Member Info for Hydr31

Reppyr people power is right, stop worrying about the daily movements. I could well see this going to around the £3 mark based on the charts but I don’t sell out on these drops as I can just as well see Kamani buying a load more shares and this being £4 before you blink. If it does drop to £3 it won’t be there long enough for you to count your losses. TCM will be loading up like mad!! Bottom line is fundamentals are great so I add on weakness. If you sell out now I’d say there is more of a chance that you miss the gains. Look at the drops they are lower each time.... this is because there are fewer punters selling on them. Classic price consolidation. Once the sellers have all capitulated then this stock can start moving up. It looks like it’s going to coincide with results and hopefully some forward guidance on the aquisitions and life after lockdown. Sentiment is going to change. But you only profit if your buying when sentiment is down.

And Debenhams used to turn over 3.5 billion only a few years ago. Sure that was including shops but with the trend accelerating away from high street I’m excited to see how big Debenhams will become. Unbelievable aquisition for 50 million.... absolute pocket change compared too it’s potential.

100% correct, yes we are seeing a low, but it’s higher than previous. A sure sign that there are fewer punters willing to sell out. Consolidation almost complete

Reppyr- I’ve held since 2017, topped up on these stories... it has served me well.

Thank goodness for the stories it has only provided me an opportunity to buy in cheap. Fundamentals always shine through in the end.

I’m dreaming of £10.... £4 is a given.

Sure sentiment needs to change to realise £4.50-£6 and beyond.

But you can’t get worse than coronovirus, slavery and now US bans.... sentiment will snap back as it always does because the bottom line is ..... eps growth is 70% and all these stories are irrelevant in the longer term .

Every single one of these stories has turned out to have no grounding.... the one ‘true story’ that doesn’t seem to be in any of the papers is BOO does it again.... 70% eps growth.

Stocks go down as well as up. £3.05 is the bottom of the current trend and would be a great entry point.. results in a month, directors buying in, 70% eps growth.

With a pe expanding to let’s say 50 we could be looking at £4.50 by summer. With the world opening up and a good H1, further pe expansion, Aquisitions coming on line and valuation based on future earnings....11p . wow. £5.50-6 at some point next year is very possible. And I’m not even using the higher pe of 70 plus that BOO historically trades too to calculate that. Now is the time to buy if you want to make money on BOO.

Unfortunately there is a disconnect with what our shareholders think is good image and what the consumers think is good image... I would imagine the average consumer of PLT would be quite impressed by Rolex parties and Dubai bling. I don’t know when being an ‘influencer’ actually became about fame, looks and money and not about honour, brains and talent, but it has and their followers flock like sheep wanting too emulate their talentless hero’s!! That’s the image we are selling and the consumers love it. So Iong as the company is growing at 70% why shouldn’t the directors be bling!! Living the brand some might say.

Not if they are all small value.... a £1 million order doesn’t change anything but 140 £1million orders do... we didn’t get one for a £10 million contract with UNICEF

I suspect that to be the case. Remember we are supplying 140 countries. Even if each country only spent £2 million each that would be 250,000 tests per country. A paltry amount.... and that would get you to £280 million a year total revenue. The DHSC contract did not start till late in the year so it’s pretty obvious that a lot of that revenue will not have been in last years figures.

A nice reminder that of all the Covid stocks we are invested in the one that has already banked the profit. Which makes Ncyt a no brainer. No guarantees that other Covid stocks will actually come good. At one point he says that most governments have looked to go with companies operating from their own country and this is mirrored with the governments actions surrounding takeovers and mergers. Another clue as to Ncyts important roll within the DHSC. They talk of the future of testing being a new normal and how the tests need to move to a breathalyser type test that returns immediate results.... azn/Ncyt saliva test springs to mind

Good idea.... I think it would also be good if we had some context as to whom is posting and what their investment strategy is. It’s very misleading for someone trading the stock to be talking down the share when it’s looking short term expensive when smaller investors would be better staying long and just continuing to hold and add on weakness. All holders of BOO can probably agree that 2-3 years we are looking at £6-10 but short term there will always be opportunities for trading for those that want too and for whom their budget it makes sense too. The larger the holding the more you need to trade and not accept losses. The smaller the holding the more expensive the costs to trade so you need to go long on shares. We’re all here to talk to like minded people and learn from each other but you can only really do that if you have context.

Someone needs to start a bulletin board that requires verification of holding. Too many paid derampers on here who don’t hold. For what reason do you haunt an investors board spouting negative stuff. If you really care and think there is injustice going on, go get a placard and go March up and down outside HQ.

Why are there so many non investors on this board. I bought when coronavirus hit and the fear of it being the end of days took hold, I’ve added when the company was accused of slavery, now it’s US bans. I’m not selling, I’m buying. I’m not down, I’m up. Show me another share sustaining 70% eps growth through a pandemic, a recession and seemingly being attacked left right and center whilst doing it and I’ll invest in it. It’s getting boring. Directors buying, eps growing, amazing aquisitions, still cash rich, huge organic growth, proven track record, history of overdelivering, adaptive management who don’t sit on their hands.... I don’t think I need to know what Pedro, TCM or anybody else thinks, confident in this pick. Go get a life guys and let people use this board who actually are interested in talking about BOO. Your not fooling anyone.

Just admit you were wrong already. No online tax, no US ban. Just the usual shorting behaviour to encourage the share price to complete its final few bits of consolidation before results can take this higher. If the US ban had any legs the share price would have gone to £2. Directors know where this is going. Looking forward to results. Think about it people why on earth would someone patrol the board (and then more join them) if they thought the company was rubbish . Either they get paid to deramp or they are trading the share themselves. You don’t give up your weekend to continuously post rubbish on the board unless you profiteering out of it somehow.

Its just price consolidation. A lot of those pi’s will have seen their investment grow considerably myself included. At £12.5 my portfolio had become totally weighted toward Ncyt. 80%!! I figured it’s a once in a lifetime stock so I’ve just held but I can understand why many would have taken some profit or spread their risks into other stocks. Looks like the majority of the sellers are out now though. I’m certainly not selling any, not even if they drop this suddenly again. It’s clear this is going to £15 and above too me. Time is on our side and I’m happy to wait. At the current price it’s hard to see any downside.

The saliva test has to be the way forward. Even if it is slightly less accurate it would be easier to deploy and ensure correct application by the general public, so would hopefully deliver more positives... the lfts just have too many false negatives due to incorrect use.

There was an outbreak at a factory I work with where they have been testing all the contractors coming onto site with lfts. They tested two of the guys who tested positive with it and the lft gave them the all clear. I think the lft’s are dangerous. They’re impossible to do properly on yourself and a bad result potentially spreads it further. They put everyone at higher risk but the company and the government are just ticking a health and safety box. Annoys the hell out of me. There needs to be better guidance otherwise it just becomes a total waste of money and time.

Pretty happy with today’s action. It confirms there are not that many sellers left. A pretty meagre drop on news that if true should have been devastating. Those that would have sold have sold and the sooner they are all out the sooner we can break upwards for all time highs.

Lots of stories coming out about BOO.... meanwhile the directors are buying. Not looking good if your short here

Just that the market usually values based on future earnings.... if you are an optimist you see the cash, the potential for non Covid profits, the acquisitions. If your a pessimist you don’t. Current valuation is just looking at the cash they are expected to accumulate over the next 2-3 years. (Circa £400 million) Hence why optimists are excited as they think we’ll do something with that cash and the pe can expand to 10-20 as it does.