Member Info for gggg21

Who you work for guru? Many a shorter been burned here. Investment houses get it wrong many many times. What about Allianz taking 5% of Asos between 45 and 55 a share. They didn’t see that coming did they. Whose lost money all knowing one? Some posters have just been mocking you if you haven’t realised. Everyone saw the fed rates coming and knew this morning would be a bit scary.

The board would not/could not have released an rns as they did the other day with a new ceo coming on board next year to then shoot themselves in the foot come results in jan. cheap and cheerful online boohoo and plt are taking market share. The bbc show last night said as much

Check reuters just released now. British retail sales surged by much more than expected in November boosted by Black Friday. Retail sales jumped by 1.4% surpassing expectations. Margins went up did they not in last rns only a couple of months back. Warehouse automation online now to help with margins increasing? Abroad markets growing and with currency will help?

*upto 75% on very few selected items, it’s called marketing headlines to grab consumer attention to drive them to the website to look for x bargain and then go oh I like/need that as well and add to the basket too hence more business. *director sells can not happen right now due to closed period, after results maybe but that’s after results which maybe stonking again as they were a few months back and the rns stared record Black Friday and trading comfortably within market expectations. *no share sells on last results, new ceo coming on board with huge financial rewards on share price targets, you would have though agreements were made to not sell as this hurts share price. *cant compare to Asos. Asos is hurting due to bad Black Friday getting discount wrong. Margins cut by 50% from 4% to 2%. Asos has no cash it’s a cash mess hence the loan rns yesterday over there. We are mid 9% margin cash rich and expect margins to improve with warehouse automation online *with oversea business growing and currency valuation as they are its benefiting overseas *agree on the markets current state with America but expect some rebounds over there later. Brexit scaremongering getting a little too extreme. Just wanted to correct some of your scare mongering and add balance. Have a good day.

Boohoo falls overdone, says Shore Capital

Online fashion retailer Boohoo (BOOH) fell in reaction to rival Asos’s profit warning on Monday, and Shore Capital believes the drop was ‘overdone’ given its reassuring update.

Analyst Greg Lawless reiterated his ‘buy’ recommendation on the stock after Boohoo’s shares fell 14% on Monday. The stock rose 3.2% to 162.9p yesterday.

‘The share price reaction for Boohoo… while perhaps initially understandable, looks overdone given the reassuring update,’ he said.

‘We highlight that Boohoo is a structurally higher earnings margin business given the own brand focus. We also continue to believe that Boohoo is an immature business globally and is a structural winner in online fast fashion.’

Remember differences between ASOS and Boohoo
Boohoo fast cheap fashion own brand
Marketing Strategy far superior and female target market
Boohoo cash rich - asos needs cash
Boohoo margins nearly 5x better than asos now and could increase due to the capex ALREADY spent on warehouse automation that is now coming online and we will get updates etc. unlike asos taking that hit now.
Boohoo millions more followers now on social media which sells fashion to the targets
Boohoo will hit nearly 1bn turnover in April results thus PE will be adjusted, Asos PE only just adjusted after October results so of course would be higher

Probably not the best example to compare boohoo and asos for time being with the same cloth. Asos is in a bit of a mess after revisiting their results and hearing from staff. Especially after messing up their black Friday sale.

You haven’t been here the last two years though?

This is a wind up surely who would short boohoo at near low of the year before results

Got my first tranche to hold at 158 this morning time to leave them until results. Going to see where it settles over the week as to when my next tranche goes in.

And another big buy. Someone/something is loading up

That buyer still at it taken around 90k worth of shares since Friday morning in 10k chunks

Sounds like you aren’t holding and missed some trades fella. Never mind

Could be a possibility I think the further 5% future acquisition at 15p could pop up anytime now. Makes sense that its going through now after the daughter on the board announcement

10k buyer about taken 3 chunks this morning

Exactly hence why I hold and stated my reasoning and thoughts last night. Re rate time I expect

I am very bullish here ok only just started holding and know the past, but for me this company is turning the corner now and will do well, happy with what I managed to add yesterday. Was hoping for another cheap opportunity today

Perhaps rushed out Jambon? Cause panic and a drop. Just very cynical with aim there always tends be a reason, the 8am rns that could have been at 7am or 7.30 for example

Future took near enough 25% at 10p and then taking the other 5% odd at 15p I bet this announcement is in the coming days now, would be typical aim. Sellers mugged and those in the know win.

Like forward plans? And activity? Why do you think? I did notice the other day how many rns there used to be about this and that and now very few - ok a number of companies reduce rns compared to the past to. I did say earlier in the day that aim is always “manipulated”. Once you learn it you can win. This mornings open was an absolute gift. Did anyone else notice in the day those 840k share trades? Didn’t know what to make of them

Would you not think now this will go a run with what you’d expect all the bad news out of the way now? “Distressed seller” should be done, Funding sorted now. Re read the statements from the results from Mary, kishore and waheed (apoligies in any spelling) and you can see the roadmap now in place and synergies as they say. I would have said it may have been the usual board bull.....had there not been the 30% of future, kishore mentioning us in articles, putting us in stores and the biggest sign for me getting the Bollywood and Asian Instagram stars to promote. That fills me with confidence. Past is the past, plan seems in place now

If Biyani has backed this by taking near enough 30%, adding his daughter to the board today and stocking it in stores then it’s pretty simple he values koovs, has a plan and what it has to offer and is going to push it no. Why would you do all of that when he is essentially what Philip green was with retail in the uk years ago before Asos/boohoo burst on this scene - this time the Indian green has made the play to cover all avenues with koovs and getting amazon backing. Let this play unfold and see.