Member Info for DC2007

Much less talk of price manipulation and a dodgy Ultimate Trade by the colluding shorts/MMs today. The SP is up too; funny coincidence, that.

Yep, it's a desperate and forlorn comparison with Ralph. Muddled thinking & clutching at straws which often happens.

Boo should ready a line of thermals and blankets in the autumn/winter range for their UK customers: they're facing a once-in-a-generation economic crisis that most won't even have realised yet. Selling Boo stuff for keeping warm should be easy enuff.

It becomes interesting in the 40s. Bad update September and/or market sell off in autumn will take it near IPO price though. Gotta time it well here to catch the waves and avoid the rips!

Your shades must need a clean....SP is down, not up.

No, mostly those are points I've responded to; some multiple times. You've become importunate because you can't handle my answers and they prickle at your denial complex.

Much of what you listed involves judgement and/or opinion. Such things are not amenable to corroboration in the same way as is a statement of fact, as you surely know.

You, however, make statements purportedly of fact, then can't substantiate them when asked for a source. You claimed Boo predicted a recession in early 2022. It should be very straightforward to say where and when – that statements of fact can be checked is a very reasonable expectation.

Evasiveness suggests duplicity.

'DC

Here is a novel thought for you maybe try answering a few questions before you ask any more'

Ah, so you made it up then and can't substantiate. Caught out again. More t4g claptrap, speculation and wrong-think masqueraded as 'fact'.

'The guidance Boo gave at the start of year was predictive of a recession, '

This sounds suspect. Can you show t4g, where in their guidance at the start of 2022 they predict a recession? An RNS reference number would do nicely.

Sure Ocean.

I expect Boo to make another loss this year (FY23) with revenues that are reduced YoY in real terms. Some of this is caused by the company's own errors; probably much is the overall state and decline of the economy. The current outlook for the UK (and most developed economies) is dire and the full effects of problems apparent now (and these are by no means improving yet) will take 12+ months to filter through to businesses and consumers. We're heading for recession of uncertain depth and duration in a high inflation environment with no effective tools to ameliorate it.

I'd expect Boo to have got further into the revolver when they next report and be cashflow negative again. It's hitting at a bad time for them and combines with market sentiment that has been shaky for much of the past couple of years. I expect the equity to devalue again and land as low as the 40s, conceivably as soon as by the end of this September.

Good luck with any position.

'If the company are managing to sell at a 10 percent premium then even with no customer growth we will still achieve 2.2 billion revenue.'

Last TU Boo affirmed guidance from FY22 results which is to expect revenue growth for FY23 in the 'low single digits'.

I read that as being comfortably less than 5% and more like 1-4% at most. That equates to range for FY23 revenue of £2.00bn to £2.06bn.

Have you found somewhere they've said otherwise SCB?

The only games that happened today were the Commonwealth Games t4g.

Two alternative perspectives from your original post:

- volumes of 'real' (as you put it) trades are low because there's little demand from buyers. Demand is subdued because of the great deal of uncertainty in the economy coupled with some company specific concerns about Boo. That fits the observations and is a far simpler explanation than yours.

- if the market was really being rigged as clearly as you say, it would be counterproductive because someone who realised the rig could then profit from it. Compare a fair lottery/roulette wheel/deck of cards etc. to the crooked version of each. The fair version is less of a liability to those running it: as soon as someone discovered a ruse, they could exploit it ruthlessly. (Though they'd need to keep the insight to themselves and not tell anyone.)

I'd not go so far as to say markets are always fair and transparent; of course they aren't. But chicanery is far more subtle and better concealed than what could be inferred from a daily UT and minor fluctuations in short interest.

It's noise; it's patterns in the clouds. Humans who don't know to actively guard against the tendency are very good at seeing what they want, or even need, to see.

When and where did Boo quote £125m ebitda for FY23? As in which RNS or equivalent official comms was this stated?

Erm, no. EBITDA guidance is for a (barn-door) 4-7% margin on revenue increase of 'low single digits'.

And your quote refers to guidance first issued in May and June: you said you expected performance to be in line with this until December. That's about a six-month interval.

Well done on calling August tomorrow though — finally you'll get something right.

'Remember the half year update isn't until the 28th September so I doubt if there will be anything after that until December, which once again I expect to be in line with guidance.'

This is a gem, even for you t4g. It implies you think the economy is so stable that guidance is valid for more than six months! That's astoundingly fanciful.

Playing along for a moment though, the lower end of Boo's guidance is FY23 sales of £2.025bn for 'EBITDA' of about £85m. If your thinking right, at least it can't be worse than that.

Still, that's a thumping YoY decline in anything close to real terms.

CBI stuff doesn't bode well for autumn. It'll be the season of profit warnings & end of these dead cat bounces for retailers.

Paid to post has always struck me as sounding like mainly an urban myth that the desperate come up with.

The cheerleader's latest post is an amusingly disjointed clash of sophistry and paranoia. I do hope they remembered to cross-check the fairytale with the tarot cards and Boo's horoscope.

Said below I'll pick my moment to sell risk T4G. Selling BOO depends on how good this suckers' bounce is. Keep up the good work of delusion and denial and you'll add another few % for me.

I didn't say the FTSE100: that isn't the market or the economy. Lies and misrepresentation again. You'd fit right in to politics with such talent for flexi-facts.

'Yet more supposition and fud couched as fact.'

I could be absorbing this from you T4G - the one expertise you're so proficient at, you don't even know you do it.

Complete BOO-liganism L5! But good luck avoiding the reality cheque in autumn.

Wanting things to recover doesn't make a difference. Look and interest rates vs. inflation. What has to happen next to get those things to reconcile? So obvious to any with a timescale longer than days or weeks; most won't be lucky with their risky plays.

Markets had begun to reprice for this but have then had a relief rally the past few weeks. Naive retail/small PIs are sucked in last to prop up the losses of big players.

Rallying markets are only to suck in the unwary. The major economies are in a whole load of trouble for as long as can be seen.

It's a 'pick the moment' to sell risk assets to then have maximum purchasing power when the collapse hits its nadir.