Member Info for Buffaloben

Yeah must be.

I haven’t seen any other sales in January. Ever.

“ Ben - daytrade was in the sas.... But he never talks about it.‘

Him and everyone else. The Balcony at Princes Gate must be the biggest in the world as thousands claim to be have been there.

JP,

If it goes on for an extended period it can only impact oil prices. Through the piracy days I’d never heard of any shipping company taking alternate routes. Not even BP.

But oil aside my worry is it slowing the fall in inflation. And thus any fall in rates. I can’t see this effecting BOO ability to operate. It’s the macros once again.

JP

I’m certainly not knocking it. But usually with oil the reaction to issues in the Middle East are rapid and intense. Not insulting your intelligence but it shows the uncertainty in the Chinese economy.

It reinforces the argument yet again to diversify into green energy asap thought.

Broke n smoke.

Thats what I can’t figure out. Not even a penny move up at the BP garage near me. Something like this you would expect them to load the price just in case.

If any group in Iran were to do the same around Straight of Hormuz, well I don’t even want to think about it.

10% of the worlds shipping pass through the Bab. One in five shipping companies now taking the long way round.

I worked Maritime security 2012 to 2015. Just as we were allowed to be armed. Attacks fell off a cliff and was largely plain sailing. Different against an ideologically driven group using drones.

"Although value investors would argue that it’s the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. boohoo group's earnings over the next few years are expected to increase by 77%, indicating a highly optimistic future ahead. This should lead to more robust cash flows, feeding into a higher share value."

We have had two years plus of falling growth and the SP pricing in for the end of days. The next TU, if we can maintain forecast but show something exciting for the DC in the USA and some positive sentiment for the future that could hopefully be the real start of any turnaround.

"Site visits are UP & in a very good way. Company is regaining ground on profits but it will take time."

I noticed that last a couple of days ago. Encouraging to see USA up. I was trying to find any news articles from the states online about the DS. I also wondered what was going on in France with large numbers of visits.

I noticed there is to a be a short drama series on how Viagra came to be invented. Be nice if its a success and everyone is talking about it for a while.

Sub 40p will make it look attractive to those on the sidelines. And might encourage a few shorts to exit.

We might get some customer share back from Shein, but the costs to shipping is a worry to the progress on inflation.

I see yesterday the UK might look at airstrikes on Houthi sites. Also the IDF draw down in Gaza might help bring people to the table. I mean they have left Gaza looking like a smashed up Lego set so not sure what else they can do.

"I think the returns they have got for their shareholders say otherwise :)"

WoW, I cant deny I would rather have been holding their shares over the last two years. Though in the event of Tesla coming up against something unforeseen and the share tanked, I honestly couldnt see musk careing a jot about any nickel and dimes investor. The money they spend is obscene, and I imagine the Kamani's with the wealth would be equally excessive.

But my main point is, regardless of the SP life goes on. The Kamanis aint going to stop living and nor should we.

Sensible investors, ring fence a minimum standard of life thats not at risk from movements in SP. Especially here where there is no dividend anyway.

I can’t see Bezos, Musk and that Facebook creature caring about their shareholders either. I get the feeling they see most humanity as just a commodity.

Sad truth.

Im trying to stress the point that they have been successful and they are enjoying their money. Exactly what I would be doing.

There are people on this board, based on how they love to preach about making every call right still have time to waste their lives argueing the toss with complete strangers.

"for anyone who wants to see how your investment is thought of, check out umar kamani instagram story tonight, the only thing the boo hoo family and company is concerned about these days are fast cars, partying and splashing the cash"

i honestly mean no offence, but since the value of my holding tanked in boo, around 2 years ago, i have been to italy, singapore, vietnam, portugal and canada. i have been on countless p155 ups and some fantastic times. im not trying to be smug, but life goes on. stocks go up and down, granted this through a two prism has been hell. but hopefully in time through a wider lens it will look different. if not, **** it i and my family still have my health. and that is true wealth.

Was on an all day sesh yesterday so come on to see the closing price. To be honest I was more curious to see if people would still be argueing the toss with complete strangers. Both didnt let me down.

Seriously, regardless if you said this would be 20p, £6.50 or would be a X 100 bagger. Who gives a f**k!!!

Its Xmas. Live your lives.

"Online retail growth accelerated prematurely during the pandemic, well ahead of its expected trajectory."

I travel a fair bit around the UK mostly because of work. Should be no surprise to anyone but alot of towns are far from an attractive propostion to visit for shopping. And alot of people who used to live in or grew up in nicer towns are priced out making a trip in costly financially and in time. I dont think my teenage son has ever visited a bricks and mortar shop since being in charge of his own money. Everything is delivery.

I am really interested to see how we fare in the USA. Any signs of picking up market share, co-inciding with expected interest rates falls in the early part of next year will be fuel for BOO. It will at least have the shorts unwinding.

The only thing at the moment that worries me is the Red Sea situation. It was easily handled (Personal knowledge) during the hey day of the Somali Piracy days with convoys but drones put a new spin on it. But with the EU, UK and USA hell bent on reducing inflation I am sure they will be happy to invest militarily in the area. As will the Chinese believe it or not. They wont want it to effect trade any more than we do.

Yesterdays inflation figures.

Lets hope the dramas around the Bab El Mandeb and wider Red Sea dont last too long.

If someone bought £10,000 worth of BOO shares at £3.00 a pop when it was riding high they would have had 3,333 shares.

If they bought another £1,000 of shares when this was 30p they would double. For another 10% of your initial stake. Which would take your average to £1.66.

To me that makes sense if you still beleive in the fundamentals of the company. As you are more likely to see £1.66 than £3.00 with this share. If you dont believe you will see either, it might make more sense to rip the plaster off and move on with your life.

Again its after the event but I now wish I would have bought another batch at 30p but cest la vie.

"Nice uptrend in play here. Hope it cheers up those who are stuck in under water.

Amazing to see the same posters arguing with strangers for the while of 2023. Strange folk."

Its been a while since we have seen back to back gains so its compounding nicely. Still a little way off for me to get too excited. But its seems MA taking large positions werent such a daft move as some on here were convinced it was.

As for the strange folk arguing, it amazes me how much value people put on having the last word. Xmas around the corner and still nothing better to do.

Lets hope the kerfuffle in the Bab El Mandeb/Red Sea gets sorted soon.

Glad we didnt pull back on disappointing news from SD.

Though I said a while ago I see SD as the UK equivalent of A and F. It was everywhere you looked, big branding logos etc. Parents started wearing it and it killed it for the youth. Shame as I feel the quality is half decent.