George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
It'll be fascinating to see whether Shein can pull off an IPO in the US in the middle of a US Presidential campaign where it is likely to become a political target, especially from the Republicans.
I think there is a good chance that the IPO will never happen. The attempt to IPO will simply focus and harden opposition and might expedite Shein's undoing. Let's wait and see, but it promises to be a fascinating 2024.
All IMHO DYOR
Happy
Hexam
I'll address you directly for the last time.
Let's put aside your obsession with dissecting and twisting every word I say. I think it's rather sad, but I honestly can't be bothered to have a mud fight in your bog of negativity.
Granted you probably hold a few shares at most. But any time someone posts something positive about Boohoo (putting me to one side), you are one of the first to find a negative slant. Every silver lining has a cloud for you.
Maybe that is your personality and it's absolutely fine. Who am I to ask you to change? It's certainly not mine. But I will post as I wish and you are free to ignore me.
After an excellent several years, I have a very large and diverse portfolio, most of which I don't follow day to day. Many pay dividends, don't move much and are a bit boring (sound familiar?). However, with Boohoo i see vast potential and opportunity. Of course, this is not a BP or a BATS. There is much greater risk here. But I invested for a 10-bagger. If I wanted a doubler, there are plenty of less volatile shares that offer the same potential.
Anyway, as I said my last post to you. I'm sure true to form, you'll get the last word in ("you said this, you said that blah blah..."). But I genuinely wish you and others the best of luck in your investing.
All IMHO DYOR
Happy
Https://uk.trustpilot.com/review/www.boohoo.com?sort=recency
Sort reviews in order of most recent and it's wonderful to see that through our troubles, we have not only maintained but improved our excellent customer service while maintaining a gross margin of over 50%.
I hope this is one aspect of our business on which we never compromise or take short cuts.
All IMHO DYOR
Happy
There are several fake "shareholders" on this BB who call me out for my ebullience while themselves being relentlessly negative and pessimistic about our prospects. They try to counter any iota of positivity with mealy-mouthed and snide remarks, pretending they are "balanced" but being nothing of the sort.
All IMHO DYOR
Happy
DTN
You are a very thoughtful poster. You have 10,933 posts to your name. I am sure each one is as intelligent as the last. Unlike you, I can't be bothered to troll through your past posts. Life's too short and I don't have insomnia.
All IMHO DYOR
Happy
IParsnip
Easy, soldier!
We're having a bit of fun. No need to have a pacemaker malfunction because of it.
Wish you all best and others here. We all need to take a chill pill :-)
All IMHO DYOR
Happy
"Industry will be able to sell at a premium any item "produced with 100% green energy" (not like the bodge in the UK where my '100% green' energy deal was cheaper than other alternatives)."
Why would this be so? There's no such thing as a "green electron". It's consulting gobbledegook. People will pay for the cheapest energy. No-one's gonna care if it's "green". It's a fad.
All IMHO DYOR
Happy
As Shell found in the UK, fronting an energy retailer amid a cost of living crisis exposes you to all of kinds of reputational and political risk for no profit. I know Japan is a different culture but I can't imagine energy retail is very profitable.
All IMHO DYOR
Happy
Ask Hotel Chocolat shareholders and their 170% premium!
This is one the cheapest stocks in a generally undervalued London Stock Exchange.
Any whiff of good news on Christmas trading and these bad boys will take off.
I always sign off with IMHO and you're.welcome to yours. I know you have flipped-flopped like a wet, demented slipper in the past!
Opinions are what makes a market!
All IMHO DYOR
Happy
DTN
If you're talking about me, I am still very much here and as confident as ever. I plan to hold for 3-5 years and sell at 300 so the day to day movements while exciting don't bother me at all. I do day trade but never my core holding. I believe this will recover and very strongly.
As for 100 by new year, it's still entirely feasible and hinges on Christmas trading, which I think will confound the sceptics and beat guidance. Everything is in place for strong Christmas trading. Product, merchandising, price, gross margins, inventory, balance sheet.
This will come good and there will be fireworks when it does.
All IMHO DYOR
Happy
Https://www.reuters.com/business/energy/bp-enters-japans-power-retail-market-2023-11-27/
These investments make absolutely no sense to me. They're incoherent and lack focus.
We need a strong CEO to develop and present a focused, clear and coherent strategy.
All IMHO DYOR
Happy
Why does all this great news make no difference to the SP? We should be more than £20 to align to peers.
https://www.londonstockexchange.com/news-article/GSK/gsk-announces-positive-dreamm-7-headline-results/16224766
All IMHO DYOR
Happy
Thanks Mogger, Header for updates.
Highly encouraging that Navitas' commitment to SL has not wavered.
All IMHO DYOR
Happy
Nm
Celle
Lol! The irony in my own post wasn't lost on me.
Happy
If there was any specific reason for the fall, they would need to say.
All IMHO DYOR
Happy
Www.bloomberg.com/opinion/articles/2023-11-23/big-oil-bp-needs-a-fresh-strategy-not-just-a-new-ceo
I posted an extract below (from the excellent Javier Blas) but don't want to violate copyright. I thoroughly recommend a Bloomberg subscription.
"Oil giant BP Plc has been searching for a new chief executive officer to replace Bernard Looney for almost three months. The wait, even if unnerving, wouldn’t be a problem if it was worth it — alas, it won’t be, as the search process is deeply flawed.
Instead of seeking an imaginative boss to reshape the company, BP is looking for a safe pair of hands to administer its current strategy. If the oil major had printed a job advertisement, it would read something like: “Seeking new CEO. Reporting to the board, the successful candidate will maintain the course followed by the previous CEO.”
The firm is looking to appoint someone more akin to a chief operating officer rather than a chief executive. Even so, a COO masquerading as a CEO wouldn’t be a problem if the current strategy was working, and if investors liked it. But it isn’t, and they don’t. Of the five major international oil companies, BP is the only one that’s down (in US dollar terms) from January 2020, before the onset of the Covid-19 pandemic. A new name at the head of the organization is unlikely to turn around the underperformance. But the combination of new chief and a rebooted strategy might."
CONCLUSION OF FULL ARTICLE:
BP trades at a ridiculous discount to all major peers including Shell. Investors aren't buying the current strategy. So change of CEO won't improve things. BP strategy needs a complete overhaul.
FWIW, I completely agree with him. It can't be business as usual.
ALL IMHO DYOR
Happy
We're all hurting a bit and feeling somewhat down.
But I certainly haven't lost hope. In fact I topped up yesterday!
Let's be civil and respectful to one another. I know tempers are a bit frayed but most of us are in the same boat.
I wish you all well.
All IMHO DYOR
Happy
I know people here message Sam from time to time. Have you guys tried / had any response please?
Thank you in advance
Happy
Genuine question: near-term, even if FID does not happen in 2024 but we recover our Award monies or make material progress towards doing so, do you not think the SP will be much higher?
What's the real catalyst for SP during 2024?
All IMHO DYOR
Happy