The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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What makes you think he is a saviour.
I've posted the opposite a number of times. The sp is walked down to accommodate him. How else do you explain a 20% sp fall when he buys 4% of the company in a fortnight. It certainly isn't supply and demand economics. Although that is probably a little complex for you.
Why are you banging on about him selling anyway, when he has given no indication other than he is in it for the long run.
Is that the best trolling you can now come up with
And turned upto maximum warp drive is the tradey deflector shield.
Yet again. Just three times in one morning.
Signs of desparation and absent squirrels.
Is that even more mind reading daytrade, tut tut
Daytrade read your own posts, it would seem that it is you who is most trying to read his mind
Although as a supposedly successful member of an elite investing group, I suppose you are very similar people.
Pmsl
"I'll stick with 10% until we know any better"
Fair enough though personally I'd be surprised if KM and, in particular, Debs have not performed much better than a 10% drop this year which is what you are implying if you think core brands in total have fallen by 10% (as per interims) and that PLT and the BOO brands are at least as good as this. I would have though Debs are nailed on to have actually increased revenue and perhaps KM too? This would mean the other core brands would need have fallen by more than 10% to offset them and give an overall 10% core brand reduction.
Can't believe I'm more optimistic on Debs and KM than you - and who claims I never say anything positive :-)
"Reardon not a chance the major shareholders would accept anything less than £3 minimum"
Any evidence to back this up Jeremy, or is this just a further pie in the sky guesstimate?
You have no idea at all on what anybody, other than yourself, will accept. Do you.
Im sure an awful lot of people would bite anybodies arm off for 80p here.
Even a fellow long termers have posted they have pulled out on here of late at half that figure, after seeing no signs of improvements for two years odd.
Lots of nonsense and baseless guesses in there again from you Tradey. Can you read his mind or something? lol
Quite obvious really, If a 20% odd shareholder sells out, particularly one that has been seen as a 'saviour', and the only big buyer backing the company pulls out then yep, this will drop like no tomorrow.
And you know it. but spin spin spin that failed narrative, theres a good fellow
40p seems a stretch, but would be acceptable, particularly this side of results
Reardon not a chance the major shareholders would accept anything less than £3 minimum
I must say I would happily accept a takeover offer of 80p from the likes of Shein. That would be cheap historically, gaining 13 established brands and a host of automated warehouses and a vast list of suppliers.
I don't recall anybody challenging you overly aggressively, certainly not on the way the not so fab four challenge anybody.
I'll stick with 10% until we know any better. Hopefully the greater focus of marketing spend will lead to upside this year.
The analysis produced by RBC this morning is certainly encouraging
"Boohoo and PLt will make up the vast majority of the revenue from the PRECOVID brands. The others have been deprioritised."
Exactly - it is basically these two companies that make up most of the like-for-like comparison.
"Boohoo and PLt are part of the five core brands going forward and the half year results stated that revenue in these was down 10%. So why are you assuming a 15% fall."
Because it is the other core brands that have been shoring the numbers up with KM and Debs growing fast versus BOO and PLT declining. I'd be very surprised if BOO and PLT do not perform below that of the group as a whole.
I agree that the overall number is more important, I was just responding to the aggressively made challenge to me about like-for-like sales not being anywhere near as low as pre-covid levels. I have now answered that fully, with evidence, so hopefully now the debate can move on.
Are you sure about that daytrade.
After all the sp fell 20% when he bought 4% in January
If he wanted out, which he won't, I'm sure the sp would be moved up to accommodate him.
Oh im pretty sure Big Mikey shelled out all his millions to see it trapped in here, going nowhere, for all eternity, as it has been doing since he bought in?
Sounds like a few others on heres 'earn nothing from my capital for yonks strategy' that i could mention.
Only Im sure Big Mikey isnt quite that stupid.
Of he reduces this will crater.
Boohoo and PLt will make up the vast majority of the revenue from the PRECOVID brands. The others have been deprioritised.
Boohoo and PLt are part of the five core brands going forward and the half year results stated that revenue in these was down 10%. So why are you assuming a 15% fall.
Like for like is somewhat spurious as the marketing budget is finite and has been stretched further and away from the PRECOVID brands. So it's not really a surprise that their growth would have slowed. That is then amplified by the deprioritisation I mention above on the labels.
I'm far more interested in the overall group figures going forward than a like for like comparison that isn't really like for like at all
In the year before Covid (to end Feb 2020) BOO received revenue of £1.22bn from the companies that were part of the BOOHOO group for at least the most part of that year (PLT, MissPap, Nasty Gal and BOOHOO itself).
To the end of 2023 those same (i.e. like-for-like) companies did £1.43bn in revenue.
So if sales in FY 2024 for those companies fall by 15% they will be back below pre-Covid levels. This is well within the guidance for the fall in total revenue that BOO has set so my conclusion js that on a like-for-like basis revenue is likely to be back to pre-covid levels or there or thereabouts (obviously depending on where exactly they land in guidance and how the pre-covid companies do relative to that).
Happy to discuss the above if anybody thinks I've got the numbers wrong or that my logic is flawed. If though you just want to deflect and talk about inflation, what other posters are saying about eachother or where you all go on holiday etc. then not really interested. In the absence of any proper challenges though I hope this finally puts this particular topic to bed.
"'big mike' is regretting the day he bought in here - even with his massive support this sp just isnt going anywhere - if he ever sells any to recover his funds, well."
Maybe it was just a fun punt for him.
Maybe he has mid to long term view on the stock rather than 3 months.
However daft his decision might seem to some at least he aint, to my knowledge a troll.
'big mike' is regretting the day he bought in here - even with his massive support this sp just isnt going anywhere - if he ever sells any to recover his funds, well.
Most major stock indexes in Europe traded higher in the premarket on Monday as investors braced for a busy week of economic data releases. On the agenda, today, are the euro area consumer confidence and the Deutsche Bundesbank (Buba) monthly report.
Germany's DAX gained 0.09%, and the British FTSE 100 was up 1.05% at the same time. The Euro Stoxx 50 added 0.16%. The CAC 40 was flat. The euro was up 0.08% against the dollar at 8:17 am CET, selling for 1.06652. The pound traded 0.10% above the greenback and went for 1.23833 concurrently.
Baha Breaking News (BBN) / RR
Happy Monday y’al
Note that in true sales conman form, Bfdinvestor4good didn't adequately address a single one of Hexam's points. Plenty of bile yet absolutely no substance.
"I take as a win"
What have you won???
"So far though I'm the only person he has requested to leave him alone which I take as a win."
Another twist of the truth. If I wanted anybody to leave me alone I'd just filter them. Easy. I just don't engage with you much as it's painful conversing with someone who doesn't understand what they are talking about and constantly moves the goalposts to try and disguise that fact. At least T4G is a bit more clued up...but still just as twisty.
Well i recon the companies saving grace will be that superb addiitional revenue stream the two clown rampers promised us will create extra revenue - the "positive returns fees".
Remember those nonsense arguments they kept churning out a while back.
Meanwhile we have the failed salesman insulting even more folk, whilst still swallowing tripe from the same 'experts' that he no doubt trotted out as messiahs beforehand before getting the heave ho.
Held all the way down, good plan.
It's quite frightening what is going on in the world just now. It wont be long until we are all slaves to the Zionists.