Member Info for MSG4GO

You may find useful this link from evraz

https://www.evraz.com/en/investors/shareholders/dividends/

And on this site you can see for every company the div payments

https://www.dividendmax.com/united-kingdom/london-stock-exchange/industrial-metals/evraz-plc/dividends

I recently bought Evraz via DEGIRO this is the message I just received.

"Due to current events and the trade sanctions on Russia and companies with Russian exposure, we have been informed that there may be settlement issues for trades done on February 25th, February 28th and March 1st. This means that there is a chance your trade(s) in affected products will be cancelled and reversed. Please consider this with possible withdrawals you may have made already, or would like to make, to ensure that your account does not enter into a deficit or exceed your margin limits. "

I bought on HL, both poly and evraz without issues.

I have seen all of this speculation for THG and what happened to SP, nothing so far... It only attracted some retail investors for a couple of days to buy for averaging down and only to see another 20% 30% fall.

If it really goes private, I don't think we are going to see an acquisition premium more than 100% for the last SP, not because the company doesn't worth it, but because this is what PE do, they buy cheap.

Personally, I am bit disappointed because the Kamanis invest more on property and NFTs rather their own child... It is almost infuriating to see Umar's twitter that praises anyone that buys Boohoo shares, quoting Warren Buffet, without himself put more money into Boohoo, even if he benefited greatly by Boohoo buying PLT.

With that said, this is a sound business, they have minimum debt and cash to weather the storm. Lets see in their update what are their margins and their estimates for year ahead.

Every day the last 6 months is a gift for the shorts... This stock is the gift that keeps giving... sadly not for the longs

that justify the SP drop... Just a year ago, the SP was £3.6 and now below 0.79... All the way down I kept hearing that this is bargain.

I'm just wondering why the Institutional investors don't average down, it's only us, some Retail Investors that keep averaging down and take a serious hit. In hindsight, they were right and we were wrong...

It's going to get worse, before it gets any better...

@DirtyOldTown and what's your thoughts on Boohoo?

Much better than me with avg 1.86 and a position of 32500 shares. It will take some time until I break even...

If they wanted it, they would have bought. The SP is on free fall almost a year now ... If I recall correctly, during the big fall after the modern slavery news, father Kamani stepped in and purchased. This was enough to revert the SP and from ~ £2.1 went above £3.7.

With that said, I have trust in the company of course, otherwise I would have sold even with a considerable loss. This is a short term pain, there is squeeze on the margins which inevitably hit the SP especially in this risk averse period.

Let's see, they have cash, they may declare a pay back (that wouldn't be the greatest idea though)

Of course I am not going to say where Umar Kamani spends his money, but it would better instead of buying NFTs if he was buying Boohoo....

No one really from BoD or their family has bought any shares... It's really shame and here we are, the retail investors being manipulated and having a huge loss even if it is on paper

In Boo my avg is 1.8 and in this one 1.63... but my exposure is huge because I kept buying the dip until no other money left in my pocket :) Both they need to rise considerably just to break even... It's painful and depressing to see this huge loss. I have trust in these businesses, because are real companies which i use their products. Let's when they will recover... Mainly the sentiment. Any piece of news push these shares lower and lower....

Boohoo... Unfortunately and I have positions in both of them...

Today was a depressing day... you would expect a bit better than this. RBC just a month ago set a target of 500 and the lowest of the Brokers' target is 217... 100% upside from the current level. (Good luck with this)

Let's see where this SP is going to go... of course every growth share in my portfolio has been going down for a quite a while now, it's not only the THG (Asos, Boo, Roo, Just eat, Trust pilot, Rev Beauty and others). So I will take the blame, anything that makes its way to my portfolio, falls :)

Or its better not, because he may push the SP further 30% down

for the PE talks, probably Mr Market thinks that the rumours are just b@lls ... 85% down in a year and keeps going South

As Peter Lynch has told, the most important organ in your body for the stock market is the stomach and not the brain (of course once you have done your analysis)

Australia is opening up, too this will help both Asos and Boo on the Row growth.

For sure it will not be an overnight swift on supply chain disruptions, but I safely can assume that we are at the bottom with signs of improvement

This is going to be a tough year, the sentiment is against e-commerce due to staff shortages, apparels due to inflation, fast fashion due environmental issues...

Boohoo is my biggest holding and it is painful to see the SP collapsing and I afraid it can go further down, however I don't sell, I just add (compounding my losses so far though)

My analysis may sound simplistic but here it is, Boo is profitable and has the cash to weather the storm, has very low debt (will not hit with rising rates), it grows in popularity (at least in UK), it grows organically and via acquisitions (new brands, cosmetics, distribution centres), boo customers' demographics are going to see pay rises to mitigate inflation, the world is opening up after 2 years, boo has pricing power (The Sunday Times: Major fashion brands are hiking prices on autumn-winter collections by as much as 20% in a sign that profound inflationary pressures will persist for the rest of the year. - Boo will raise eventually the price as well, so they are going to improve the margins) lastly but not least they are on top of every trend (like your self, meta verse, free of animal cruelty, ESG etc)

All the other are currently short term noise, or maybe an opportunity to purchase a share in a sound business. Time will tell, but I hope I am right otherwise it will really hurt.

Boohoo isn't only a fast fashion business but also it is fast to ride any new trend out there. "Be First" kind of attitude. It is a shame really that most of the publicity comes only when there is negative news and the positive news on the company's image are hidden away in sites with less traffic.

I see your point. I believe in THG as a business, but as strange it may sound, I don't have much trust on Matty... He doesn't come across as the modt honest businessman

if they spin off Beauty this is currently half of THG, I would assume the next day of the announcement the SP will be very volatile (not that its not now).

Let's see... Too many assumptions, but for the particular stock, i think all of these uncertainty and vague messages have kept many investors away...

For me right now, the best scenario would be any offer for the whole THG above 2.5, but ideal would be somewhere between 4 to 5. If the rumours come true duffs the acquisition takes place, this will give to many of us cash for other bargains out there.