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Well if you do some Peer Analysis you’ll see where the Market has taken their Competitors indicating further SP weakness is possible unless the BoD provide a positive interim TU fairly quickly to prove they’ve been less effected than others in this sector, which could induce a Relief Rally. Remaining silent is probably not a good omen at this stage. Personally I’d await news before committing.
Takeover will never happen unless it was at a share price that got all their bonuses..... To much going on in next 2 year's.....
I think the directors may buy on the same day as the trading updat. They really have to show confidence now.....
Can you honestly see the family letting go?
Takeover is a dream in my view, but happy to be proved wrong.
@sightwatcher: "In my view we should wait to use of our dry powder until next update"
I'd usually do that, but for a company that's debt-free and profitable and with so much upside, I'm happy to deploy some more dry powder now. Not all of it, of course.
Everybody needs to make their own decision, based on their risk-tolerance. I agree, the technicals look terrible atm.
Agree with canetoad on that one. It's absurdly cheap for the progress its made in a few short years.
In my view we should wait to use of our dry powder until next update ! The way things going until the update , SP may continue its downward trend against all odds which is hard to understand! Although we have a paper loss and hopefully eventually it will recover to make some money.
"fear the news and buy the truth "?
..with the update
" I suspect the next update is going to be a disaster."
I wouldn't go as far as that....just a more difficult quarter in a company history ....and it remains to be seen if the expectation of that has been "over done" on the down side
Purchases up to £20.5 million sales £12 million and yet SP down 5% weird. So who is buying await TR1 I remember BTG too sold on the cheap as you say.
Living in Italy cannot see my family for Christmas as all public transport at a standstill at Christmas and a week later at new year. Will come January.
So Amazon a blessing. Ordered one day delivered the next (Bristol) They do not grouuch about supply chains
*Forward P/E of 14 x for a company that grew revenue by 40% last year ….. more upside here for sure then down IMO*
I agree re revenues, but let's say that due to cost profits are down even more than expected ..considerably. One might argue that even at current prices it is still cheap, but the market is only looking 3 months forward. I suspect the next update is going to be a disaster. HOWEVER, long-term I remain extremely confident in this.
I've also been here before with BTG ..dropped to 350/400p ..with analysis all saying this is worth 800p ..a year or so later it was sold for 800p.
Forward P/E of 14 x for a company that grew revenue by 40% last year ….. more upside here for sure then down IMO
Amazon also spending a huge sum on expanding distribution logistics, so they are looking to expand their control over the supply chain.
Even at the softer end of that framework, seeing Amazon delivery Vans on the roads ... with those individuals now wearing a Uniform.
Margins might well be compressed, I think once Xmas is out of the way many retailers might opt to push these costs onto the end consumer, its all relative ... IF Primark goes up 4%, and Boo go up 4%, no real difference.
The Business has been on expansion, should see some diversification via the Debenhams position also.
The market is pricing in as though the company is going broke imo.
Just my 2 cents for what its worth.
Just looking at his one again....I think this quarter is going to be tougher on the earnings simply because the costs have been higher probably leaving tighter margins and lower earnings.....following on from from the previous quarter
Amazon are budgeting for no profit this quarter ....spending whatever it takes to give the best service and get customers what they want, where they want it ....
but ongoing supply issues should ease and inflation pressures should ease and margins should improve on the new acquisitions after initial bedding in
No short term fix on cost pressures ..more a 6 month+ look to easier quarters in the future
IMO
I think Kamani's and Kane have been partying like Boris instead of concentrating on providing the market with any update news imo.
Looking at this more closely with the current shorts at 3.33% based on it's current market cap that's over £65 million worth of shares to be bought back.
There could end up being one hell of a squeeze here at some point in the future !!
Might have to take a calculated punt I've done well of these in the past.
I got 14,300 shares at £1.61
It’s cheaper than covid levels when it was at its worst
It’s oversold IMO and some news will give this a reversal it needs
Totally agree RNS or takeover is truly imminent at this silly share price imo
Haha, i watched the price all morning when it was around 2.5% down. Bought another £2K and it immediately dropped to 3%. 3.5% and now 5% down. Typical.
Shorters are temporary
Class is permanent
I do feel for you guys holding above 300p but long term projections are solid
10% EBITDA and £4 billion revenue projected i believe ?
So yeh no brainer
Just bought 2k shares more, RNS or takeover is truly imminent. Leverage your mum if you can lol.
Loads of small PI's are suffering significant losses due to shorters and BOO doing nothng. Also agree shorters need to be banned !!!
Took a position here.
Quite incredible really, at the depths of COVID March 2020/ 1.80, 1.90 and here we are today, back trading at 2018 levels.
Market completely discounting the progress the business has made, by a short attack it seems given the constant downward pressure.
Happy to add a bit more should it reach 1.50 level. It is a gift.
ATB.
Sitting on a paper loss in THG so know how you feel.
I should have sold weeks bk when in green now in the red
If only,many of us would of loved to get in at 160, but we can dream