Member Info for Laughton

Apologies if it's already been mentioned but saw a TV ad last night for Warhammer magazine - it was half way through before I realsied what it was. I think this is it - https://www.youtube.com/watch?v=NyLruAHHfp8

I don't think they've said but for some reason I'm expecting next week.

Detailed analysis by Phil Oakley today:-

https://www.investorschronicle.co.uk/comment/2020/01/08/games-workshop-a-case-study-in-sound-management-and-operational-gearing/

Anyway, I think that as directors, they have to notify purchases and sales whatever their holding.

I think Kane is below the threshhold but Kamani is way over (I think just over 13%).

I don't see that this necessarily make any difference to the free float. There's no mention that the shares can not be immediately traded by the trust following their transfer.

The trustees might well feel that, to protect the beneficiaries, they should diversify the trust's holdings across multiple assets.

Well I could be wrong (I often am) but I don't think he's selling any shares. He's effectively gifted them to his adult sons. Could well be Inheritance Tax planning - make a large gift and then live for 7 years thereby no inheritance tax to pay on the gifted value.

It's never too late (possibly).

Anyone remember The Golden Shot?
Up a bit, up a bit, down a bit, up a bit..................

One more day to go for it to make £3.

Happy 2020 all holders.

Thanks bielsaball. Useful to know.

When you say "much better year on year" - how much better?

Am I right in thinking that this data only reflects those who search for the websites using google and not those who are existing customers who probably go direct or via a link in an email, you tube video or instagram post?

Ha! I didn't much like the fact that they did sell 50M shares when they did but I credit them with a lot more sense than that.

I wonder if those institutions think so too - so far they are down £6 million.

"Ifs it does get to the ASOS market cap the SP will stil only be around the £5-£6 mark."

Pretty sure we're already a lot bigger (market cap) than Asos already.

I'm sure that if we want to we can all look back at instances where institutions have bought at a discount only to see the price go a lot lower. They don't always know best.

Fingers crossed now that the results on Jan 14th can get us back on track.

My bets:
It's definitely not going to take a number of months. Expect an announcement tomorrow.
Don't be surprised if "due to institutional demand" they decide to sell more than the 50 million announced today.
Yes it's a placing. Yes it's a director sale
I don't expect John Lyttle is very happy - I'm sure he was already making plans on how to spend his bonus.

Disappointed big holder.

https://www.investorschronicle.co.uk/tips-ideas/2019/12/04/no-tears-from-boohoo-on-black-friday/

Boohoo is a fashion disruptor, says Shore Capital

Online fashion retailer Boohoo (BOOH) remains a ‘key disruptor’ in UK clothing, says Shore Capital.

Analyst Greg Lawless reiterated his ‘buy’ recommendation after the group reported another record Black Friday weekend with trading strong across all its brands.

‘Boohoo has momentum and continues to leverage its multi-brand platform,’ he said.

‘With seven brands in the portfolio, the company is starting to resemble Inditex – owner of Zara – with a stable of eight high street brands.’

Lawless said the group ‘remains a key disruptor in UK clothing and this is another good trading update which will reassure investors that the momentum continues’.

The shares rose 2.8% to 308p yesterday.

Nice!

Roll on January 14.

Ah yes - Morgan Stanley. That must be the same Morgan Stanley that last cut it's target price from 200p to 195p in February when the SP was 176p. So if you'd sold then you'd have missed out on nearly doubling your money.

He may not be everyone's cup of tea - but it's paid off for shareholders so far.

I've been in since Jan 2015 and no plans to sell out just yet. If he can keep delivering then I'm happy for him to keep on jetting about.