Member Info for BlackfoxTrading

The French know when to exit.

Boohoo group needs a social media facing boss. Interact directly with the audience. Meet them…. Get ideas…. Take a wider look at the business and set it apart from competition in the digit world. You won’t get it with dinosaurs

There’s a lot of social media content around Umar K addressing the on the single biggest issues at PLT. He is actually taking this issue very personally putting his name on the line. A lot of influencers are surprised by his openness and commitment to really sort this issue out and have supported him on this journey through help and good words. No doubt in the social media world…. They will not let this go if he screws up. On the plus side… he knows this is wear the real value will unlock to get back existing customers who walked away plus new customers. I have a good feeling he will nail this.

What you reckon… team change? Strategy change? Milestones not achieved / not achieved? Partnerships? Business divestment confirmation?

Business update? Is this the shift we are waiting for?

I think both boohoo and asos are deliberately not disclosing dates to avoid helping the hedge funds. Why give the hedge funds an advantage?

Voltaire I don’t think boohoo will give up that much easily. There’s stuff going on for sure.

Ok. I jumped ship.

Not seen much publicity recently on this all singing / dancing IPO.

Good article if you got time to read it. SHEIN doesn’t look wanted….

https://www.barrons.com/articles/shein-ipo-blocked-eb318a20

I doubt any Clossus tbh. It’s all worthless at the moment until we hear something concrete.

It’s a decent whack Hopefull. I hope you get that £1

Nice average Shabz. Your kinda out of the woods anyway 😉

FairPlay SCB. I respect that.

What’s your average SCB if you don’t mind me asking. Is anyone else in the 70s like me?

Thanks. Link finally worked.

Clearly we are in a melting pot…. Too many ppl involved now. Something will happen soon

Hi Jeremy,

Are you able to paste the text here?

Can someone paste the text? Thank you

Paul…. Kamani and BoD have played a blinder. They realised 3 years ago when the sp was on the decline that the sp “digits” were going to drop and stay low but that did not take their eyes off the prize. Some may have panicked but these guys had a plan. The plan was to ignore the sp and mature the individually selected brands and make them incredibly attractive to outside buyers. They knew what ever they said… whatever they showed wasn’t going to be good enough for the markets because the hedgehogs were in control shorting them… etc. Now there plan is coming into play…. They are shareholders in the end who want their payday. They are not loyal to any brand so if they need to sell to make money… that’s what they will do. This i believe is now their business model. Buy a brand, re-vitalise it…. Sell it! It will be another test and repeat income stream. If not all their brands have individually played a role in the retail market. They have found buyers for their clothes. They have slipped up on sizes on plt in a big way but that is being addressed directly by U Kamani with the help of customers / influencers etc. PLT is massive…. Debenhams with market place is massive. Boohoo with market place is massive. I don’t think £2 per share is out of the question

I’m stuck here at 78p. If I get that back… il be happy. If I get more il be pretty much mortgage free on a sizeable loan. Put it that way. Will I lose my money on boohoo. Reality is they have too many fantastic brands that hold a sizeable valuation. They have assets… they have stocks in other companies. If they were on the brink with only one brand then I might get a little nervous. Don’t think that’s the case here

The sp has been pretty static for an odd while which to me looks like it’s waiting on some news before it reacts. Is this the news to start the reaction? No idea. I think the BoD has made their decision and are finding the right moment to send out a release. Leaving it to Xmas is way too long and will get mixed with seasonal expectations. They could also be waiting on MA to get his wallet ready and fully approved by Frasers board. To me… they are all working on the timing and not the decision. Could be the reason why they pulled the plug in U.S too. Why continue when the purchaser has no intention to fulfill via that route of logistics. Like I said in my previous posts…. My take all along is that MA and MK have spat handshakes on a gentleman agreement. All MK had to do was deliver on that verbal deal. I could be wrong but it has always made sense to me.