Member Info for danl90

Kallu, "Yet again I don't care about share price like 99% of people on this board."

You fall in the same camp as Ragtrade. These aren’t appreciation tokens. They directly relate to the VALUE of the business

If you don’t understand how to value a business then you’re just hoping

Even worse if you don’t understand the sector or business plan of the company youre buying

On the U.K. App Store

Huge positive for me. The cheap Chinese threat is fading as speed of delivery becomes essential

Really?

Some funds are prohibited to invest in shares which don't pay a divi. Stagecoach is a "utility" type stock (I don't mean that in the sense of water etc) then the type of funds which invest likely have this stipulation so I would support a very small divi

My general preference is they M&M theory that a business is better off with my cash if they can generate the right returns

I think this highlights how little value the UK markets give to growth but also how cheaply the UK values stocks

You see this with the huge amount of public companies which are being takeover

Asos is unfortunately not quite the model for PE to acquire and not quirky/ tech enough for the likes of Softbank

Just have to see optimism re the news of a new EU warehouse. That wouldn't be needed if the size of the prize wasn't there

I'm exposing you for the garbage you post and the gaslighting!

Love how the below has exposed your gaslight attempt and now again you have to turn to insults

I'll add marketplace (for the second) to the list of things you don't understand about the big picture world of fashion and boohoo

Stick to being the milkman. Work hard you might shift 200,000 units this year!

"go back and read, i did not say Debs sells 200k of Wrangler, as you well know i said it used to" - of course it's used to. I didn't think you were capable of predicting the future but you said...

" the better more well known ones that will not, so therefore have to be bought in, old argument that you lost but as always you then go on to say well that maybe but it's tiny, only Wrangler (few pairs lol , any idea how many they sell of there basic core jean???? )" - so there it is. You trying to dispel my point of how amazing a quantity of Wrangler Jeans are sold. you then make it specific to Debs...

"Debs used to sell's over 200,000pcs a season of Wrangler across the styles @retail/online" & "To be clear on the numbers online can shift 200,000pcs of Wrangler is on a Straight fit across about 4 washes rinse, stonewash, bleach and stonebleach, so 4 lines" - second quote referring to the 4 styles I said you said and the magical 200,000 unit number and you're refering to Debs so errrrrrr yeah you got this a bit wrong as well as not realising that 200,000 units is only £6-7 million revenue so small beer. You were saying this as I had pointed out that there were only 21 Wrangler products on Debs (again tiny) so as you got embarrased on the no of products you moved to units to save your point

So as you see from the top quote your big gaslight brag started about the boast about wrangler knowledge and then what you thought was a HUGE unit number (shows how small and insignificant your business is if these are units you're getting wet about)

I dismissed, as the point in the first quote it's tiny. It's an after thought vs the value driver that is the marketplace (hence why there are thousands of marketplace fashion items vs a handful bought in). As the big boys are focused on value not chasing a £1 from any old place

"the marketplace is also made up of a significant % of own buy which is massively expanding" - fella this is embarrassing for you. marketplace is a sales model. When boohoo says marketplace they aren't referring to the fact that it's an online department store they are referring to the part where the supplier sends direct to consumer. You made this mistake a few weeks back when you sent a link to Zalando which was completely wrong and at the time of Deb acquisition - why do you even own this share you know nothing about Boohoo or the fashion business. Again I think you're showing how out of touch you are!

Re Hut - we've done this. The clothing division in Hut group is so tiny it's in a division which is basically listed as other. It's not disclosed or reported on. It's more like a training ground for new staff who then move to the beauty, MP and integrity parts. Again gaslighting

I "troll" you as it's good to expose the nonsense you come out with

What have you ever said that's been right? and again my question about the fund managers come on you've not answered

Sorry that guy isn't me

But for fashion on debenhams it doesn't does it in reality. The huge huge huge bulk of it is marketplace. As I said (and so did JL said) it would be. You tried to support you point by saying "well Wrangler and Lee" and then I pointed out to you that in reality these were only 27 products of thousands on debenhams (so again immaterial) and then you tried to dig yourself out by saying that even 4 lines of Wrangler would be 200,000 units (as though that was a mind blowing number) when you actually hadn't realised it was only £6m revenue and again immaterial

All you points fall in the camp of immaterial. This is again like your other famous gaslight about Hut group as it has one small tiny shop in Alderly Edge (again gaslighting is present an incorrect reality to give yourself an authority). This is what you do. You present tiny little points of detail to put other down when in reality you've got the macro picture all wrong

200,000 units is small beer in this business

"i know it grates you as only time you get an insight is when you get to see a report (not long now to look backwards once again!!!)" - sorry but strategy is forward looking. The bit you don't get is VALUE. This why you should read some of the reports/ presentations. It's not a £1 from anywhere you can get it. This isn't Pennywise desperate from a £1 from any angle it can

In respect of the above (and i've asked you this before but you ignore it) how many people at the funds which are invested in boohoo have my background (investment banking) vs yours (small supplier)? Why is it that all the things I say are important mentioned top of the shop when JL present results

Please give this a go

"the BH and PLT doesnt fit Debs" I always said from day one PLT should never go on Debs and the "edgy" parts of Boohoo won't look good. Months later Debs looks exactly how I said. You said it all should go on! Looks like you finger on the plus of fashion got that wrong

And sorry I'm not that guy you found from Twitter

Bought some today but timing the bottom isn't my best attribute

Ordered from Asos a few times recently and the quality is always decent for the price. I think this for me is where Asos have a good market position (being 10 - 20% cheaper than Zara but similar quality)

Also news of a new EU warehouse is a great move. Speed of delivery is key

See this is gaslighting! You dropping names as though it gives you credibility. I dropped you the definition of gaslighting and this is it. It’s this dropping names / or knowledge of camera or stitching that you do at the end of a debate when you lose is the very definition of gaslighting

You are the gaslight. 200,000 units of wrangler isn’t amazing as you made out! KM isn’t no more than 300 items a season. Test and repeat isn’t the same as topshop did

I just think it’s good to expose that you have 0 knowledge or insight to this business. You’re the milkman. You drop the milk at the door and you’ve no idea how they make the yoghurt or seem to be growing demand for it

Platform is a website and you posted some thing from topshop in 1990! You need to sell up and invest in something you understand as it’s not this business

Please drop some more names below to gaslight us further. Or post some more fake wrangler figures

Come on give it up. You peaked with Pennywise (another gaslight attempt)

Shameful

Also funny was someone who appeared to work for wrangler popped up on here and said what you said was absolute rubbish

So even you’re out of proportion insights are rubbish

Go back to pennywise! This is a multi billion platform business. You’re just the milkman hence why you think 200,000 is an amazing volume number

The 200,000 was taken out of context? How?

You were bragging about how amazing wrangler was for Debenhams. That it was 200,000 units! As though that was biblical and I should stop as I didn’t have that knowledge

Turns out 200,000 units is £6m revenue to a £2billoon business so pocket change. It’s just you didn’t quite work that bit out!

You’re out of your depth! So we looking for 200,000 units here too?

I heard they are trying for 200,000 units at average £25. So what’s the revenue on this rag?

I agree. I keep telling myself wait for 290p range but the temptation at this price is strong

Would love to see Glen doing more battery deals. In reality Glen for £4billion should just build it's own!

I mean no matter how you cut that £4k in a day has to be profitable trading
2 x staff
Cheap rent
Overheads
Central costs
Marketing
50% GM (assume)

Feels a good number to me

I sold at 319p to buy the Asos dip. Timed some of that right but not all so got out of Asos in total today with a small profit

Hoping for £3 as a point to get back in here. China seems to be in a wobble atm and the Gov there seem to be adding fo it. I think sentiment might come off added to that taper worries

Went to drop a parcel off today so walked through Manchester. I also went through on Tuesday

Honestly both stores again rammed. The ques are usually 5 to 6 people deep and it’s very rare you see anyone just getting a single card

The £1.29 kids balloons fly off the stands. All except one (think it’s Batman but not been close enough

Also a fair bit of chocolate been bought in the stores. Some of those big bars are £4! So all adds up

@rag, I think this is for you

Someone else spotted your gaslight about the 200,000 units. Tried to show off when actually turns out what you said was (from the below) a bit wrong and in £ terms tiny (only £6m revenue but 200,000 units does sound impressive when you're gaslighting)

My favourite line "they tend to be suppliers of raw materials rather than real businessmen/ marketers who have had to be involved with the total marketing mix."

It's fine. Have a fancy word for it doesn't change the reality that as I said all along you don't understand VALUE in your own sector

That's because you're not in this sector. You're a supplier. You scratch your head and go "how is it they sell so much?" and you haven't a clue hence why you couldn't see the difference in test and repeat, in data driven engagement, benefits of the platform

Gaslight or not. Have you been right once between us? No. You just hide behind knowing the cameras, or type of stiching or in this case the quantity of Wrangler jeans sold to demonstrate how knowledgeable you are when you've lost your argument

In reality the above is actually more like gaslighting. You lose so you try to embarrase people by knowledge of these tiny points of detail

"Gaslighting is a colloquialism for a specific type of manipulation where the manipulator is successful in having the targets (a person or a group of people) question their own reality, memory or perceptions, by manipulating evidence about the real world"

So the above definition fits you. You lost about platform so tried to go on about the cameras. A point not relevant to the real world of a multi billion business (a £200k camera is immaterial and something anyone can buy) but this is where you try to claw back

Same here with Debenhams. You try to look impressive by saying "Wrangler". I then tell you there are 22 products only but then you try to gaslight back by saying "do you know that's 200,000 units" but again you weren't smart enough to realise that actually 200,000 units is only £6m revenue. But again it was a gaslight, just not well thought through

Sorry buddy. It seems you are. Has someone called you this in the pub and that's why it's your new word to throw around?

I hope you understand your industry a bit better now

Is it?