Member Info for 2phevs

Nasdaq futures flying now after that inflation data maybe just maybe Humber

below consensus more good data news
this is key data the FED looks at for interest rates hopefully Powell will sound a more dovish note in his speech at 3pm today

To cap off the recent socialising spending data been listening to sky this morning and a few gov numpties are hinting some big immediate additional cash help will be announced in September
Now that's a turnaround from the doom and gloom mongereres dovish tones are now emerging

Been listening to sky this morning and a few gov numpties are hinting some big immediate additional cash help will be announced in September
That could really ignite this rocket that's counting down to take off

Dog is stuck in a Bog

It's just about got its nose in the air still doggy paddling the doom and gloom narrative from UK media that are trying to push the establishments orders

All the central banks really want is for people to stop over spending on high price durable goods so that demand can catch up and stop 5 to 10 people over bidding on houses

They are not bothered about people buying low price clothes and if you follow the data over the past few months people are starting to do what the central banks want which includes spending on going out which means new clothes shoes and make up

some 59er just dropped their pants on 131k shares but happily swallowed up by a 62.5er on its way back up
looks like someone's beating Blank cheque to it today

Forced and distressed exiting
Doesn't look like the lucky 59ers are selling up hopefully they've bought their average down thanks to jupiter

Thanks very much pencil
Now at multi year highs after hours
Completely nuts compared to THG

one more pointer today to confirm the national data coming out this past few months
M&S down heavily today
Fevertree the same
Ocado the same
Tesco down a bit today

THG UP
ASC UP
BOO got revb issues I think

doesn't look like there's any oversold shares for blank cheque to mop up today they're just sat there waiting for numpties Jupiter to have a cash call from the numpty investors that put their money with them and now want to put cash on the side-lines for when the over hyped by UK media recession doesn't happen
It's all there in the national data

paid for with the £800 mill softbank and sofina (according to barclays to buy part of a worthless company) subscription and placing
so equals things out
Citi thinks Beauty is worth 85p worst case scenario best case THG 224p even with the above cancelling each other out THG should be above the worst case beauty valuation right now at least
That's got to be the Wholetruth in lane mans terms

the social spending reports I've been reading the past month from official cpi gdp data

Here's a link to the live daily data just click on a field then follow the link to the national bureau's and census statistics

https://www.fxstreet.com/economic-calendar

JPM just brought big into ASOS past few days 2 rns's out today
Hopefully a turn in sentiment towards the fashion sector that'll benefit THG especially after the spending data confirming socialising spending and the German data today confirming clothes shoes spending

So did I 3 lots 1740 in total @721 German GDP way up today
based on socialising clothing and shoe sales
saw JPM buying RNS's and thought they must have read the spending report and pressed the buy button on ASC

Good GDP out of US at 1.30 above consensus and guess where the extra spending came from

"The increase in consumer spending reflected an increase in services (led by food services and accommodations as well as "other" services) that was partly offset by a decrease in goods (led by food and beverages)."

More on socialising less on food and high priced durable goods

Also on a good inflationary note the Core Personal Consumption Expenditures stayed the same as previous and was bang on consensus

Overall a good picture for the FED showing its policies are working and don't need to be more hawkish.

German IFO 9am across all sectors ahead of consensus and this the Country expected to be hit most by fuel inflation and Ukraine disruption

few green boxes coming up NOT INTERESTED Golden

Found it kbyk thought I'd seen it somewhere
page 247 annual report bottom left hand corner it gives fy 2021 figures and fy 2022 est

https://dl8hes3yo0qpy.cloudfront.net/wp-content/uploads/2022/05/09101431/Annual-Report21-FINAL-linked-compressed.pdf

kbyk just going through the annual report to see if I can find anything to help came across this though backing up all the posts about how much has been spent in FY 2021 and shows that cash positive must have been generated from operations as the amount spent is roughly £200 mill more than raised in subscription and placing

The Group’s balance sheet remains robust closing the year
with cash balances of £537m (2020: £774m), positioning
the Group well to deliver long-term value. All debt
facilities are long-dated, with the €600m Term Loan B
maturing in 2026.
Year-end net cash before lease liabilities and adjusting
for the impact of hedging was £44m (31 December 2020:
£283m), a reduction of £239m year on year driven by the
investment in acquisitions, property plant and equipment
and intangible assets in the year totalling £958m which has
been offset by the primary equity raised in the year and
cash generated from trading.

Just have to wait until 30 Hudson Yards open at 1 to 2pm ish blank cheque hoover up all the sells from this morning due to over hyped UK recession narrative and a distressed seller when over 60% of THG business is outside UK