Member Info for ihalliwell10

Think these may return to previous highs based on retaining no pub sales and gaining back pub sales..... yes I know that means a fair bit more drinking.... but the unlocked world needs a good drink over this summer.......

Oddly I hold BREE as well in a similar play, I was alerted to these through IC, an media outlet that I usually hate but they were spot on with this thus far,

I consider this to be a medium term hold for 3 years whilst the build phase puts meat on the bones in terms of spending, I also see the FTSE / FTSE250 going really well over the same period, 9k for the ftse a real possibility subject to the usual pandemic risks.

19-Apr-21 08:17:32 83.85 4,886 Sell* 83.00 85.00 4,097 O

This trade of mine was a buy this morning,

First time I have added to a position after a double bagging , strong business getting stronger, see this continuing whilst UK plc is spending on infrastructure projects.

19-Apr-21 08:17:32 83.85 4,886 Sell* 83.00 85.00 4,097

This was a buy not a sell, think UK PLC will propel these along nicely, Build back better going to pump money into construction and these guys seem to be able to plot acquisitions and growth really well.

Holding since mid 30s

Looks like the news is filtering through up 5% today and gaining momentum....

5% off on results day 10 days later back to previous levels, I've thought for each of the set of the last 4 results it was different, but this is the AIM and manipulation is easy enough for the MMs,

Long terms this is a winner even with the bumps, I'm holding

this is likely for me, ratesetters to metro a similar thing, I think loans are very attractive for banks as the western economies are going to boom for a few years

This is going to rocket and then collapse ... balls of steel required to win on this one

Fev are in positive territory , think Fev will bounce with the wider economy back to previous highs based upon no further lockdowns,

Onwards to 50p plus for me , car sales going through the roof currently Britain is set to boom

a stock that just keeps on giving and with the UK / EU govs going for a spend / build their way out of recessions SRC is nicely positioned to continue to grow along with Vistry and Breedon.

Lets see the Primark figures in a few months time, will show that dead cats bounce nicely

would be wise, not wouldn't be,

Quiz (QUIZ) guides FY(Mar) rev down 66% to £39.7m. Online down 42% which looks very poor. Net cash £1.5m.

"termination of sales through Debenhams" to materially impact profitability or cash flows.

Boo brands only on debs then, Boo's very own online department store.

Cant help thinking a flagship physical store wouldn't be wise to open right next to Primark .....

30% down on 2 years ago, shift to online is material now and the wealthy middle class will be enjoying the Debenhams website as opposed to pushing a shoving in Primark

I love what Boo have done with the Debs website, home and living and beauty on its way......

https://www.debenhams.com/

I also note that Amazon pay to appear above Debenhams on google search results, which I suspect is telling when it comes to traffic that Amazon would like to draw into Amazon verses Debs, not sure if that it a good or bad thing as there are huge numbers of people that still dont know the difference between sponsored search results and top hits.

I'm holding for the long term here.

but only because its news rather than anything else, these are going brilliantly and look set to continue, multibagger on the cards for those that are patience enough.....

https://www.retailgazette.co.uk/blog/2021/03/boohoo-in-talks-with-resale-websites-as-it-eyes-sustainable-future/

This is really on point with the new esg narrative , re rating on the cards

What is it you know now that the CEO wasn't able to describe ?

terrible interview in my opinion, a good reason to sell out, this is a coin toss of a share, lets hope it lands in our favour

Wonder how much more they can write down and how long for , before it becomes another fire sale to boo and asos, once this cycle has finished, boo and asos will have physical flagship stores to compete with Primark , which will do very very well once people are eventually allowed back out fully in 2022/23.

Brexit to impact boo, but for medium to long term holders the show continues very nicely.

I'm wondering if and when there could be some M&A activity, i listened with interest how the US describes pelaton as a cloud , health services company, not an exercise bike retailer..... its all in the branding and confidence, Boo could be a cloud based platform services supplier that also sells global fashion.