Member Info for Kando

"Who knows, 2023 may be the start of dividends."

What are you smoking?

Or just knock it off with the "2p more is next resistance level, must break through that or its back down 1p to support level that if it falls through it'll be annoying and frustrating so it must hold or me and Ste will get all sad and frustrated and annoyed all over again. Oh, and algo bots and shorters are playing this share" spam every day. Neither of you (if you're two different people) profess to be day traders, so why on earth would you care, or think anyone else would? We can all read the charts ourselves. That's all, just curb the spam and we'll all get on fine.

"We just agree on some things."

Yes, you just agree that you're the same person, that's all.

They always do! Hilarious.

I'm never quite sure whether steveinhull and Ste2000 are the same person. They both seem to post in tandem and always agreeing with each other.

Shares don't go up in straight lines, you two need to relax. Every pullback, every penny, you two seem to be plunged into despair. It will go up, and it will go down. We don't need a running commentary of your candlestick by candlestick frustrations.

Aww damn, see, you can't even use ascii. You're just going to have to learn to read a chart yourself T4G, as anathema as that must sound to you.

"Nope you asked to deflect from your non existant 35p chart. And i note you have still not answered any of the questions i have asked you over numerous days.

So your comment is more than a little duplicitous."

There's no way to post charts in a text chat amigo. Should I draw it with ascii art?

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Now will you share your holding? What quantity of shares justifies this full time sentry position?

"My weighted price and proportion of portfolio are there for anybody to see."

Be a sport and post them again for us, I don't think anyone here has the patience to sift through 3310 posts.

I was also interested, hence why I asked earlier. How many shares do you own T4G? What percentage of your portfolio? What justifies your 24/7 policing of this board?

@T4G
"You only post here and THG and seem to have a downer on both."

You haven't actually read any of my posts at THG have you?

"At 35p the valuation would be just slightly more than the balance sheet assets so seems highly unlikely to me."

Bingo.

You're daft as a brush T4G. You were ramping this share at 400p and ramped it every single day of its trek down, yet in your universe everyone else must be wrong. You must be so perplexed when you look at the chart and see it drifting ever lower. I imagine you think to yourself: "if only I'd shouted down those naysayers more." You seem to think if you can only bully and abuse this inconsequential forum enough, that someone will come along and catch this falling knife for you. What's saddest of all is that from the get-go, there have been people like me who are ultimately bullish on boohoo, that even at these levels it's profitable to buy and profitable to hold, in the long term. There's never been any disagreement there. But you're so absolutist, so egotistical, that you can't even countenance hearing that it might go lower in the meantime - even though you spared no-one your voluble opinion that it would go higher and higher every single day of its descent from 400p.

Just for reference, how many shares in Boohoo do you actually own? You post only here and seem to treat it like your full time job, so it must be fairly sizeable?

"Kando

Almost as risky as recommending people to buy oil shares without even looking at thr oul futures curve."

Haven't once recommended people trade oil. I have never myself traded oil. From what I can tell, oil is about to drop off a cliff, I would similarly caution anyone for recommending for doing so. Quoting someone else's comment that was bearish on Boo, that I agreed with, that also incidentally mentioned their stance on oil is not me recommending anything. I don't believe you understand how quotes work - it's someone else's words, hence the quotation marks.
You're fairly silly and petty, trading4good. You can't seem to justify your investment here (other than it "would be silly" if it were to drift lower), so you bully other posters with hyper-semantic drivel.

Still doesn't change Boohoo's prospects, from what I can tell, it's still likely to go lower. I'm still not buying at these levels. I would start to average in if it drifts under 50p, with a 35p estimated nadir come mid-June and the run up to Q1 results. You can pretend I make nonsense oil forecasts all you like but my only forecast, for my own investment, is a much lower share price here. 80p looks overvalued in today's market. No profit, low growth, out of cash, cost of living consumer concerns leading to dampened sales and higher returns, higher freight costs, botched US expansion on ice until they can, at great delay, sort out 10 day lead times, a management unwilling to stake any of their own money on a turnaround from these levels, and absolutely no PE interest to date, are all the red flags that peg this as a 90-93% correction from peak to trough. Happened before to better companies than this. It's not immune. I'm not advising anyone follow my recommendations, I'm just saying what I think will happen, which I'm allowed to do, it being a public forum and you not being the official moderator you seem to think you are.

"The market ‘ knows ‘ something is being worked on by MM one way or another" - based on...?

"BASH - LOOK has a 2.5p dividend at 70p per share if you want to de-risk. You would need to BUY today or tomorrow."

De-risk by buying into a falling share price for a 2.5p dividend? Lookers is down 30% on the month, with the macro prospects looking to get far worse for them, it's unlikely to stop that trend anytime soon. The floor there looks as low as 20p. So you'd be buying in to get a 4% dividend while risking a 70% downside to your capital...

Irresponsible advice. Almost to the point of being deliberately destructive.

"Personal opinion we are heading for a Buy Out, makes sense on every level".

"This is going Private, we will wake up one morning in the near future with a Red dot offer."

You're quite funny Okehurst. I think every post you've ever made on this forum asserts that this is going private. For what feels like the nineteenth time, you shouldn't need it explaining why that's both unlikely and also not the outcome shareholders would want. Just be patient. You frothing at the mouth for a quick takeover windfall isn't going to make it happen. Cool your clogs.

Cheers for the input goldenyears. I also felt that that was the case, that those big names were bandied about mostly as a very useful and very powerful marketing tool, as credentials to drum up further business, but that the actual sales volumes from those specific contracts were not going to be quite as substantial as one might infer.

All the same, I think the product is going to look fantastic to upper mid-size to smaller businesses, of which there are far more. It's never been the massive businesses that are the target demographic, but every business with substantial enough sales, perhaps currently only operating in one region, that are not substantial enough to develop a global logistics network from scratch themselves, at a cost effective price. If Ingenuity can handle everything after production, while giving the brand access to global markets, at a price point less than anyone else can do - care of economies of scale and increasingly via automation, then THG genuinely do have a compelling proposition here.

It's similar, in a way (but not really similar at all) to the M&S and Ocado tie-up, but on a non-exclusive basis. Ocado selling M&S products. Each gets to do what they're best at; a symbiosis that ultimately saved M&S the expense of setting up something that might only have been half as good, at twice the cost, all while allowing sales to increase. They do the food, ocado do the delivery. The difference between THG and Ocado though, is that the supermarket/grocery sector operates at notoriously thin margins at the best of times, whereas, many of the luxury retail products THG services entertain very high margins, from which THG would be able to cream a much greater revenue without eating into the cost-competitiveness of the sale price - hence why they're currently quite readily absorbing the current inflation costs this year, rather than passing the costs onto the customers and losing market share, because their margins can more easily sustain that.

There might be PE circling after the Q1 update come mid-June. From what I've seen of their throughflow this quarter I'm anticipating Q1 on Q1 negative growth. Unless return rates have dropped to zero in the last 3 months it's hard to see them competing with Q1 21 revenues, sales appear to be meaningfully down, with return rates significantly up. Still bullish that this will be worth something again in the future; they have a place in the market, and they have some robust brands, but this is not going to be a good year for Boohoo. When they forecast low single digit growth for the year, it's not improbable that that will entail negative growth in some quarters. The share price hasn't yet priced that eventuality in.

They weren't invited, they applied - because their neighbour has a track record of invading its neighbours and other hostile activity. It's always been their prerogative as to whether they join or not. Russia made the decision for them.

If you're not a Russian agitprop bot, and you're genuinely just a moronic trumpite, then just take this as a gentle reminder that this is a forum for a UK listed fast fashion company. What you're posting is not only propaganda and disinformation, but also wholly irrelevant.

What a misnomer. Head back to your echo chamber "kindness". This isn't breitbart.

He's been asked for it many times. His thesis is "it would be stupid" if it went lower "Revenue would be stupid. Pe would be stupid."

He can't explain any further than that. He can't explain why none of the management want to but shares at this level either. They don't have faith in it at this price, but his faith is boundless - because "it would be stupid".

"a fairly useless salesman"

On that I think we all agree. You seemingly know very little of substance about this share. Your contribution to this board is shouting at everyone.