Member Info for do8erman

i'm topping up at this price as can see the SP double this by year end. the ocado deal is only 4 months away before its roll out. this deal will mean shoppers - existing ocado customers and m&s customers will have access to 4500 m&s products. online m&s basket value currently stands at £13 average, ocado current basket value averages at just over £100, predicted online food shopping for 2020-2023 is shifting to 52.4% - so a huge change to the m&s grocery business going forward. i can see this flying once ocado drop waitrose and they can actually roll this out come early september.

you seem obsessed with 3p? is this because you missed a buying opportunity earlier in the week and this is the point you want to get in at, hence the constant talk of this magical figure on a personal level.

it looks like they have not presented yet at this 4 day event, once they do, any new important information and announcements of deals in the pipeline, especially if covid-19 relevant; should send this well above 10p again. we shall see, this still looks cheap to me right now all things considered, the BioTrinity 2020 conference can be accessed via twitter...

BioTrinity Retweeted
Physiomics PLC

@Physiomics is presenting @biotrinity 2020 digital meeting this week. Our presentation "Modelling in immuno-oncology" can be access here http://physiomics.co.uk/resources/

Krone, thanks I was trying to find a timetable of events for the conference, but as not on twitter I couldn't see much of use, so that's useful. I know I shouldn't ask, but, from wherever you found the info on SAR not presenting as yet; do you know if PYC have presented. I Just wanted to see how, if so, their presentation has reflected upon their SP today. Many thanks.

if you are truly looking to invest - but only looking at the first page of this board's comments and basing any possible purchase on that, then i feel sorry for you. look a little further and all the information, links and some degree of ramping is all there for you to digest.

Just found this post from IAN1970 from April 15th 2020, which clears things up for me and I shall now be reporting him for false reporting of information on this board with blatant attempts to de-ramp..

"Even with the bailout funds, can TUI survive this, It already had huge debts and - hasn't made a profit for a while"

Perhaps you can enlighten us on this quote Ian1970, why would you state that TUI hasn't made a profit for a while? Below are the reported figures for 2019 in case you missed them......

Turnover of 18.9 billion euros, up 2.5% on 2018 figures - with a PROFIT of 416 MILLION EUROS

5

Shall we start a sweep stake Minden? I'll plump for 0.88, wait a minute, perhaps 0.59, or, maybe the point it is now 0.73. After watching this as long as I have I think i'll happily sit on the fence with a beer, laughing at cesare's spelling!

been here for 16 years!!! so i have seen massive ups and downs - near 5p to 0.22p, i purchased quite high in 2004 at 2p and have averaged down periodically to my current 1.04p - you never know i may actually see a profit after all these years. we all know this company has massive potential and will get it right eventually. they have their fingers in many many pies though, its not just the excitement around the current tyk2 that is on the table here. i'm happy to wait another 16 years if need be to watch them develop a life changing cancer drug alongside other projects, then we will be seeing double digits, not talking about when and if it will hit 1p.

this stock has confused me more than perhaps any other recently. i got burnt, when i cashed out at 1.30 last month, it could have been a lot worse, but i just couldnt sit and watch things go down further as the fan became further stained in a shade of brown thanks to covid-19, which of course none of us seen coming. my confusion comes from the fact that its rising again, on the back of what though?? . . all i see are negatives... a lack of stock as all sourced from china, a lack of sales, low turnover and profit as nobody is buying and stores are all closed, yet overheads still need to be met. the recent poor results and stock issues. the expensive logistics deal going forward. the change at the top to lets just say an inexperienced head in comparison. the fact this brand is mid market / low end luxury and this is not even on people radar right now or for the foreseeable. the fact they have just introduced yet 40% off sale and a crazy 365 day return policy - do they ever sell at full rrp any longer and what are they going to do with last seasons stock when returned next year!? . . .honestly, i cannot get my head around who is buying in at this SP as it just seems too expensive, even as a long term punt. either way, GLA and i hope it comes good again for you one day, especially for those that bought in at 250-300p and chose to hold tight.

a dead brand?? what a muppet, you clearly have no knowledge of this brand or its huge global potential it seems and are basing your opinion solely on todays news, thats a shame as it really makes you look thick. scratch the surface and you will see not a lot has changed here and a number of issues that have lead to this profit warning - their first ever - have been out of their control. this will recover a lot quicker than many expect, they are not in the same dire straits as ted baker, superdry, moss bros or even m&s etc etc.... this is a strong brand with a long way to go given time, this is a perfect time to top up, bring your average down, sit back and remain calm as they continue sensible expansion plans and growth both on the high street and online as well as their thousands of global concession outlets.

hi greenmile, do you mean expand or do you mean relocate/open new premises alongside church st. in MH? as the current store is sandwiched by well established businesses and there is a public footpath running to the left of the store, so there little scope to extend this shop unless they make it two floors, but then they will lose their stockroom and office space. so i'm interested to know what you have unearthed on this one, or if you can copy a link to show the plans for this specific store, thanks.

i wasnt having a go, i was just wondered why as an investor you had the feeling it would hit 200p sooner than 300p, in case you had some pearls of wisdom you could share, as the JOUL SP seems very odd to me. i hold tui, mks, joul, tsco and ocdo so am well invested in the retail sector. this one on paper is ticking all the boxes for future growth and a healthy SP, so whats holding it back at this point is beyond me apart from the guess work detailed in my previous post, lets stay positive and keep our fingers crossed for a stop to the continued sell off, as i average 304p here! kind regards.

you start off on a positive, highlighting the company is u.k based, expanding and had good annual results... so why do you state in reality it is likely to drop further to 200p? i'd say, brexit, nervy investing in the retail sector sentiment and apathy have brought us to sub 250p - not a lack of effort from the company and its growth in the u.k, it's new HQ, its successful global mail order business and international sales... 249p is harsh i'd surmise, and if i were a betting man i'd say its more likely to sooner return to 300p rather than drop further to your suggested 200p. but we'll have to wait and see i guess, perhaps things will drag lower until the christmas trading buzz starts and brexit is out the way late october to see any major recovery in the SP.

just noted some older posts discussing such matters as ive raised referring also to an rns does that state something about national branch closures and cost cutting? il try and find it.

i havent bought in yet but want to and have been monitoring for weeks now. my main concern is the way the majority of us now book holidays, that being online and price driven. why do t.c need so many high street branches to essentially store brochures in for people to pick up for free waste the staffs time then come home and book with another operator perhaps. its 2019 they need to invest massively in their online business and close stores to save on rents and staffing them. everytime i walk past t.c locally blaby rugby oadby etc.. always empty.. and this is my main concern as to why ive not invested yet, as cant see how their debts will be reduced by continuing with the current business model... open to advice and comments, thank you.

indeed the price is low greenmile, lower than it should be in my view, but thats a.i.m for you and the doom and gloom of the retail sector (mostly). full disclosure i bought back in at 307p and did not expect to be approx 500 gbp down in the space of a week. all broker targets remain set at 380p - 420p and all still reiterate a buy or strong buy. all joules targets have been met, their margin is acceptable in the current climate, expansion plans are in place, they are bucking the high street trend to some extent vs. major retailers and when they are not their online sales have seen an increase to counter both in the UK and and with export sales. so whats gone wrong? and why are we still under 295p? i can only assume one of two things, or both, that being that the recent large sell by a director has spooked some investors in that he is bailing on the company and/or has some kind of troublesome insider knowledge... but he is still there in his role as CFO and there is nothing to justify this pessimistic viewpoint, it could be something as simple as he fancied a holiday home in devon! who knows, its his business how he exercises his share options and when. secondly, the falling price may have scared off some newbie investors and when the SP tumbled towards 300p from 390p some would have thought this is far too risky for me i'm out and cashed in or had a stop loss in place at 300p to trigger the sell off last week, now those sales have cleared we should now hopefully see a stop to this temporary and somewhat unjustified fall back in the SP.
i trust this share to recover over the coming six month trading period as they approach their busiest quarter (oct 18 - dec 18). we should see 330-350p again before the end of this year, on the back of this busy sales period. if so i'll still hold as want to see where it goes in 2019 and if the broker targets can be achieved - however with a degree of caution and a very close eye on the SP. good luck all.

well as we tumble closer to 300p and not the 400p - that you have predicted over and over again this year greenmile, you've now popped back up with further words of wisdom and as usual without proof or merit. we are all still waiting for that link to your last offering, that being that joules are putting a concession store in ALL john lewis stores within 6 months, you stated this on july 26th for all to see - can you share this info with the board or not, you cant just come on here and claim anything you like and spread blatant lies about the future of the company.... oh wait a minute, that seems to be exactly what you do. can you back up your latest post and tell us all why exactly the company would be sharing 'big bonuses' with the staff in mid august and the percentage point of this bonus???...if Joules as you suggest, are throwing money around - is it any wonder the shares are on the slide! lastly, the 'results' are in the public domain and quite frankly are not great is you state, they achieved their very cautious targets with a very high turnover to get there. do your own research everyone and tread carefully as the waters are choppy, and will remain so in the retail sector in the coming months.

just my thoughts... if you refer to an earlier post, i commented that i feel it may be as simple as over saturation of the u.k market. anyone that wants a joules flowery top, jacket, wellies, bag etc etc has them already, so are not buying more and they are relying on new custom. couple this with the fact all their designs really do not differ greatly, alongside everyone knowing that there is little point buying anything from joules at rrp - as they seem to have a sale every 6 - 8 weeks for one reason or another, and if there is no sale on then there is always a voucher code doing the rounds, this all hits the bottom line of course. there may well be growth in the company long term, but only if it diversifies and up's its game going forward to create more interest on the high street rather than regurgitating very similar styles season after season. as also mentioned earlier, a great number of rivals have ripped off their styles too, i'm unsure how marks and sparks quite get away with it , but you can also pick up something from most supermarket clothing aisles for less than half the price, where you would really have to look twice to check if its joules or not. their turnover is high versus the pre tax profit year on year since they came into profit - at the end of the day anyone can be a busy fool. just maybe if they cut out all the sales and promotions people would still buy the gear at rrp anyway, because they want it and enjoy the exclusivity factor, rather than seeing the same top on five other women when out for sunday lunch, knowing they've all picked them up in the sale sub 20 quid. my final thought (and i say this with a degree of tongue in cheek) is that perhaps a number of people jumped in without any research as their first share option, thinking share dealing could be their new hipster hobby or to update their yummy mummy facebook occupation status to day trader!

if we can put our difference of opinions aside as to where this SP will sit going forward, i find your last post very interesting and would like to read further into this if possible. can you please point me (and anyone else interested) in the right direction of such confirmed news, or better still copy a link to the board that states that a joules concession is to be added to all 50 john lewis U.K stores, all i can find is news that ' joules will add concession stores to john lewis and next stores over the coming year ' no confirmation of all stores, or any confirmed number of stores, or your six month roll out mentioned. thank you.