Member Info for Alessandro

Trading4good - true 50% vs 90% down, however 100% recovery for JD takes you to a very reasonable PE of 20, Boohoo will not get to where it was before, unless we believe in miracles. Boohoo is operating at a loss with lots of clouds at the horizon.

Why would you ban shorting, there is freedom of choice for each on how to use their own money

Frankly, compare to JD Sports. Despite all the poo hitting the fan has earnings in line with forecasts, relentlessly opening stores and hundred of millions of profits. Strong partners in Nike and Adidas. Yet the stock has taken a pounding. Do your maths, which has the brightest outlook as a recovery stock?

Not so fast. You don't rush into selling your business just because the stock price has dived.
It will bounce back, give it time.

I always seen as HFG as a stable and conservative player. I am surprised by the drop. I would have thought 30% in one day was already too harsh. I don't see what is the major concerns of investors. HFG should be able to service its liabilities and inflation or raws is already being said it is easing

For what Simpl ywall street reports are worth...

Good news from the CMA. however JD is having a pounding ,despite being 8% ahead of forecast for the current year. A strong dollar will boost earnings from the US.

Over 10% fall out of no significant news?

earning from overseas should benefit from a falling sterling. A falling sterling will help the UK exports. Hopefully that will mean more business to the UK. A falling sterling will exacerbate inflation with more expensive import though.
Two faces of the same coin.

Thanks for clearing my confusion
I would be curious to see if Cowgill would buy shares in JD, after his large sale just before he was ousted.
In hindsight the sale says Cowgill hardly believesJD share price would be higher than the price he sold for, or he would have held his position?

Did Cowgill purchase a meagre stake of £50k? He sold millions a few months back

seem to be falling. HFG may be a great recovery stock in just one year.

I was hoping to hear 150p, considering that's the price I bought in. At 150p it looked like a fair price to me. I wasn't expecting to see as much drop at that time.

What is a fair evaluation (in terms of market cap or share price) in the light of the interims?

I think Cowgill as a consultant in an excellent news for JD. It shows his significance to the development of the business is well recognised.

The market cap is now about £600-700millions.
Even a company worth billions of pounds can be taken over.

I heard in the radio that consumers cut back on clothing and food by 1.6%.
I was invested in HFG and yesterday was brutal. I hope not to repeat the experience with JD.

What are your thought about cultured meat, I have the feeling that there isn't much market for it. Not among vegans, nor meat eaters either.
On the back of the recent trading update:, could inflation and higher interest rates constitute an existential risk for Hilton Food? I wouldn't like to see the company being taken over under-priced at some point in future.

I think this is short term headwind.
Inflation will eventually ease

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