Member Info for DC2007

It tells you Next is a well run consistently profitable business that generates evenue from a mix of online and physical stores.

There'll be meltdowns here if it tanks bad on results day as I expect it to.

Cash burn and debt are crucial, along with whether they've arrested the failing revenues, and got anywhere the US problems.

Inflation is well over double the base rate and has been that or more for ages L5. I don't see any sign of prices dropping for things I buy. On the contrary, they're still going up. BoE is nearly out of road for how much more they can raise rates. My bet is inflation doesn't fall but is sticky, and stays persistently high.

Rates a blunt tool that hadn't worked at all. People need to get used to being poorer for the next decade or so.

Get ready for a visit from the board plod crowman: criticism isn't tolerated here!

Yep DT, the UK's supposed massive undervaluation is hard too see. Perfectly reasonable to expect evidence for this from such an informed expert. With their track record, an argument from authority has no credibility.

The IMF disagree and forecast the UK economy to be the bottom of the G7 over the next year. Said something about being the only country expected to have negative growth. Still, I'm sure the experts here know better & the IMF are hopelessly wrong.

It's surprising when ASC plunges but Boo doesn't. They usually move in close lockstep. Wonder what's going on behind the scenes?

All part of the conspiracy – the enlightened will be along soon to explain. Look out for non-sequiturs and ad-hoc excuses (err, I mean 'reasons').

Parsing the ONS stuff isn't easy at all; it's probably not even possible to use it to form the basis of any reliable conclusion or even indication about a specific business. In the least, reliable interpretation would involve substantial and lengthy analysis, by someone competent at statistics.

The only metric that matters for shareholders is what Boo's net profit or loss turns out to be in a few weeks. The ONS and similar stuff will often be as much much noise at it is signal.

Falling revenues implicitly means results will be very poor. That revenue has just suddenly stopped has not been nearly well enough accounted for.

A few years ago, this was a business heading towards £100m net-profit per annum, and it looked very likely to do that. Hence the market loved it and valued the equity more than 10x higher than recent lows.

That sort of performance long since stopped looking like it's ever going to be possible: market looks no further than that and marks down the equity accordingly. Back into the 40s now and hard to see results next month doing anything good for it. I can see the 30s again on the horizon when those land.

Lefevre is a good read. But so too is Graham's Intelligent Investor; anything Buffett related; John Burr-Williams; and Peter Lynch too.

Yep, PP1/Jh, the lack of info about the revolver is significant to me as well. I'd like them to be frank about the basic terms and if there are any covenants.

It's a shift towards a different capital structure and investors should have had much more info about the reasoning for this change.

Hooray! Online is growing. Yet Boo revenues are shrinking at a clip. So that's hardly good, is it?

'Good to see you support somebody else who has no investment here DC'
...but you supposedly only deal in facts. How can you know who has what investment where? I'll answer that for you: because you suppose and assume - basically make things up - and then continue as if their truth is established.

'Why is it you only post your rubbish here?'
...from the person who never insults, is never abusive; and yet here they are, being just that. Evidence of fibs and fallacy in plain sight, again.

Not possible to say if this arises from a knowing intent to deceive, or, more benignly, an intellectual deficit. I would suggest looking up 'hypocrite' and 'sanctimonious' in the dictionary, but I know there's no motivation to introspect for even a moment.

Nicely put facts and analysis about the most prolific posters there from JohnH. Unfortunately means he'll now be stalked, bullied, and subject to abuse.

Funny that only early this morning the policeman was proudly saying he's never bullied or denigrated a single poster here. (Even dared doubters to give examples!) Then spent the rest of the day doing just that in nearly every repetitive post.

What a shameful way to waste retirement!

Ahh I see. You're an armchair expert on the chemical stability of cosmetics too. Or perhaps an insight based on your own usage of make up.

Makeup goes off after a certain time too. It's recommended 'use by' or 'best before' is probably a few months.

For an example, have a look at any decent brand of mascara.

'Try to learn to allow people to post on here without you needing to come back to bully and condemn the poster.'

Good advice. It's beyond their capacity though as they've demonstrated again and again. Too pompous and too childish; and with apparently no self-insight that might otherwise check the deeply held delusions and paranoia.

None of that sounds particularly auspicious for RevB's future.

'Personally I don't think liars and bullies should go unchallenged'

'Lying, abuse and make believe are just wrong full stop.'

It's so Freudian I sometimes wonder if it's attempted parody. He does, to conspicuous excess, all he says he's dead against. As if people won't notice! These behaviours are common to personality disorder.