Member Info for mystic1076

One of the prominent negatives from today’s report is that JD’s gross profit margins are down from 130bps, from 49.1% to 47.8%

No ideas, think it's more the general mood and debt ceiling crap going on across the pond, will easily get back to 170s can't see any stock specific reasons for today's fall

Was the only poster here on the weekend l, said this would contrast positively next to ASOS....slightly different business model tailoring than ASOS...also the secret gem is the holding in Revolution Beauty .. this is an amazing brand that is very popular and will help the bottom line should Boohoo bid for the entire group...would be supportive of that!

Said the results would be better than ASOS and right again on this board! Having said that SP is still range bound...!

This mystic thinks BooHoo will rise on Tuesday, ...ASOS has it own issues that can't be extrapolated across to BooHoo but downside movement last week was read across from ASOS...I think the contrast may help BooHoo actually, could be the moment Mr Market begins to see a difference between the two rather than tarnishing both by the same brush! anyone with me??

this morning, Barclays trading update: This is a strong first quarter with Group income up 11% to £7.2bn and profit before tax up 16% to £2.6bn, generating a Group RoTE of 15.0% and earnings per share (EPS) of 11.3p. All three businesses have performed well with high quality income growth and double-digit returns. The momentum across the Group allows us to maintain a robust capital position, deliver attractive returns to shareholders, and support our customers and clients through an uncertain economic environment."

Finally a breakout!! Who's with me in calling this?

There were also downward effects from housing and household services, furniture and household goods, clothing and footwear, and restaurants and hotels.

We reached the 170p target rather quick from my comment last week. Think if markets stay good, that's the inflation narrative then this should target 1.90 ...

I think this will finish the day higher than where it started cos Mr Market is forward looking and wants to believe that inflation is falling, economy won't go into recession and company specific issues are resolvable, remember this was easy £2 before warehouse issues,,, will settle at 1.40-1.70 range imho

The reason why the SP has hovered sideways for a bit after the last update was because Mr Market was trying to evaluate how much the shares were worth. seems to be a bit of a tussle going on but think the SP is at the right level now and could even see a slight increase relative to the issued forecast in today's update.

Here's hoping for a positive update but all the retailers inc JDSports are down today, mr market fretting about stuff, no FOMO with today SP fall so not sure, if bad perhaps priced in, else if better than expected could rocket, everything crossed, GLA

https://uk.finance.yahoo.com/news/march-delivers-sharp-shock-retailers-230100318.html perhaps that explains the leg down in share prices yesterday??

the lifting of the suspension is merely a formality, it will happen, for now the news will be very positive for BooHoo, "Revolution Beauty entered into a new financing agreement with its banks of £32mln, down from the previous £40mln arrangement. The revised deal reflects the group's cash requirements and gives the business sufficient liquidity, it said"...

Retails sales volumes up ... the narative keeps improving. inflation down, sales up, supply chains easing....buy buy buy ... countering general market weakness this will fly upwards ...

this will set the tone!

14 big banks saved the regional one by parking deposits in it. think retails shares will see 5% bounce this morning,. !?

No chatterboxes here this morning when the going finally gets better! imho of course :-)

Forgot to add H&M to:
https://uk.finance.yahoo.com/news/fashion-retailer-h-ms-december-071024038.html
revised: 58p should.be tested today again, hopeful of a break up to 60p again later today and higher of US figures tmrw agree with Mr Market

Well it's comparing Apples and Pears says the mystic but should add to the argument online sale volumes are rising again...think this will help with sentiment..

https://uk.finance.yahoo.com/news/ftse-100-live-stocks-recover-065847113.html