Member Info for Bfdinvestor

Fomerlyeasp, crap deramp but just for a laugh

You can buy a million shares for what?

Got significantly more than that already

You might lose a £1000 if it tanks.

Its a risk worth taking imho but it won't happen

You might make £10,000 if it delivers.

If it delivers it will make a hell of a lot more than 1000%. Try potentially trebling that

Can you afford to lose £1,000 and do you have the patience to wait 5 years?

If it delivers this should make 1000% inside a year

That's a good point

What is important surely though is how a business reacts to challenges as that is the best way to judge management.

Boo appears to have reacted quickly and efficiently to the changing market dynamic operationally, with massively improved efficiency.

Where I am less convinced is the approach to pricing, where I think they have over invested without generating incremental sales

However, comparing Boo's strategic reaction to ASOS for example is chalk and cheese

I think Elizabeth Henson is UK based

AHS I've invested in and worked in that industry, all contracts are multi year.

Why would we even need another placing, we are a profitable business. Our model is to buy small companies that form part of a far bigger whole.

The jigsaw is almost complete now anyway

Let's wait and see Hexam, assuming either of us are still here in three years time

I've not said it is making massive profits.

What I've said is that it's a viable business at the operational level that is valued as if it is totally failing. Which it clearly isnt

Hexam thanks for your view, I'm not sure I buy it but each to their own and it's good to have a civilised debate

Uktrader, when did UFO move into the FTSE 100?

Hexam, it's quite simple I'm looking at the day to day actual running costs of the business, which remains profitable.

I'm interested in why you think depreciation and amortisation will continually rise. Capex by and large drives depreciation and that has fallen significantly and will fall further. Likewise brand purchases predominantly drive amortisation and they will flat line before dropping.

Let's remember than Boo is valued at not much more than net balance sheet assets, the assets of which are valued on a historic basis.

So in essence the business currently has virtually zero value as a going concern, not realistic imho

Bon Scott, which of the acquisitions do you believe to be poor.

At the time Boo invested in the UK warehouses, the Ukraine invasion wasn't even a thought, so what would you have done differently when the economic outlook was for growth

Atleast Boo have acted quickly to address the issues.

Maybe try some logical and rational thinking rather than the faux rage

The point I'm making is that, just looking at the day to day running of the business it remains in the blue. Revenue less cost of sales and operating costs is a positive number.

Depreciation and amortization are now significant numbers but the actual costs were largely incurred several years ago with automation and brand purchases and will have little impact on the actual business going forward.

So the numbers aren't entirely terrible which the market cap implies.

There remains an underlying viable business

That could be the silliest spread I have ever seen!

AHS

The Semnet contract will be likely a three or five year contract and 36m will be the total contract value, so you need to adjust your figures accordingly. Darktrace have a 16% profit margin so that seems about right.

Even so, assuming a three year contract, this one deal justifies the entire market cap on a standard profit multiplier

Today is just plain daft, this is a screaming buy now and is most definitely being held in a range.

Hexam yes the business made a loss at the half year, but the loss was based c£50m or so of depreciation and amortization. Cash outflow was based on elevated capex and shares issued.

At the operating level the business was profitable. Not as profitable as in the previous year but profitable still.

It will be interesting to see if this is maintained at the full year

I've said it before, but somebody is intent on holding this in a trading range.

The volume of sellers makes zero sense

Yup retail sector flying, an opportunity to create some liquidity, yet they don't take it yet again.

The obvious question is why

The same question could also be asked of the uninvested troll who posts absolute rubbish on a share where he has no investment and only infests one board

As I've posted here a few times, I believe somebody is trying to do here what they did to SAR.

Absolute scum, if AIM ever seeks to become a genuine market again, it should ban shorting. The volume makes it too easy to do

Daytrade compare and contrast the snippets from your two previous posts. Why do you think you are so special? It's just hypocritical BS isn't it?

You have no idea at all on what anybody, other than yourself, will accept. Do you.

Im sure an awful lot of people would bite anybodies arm off for 80p here.

What makes you think he is a saviour.

I've posted the opposite a number of times. The sp is walked down to accommodate him. How else do you explain a 20% sp fall when he buys 4% of the company in a fortnight. It certainly isn't supply and demand economics. Although that is probably a little complex for you.

Why are you banging on about him selling anyway, when he has given no indication other than he is in it for the long run.

Is that the best trolling you can now come up with