Member Info for Hoss13

Footlocker +16% purely off the back of tariff news 📈

Strap in for tomorrow gentlemen

Very True Carrot, hidden in plain sight 😂

Make hay these next 60 days & rein it in whilst markets get all wobbly again nearing the 90day deadline. Jesus he is just so predictable the orange buffoon

I think the update on figures achieved will be fine, it’s the guidance that will rock this SP again I feel. How can CEO be bullish when all the tariff news…..(and unsolved tariff negotiations) are so fresh?

Vietnam (Nike) may well get solved before most, but not before tomorrow’s update.

China is the big one…..and they ain’t backing down! Under Armour, Adidas, Nike, On Running, Puma, New Balance (not to mention JD’s margin enhanced own brand(s)) etc…. Are all affected in a huge way for their apparel.

I doubt any of the brands have worked out what their stance is yet, never mind being able to relay anything to retail partners. I just can’t see Regis transforming from double profit warnings & drab communications on outlook/headwinds into a bullishly optimistic CEO….. he spent £100k of his own money at £0.90 BEFORE tariffs were even whispered.

Let’s hope I’m wrong, but I’m starting to see this market for what it is, fragile AF.

GLA.

You sit tight and wait for 3p then Sandyman!!

Nike, JD and Footlocker have all just spiked massively simultaneously, can't see any news as to why....?

J45DEV,

Don’t get carried away with New York mate, the Merthyr Tydfil store on Sunday had 2 customers, 38 staff, a crisp packet blowing around in it and some strange bloke outside with a clipboard & calculator. We’re all doomed. 💰

GLA

Apart from WishingStar, you sir can get F****d

Top ten things Wishingstar influences on this board....

1. Nothing (repeat another 9 times)

the end

Winner of the best lse chat board handle…

Darth.Trader 👏🏽👏🏽😂😂😂😂

Let’s not forget the CEO just recently threw £100,000 of his own money in at £0.90. He doesn’t do that if the outlook is super bleak AND if he’s due to surprise the market do the downside on the 9th, he’d have waited.

Patience.

Lorenzo,

If Carlsberg did CEO’s 📈

Arguments for both sides of the store opening strategy….im more of an optimist & do love the aggressive ‘land grab’ tactic.

More stores = makes most efficient use of distribution network & enters territories that simply don’t have legitimate competition to consider.

Always happy to hear others positive & negative views. Discussion always needs to remain balanced

8.30am Saturday. JD Arndale Manchester.

200+ people queuing for adidas ‘Made Running’ launch. Source:(JD’s Instagram stories)

Nobody does it better 📈

Guttersnipe,

Pentland group? If I need to explain this one, you have no purpose being on this board

Allesandro,

Comparing the two, it’s either Pentland spend £2b++ to take private, or list on NYSE, potentially double or triple the SP in 18-24months, seeing their current share value doing the same. Quite easily a £6-8b+ swing from one to the other.

BEO1,

In my view they would be more likely to switch to NYSE as an option before going private.

Allessandro,

I would argue that is a strength of JD, not reliant on one particular brand’s heat, although as we’ve seen with Nike struggles, it reflects directly on JD sp, until the board can prove in the figures the ‘damage’ is negligible.

One good thing about a brand ‘dropping off’ especially the size of Nike, is that they come back with a bang. Nike & Adidas fighting again for shelf space is great thing, as well as the disruptor brands, ON etc….,

Kemplar,

If your synopsis below is ture, I imagine you could get around it if you have a spouse with an ISA, she/he would buy the same amount of shares you have just disposed of, and you would mirror this in your account if they were needing to do the same? So you collectively have the same shares between you, just flipped them into each others accounts.

Hope that makes sense, its only an Idea that popped into my head after your below statement, I am by no means implying any sort of advice, I am far from FCA regulated. Just an opinion/Idea

"Appreciate this is essentially about transferring into an ISA, but the thread also suggests you can offset any losses against CGT.

HS284 says you can’t do this if you sell and then buy the same shares within 30 days. If there’s a way around this I’d be grateful to know how.

K"

Perfect 🥕 thankyou 🫡

Just wanted my train of thought checking before I speak with HL

Typo….’therefore taking the loss in our fund & share accounts