Member Info for ihalliwell10

This actually looks a bit odd, Mr M Ward upped their holding back in June , but the TR1 has just been released, so this actually looks like its just the paperwork catching up.

That said the Shares pushed up for some reason yesterday,

I'm holding for 30p in drinking recovery mode for the UK pubs market.
DYOR

Seems to be steadily improving position a bit like the company outlook, I'm wondering if Boo is stepping into a new era in terms of steady growth now and move away from the sudden bolts of bidirectional movement.

Seems to me that the board have a much tighter grip and along with some shipping challenges I'm hoping the US market has been a big influence in the numbers of thursday.

DYOR I'm holding

Filters, found it, :)

Can someone let me know how to block particular user ?

Its out!

High cost for Boohoo of updating its image, in the times today (subs only)
https://www.thetimes.co.uk/article/high-cost-for-boohoo-of-updating-its-image-zvrkfph5w

This is the second article that in my view was largely positive about made in Britain approach , lets hope that the new brands are going well and that on shore manufacturing is paying dividends verses shipping all the clothes in from afar.

Suspect we will be in for bumpy ride around results , but for me this set are more in doubt that previous years, but then again we haven't seen the run up in share price that we have in previous years, perhaps its all change this year and we will see these results push the share price towards expected broker levels.

I'm holding.

DYOR

https://www.telegraph.co.uk/fashion/brands/made-britain-inside-boohoos-fast-fashion-factories/

A fair view of Boo, its work in progress and working towards the end of the slave labour debacle

In my view.

Best of luck with your approach

For me this was a bitcoin punt or a throw away SPAC like punt, I'm 40% down and watching, I only invested a dividend from another stock so very much a gamble here, I liked the potential court case case and I like the potential upside from bitcoin going mad, but in reality and working in a similar industry this is mostly noise about what could be done, for example FPGA, something I studied at Uni in 1999, its still relevant but not a material thing that will directly relate to excitement around this stock.

For me, machines (hardware), energy reducing tech and some tangible progress like we have a site and purchased x machines and this is the outcome expected along with a timeline as opposed to have hired a bloke who once knew something who will then investigate something and then something might happen lol.

DYOR - I'm holding , if nothing else we might see a return for the court case, but my expectations are that will get thrown out on a technicality or there wont be any money at the end of the case.

Just a load of tech words thrown into an update, if these fly (I am holding) I will be highly surprised , basically a cash cow for the owner.

Biggest punt since Quindell
DYOR

Think things are moving in RBG's favour, lockdowns, testing and revenue going the right way, lets hope the numbers are massive and we stay open for Christmas and we will be firmly in recover mode.

DYOR

Completely on point with ESG requirements , I wonder if this puts them into the ESG funds list and adds buying pressure to the share price.

More positive news can only be good for holders, I think the UK still have 18months of rapid expansion in terms of building so as long as SRC can get it out of the ground and get it delivered then things are looking good.

I'm wondering if I should reduce my position and take some profits , original buy price or circa 40p , being patient usually pays off.

DYOR

: Bernstein starts Vodafone at Outperform

Various Eateries PLC v. Allianz Insurance PLC

Another restaurant company is seeking to recover almost £16.4 million from Allianz in respect of losses suffered during the COVID-19 lockdowns, specifically £15.8 million for decreased turnover, £520,000 for increased working costs, and £30,000 in costs for the claim. Various Eateries’ claim for losses falls under different categories in its policy, namely the prevention of access clause, the enforced closure clause, and the disease clause. Relying on the FCA test case, Various Eateries’ position is that each lockdown and each set of restrictions constitutes distinct events under the policy.

I think it's likely to go ahead as they have already received 2.5 up front , this should give the re opening and expansion a real boost

Buy the recovery is my play here

I think M&A is rife for this sector, time will tell

DYOR

I was lucky enough to have bought back in at these levels, slightly under water but received the divi so am content enough, I think the telecoms (media) sector is somewhat un loved right now, I do wonder if the M&A activity though , around a big boy like a BT or Vod could become reality in the same way the supermarkets suddenly become attractive, although the debt seems to keep potential suitors away.

Someone or someones bought a large stake in SRC from the sellers...... last three TR1s are reducing their positions , I wonder why.... profit taking or something else....

Shows you the competition..... when was the last time you wore or bought a new suit for work and M&S have just realised this, Boo turn around a line of clothing in days, not 18 months.

£BOO the market will be waking up to this very soon.

I expect some consolidation in the etailers before the end of 2021 as the market matures, it could be an interesting period before Jan 22.

https://www.retail-week.com/department-stores/marks-and-spencer-pulls-suits-from-half-its-stores-as-demand-slumps/7040505.article?authent=1

DYOR

The good news keeps on coming,

https://www.dailymail.co.uk/news/article-9941815/Ministers-set-unveil-8bn-plan-build-119-000-properties.html

Huge investments by UK PLC.

Still it goes up, really positive noises coming from SRC, the number for the enlarged company should be easy this year , then the real challenges start to maximise the combined company along with the further acquisitions, I'm expecting yet a bigger deal in the next 12 months, with backing from borrowings and a placing at higher levels to really push SRC along, whilst the EU/UK is spending large on building anything , I think SRC are really set to continue their growth.

The only flaw here for me is if another company tries to buy SRC before the journey is done, lets hope that SRC can stay independent for at least 36 months to get the full potential out.

24 month target price for me, is an eye watering £3

DYOR / IMO