Member Info for CheshireLad

LOL, spreading FUD, give over.

GLA

Message for Oke from THG message board:

"steveinhull

If you see Oke can you ask him what happened to Fearless Frank who he was adamant was building a position in THG"

GLA

Personally I'm holding BOO only until the September trading update. Short-term trade from recent lows, looking for 40-50% then I'm out, nothing long-term....hopefully, just a place to park some short-term cash, seeing where it goes over the course of the summer? < ^> v ?

GLA

I agree it's growth, but by the same token it's also diversification, which at least shows some foresight.

GLA

Oke is on the BOO board quite a bit of late. His views and figures on BOO are persuasive, however, the BOO board is total nuts compared to this one, I admit, at times the bar is not that high though :-)

I hold both, by the way

#keepitupmatt

GLA

Nothing to add what's not already been covered.

A good day and just the start of another THG rollercoaster, the addiction is palpable. Couldn't attend today due to work commitments and still dealing with the fallout from the Apollo walkaway at WG. Check out WG. sp.....bargain if you ask me, but I'm biased, and have no inside knowledge other than my own thoughts on the matter, which is private for now.

Anyhow, we all look forward to what's to come with THG.

#welldonematt

GLA

A bit like Sparta & Kelso here then, and more (of the 65%) to follow come September if nothing is in the Dubai pipeline.

GLA

I see BOO are going hostile with REVB. Is it correct to say MM has a stake in REVB?

GLA

''''...hopefully not the future!

https://www.bbc.co.uk/news/business-65916892

GLA

The question we should be asking is Dubai more?

GLA #getamoveonmatt

We might see some very fast movements, both up and down over the course of this week.

#uppleasematt

GLA

Hopefully the calm before the storm, in a accretive positive way though.

GLA

I agree and have said before we should be trading between £1.00 - £1.10, all things being equal. But we know things are not always equal with the perception of PFC, but is hopefully now fully behind us ads the new confidence in the business seems to be reflecting itself in the Bonds price, hopefully the Equity price will follow in die course as there is obviously a disconnect at this present time.

GLA

I've just bought on ii, nearing my average now, so :-)....at the moment

#mattdoyourjob

GLA

True, a very much more competitive market these days. However BOO ain't going away is it, revenue ok, assets ok, liabilities ok, online demand is growing, distribution hubs growing, RevB very interesting, distribution costs decreasing etc etc etc

I wouldn't be surprised if it went lower, but IMHO BOO will bounce back stronger. It might not be later this year, hopefully it will, but could possibly be next year once, if you believe the experts, inflation is under control. The true extent of the inflationary impact on the wider economy and world has not been fully observed and will not be able to be quantified for years to come. However, I thin BOO, from this low point, has a bright future now that the ethical manufacturing issues appear to be behind us, and, hopefully, the macro circumstances improve. If BOO can survive the next year, without a takeover approach, it should do very well so long as owners get some better help and governance. BOO has a good market share, to build on this they need to recruit better, target different demographics, and expand, carefully, in to other related fashion arrears to combine efficiency gains in ecommerce both home and abroad.

GKA

Thanks,

Just used the links to buy some budgie smugglers via Speedo

#tightfitting35%er

GLA

Where are the nay sayers, I bet they are chomping at the bit, but I suppose horses for courses, as it's bound to mount a recovery.

#frustratedthirtyfiver

GLA

I've done my bit and added a few, as approaching my average, so why not if you believe within, 6 month, 12 months, 18 months etc THG will move upwards based solely on changing sentiment, and/or a capital event, or multiple capital events?

#frustratedthirtyfiver

GLA

We sit at the only "true" value we are privy to. Therefore MM, show some more ingenuity, pretty please with a cherry on top, obviously infused with MyP.

#frustratedthirtyfiver

GLA

I concur Mav, but not as high as your view, IMO we should be sitting around £1.00 - £1.10 level at the moment, but I think that will come to pass in the late summer, if no major capital event before then????

GLA