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DTN
"Its all the "x by christmas" and then the admission he paid far to much for his initial entry."
I've always been clear and transparent about what I paid for my first buy. Unlike you I don't tell people to sell one day and buy the next based on a pure trading whim. It's astounding that you have the audacity to claim some sort of moral high ground. I mean you of all posters! Pot, kettle?
All IMHO DYOR
Happy
Hexam
I think (from your own admission) you don't hold many shares and I've noticed your subtle deramping on occasion. All rather odd. It's as if you want them to rise but not too much!
Each to their own. Again, do feel free to filter me. I'm not still invested here to make pennies. I have other, "safer" shares for that. I think everything is in place for a very strong near-term SP recovery. I want a 10-bagger within 3 years.
All IMHO DYOR
Happy
I know we own a stake in RevB but is there any direct sales read-across for our own beauty driven brands such as Debenhams?
Happy
Wolf
I am simply telling you what the bond markets are saying.
I'll keep posting as I please. You are welcome to filter me. My strategy is to reduce the space for the negative trolls to operate.
Best of luck with your investments.
All IMHO DYOR
Happy
Great discussion.
I think MA will not get the top job and he will resign.
I think they will appoint an American CEO and strategy will change to appease US investors, in particular.
All IMHO DYOR
Happy
"Well the simple fact is the BOE react to conditions on the ground so to speak.."
What like when they said inflation was transitory and were far too slow to react?
The shape of the yield curve is the best predictor of the future trajectory of interest rates. Economics 101.
Boohoo is starting to outperform ASOS for good reason. We're in great shape operationally and financially. Sales cycle will turn soon. Not long to find out if I am right.
All IMHO DYOR
Happy
Https://www.nasdaq.com/articles/uk-short-dated-gilt-yields-hit-five-month-low-as-markets-eye-2024-rate-cuts
US Treasury yields and UK gilt yields are easing as the market prices in rate cuts next year. Of course, they may not happen in the timeframe the market is pricing in, but gilt yields (not the base rate) drive mortgages and credit, therefore conditions are already easing significantly.
Today, UBS predicted 275 basis points of cuts in the Fed funds rate next year. This is still an outlier but more and more analysts are predicting cuts as inflation is past its peak.
Central banks will still pedal their hawkish rhetoric to remain on top of expectations, but follow the markets. Rate cuts are coming and this view is perfectly consistent with market pricing.
Boohoo as a growth stock will do very, very well in an easing environment.
All IMHO DYOR
Happy
Aren't you one of the derampers that used to plaster this board with incessant negativity (yawn!)? Sorry if I have that wrong. If not, where's the rest of the sad crew?
Happy
You will not get this opportunity to buy again. Do not look this gift horse in the mouth.
Falling rates on both sides of the pond will provide a huge macro tailwind for Boohoo.
We are looking at 100 early in the new year. Buy now before it's too late.
All IMHO DYOR
Happy
Nm
All IMHO DYOR
Happy
It will be based on upbeat Christmas trading.
Do. Not. Miss. Out.
All IMHO DYOR
Happy
Https://www.londonstockexchange.com/news-article/GSK/gsk-receives-positive-chmp-opinion-for-momelotinib/16206079
At what point does our SP respond?
All IMHO DYOR
Happy
While we obsessed over the share price, Boohoo have been working tirelessly to get the customer proposition right. Kudos to the whole team for getting this A1.
For example, Boohoo.com looks super cool, product ranges and merchandising are simply outstanding and the prices highly attractive. No competitor comes close in terms of overall customer proposition. Shein looks like a 90s Argos catalogue by comparison.
I will be amazed if there is not material growth in sales over the vital Christmas period. I think they will need to upgrade guidance in the new year.
We've turned the corner on sales. I am absolutely convinced by it. Kamani was right about "boom time". It's coming.
All IMHO DYOR
Happy
In case of takeover rumours in Sunday Times.
When a share is this cheap anything can happen...
All IMHO DYOR
Happy
Market is a bit weak because of Powell testimony.
But these dips will be bought.
All IMHO DYOR
Happy
"...but all showed signs of a Bear squeeze (sharp sudden increase from a low followed by a curling over on the chart, with a 3rd impulse wave collapsing in on itself, and so making a 3 wave Bear correction, rather than a 5 wave Bull move.)."
Please tell where you buy your weed so I can avoid your dealer.
Just pulling your leg. No offence intended.
All IMHO DYOR
Happy
Good to see the dips being bought.
US and UK bond yields are easing quickly. China's economic data this morning hinted at deflation. Brent struggling to hold $80.
It will be very interesting to see if global cost pressures easing can deliver further gross margin improvement.
All IMHO DYOR
Happy
We shouldn't worry about every minor movement. The trend is positive but it will be punctuated by periods of market weakness. That's normal.
Unlike ASOS (and I have absolutely nothing against them), Boohoo have all the components - product, merchandising, stock, inventory, debt - under very good control.
The final piece of the jigsaw is returning to growth and I think we will see that this Christmas.
All IMHO DYOR
Happy
Disappointing SP but I'm comfortable holding. Operations and cashflow are excellent even if SP is not. Upstream pipeline is outstanding.
I find the silence and drift very strange especially as Exxon said recently they are on the prowl for another acquisition in the "near term" according to their FD. I agree an offer is very unlikely given Exxon need to close / integrate PXD.
However, I have a feeling that something is afoot behind the scenes. ExxonMobil are hugely ambitious so you would write them off at your peril.
All IMHO DYOR
Happy
Thanks Pendulum and iParsnip.
Feeling very bullish and have an excellent trading/ investing record over the last several years. I don't say that with any arrogance, just that I do know what I'm talking about even if I go on a bit lol!
My first buy was around 170 so i definitely timed this one wrong. I've been averaging down aggressively and now have a sizeable holding.
My confidence has never been higher and is better than when I first bought at 170. Anyone buying now is buying on the cusp of a major turnaround supported by lower rates and improving economic outlook. They have capacity to service £4bn of sales so there's ample room for growth.
My most exciting share!
All IMHO DYOR
Happy