Member Info for Level5

Mr. David Minchin, a highly experienced helium exploration geologist with public company experience. (Chap from HE1)

RNS was dated March 28th.

Almost thought HE1 was going down & out but in early July the SP flew up like a grouse out of the grass. Proves gossips haven't a clue. Work on facts & look out for unusual actions by a company.

Mosman SP - some good trades going on. 30m sell at 0.0339p & a 21m buy at 0.0358p today.

Trading volume is nearly double the 50 day average volume .

Always sell before a placing & buyback a week later. Hopefully on good news to come.

Https://www.retailgazette.co.uk/blog/2023/07/boohoo-credit-insurance/

Gonna be a slow crawl today but a gush of optimism could spark a sudden rise.

Laughing all the way if this SP gets above a penny.

All hinges on what comes out the drill hole.

Can see another RNS appearing soon. Should be a good month for communication.

Strong Buy on further news.

Correct list from Mosman website:

HARGREAVES LANSDOWN (NOMINEES) LIMITED 647,631,104 9.31%

INTERACTIVE INVESTOR SERVICES NOMINEES LIMITED 537,139,281 7.72%

INTERACTIVE INVESTOR SERVICES NOMINEES LIMITED 510,970,921 7.35%

VIDACOS NOMINEES LIMITED 461,619,923 6.64%

HARGREAVES LANSDOWN (NOMINEES) LIMITED 446,095,122 6.42%

BARCLAYS DIRECT INVESTING NOMINEES LIMITED 373,743,447 5.37%

HSDL NOMINEES LIMITED 328,548,575 4.72%

MORESTAN NOMINEES LIMITED 322,232,684 4.63%

HSDL NOMINEES LIMITED 321,065,983 4.62%

HARGREAVES LANSDOWN (NOMINEES) LIMITED 281,962,744 4.05%

CANTOR FITZGERALD EUROPE 225,833,333 3.25%

JIM NOMINEES LIMITED 218,181,819 3.14%

So Cantor have reduced since April.

Site: https://www.mosmanoilandgas.com/aim-rule-26

Lets see if any changes appear in the next 5 days for large investor holdings. My guess is that they will increase & at least two RNS releases will follow.

Monecor (London) Ltd - 568,589,827 8.94%

Cantor Fitzgerald Europe - 397,500,000 6.25%

Source: Morning Star

As for all the negative posts - they help balance opinion. High risk stock - could go into profit at anytime or float like money out to sea. Performance of JB is being closely watched.

Could have been worse.

Looking forward to the next RNS.

A perfect time to jump in if you accept the risks.

"In October 2022, Boohoo Group plc, a UK-based fashion retailer with annual sales exceeding $2.4 billion, selected DHL Supply Chain, a contract logistics firm and a subsidiary of Deutsche Post DHL Group based out in Germany, to oversee its inaugural distribution centre in the United States. DHL Supply Chain will offer warehousing solutions to support Boohoo's anticipated expansion in the US market".

Full story - https://finance.yahoo.com/news/retail-logistics-market-hit-626-150000412.html

The only way I see distribution working in the future is by having local collection hubs with goods delivered by pedal power. Roads are too congested & the cost to double tier or tunnel the road network are too great. Road transportation is now the STOP sign for exponential growth whatever the market location.

Can Boohoo hit the $4B (or $5B as once stated) sales target. Possibly briefly but unlikey to exceed or sustain that level of expectation.

A good SP growth chart today. This pattern normally continues for a while, coupled with some good jumps so look & get in. Could well be back in the 40s by next week.

Looks like web traffic dropped off a fraction in June.

https://www.similarweb.com/website/boohoo.com/#ranking

Interest rates look like they will prod on to 8% IMO

All pain & suffering. Shorts pressing for 31.5p but BOO is actually holding up well, if flatlining week to week.

Hoping August will be the upturn we need. BOO looking like a long wait.

Https://www.retailgazette.co.uk/blog/2023/07/boohoo-peace-deal/

Peace comes when one side runs out of ammo or bodies or momentum.

I don't think there will be peace until REVB board are toppled.

Plenty of holes to put your flag in today.

Must be due an RNS this week.

Gone a little quite for Mosman - maybe BIG news.

Probably will make REVB SP rise to 36p with these tactics.

Just a waiting game for BOO holders. Issues with REVB will need to be resolved before any serious movement in the BOO SP. Season for hot pants - lets see who can take the heat.

Https://www.telegraph.co.uk/business/2023/07/09/boohoo-accused-flagrant-copies-british-swimwear-brand/

Talk about getting twisted knickers - have BOO put the foot in the wrong hole?

BOO approaching AIM regulators for a 2nd EGM at REVB.

https://news.sky.com/story/boohoo-takes-revolution-row-to-junior-market-regulator-12917822

Fingers crossed all goes to plan.

T4G - One day the pin will be left on his chair, his tears will make a make an eye watering discovery that he was looking at the wrong company.

Normally a high UT indicates increased shorting activity the following day. Just my observation.

Watch & learn.

PP1 - on the ball.

Q3 folks - approaching cautiously. Both sides of the SP are eagerly awaiting the next move.

Buyers love the lows and here we are.

Q3 has started & by the end of September the economic outlook will look like there is one.

Surprisingly Short Sellers have NOT increased their positions in BOO - tick :)

Inflation will now start to deflate like the balloons wanting the future today. All wind & no knot in the bottom.

https://www.rsmuk.com/insights/economic-voice/cost-of-living-crisis-likely-to-last-until-second-half-of-2023

https://portfolio-adviser.com/lse-short-sellers-target-uk-retailers/

Give Dan 9.5/10 for trying to convince us all there will be more shares.

Dan, you can now buy more shares & they are cheaper than what they were some months ago, a diluted share price = more shares for your money (unless you bought them already) but the number of issued shares will be a constant.

Doctor Doctor, I have an acute anxiety.

Doctor: That's funny, I have that in one eye

Patient: I get it when I read Annual Reports

Doctor: Me too, just ask someone else to read them.

Dilution is a caveat in the AR. Delusion & illusion is what you get by reading it too often or not enough.

Can't see anymore shares being issued for BOO for this or future years.

Shares in trust are held for minimum term of 3 years.