Member Info for alex1621

No, I don’t. But the point being made on here is that manipulation doesn’t happen? And that is clearly untrue.

On the subject of manipulation, I could not copy and paste the full Twitter post using my iPad, but it was a post by Paul Hill, who has been in the industry for decades.

His point was that 10 share trades are being used in an illiquid AIM market to manipulate share prices. I believe Paul Hill is closer to those that operate in markets than anyone posting on here, so I wouldn’t dismiss his comments so easily.

Anyone who thinks manipulation doesn’t take place on AIM is sleeping. Indeed, it is taking place all over the world. The HBO documentary Gaming Wall St is worth a watch for any sceptics.

Who continuously sell very small packets (ie

What out, what out there's a 'tree shaker' about.

Indeed due to AIM's low liquidity, it appears the prices of many smallcap stocks are currently being manipulated by traders - who continuously sell very small packets (ie

@CapitalPmh on Twitter

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Suggests that “manipulation” on AIM is not an “old wive’s tale”?

The post:

What out, what out there's a 'tree shaker' about.

Indeed due to AIM's low liquidity, it appears the prices of many smallcap stocks are currently being manipulated by traders - who continuously sell very small packets (ie

Good luck guys. I'm holding fast as I think Aviva will do well in 2025. I might not hold forever, but I think it has some way to go yet.

Interesting comment from Lindsay James, investment strategist at Quilter Investments:

""expects both the UK and EU to "follow suit in closing the loophole" but believes the decision is "not such a decisive factor on the IPO or valuation""

"" ... the loopholes closure in the US has a "big impact" as it means "the introduction of several layers of tariffs, potentially amounting to as much as 60% on some items, rendering them uncompetitive""

Sam North at eToro said "to adapt, Shein might expand US warehouses or diversify sourcing, but these changes take time and investment, potentially hitting short term profitability"

From the comments they are suggesting the IPO will go ahead but the impact in the US is not insignificant. The comment about diversifying sources could be solved by M&A?

My theory - not prediction - if the IPO takes place Boohoo will be a target.

Boohoo has been selling to US customers for many years, but projected growth failed to materialise as Shein took that market. Anything that stifles Shein in the US is a positive for Boohoo.

The other point is that Shein will have to pivot their business model … with a takeover?

That is correct. But what do you believe could stop the deal from happening? I haven’t heard anything from regulators, and the Government are currently pressurising them not to stifle business, so I’m not sure what would stop it? Both management teams are working to make it happen. If anything came up in due diligence I think we would have heard it by now.

Holding is a risk, but I view it as a fairly low risk event.

BFD - Rachel Reeves received free services from a PR lady who is heavily involved with Shein. Reeves will try to make sure that, whatever the objections, the Shein IPO will go ahead. The current Government are under pressure and don’t want anything standing in the way of foreign investment in the UK. Shein will most definitely come back to bite them but I’m convinced the IPO will go ahead. And if it does Boohoo, I believe, will be an easy target. As Ashley has already done business with Shein I don’t see him standing in their way.

I’ve thought this for a while now, let’s see what happens.

This move is another reason that I believe Shein will look to buy competitors post IPO … it diversifies their supply chain and allows it to add established brands relatively cheaply. Ashley would be a willing seller as long as he’s making a decent profit, and institutions and retail investors will not back the Board in this scenario.

If the Shein IPO takes off in the Summer that’s what I’ll be looking for.

GWM - the ex date is traditionally early April with payment in May. I don’t know if the same pattern will be repeated, but I suspect it will given the actual takeover will not get over the line until mid year.

I haven’t sold and I’m not going to. This may be one of these rare occasions when the takeover produces a “win win” scenario for everyone. So cash, dividend and Aviva shares that have a good chance of powering on through 2025.

Reports that 50 redundancies taking place at PLT. Events like this are taking place across the retail industry. Makes sense in light of trading and the retail environment.

Getting a bit tiresome going on this Board and watching some defend the indefensible. They are draining the company of cash … that’s the credible plan, and it’s working, for them.

Anyone who thinks that Dan Finley actually runs this company as CEO might be interested in a bridge I’d like to sell?

South coast - it’s the reason I am unconcerned by Shein’s IPO. I just think they will bid to take out Boohoo with the help of Ashley. I’m not sure the regulatory changes coming down the pipeline will happen quickly enough. It beggars belief that countries sit back and watch their indigenous retail businesses get destroyed by a business built on slave labour and human rights abuses? It’s no different to dumping steel or EV cars to destroy the competition.

I think the Shein IPO will go ahead because Reeves is behind it, influenced by lobbyists who helped her. It will not end well as the dossiers are piling up, and questions will be asked why it was allowed to list?

But I still believe that it could easily hoover up Boohoo, which is a sitting duck in this retail climate. Ashley has done business with them and for the right price he will let go of his 28%, and the rest will go quickly. Perhaps Ashley will do a side deal with Debenhams. I don’t think Ashley saw this as anything more than a turnaround that would generate a good return. As the results and ridiculous Board moves continued he had no choice but to intervene.

I don’t think Boohoo will exist by this time next year.

I believe that the Shein IPO will go ahead because Reeves is desperate to suck up to China. Added to that the PR consultant who represents Shein in the UK, her name is Kamella Hudson, was a member of Reeves campaign team and worked unpaid during the election. Hudson is a partner in the consultancy FGS.

When it does IPO I expect the original investors will cash out given that it will be the biggest short of 2025.

It looks like Ashley was not able to garner any institutional support. So if he wants control he will have to pay a premium through a takeover.

Just read an article about AIM. The suggestion that 25% of listed companies might be taken out by M&A in 2025. I think it was Peel Hunt. That is a pretty extraordinary prediction.

Remember the next vote will be in January.