Member Info for hey_arnold

as the rate of growth will likely be taipered by borrowing costs and lower margins.

I begin to wonder if this could go sub 2000p and struggle to move above 3000p. My thinking is in a world of rising rates (if you believe inflation is not transitory) I suspect that the high multiple growth stocks will struggle to command these same fwd p/e's we are used to seeing.

you've*

yawn. clueless. you been saying this will rocket from above 3000p....

Lol so whys its going down.....

The CEO quit.... there is good reason for that. You don't leave a company when everything is going well. The valuation reflects the market view that the company has structural issues that need addressing. Most people here look at the historic chart and point to higher prices, as if thats where it should be now.... You will keep losing money investing like that.

100% treacle. Who would buy a company that doesnt have a CEO.

and that they will be surprised*

Everything you say will be priced in. You think investors don't realise Christmas is coming up, and it they will be a surprised by higher sales? Please stop encouraging other people that also know equally little to buy, when you can't even put forward a sound investment case.

Claire you talk utter rubbish. This didn't rise on Friday when Boohoo did, there are company specific issues here that will likely see it sold further. I have revised my target to 2000p.

Blackrock have continued to reduce their position here over the past few days. Think they currently hold 2.7% long. Conversely Statestreet are building one. So today perhaps its Blackrock trying to reduce further, or possibly a short has noticed a large holder is selling down, so is trying to push the price down in anticipation of further selling pressure from Blackrock.

All noise ultimately if you hold a medium term fundamental view.

It will be interesting to see if these short term headwinds continue.

48p looks like some sort of resistance. I suspect its a shorter trying to protect their position, as this appears to be trending higher. Keep an eye on the volume as well, shorters aim to capitalise on supressing the price on low volume days.

In the absence of mass lockdowns the oil market remains structurally bullish and I suspect it will be difficult for the remaining shorts to keep a lid on things here.

I have bloomberg so dont need to use those. cheers

Looks like blackrock reduce their position yesterday, which is possibly the driver of the initial fall.

Its ok i've just read up. Cheers

I dont see much support here till around 2200p. No short term bullish catalysts and high input cost and supply chain issues.

Sure. Just thought someone would be happy to share, same way I will be once I get up to speed.

I suspect this is a good entry point, I have started building a position here.

GS very structurally bullish, but hedges here will determine how well TLW can capitalise on this.

(Read it from my first comment up.)