Member Info for mystic1076

This will blow past £1, a significant overshoot on earnings!!! I have read Just and others can only process so much if this pension transfer business due to admin resourcing constraints...fully expect this to rocket 🚀

The SP has been trending down in advance of these headlines, question is if results are worse then guided?? Who knows, the market will cast it's vote. One thing is certain...ITV is NOT going bust...

The reason I say this is that the imperfect market computed the SP the day the share buyback was announced projecting these results...the current SP should now be a floor price...

Could Birkenstock be taking market share from Doc Martens? Could they be executing better? Was expecting a boost here not for it to go down! Egg on me face, thoughts welcome !

Assuming 130pm US GDP PC figures are good should see a boost back to £1 here, certain of it!!!

Remediation costs of £675 million in the year (2022: £255 million), in relation to pre-existing programmes and a £450 million provision for the potential impact of the recently announced FCA review into historical motor finance commission arrangements

Https://news-sky-com.cdn.ampproject.org/v/s/news.sky.com/story/amp/waterstones-owner-elliott-plots-700m-takeover-bid-for-high-street-giant-currys-13073609?amp_gsa=1&_js_v=a9&usqp=mq331AQGsAEggAID#amp_tf=From%20%251%24s&aoh=17082083279809&csi=0&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fnews.sky.com%2Fstory%2Fwaterstones-owner-elliott-plots-700m-takeover-bid-for-high-street-giant-currys-13073609

Https://uk.finance.yahoo.com/news/house-boohoo-impact-prettylittlething-others-060000717.html

Read later after a coffee

If it weren't for a down day in the markets this would have seen a bounce for sure, if jobs update is a good one later across the pond, this should be back up to 1.25

Earlier post, egg on me face, misjudged Mr markets reaction, but this knee jerk sell off is overdone imho...

JD was only marginally behind it's own guidance expectations but a strong update, more of the same from NEXT always smashing it! These will be the winners...think nervousness about these bellwether updates has caused weaknesses in SP of boohoo last few days ...should recover now...?!

If Shein want to buy it, they have to give Ashley a good price. Else he's buying with a margin of safety so far as a bottomed out sp goes. Suspect this to be win win for him for any scenario that plays out!

Non-store retailing (predominantly online retailers) sales volumes rose by 0.8% in October following a fall of 2.4% in September.

Should rocket 🚀 interim div held at same 2022 level, and improving German performance with inflation down report tmrw should propel this back to 99p :-)

Look at the current NAV and SP. Mr market is all about negative sentiment at noment, this is trading well below NAV at £3.16, and at a SP of circa 1.50 the market was assuming RoCE of circa 5% when actually as of today it's still 11% - this should fly when the 200day moving average is crossed.

No this means buyers and sellers think the share is only worth that much at this moment in time. No conspiracies there ...

This will rise on broker upgrades today, in fact should finally hurtle back to 1.70 levels fairly quickly !

Some real volatility in the SP this afternoon. Wondering if there will be an negative media coverage this weekend....got my doc marten boots and hat on!

Unsure the SP fall is warranted, time for a break I think...Mr market and it's EMH...

I thought the trading update this morning was fairly solid. This is so undervalued. 1 billion in sales and 250m EBITA, this is not any old retailer this is Doc Martens!