Member Info for MSG4GO

I have been here before with the Betaville articles for both THG and Boo. The first time were out, Mr. Market took them seriously and the SP jumped... but in a couple of days the SP returned back to its downtrend.

For me, THG and MM doesn't want to sell, independently what he said in his interview some months ago. If he got any offers and he wanted a better deal, THG would have release a RNS the next morning after an offer, would have informed the investors for the offer and would have declined the offer on the basis of its size, similar to what TED BAKER did. In this way the PE would have been forced to raise the offer and also would have attracted more PEs.

I hold THG for mid-long term and when the investment world returns to growth stocks, I believe the SP will perform well. For next week and month though, if I had to guess, I think the SP will follow ASOS and Boo downtrend and will return to the low 90s.

I read comments on this blog and I get the impression that the company is sanctioned... This isn't true though, R. A is sanctioned, not the firm, not its operations.

For me, what's going on here its just a political show because sanctioning individuals for acts of their countries it is illegal by international law. When the cases will start to appear to courts, governments will have to pay a lot for reputational damages these decisions caused.

I assume for Evraz will be similar, too. The share was suspended from LSE because of R. A. About the steel for tanks, something that Evraz denies, but even if we assume that is true, what is the crime here?

I have an investment here like many of us, it used to be a FTSE 100 share, and I don't know why I am being panished.

@ryanf well, this is what I did... I stop watching for a year and I checked today and from 60 pounds is 16! :)

The ex-dividend date for stocks is usually set one business day before the record date. If you purchase a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller gets the dividend. If you purchase before the ex-dividend date, you get the dividend

This is what is happening...

https://www.themoscowtimes.com/2022/03/23/putin-orders-europe-to-pay-rubles-for-russian-gas-a77053

I'm invested here, but I cannot see the SP moving up considerably anytime soon. We are into inflation, with supply chains disrupted, commodities prices up to the sky, with ongoing war and a trade war which will translate to less spending for the households and a margin squeeze, When THG went on the market, was during the euphoria and investors were willing to take more risk and pay the big buck. I don't see to be the case anymore. Actually, the downtrend for growth stocks has reversed since March, April last year.

With that said, I still see the potential on THG as a business and the SP will eventually rise, but not any time soon. I only hope that the cash they have, will be enough to navigate the storm. Personally, I have put this investment, together with boo and asos to sleep for the foreseeable future. Of course, if the PE come and take it , I will be happy at this stage as it will give me some cash.

The whole thing turns into madness... I was reading in FT and among other the rational is that Evraz provided steal for Russian tanks... Where do you draw the line to this? With the same rational, they have to ban every company out there because in one way or another has provided something that was used in a war, from steal and TNT, to the chewing gum that a solder is chewing during his watch.

When elephants fight, it is the grass that suffers... The grass in this case is unfortunately us, the private small investors, we are punished because of one major investor in this company.

I don't say this often but I am glad I was wrong on the upside movement :)

For me the worrying bit is " As expected, net sales growth in the quarter was impacted by higher returns rates year on year due to product mix. This is expected to continue in the first half of FY23"

The higher returns, previously was because of the Omicron and the cancellation of Christmas festivities. Was that only an excuse, then? Because countries have removed restrictions, Boohoo doesn't have much trade in Russia, I don't understand why do they expect the high return rate to continue in the first half of FY23?

Maybe there is something wrong with their business model (free returns) that they work to fix. Let's see.
Even if I wanted the SP to jump today, unfortunately, I don't foresee a massive upward movement.

Lastly, let's see if the BoD or the Kamanis start to purchase some of their company.

Leaving this by the EoD while they had a RNS in the morning, it stinks. On the other hand, the money stay with the company and also there aren't going to be on newspapers how much Evr paid Roman on dividends etc.

Patience with this share will pay off hopefully.

has turned to be support at least for today... Upwards and onwards.

GL everyone

Yes, when a SP trades under normal conditions, on the ex-Div the SP goes down. However, this share isn't under normal conditions.

I remember BP and Shell on ex-Div days some months ago went slightly down and the day after returned on the upward trend.

I cannot predict the SP otherwise I would be a billionaire, all I am saying is that we aren't under normal conditions and the SP will not necessarily decrease the amount of dividend and even if it does, it may have a quick rebound.

I am wondering if tomorrow will fall the same amount as the dividend they are going to pay out... Let's see...

I had the same problem, I sold and I couldn't re enter. It is like brokers want to keep the good prices for themselves, which is very frustrating.

If there isn't liquidity, you don't have a market. This is (was) a FTSE100 company, I would expect market makers to provide the liquidity necessary as they have to.

I am not international affairs analyst, but I think Russians aren't there to destroy everything and send Ukraine back to middle ages... Today, they said that they have achieved what they wanted and it is time for diplomacy. If they were about to take the mines or to destroy the industrial units, they would have done it already. No one denies that they have supremacy on air, all it takes are some bombs...

I don't know if this is wishful thinking because I am invested here, but I found ii highly unlikely. To my understanding this isn't a war about resources and for this reason once the sign peace, this share will jump.

I use HL and I didn't have problem to buy at 190.

I cannot say the same for EVR though, once I sold I couldn't re enter.

I thought I found the way to get a quote or to execute a buy order in HL... But I wasn't really, it worked only for POLY not for EVR. I will try to add tomorrow.

Probably they try to push out retail investors and keep this gem for the institutional investors. Too good to share?

I think they manipulate it... It is about to find the right number of shares that can go through. in HL for POLY is 400 shares. For Evraz I think is up to 1990. I believe they do it so they can get the commission.

Volume is low, maybe someone averaged down and sweep all available liquidity...

Now we are talking...