The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Danl90 - forget about fundamentals, it's all about momentum at the minute and momentum is massively in favour of bulls. This was massively oversold in the first place so no amount of fundamentals analysis will work here. Enjoy the ride, IMO to 150p in very short term and God forbid if MW close their short, this will go to the moon.
At this price, AO is a no brainer especially with Omicron sword hanging and people working from home. I expect bumper Xmas sales to be announced in Jan and remember, next year is Fifa World Cup so 2022 should be a great year too!!
Marshall Wace is playing a classic short trick of increasing shorts ever so slightly to spook the market, I expect shorts reducing this week and then Director buys coming in too. This is too good a value/growth combined opportunity to be missed in investing in UK (and soon to be US I hope)'s biggest online clothing retailer.
Danl90 - you are missing the point, ALL online businesses are feeling the freight cost heat HOWEVER not all online businesses will disappear because of it. As an investor my job (and most PE houses do this) is to pick the business who is most likely to bounce back once the dust settles and Boohoo is my number one pick. Clothing business has decent margin so expect a massive bounce here. Boohoo is more a investment opportunity for me then trading.
Insider Knowledge - I am not even going to bother numpties like you. I have made plenty money going long when VIX is higher, it is one of key strategies of mine. Always remember Warren Buffets quote- when others are fearful...
General market conditions aside, Boohoo at this price is a no brainer for me. I got some at 110p and 105p and I am about to go in big today and hold for 1 year for at least 100% gain. Loving this fear mongering, gives experienced investora plenty of opportunities.
All food delivery companies are massively oversold on the back of this old chestnut. There is nothing new here, what's more is people working from home during Xmas and will be ordering lots more food!! Both Just Eat and Deliveroo are quite attractive for even short term hold, easy 20% profit to be had IMO.
Such an amazing business but so poorly managed. Sack the whole board. I am so disgusted!
Wooow... Superb set of results AND we have yet to experience crazy Xmas rush. £200m special divi and share buyback are cherry on the cake!! Wouldn't be surprised if we are a target of a bid, RMG is a massively undervalued business with big growth opportunities!!
Too many newbies who want to be a trader, they will lose money faster than speed of light giving experience traders and investors amazing opportunities to capitalise. Remember peeps this is a £800m mcap company promising to deliver £280m earnings with no debt and big growth opportunity. It is bonkers really. Massive upside here when the split is announced.