Member Info for danl90

https://youtu.be/iBdjqtR2iK4

Might help some of you. You should change you view as the situation changes. Just because it was a good idea based on what you knew months, weeks even days ago doesn’t mean it shouldn’t be reevaluated

A bull cross windmill triangle is only useful based on the information known. What if there’s a profit warning at 7am Monday? Still get your bill cross windmill triangle or will variable change be present?

Variable change. Change the door and win the car!

@midway you say you’re not interested but your interest is literally the subject of this post?

@rag head back to my posts in Nov you’ll see I’ve supported wholesale to premium internet real estate. Also 1-2% hardly changes the story. EasyJet is an airline not a make up retailer as it sell some MK perfume on a flight

Also the “London brands” have less need for the direct to consumer element as they are less “trend” focuses and therefore don’t need to rely as much on test and repeat. Aren’t you guy who understands the “nuances” of fashion? Clearly you would operate burton different to PLT re the customer element

But your whole point is confused. Some how I’m bad for selling on new information. One thing that isn’t new info? That this stock can get pummelled on bad PR.

Your point that you can be out in 5mins isn’t true right now you can’t be out till 8am Monday. This is why high frequency traders never hold over night as they can’t trade and new info might come to light (good or bad)

I was a long term hold but that based on what we know. If what we know changes you adjust but right now I have no risk and control

What magical point did you see as a trader? If you were trading and still in now you’re exposed and nothing you can do, no control. That’s not particularly smart (as a trader)

How is it imprudent to sell? Ever saw what happened to ratner? A “trader” as you say should reduce and mitigate risk so wouldn't hold over a weekend where story could have grown and you’d have no ability to trade!

What if this had been true? Or a genuine influencer raised this? You’d be powerless to react until 8am Monday

Asos up 5%
Hut up 5%

Clearly something rocked the boat today

Certainly smart to be on the prime internet real estate assets. Hoping if it is Next then online only and not stores! But i guess with less "trend led" clothes being in a store isn't as much of an issue as nothing looks "dated" the same way trend clothing can/ does

Yeah agree on the washing machine one. There is 0 chance you’d see them after a wash they would be dead and taken out through the filters

This will pass im sure and I might have a handful of extra free shares - who knows

Sorry it meant to read based on "new" information - new keyboard so sometimes hit the wrong keys

I fully think you're right this could be blue. There is little media attention. I might have called it wrong. I just have vry little fiath in the media

I think that's what i'm saying here it's not boo i have an issue with it's the media and their thirst for boohoo blood. If they were asos fleas media would say they were "great fleas, some say the best fleas"

I think there's the usual boo board over reaction here. If this flea scandal is gone next week i'd buy back. Thought I was quite clear on that. I'm just saying i'd rather be cautious over this one little story given what we have seen in the past (mountains out of mole hills). I fully agree on the above and I don't think fleas live in poly clothes but joe and julie public do and social media is great for these incorrect lies to spread - wouldn't surprise me if you had some unethical shein hackers spinning the algos!

@littletrader - It's daft to make decisions based on my information? Tell me do you turn the car steering wheel when you get to a corner or just carry on straight as the mile before was straight - dumb comment. And so far my knee-jerk reaction would net me a handful of free shares so I'm hardly losing here

@moose read my first comment. If you fail at the first para you're as bad as rags reading of the asos ESG page

Yeah that's my nerve. Fool me once etc this looks a bit funny so I'd rather watch it pass

Is that so wrong? I've no changed my view long term or on marketplace just that while this is doing the rounds i'm a bit nervy. Seems perfectly reasonable to me - didn't the funds sell out on rumours of low wages and buy back in after? Why is me doing this any different or de-ramping?

I think my view is fair and reasonable and I don't think any of you are wrong to hold as the long term story doesn't change it purely an appetite for risk on this window

So you agree with me then Quaker. I am admitting I sold as I don't like the negative PR in this instance having been stung twice

So i'd call that common sense not ramping? Obviously relative to each person appetite for risk

Well he thought what he said was nothing. No issue at all

How does this compare? Well social media spread lies and rumor like nothing before. It's not like it was with Ratner where you could buy ads on tv and be 90% of the content/ story. You now can't control anything really hence why boo (and all online businesses) spend such a huge amount on social media advertising and have to continue to do so

Fleas and clothes is not really a combination you want people to talk about. Also you can't deny it or that's as good as making it true. I've said this doesn't change my view long term but we've seen how volatile this share is and how the press are hungry for blood here. No one wanted to take Ratner down but they do with boo.

Maybe i'm being prudent but that's hardly the worst trait in an investor

Yeah and that's a fair view. When you bought your shares someone had to be daft enough to sell. Although they would have thought someone was daft enough to buy!

You ever see the ratner thing?

yeah i agree its a smear story! no doubt as i just can't see how it happens

I really don't think I've ramped or de-ramped - seems fair comments to me?

Am i wrong?

Sorry have i offended? I have supported boo for a long time i'm just giving a fair view based on this mornings news. I also just gave a fair assessment of what I think re boo

I then say I'll likely be back due to marketplace but the marketplace hasn't started yet so again that's fair

Sorry guys. This flea stuff has scared me. I just think if it gets hold it's a nightmare. It's probably nothing but that Ratner guys only said one sentence

I always wanted to sell before results as well as I have real concerns about the "boohoo" brand. If you look at the growth figures, factor PLT growth (which is now likely bigger than boo) and the new brands it looks like Boohoo is not growing as fast as it was. It has added only 0.1m IG followers since Sep!

So look I will definitely be back as the marketplace is a game changer but for now I will wait for the fleas to pass

funny how we call for tik tok now though. thought it was rubbish?

you all come around eventually ha

I agree with walkabout. I didn’t understand rags answer to that though. Did anyone else?

Also the point is more if there’s fleas in one factory they wouldn’t be in tonne of products are surely can’t spread at a dc due to plastic wrapping

Also as I said above they won’t live on poly which is what we use