The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
He's the one spreading it.
ROFL.
Solid gold comedy.
Just pairing the golden comedy of Aldebaran
Rumor spreading around city now
Oncetwice
there are a few users clearly spamming this board as highlighted.
unfortunately they are engaged in other behaviours as highlighted also.
Keepcalmncarryon
you may want to post a trigger warm.
the green box holders will up very upset with your bullish stance.
Date Broker Recommendation Old Target New Target Rating Type
29-Sep-22 Deutsche Buy 140.00 140.00 Reiteration
She only happened to work in fashion manufacturing a d said garments are mass cut to size in bulk stacks the the cut at the top of the stack is inevitably different to the bottom of the stack
Seems like supplier quality control is a key issue for Boohoo to get on top of.
I would suggest Boohoo need to pass the costs on to their suppliers in cases of faulty garment.
Spoke to a Boohoo customer about returns.
He comments were:
- the sizing are poor so she orders multiple sizes and returns the ones that don't fit
On track
For the green box holders.
Trolling the stock 24/7 in return for an 8% rise on results.
For all those who haven't filtered these idiots please all give them a hug & encouragement.
Tomorrow is a new day - don't loose hope x
As predicted Boohoo are maintaining an attacking stance.
Looks like they are ready and willing to spend more cash/debt on new business acquisitions. That much appears certain.
Could be something bigger than expected.
£300M buys a lot in the current market.
This business I think may get a lot bigger sooner than people thought.
On balance I favour this stance.
Great time to be buying for the cash rich.
or just another one or 2 institautional 5% stakes, whilst the same drive retail investors to sell for a loss.
classic.
Yet the share price values the company to fail.
Literally.
The share price implies the company has a negative value offset by asset valuation.
The business isn't in financial distress so no low ball offer would get accepted. Hostile offers only work where there are liquidity issues.
This said I'm still surprised several haven't been made. Perhaps several bids already have been made but been rejected.
good to see some new users flowing in.
Unsuprising considering the headlines, share price, and company performance.
wont be long before the green box holders give up either; they will either go long & stay quiet or leave once they realise they cant foresee further doom.
Can see this bouncing hard and fast off the bottom. maybe a bit further to go. will be interesting to see how results affect open short positions next flowing into next week. With the market cap at siginificantly less than assets, with £2B revenue anda huge revenue & margin growth opportunity I can see many going in for a douple dip.
Extremely surprised a takeover bid hasnt been announced / leaked paying peanuts for pistachios. Further, I would be extremely surprised if a bid wasn't anounced near term.
Fun & games. good luck all for tomorrow. Feels like a series of corrections comming.
I am trying to get a steer on net cash for RBG.
Can anyone improve on the £4M per last acounts?
I also see acquisitions are planned in FY23. (accounts)
Where is that money comming from? Debt? Another rights issue?
it wouldn't need cash **
Aimtitan
the business is forecast to generate circa £100M profit in the next 2 years.
I know you just hate people who waffle so I will refer you to Barclays Research for the info,
and for that matter previous recent threads. Boohoo also has a £300M+ RCF.
So would wee say it is 'almost definate'? Do you know I'd say probably not to that.
You dont really believe anything you write do you aimtitan?
Even if Boohoo went negative margin, and it may, it would need cash.
A more plausible possibitity that might present itself is if the business decides to acquire a much bugger business, which in the current climate may be plausible. Maybe something in cosmetics.
Aimtitan
You don't really believe what you write do you?
From my observations of this board over the past 3 months there has been no one saying 'its going to the moon or anything similar' The vast majority of bullish views are consistently very neutral.
What we also see are consistently unsubstantiated bearish views, headline only comments like crash coming soon, and sound bites Spamming the board up to dozens of times a day such 'why are the shorters here'
I'm sure on reflection you would agree that this summarises the relative strengths of the differing points of view.
This is why I think the bankruptcies will keep rolling in, and Boohoo will keep buying them out of administration.