There are not many companies in consumer staples right now that are able to raise estimates.

Yesterday we got a bullish comment on Coke that raised expectations of the company reporting to the upside. That didn't happen today. Secondly, the quality of their earnings wasn't great, Although sales were up for the quarter, margins declines and it looked like they also shipped more around the world than was consumed.

There are a couple of reasons why the stock is under pressure today.

We spoke about lapses of concentration and things which he had to put right and, in this match, he put it all in. I'm delighted he's taken it on board. I can't consider sending him out on loan again. I've got a squad of players who are still in the cup and have some important league matches coming up. I can understand his concerns. With a World Cup in the summer he needs to impress his manager but, on that performance against Fulham, he can definitely do that.

LSI has got to pick and choose its battles, and what it's good at right now is storage. That's where it brings vertical market knowledge and has a strong, loyal customer base.

Things couldn't be going better right now. We are booked solid for at least this month. Every Friday and Saturday we are playing a show.