Member Info for j45dev

Thank god for that lol! Should be a good day tomorrow.

It’s going to be interesting to learn more about forward forecasting considering recent acquisitions…

Negated by a circa 5% increase on the day they rerated lol

Hmm could we be in for a correction on results day?

Any idea what day results will land?

Falcon, I’m a new long-term investor here - jumped in at the low 80s.

I’ve seen some back-and-forth between you and the obvious derampers/shorters, and so far, their predictions seem to be playing out. I recall you making statements like, “This will absolutely not go below 78/74, etc.” - so I’d love to hear your thoughts now.

Like I said, I’m in this for the long run and confident the share will recover once retail is back in fashion (pun intended). But I’m also considering a top-up, so I can’t help but wonder - how low do you think this could go?

It’s not always about the fundamentals - sometimes, you just need to be in the right place at the right time (RR & IAG being perfect examples). Every now and then, fundamentals get thrown out the window.

Medium term, with the recent acquisitions, this could really take off. But the business needs to show a proper growth/profitability plan and actually execute it well, with efficiency and operational excellence at the core of every decision.

Results day and market sentiment will drive this, as always. Personally, I think this has the potential to double or even triple within three years. You’ll never buy at the bottom, and you’ll never sell at the top as a PI - unless you’re insanely lucky!

Dicks already trading close to all time highs - a green start is encouraging for the overall sector. JD breakout is imminent. In 6-12 months we’d be wishing we bought more at 75p. IMO.

Bodes well for results day. Today was the perfect opportunity for institutions to apply downward pressure. Should be a steady rise to results day and hopefully a positive price correction on the big day.

We should hit a support level around 720p

Holding on pretty well given market conditions…

Good to see!

Market sentiment appears to be weighing on the price right now. Given the massive profits many investors and institutions have built up here, some level of profit-taking was always expected. On top of that, the uncertainty overseas is likely driving a more cautious, risk-off approach. Hardly surprising to see some pressure in this environment.

Results day will be one to watch. I expect the performance to be broadly in line with market expectations, but the real driver for the share’s direction will be the outlook, guidance, and any concrete actions the company lays out. Fundamentally, I remain optimistic, so I’m accumulating as many shares as possible for now. Of course, external factors will also have their influence.

The reality is, no one knows where the bottom is. Everyone has their own strategy. Based on company fundamentals, I see this as a gift. Buying as many as I can, and happy to sit on these for 3-5 years. If it his 70, 60 etc, I’ll buy big tranches. This will move, and move quick when the MMs want it to. Until then I’d rather be in than out.

It’s called FOMO

I think it’s still auctioning

Q4 / revised guidance due Monday?

Well said, Carrot. The company needs to rebuild investor confidence in the next update - it’ll be interesting to see their approach. Also, I wouldn’t be surprised if a buyout bid emerges in the coming months…

What i*

Dealmaker, you could be right. Only time will tell. What u dont understand is, why you keep on banging on about the same thing? You’ve made your point, we get it. Why not focus your energy on growth and next moves rather than constantly deramping here? Bizarre.