Member Info for ihalliwell10

Seems to be a fair few buys today so maybe something is up.... or at least speculation that there will be a revised offer, has to be starting with an £8 for fair value and above that for projected value, but I have a bad feeling that this is as good as its going to get and we are missing out on other share price gains whilst we wait in KAZ.....

I was thinking the same since April Copper is up over 25%, with Kaz over the same period is down 30% plus , think Kaz should be £10+ on this basis....., I suspect the small share holders are going to get shafted here.

same way they picked up the other brands that they picked up, highest bidder for the brands, I suspect that there aren't many companies with 200m cash ready to throw at just the brand, no one will buy the people and the shops.... and the pension deficit hence the reason why its gone bust.

just the brand will be Boo intent, perhaps a flagship shop maybe of interest, but I suspect they can do this at anytime in the future as there is going to be plenty of retail space for next to nothing over the next 12 months.

experienced based shopping, formalising the try before you buy is certainly possible, higher quality staff that host the sales process , previously only for the rich, now perhaps its for the masses, then once you have the customer hooked they buy online in the comfort of their own home.

This is certainly the beginning not then end of a retail change and the followers are lightly to be blown away on mass unless they embrace, perhaps one flagship store on oxford street to trial the experience based sales process is the beginning, like Amazon opening a physical shop , not to sell just to show, Boo can do the same thing, like a never ending personalised fashion show, where the customer can afford everything as opposed to one item.......(personally I hate shopping , but I understand and have seen why it's so attractive for gen x)

As an experienced personal share trader, i see Boo as a buy and hold share and ignore the bumps along the way, I was fortunate to be able to purchase during one of the scandal dips, so I am personally holding for 3/5 years where I'm anticipating that physical shops will be more of a viewing and quality experience, like going for a coffee or lunch and viewing concepts and then any purchases being online for ease after the in shop/venue experience.

On this basis the unwinding of physical shops is occurring and will continue with brands becoming available, some worth buying some already being beyond saving, the key for boo will be from its current state to being an ethical , good quality garment company, then the current outlook will seem minor , my only fear is that in comparison to similar US companies, Boo looks cheap, super cheap and an equity/dollar buy would make complete sense to take boo out before it gets too big.

The other fear is that a dying traditional retailer still has enough money to panic buy Boo to try and carry on, I see JD sports are doing well with a big part of this being GetTheLabel which is their version of retail online, Primark seems to me to be the one that doesn't fit my currently thinking, but maybe they are the once that need to jump into online asap to maintain their status as a profit machine.

I'm wondering if Boo need to buy anything other that warehouses for fulfilment purposes , because at the current rate the e-tailers will have dismantled physical retailers over the next 2/3 years.

I'm wondering who is left to convert other than other e-tailers market share ? or the wealthy middle class, that like to go to the shops... (is this a thing) in which case the brands (topshop, et al) might be worthwhile buying buying, but the make it cheap seems like its hear to stay, I wonder if the real winner here is to make the clothes sustainable (little by little), after all if retail follows energy , then even the biggest BP's of the world have had to cave in and go green, so the ones that tackle this first are likely to grow exponentially .... its not exciting but it should win the day over the medium term.

Anyone know where Boo's green agenda is ?

I think that when an economy's is contracting, any business with cash has the golden opportunity to accelerate growth through clever acquisitions, Boo is primed for it, I'd be surprised if we don't see at least one maybe with the following characteristics.

1. Warehouse and distribution capability in the US. (Asos did this expansion badly).
2. Possibly a statement physical shop. (sounds odd I know , but I still believe in the high street (Primark style)
Or
A brand that is additional to the existing target customer base.

that 200M must be burning a hole in the owners pockets.... as the lockdown bites..... more and more retail companies feeling the squeeze.... I do wonder whether Boo might be more ambitious and go into a flagship physical store.....after all, for one reason or another .... primark makes very good money without being online , so there is a business in physical shops just breaks the current Boo model

Personally, I'd love to see jaeger saved, but again its a different consumer to that of the majority of the customer base....

for one reason and one reason only....... online businesses and shipping , no one is going to the shops anymore is a dying trend that has momentum.... its so bad even the coffee shops are going bust.

Wondering if the terms of the offer are being revised upwards or otherwise based upon the russian mine commentary ?

I think based upon the copper price and china confidence this is "with market confidence" worth towards £8, I'd like to see a revision offer around 7.20 a 10% increase would be sensible or its likely to be rejected, in reality over the next 5 years Kaz could get back to previous highs of £12+ so its either now or never for me as there are other good opportunities for investment right now.