Member Info for HereKittyKitty

"be greedy only when others are fearful"
Warren Buffett

Next SP is up 2.63% on H1 results
https://www.lse.co.uk/rns/NXT/results-for-the-half-year-ending-july-2020-6yghgzj5x4aw2i6.html

Next last year did 3.997B revenue with 854M profit
BUT in H1 their sales from RNS were -33% down with guidance for -12% down on full year - Ouch!
They only made 9M profit H1 - down massivly
In store sales are clearly declining & people are moving online

Boohoo last year was 1.234B revenue with 90M profit
H1 guidance is 25% growth that they will achieve or exceed
Estimated H1 profit should be around 55-60M+

That is a lot more than Next

This is excellent news for Boohoo

More data to support Boohoo online growth through their App.

https://internetretailing.net/views/editorial-how-lockdown-has-seen-apps-come-into-their-own--with-a-twist

https://www.fool.co.uk/investing/2020/09/16/5-uk-shares-id-buy-in-the-next-stock-market-crash/

It was a healthy blue today up from 313 to 325 holing 320 but suddenly drops back to 310 on no negative news with more buys than sells. Wish I understood this world.

Can anybody explain to me simply why if the Vol. Sold today is 2,148,080 at £7m but the Vol. Bought is more at 2,774,299 with a higher Value at £9m - why would it drop like this? especially when there are lots of buys going through now?

Weird day for Boohoo

Did anybody get Snowflake?

Oh yes
"Online sales jumped 74 per cent from the start of February to the end of July."
https://www.ft.com/content/5dfb08d0-cde0-4ed3-9125-aea659e26db4

boohoo.com arrives in the Middle East
https://www.zawya.com/mena/en/business/story/boohoocom_arrives_in_the_Middle_East-SNG_184630649/

Lots of £20k to £50k buys since drop back to 315
Wish I had that to put in

This share is certainly swinging like there is.

Agent it is $100 to $120 a share

Looks like good technology to take market share from Oracle. Oracle has a market cap of 187B but thousands of products.
Snowflake will IPO at $4B. The Cloud database market will be 24.8 billion by 2025 (estimated).
A good comparison of the market here https://www.analytics.today/blog/oracle-vs-snowflake
Due to the expected drop in Nasdaq & NYSE in tech I will wait for now but watch this closely.
Are you buying?

Show up on my LSE L2 if I scroll down now as
332 5,000 CFEP 12:02
336.5 5,000 CANA 12:23
336.6 10,000 LIBC 12:04
337.2 5,000 NUMS 12:27
337.2 5,000 JBER 12:27
337.2 5,000 JEFF 12:27
337.2 5,000 INV. 12:27
337.2 5,000 PMUR 12:27
337.2 5,000 PEEL 12:27
337.2 10,000 SING 12:27
337.3 50,000 WINS 12:02
337.4 5,000 SCAP 12:02
337.8 5,000 STFL 12:02

Odd.
Here are the broker codes
https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwiL2c-sxO3rAhWBsnEKHZT7DSAQFjAAegQIBRAB&url=https%3A%2F%2Fwww.londonstockexchange.com%2Ftraders-and-brokers%2Fmembership%2Fmember-firm-directory%2Fmember-firm-code.xls&usg=AOvVaw0UJvnZPSBhJIJpkYO_GGIO

If you have Level 2 access, go into the sell column & scroll down where you can see brokers with their 4 character ID.

Wha I find interesting is where the brokers are putting their sell orders
335.1 to 337.4
335.1 50,000 WINS 08:03
336.1 5,000 STFL 09:11
336.5 5,000 PEEL 10:52
336.6 5,000 NUMS 11:50
336.6 5,000 CANA 11:51
336.6 5,000 JBER 11:53
336.7 10,000 SING 11:53
336.7 5,000 INV. 11:53
336.7 5,000 JEFF 11:53
336.7 5,000 PMUR 11:53
336.8 10,000 LIBC 10:56
337.4 5,000 SCAP 10:14

Thank you wyndrum

They would be the icing on the cake.

This isn't owned by Boohoo is it?
Covid test with 'result in 10 minutes' launched by Boohoo founders' biotech firm Medusa 19
https://www.business-live.co.uk/enterprise/covid-test-result-10-minutes-18942370