Member Info for 40034427

Why take risk now when interims are out tomorrow? I'm waiting to be the second mouse here. Let see if it dips after results tomorrow. 10% on a rumor is pretty sketchy

How much debt does boohoo have and are shareholders at risk of getting diluted? https://www.bloomberg.com/news/articles/2024-07-26/boohoo-lenders-hire-advisers-as-retailer-nears-debt-deadline#:~:text=Lenders%20to%20Boohoo%20Group%20Plc%20have%20hired%20advisers%20to%20thrash

Since it is a Friday, lets all join in bashing Roberto Carlos. Have you considered the macro factors atm? A strong pound will improve margins here massively and due to the operating leverage ASOS will hit their targets faster than anticipated imho. Shorting retailers in the UK atm is literally insanity. Give it a quarter and all retailers will hit new highs I think.

If the bots take ove the trading and stop losses triggered then could go anywhere. But you are correct logically speaking as an investor the update isn't the worst. But it's going to be a multiyear hold for the returns I think..

Unfortunately I think you are correct. Going to have to look away today going to be a painful one

Does anyone have any views on the new sberbank sanctions and how that's going to impact poly? They have a ten year credit facility with them signed in2019. I guess financing costs are going to balloon and could result in an equity raise? Just guessing

definitely an opportunity of a lifetime for small retailer investors. The large institutions will get a public lynching if they touch anything related to Russia atm even if it's a bargain. I bet black rock is itching to get in at these prices!

https://www.ft.com/content/6afc2715-3f4e-48fc-bbb6-5a50b54f7e4b

Plenty of time for things to escalate around here. I've kept a chunk of powder back until there is some confirmation that Putin has had enough…the second mouse gets the cheese in this situation I think lol

Agreed. On top of that, Biden infrastructure bill will be extremely bullish for fxpo once all the noise of war has been and gone.

Very bullish looking.

https://www.google.com/amp/s/www.wsj.com/amp/articles/joe-bidens-u-s-oil-embargo-russia-energy-natural-gas-vladimir-putin-ukraine-11646780609
Great article explaining why oil price boom hads not translated to greater activity in USA. This is a reason why I think there is limited upside currently. If Biden is hell-bent on stopping shale than there isn't going to be a flurry of activity expected by the markets.

This is on the back of biden placing restrictions on drilling on federal land. If there is any wiff of him relaxing restrictions to combact sky high oil prices then we ate definitely going back to ATHs!

I don't think the results were bad all things considering. If you look at YTD performance of hunting vs ftse all share it's outperformed index by about 30%. If oil prices stays around these levels for a while we are going to have a very good year ahead. 10% corrections along the way is normal.

Ceo statement certainly sounds more optimistic. Let's see how the mArkets react...

Historically this has performed well when oil prices are going up. Hunting family owns a large chunk of business so their interests are aligned fully with smaller shareholders. I suspect a good update or at the very least a very bullish forward looking update for the rest of the year.

Indeed, oil price steaming towards 100$ as Russia and usa tension rise. This is looking like a trip back up to 8 quid here!

Thanks for explaining. Next update should hopefully provide catalyst to change the direction of the herd

Sorry not a trader. What is a worked trade?

eps of 14p no bad news on freight costs...shares should pop upwards quite nicely today