Tesco Share Discussion Threads

[diku] 30/1/2017 15:15

porty....hope you don't give them a hard time at the agm!....

[smartypants] 30/1/2017 14:42

You know...
If I had a pound for every "holdings" announcement today
I'd have £32...

[portside1] 30/1/2017 13:23

see you at the agm

[portside1] 30/1/2017 13:22

should we call for an inquire into the remuneration committee ,will read ever thing it says on rewards to make a decision . if its in order or just scratching each others backs we have to look at what they get for their rewards

[capeview] 30/1/2017 12:44

I don't think share price is that big of an issue when you consider sainsburys has been in the same boat too.
August 2014 £3.00
Today £2.55
Maybe They have the same issues as Tesco.
Morrisons on the other hand, not being as big as sainsburys or Tesco, £1.60 in august 2014 now £2.40
Yes, the bigger issue is the directors paying themselves huge salaries when the share price is poor and there is no dividend, but that is an issue for the whole system not just one company. Too much you pat my back I'll pat yours, when it's the share holders and consumers that are being done over.
Also, bigger companies take longer to turn around. More chaff to dump, more issues to resolve and more challenges to solve.
Smaller companies have less baggage.

[portside1] 30/1/2017 12:41

back to tsco what kind of dimwit gives out a little info then silence .
investors have been fooled by a clown

[portside1] 30/1/2017 12:36

genises . I have more money than I could ever spend so does ever on I know
the uk is ok but migrants living around 16 to one home is killing the councils and services 16 and only one council tax ,

[genises] 30/1/2017 12:18

The facts are inflation is going to hit both companies big time.
less spending power for the consumer to go out,let alone go shopping.

[portside1] 30/1/2017 12:07

our can investors buy on what info ..

wait and hear the real news and facts which we have none

[portside1] 30/1/2017 12:05

very rare to see a share price fall so much on such news . so its not all what you see and hear at Tesco .
no clarity on anything but you will see big bonuses paid out soon .

September 2014 share price 252p

feb 2017 share price 199p

that about sums it up then take a look at director deals

[anony mous] 30/1/2017 12:04

Why all the downbeat negative posts?LAZYSIDE won't be happy. Lol.

[portside1] 30/1/2017 12:00

the deal as done nothing , its clarity that lewis needs to give so far its all nothings

[alphahunter] 30/1/2017 11:55

Again, inasmuch the take-over makes perfect strategic sense, the market reaction was way way over the NPV of the synergies after tax.
Tesco is a heavy £15bn market cap company that somehow shoot up by 10%+ thanks to a more nimble £3.2bn market cap. Besides, Booker sold itself at fairly racy ratios imho.

A level 2 investigation means one extra year before the deal is consummed, that is another 5% off of the combined valuations.

[genises] 30/1/2017 11:54

It going to be a tough few years not just for the investor in retail but also the consumer.
With inflation creeping up this month on food due to the pound devaluation.
Profits will reduce as companies will require to take some of the hit on its margins, while the consumer will cut down on what is brought and buy more of what is on promotion.
prices will continue to rise effecting consumer buying power.
Just saying a few facts which will happen this year unless the euro drops in value which could happen if another country exits Europe.

[vaneric1] 30/1/2017 11:37

Look at the volumes, the price is being manipulated down by adding tiny numbers to the book, shorters who were burned by the surprise news last week trying to recoup their losses.

[portside1] 30/1/2017 11:34

lacking clarity ,

[woodpeckers] 30/1/2017 11:29

portside, Charles Wilson has £222m worth of shares which he has committed to lock up for 5 years! Just how much faith do you expect him to show???

[diku] 30/1/2017 11:04

porty..that rise was sold into...the purpose of doing a deal is to muddy the figures for the next few years...the winners are the insiders, advisers & investments bankers getting their commission....

[portside1] 30/1/2017 10:48

WELL no director buys that tells me that they have no faith .

[balbains324] 30/1/2017 09:46

LOOOOOOOOOL

[ladeside] 30/1/2017 09:01

You can't "ramp" a 17 Billion MCAP blue chip on a free share chat board for gods sake !!!

[anony mous] 30/1/2017 08:34

Where are all the rampers gone ?

[woodpeckers] 29/1/2017 19:43

I agree graham, the more I read about Lewis, the more it looks like an ideal partnership. I have to admit to being a bit surprised that Charles was prepared to do this deal initially. Not because he has a large ego, I don't think he does, simply because having brought Booker to where it is from where it was, he must have lived and breathed the company so I'm sure he sees it as his 'baby'. Handing over ultimate responsibility is a big deal. He would only do this if he really believes it is the right way forward and he would only entrust it to someone that he feels sees the same way forward