Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Ahhh another one of the usual suspects comes out...
WRONG
"This is a special DAY for someone on this board I wish them well"
Did Coasty fulfil his lifelong ambition of glimpsing his idol UMAR!!!?
Sam just keep your eye on things I agree read between the lines as its not very often you get good info on these boards 👍
The way I look at the LSE boards is that someone may get important info before I do so scan through most days and watch all the RNS at 7am in what I'm invested in.
I won't give any ramping or de ramping comments as I stay very neutral so don't ever want to influence people in a buy or sell.
This is a tough game we play and I've seen guys lose everything and I sympathis as it can be very detrimental to your mental health.
I'm probably talking to alot of guy that have lost on trades and
I'm not immune to that as I know how it feels but am very careful and don't go in too big to start to accumulate a good position.
Generally, I would say no, but sometimes a case of reading between the lines of what is said, and indeed what is not said.
Sam I notice you not been on here long are you getting any positive feedback from this board?
Figure it out for yourself!
south i never disclose my source youl have to work it out
i never **** people off on these boards and never get into arguing i just watch what goes on with any interesting information wether good or bad and make my own analysis of what's said
so i wish you all well in your choice of shares you trade
Tell us more ken...
This is a special DAY for someone on this board I wish them well
We may all have different theories on making money here
Buying low 30's and selling high 40's, be very happy indeed, 50%.
I haven't achieved that as yet, but 15% or so here and there am happy with.
Bit of a drop on results and 45p is a 50% target.
What on earth will make this do 50 %??
The banning of shein?
"Lows 40's is a ramp target now"
That makes no sense. So if you are buy at these levels. Lets say 35p. Low 40s is a ramp target? So you would sell at say 37p?
Why not just stick your money in a high interest account and save all the fecking about and worry?
Kf, looking at the last five years , THG have never made a profit.
Boo strategy to me is clear, whether it pays off remains to be seen. I'd guess most retailers would love to have a profitable Debenhams in their brand portfolio. It's the key opportunity, along with the US, and could be worth the current group market cap by itself in a couple of years.
Just watch those on two-wheels Daytrade. They will snatch your bag & leave you pennyless.
You need to be quick on AIM to stay alive at present.
Prob best to compare this with the m25.
Round and round in circles going nowhere fast in a congested market, plenty of damaging potholes knocking chunks off the motor, needs a full resurface, in places a rebuild, and still nobody seems to want a piece of it..
If folks had thought the low 40's were coming they would have sold years ago on the way down
That has been called shorting on here
Lows 40's is a ramp target now
BDF - I take your point and do see the arguement you are making but THG have made past profits. I suppose this helps your arguement if anything, but they were profitable until the headlines came along, similar to Boo. I agree on the brand staple but disagree on the strategic vision. Personally I also think they have some strengths we don't, but no business is going to be a true like for like comparison.
"I've done my research"
And I've never laughed as much as when I read that.
The argument is immensely simple.
Boo and THG are both consumer fmcg businesses whose sp:s used to track each other closely. The difference being that THG has never made a profit and is a weaker business without the Boo brand stable or strategic vision
If one can grow sp by 200% so can the other. There are also plenty of other examples.
If I thought low 40s was the limit I'd take the hit if I was you tbh
Raise the Jolly Roger - BOO SP will take a hit tomorrow.
Swim or go under. Just heard that from a man marooned on a desert island surrounded by shark infested waters.
A planned short exit may also likely happen. No proof until it happens...
THG and BOO are different businesses so not sure what your argument is? Ask yourself why both takeover deals collapsed for THG? Mainly because Matthew Moulding is unpredictable and there is a lack of strategic direction under his leadership.
Any business that has traded for 10 plus years goes through periods of profitibility/growth and leaner/tougher times.
The strong models survive and challange costs/trim waste and when the economy is better they reap the benefits. There will be more money around in society as interest rates go lower. Money will leave high interest bank accounts and look for value/beaten down stocks.
Its just a case of if you think BOO will be one of those customers that will benefit when people have more money in their pockets.
BOO was priced for perfection through Covid and when it was over £3.50. It is now priced for a world the end of the world.
I know one thing this crap weather aint helping. Who is going to be looking to replen their summer wardrobe when you still need a jacket.
Kf I've done my research and THG is still over 70% above its low.
Why do you think there were takeover rumours, maybe because the business was fundamentally undervalued perhaps?
Agreed
60p would be pleasant, 40p would still give a decent profit, fingers crossed for those with higher averages
Company has been a great success story