Member Info for gregpeck7

Looks like Wyndrum has switched personality to Mrs D Geeman!

I think his brain cell is tired.

Short tracker updated. Another net reduction.

They bagged a bargain.

Interesting to see terms.

When is Mrs Geeman coming out?

Err except I have zero EVE shares ROFL

Anyway where is Jongle.. Nice blue finish here!

LOLing so HARD!

You got Wyndrum "and" Mrs D Geeman here too!

They really do "follow" each other around.

Suggest you all look at the boards they inhabit. Looks like the same person to me... Miraculous how they find themselves always on the same boards...

They are like a poor double act that festers on any BB they are involved with.

Here’s the first part of the double act showing up already. Mrs D Geeman will be here soon no doubt!

EVE sleep has gone into administration.

That was Mrs D GEEMAN and WYNDRUM's favourite place to annoy other posters.

So in bad news for this board, I suspect you will see this pair a lot more over here going forward. If indeed they are actually a pair and not the same person!

No coincidence at all.. The only other share D GEEMAN posts on.. Happens to be the same as WYN..

I was wondering what would happen to Mrs D Geeman once this came to a possible wipe out conclusion. The answer was always easy. Just follow Wyndrum. You will find D Geeman.

Who clearly does not need to unfilter me as you can read it with your Wyndrum account :D

I do think you make good points and I also think the Times and FT are highly noticeable in running negative stories around shorted companies.

Good example

Superdry - renegotiating finance facility - no reporting at all - no short position
ASOS - renegotiating finance facility - Front page news - massive short position

I don't believe in co incidences.

Also lots of historic negative reporting on BOO, again big short position.
THG etc etc...

Hopefully another paper starts to notice some of these links.

Money moving from ASOS to BOO?
BOO has always been my sector pick although I do not dislike ASOS per se.

Simply been pulled down by the ASOS noise.. Strongly suspect it recovers pretty fast.

Starting to think the links with the times and ft and negative articles that seem to feature heavily shorted companies are more than a co incidence. Very very suspicious .

Superset shares. Which are up 30 percent since results. Contained this in them.

-- Our Asset Backed Lending facility expires at the end of January 2023; positive ongoing discussions withlenders.

There is no panic, the shares are strongly rising.

The main diff I can find between here super dry and boo is margin. Boo and super dry also have much less debt. But I don’t think asos have a great deal..

But margins.

Boo is about 53
Super dry about 56
Asos 44

That’s the big difference to my mind.

What is interesting is super dry have said their margins have now started to improve. Costs are falling now. It’s gonna take time to feed through though.

From super dry recent results.

Share up about 30 percent since but look.

No panic there.

-- Our Asset Backed Lending facility expires at the end of January 2023; positive ongoing discussions withlenders.

Agree and bottom line is boo have just delivered their results so the numbers are all out there and current.

And you are notorious for just being an idiot .

It’s wade. Not wace.

Posting the facts from the recent set of results is hardly ‘ramping’.

Plus virtual zero debt. Asos are no train crash but the reason I invested here was the strong balance sheet.

-- Free cash outflow was GBP2.7 million (1H 22: 157.3 million outflow), following capital expenditure of GBP38.7 million. Closing net debt of GBP10.4m (1H 22: net cash of GBP98.4m, FY 22: net cash of GBP1.3 million) reflects multi-year investments, including GBP96 million on unencumbered freehold assets since February 2020

-- Significant liquidity headroom for selective investment programme with gross cash of GBP315 million at period end

Also remember the Sheffield automation went live in September which is worth about 125m in savings over 5 years. Loads of good things happening here.