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inferno - Boohoo haven't missed any dates for the release of the publication of their suppliers list. UK list is due to be released at end of march 2021. Rest of the World at end of September 2021. This was in the RNS for their last trading update.
My opinion about Wednesday is if Rishi says he is going to put an online tax even if it is only 2% this will go down, we really need for Boo to go up in the next couple of days, maybe it will with the director buy. I think building shares will rise this week with what he is going to do, I myself might buy into TW only trouble is it is the trading update on Tuesday for TW and you never know what could happen there. GL for this week let's hope for a better one this week than last week.
I agree with you. Although I think the whole government narrative will change lockdowns are no longer possible V civil unrest and economic ruin. The game changer was deaths from covid and hospitals being overrun in ICU’s etc.
Remember new variants will emerge every year no different to flu, the flu vaccine is changed each to add the most notable of it’s new mutations. However the flu vaccine doesn’t protect against every new strain of flu. The same will be said for coronavirus
However we should really refer to our own in house world leading virologist TCM for further guidance before our woeful inaccuracies and mistruths are set for all to see !
Back to being half serious - yes there is a risk of further complication but the main economic drivers point to a return to some normality.
The fear around inflation as we know relates to the abundance of saved money and speed of which it will be fed into the economy once the world opens up
hmm very hard to navigate the markets rn. I dont think bond markets are pricing in the POTENTIAL impact of variants (alarming the news on Friday 1/5 areas see an increase in covid infections) this would turn the current narrative completely.
T-Yield will rise as long as it appears the economy is improving, impact- likihood inflation, rising rates, rotation out of tech into cyclicals. BUT if these variants cause any more concern its back to square one, oil/energy will tank if any longer lockdowns as a consequence, people will flock back into the stay at home winners and tech in general.
DISCLAIMER_ i do not want any more lockdowns or another 6 months of this Sh*T , i am just concerned at how uncertain it is rn, its v hard to navigate
@Trader, wider sell off relevant to growth stocks over value stocks potentially yes. But the PE is not particularly High in Boo compared to 3-4 years ago when it was trading at close to 90 PE.
The immediate issue for Boo is the budget next week and the lack of Institutional investment. The longer they keep missing targets like releasing the date for the publication of all their suppliers the more seed of doubt that sows that they are making significant change.
A 10% drop will see them Back at £3 which seems entirely viable with a rise back to £3.70-4 into final results. I don’t see any change to the pump and dump brigade into the run up. I won’t be holding this time on results day. If it goes up so be it, I’ve learnt not to be greedy with the 20-30% rise from £3
I'll miss you Keepcalmcarryon - don't let the bu**ers grind you down. Keep cheerful. Life's too precious to let anyone upset it for you. Come back soon please. I'll be here. I hope moose2010 will be here with me too. Onwards and upwards. The Three Musketeers. All for one and one for All.
10th day of drops ! The SP Just keeps going South ! Boo needs to get out of AIM and make strategic changes to stabilise and improve the SP. They should be constantly banging out RNS updates about acquisitions and improvements made to stimulate investor interest and maintain an upbeat SP. The SP is going nowhere fast without radical changes ! Lets hope they wake up and smell the coffee and further hope that the March Hare puts a spring in the SP step. My opinion !
Go back to sleep TCM, the stock market doesnt just revolve around your Marstons and TUI shares. Diamond hands we have Gamestop to thank, hedge funds got burnt they are now manipulating the markets sell buy back cheap shake out the weak. The whole markets go red. At least we can rely on the pub stocks to reverse the global markets. Lol.
We are not in over sold at all, look at pub shares, they are crazy high. I estimate that out of the 50 million adults in the uk 15 million million will not take the vaccine and keep getting infected and spreading the virus. This road map out will not run smoothly at all
Pmoran Yes ,you are right, ASOS getting Top Shop and us getting Burtons has really damaged this share potential. Boo now have Top Shop as a real online competitor against Boohoo and Pretty Little Thing etc
End of the month chaps. Asia followed suit. No real difference apart from bond yields improving. Will be a red day- will online get hit as bad. Who knows. I’m closing a few positions today quickly and other smaller ones will be left to run
The entire stock markets are in oversold, correction mode hedge funds recovering short positions. Thd whole of Q1 will be very messy expect a big hit, boo wont be an exception 3 could be tested. Switch off come back in 4 - 6 weeks, Q2 will be much brighter as all economies begin to rev up.
Big Friday sell off because people always sell out this share on a Friday? Because we are in the wrong type of geometric shape? Because ASOS got top shop and we only got burtons? Or is the bonds situation and tech self of in the us or the performance of the Asia markets overnight likely to affect what happens across U.K. and euro markets today?
Razors will be on shortly with the daily update and I suspect that it will have more influence on where we go with today than anything else.
A day to concentrate on the latest declarations and ante post odds for the Cheltenham festival I reckon rather than trying to find something in my portfolio that’s flashing green!