in Tate just at the wrong time, nicely over £7 now and paying a fat dividend.
essentialinvestor
20/3/2019
11:32
No reason why these these will not rise, recent very positive statement although muted reception, likely future special dividends, may do sale and leaseback of property, vertically integrated business very much in vogue now with Brexit, possible takeover or corporate action. Nothing to suggest business will falter, McColl’s arrangement starting to bear fruit. Barbar argument so far not even apparent, all he says is these will fall, but what are his reasons, and the Aldi/Lidl argument now long in the tooth, Asda/Sainbury's merger very much a sign of distress between the two, and the MMC. Not likely to grant a review unless wide scale disposals.
bookbroker
20/3/2019
11:10
Depends what happens to the wider UKX within that time. As MRW is a FT100 constituent it needs to be measured in relative terms against that index.
essentialinvestor
19/3/2019
18:56
Give it time. Like shares going up patience is needed. I will come back to you in 6 months and we will see who's right.
barbar7619
19/3/2019
17:22
good results, nice divi, love Morries
nerdlinger
19/3/2019
09:29
barbar, not the greatest start to your Sell post ;
essentialinvestor
19/3/2019
08:31
Good Start !
chinese investor
18/3/2019
07:23
You entitled to your opinion. The Birthday section in stores isn't making any such profit they firstly expected. Secondly the fresh pizza making in stores are running out and customers are complaining. Thirdly after committing to home delivery the fresh produce has suffered and in some stores they have none. I believe the home delivery service has done well but to the detriment of the walk in customer. This will hit 3 year lows very soon. Imo any investor worth their salt wouldn't invest in this company right now.
barbar7619
18/3/2019
00:25
Disagree, think the management are first rate. The issues are the sector challenges. Amazon might bid at some stage, however that's highly speculative.
essentialinvestor
17/3/2019
12:56
To all holders of this share. This share price will not last and imo you need to sell. The company have a bad reputation of fresh produce running out in stores across the uk on a daily basis. They are poorly run and the management are from the 70s 80s style of managing. If you have any knowledge of shares and investing then there are many other quality shares about with growth potential far better than Morrison's. Anyone who doesn't want to listen then...... Good luck
barbar7619
15/3/2019
16:56
How about Amazon to buy Asda.
pjleeds
15/3/2019
14:53
There is talk of private equity interest in ASDA, I'm unaware how accurate or otherwise that may be. Interesting idea, if something like that occurs there is significant upside potential. That's a big IF to be fair.
essentialinvestor
15/3/2019
14:32
My idea for Asda, is to sell 50% of their supermarkets to Sainsbury's and 50% to Morrisons in return for Walmart taking a 1/3rd share in each company. This would give Morrisons about 18% market share and Sainsburys 23%. I do not think that the CMA could complain about such an idea. If Morrisons then bought out McColl's would give them around 4% share of the convenience grocery stores. Over the next 5 years the big 3 would lose around 4% market share to Aldi/Lidl, leaving Aldi on around 10% market share and Lidl on 7%.
loganair
15/3/2019
14:20
Sounds about right, where does that leave the MRW market share in 3-4 years time?.
essentialinvestor
15/3/2019
10:46
I posted a few years ago that I think Aldi/Lidl will keep increasing market share by around 1% a year until they reach a combined market share of around 18%. So far their increase in market share of 1% per year has and still is on going.
loganair
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