Member Info for Okehurst1

Lots out there on social media of the event

Snippit below of Campbell modelling an item of her range

https://www.instagram.com/reel/Cw1aPXcsJUr/?igshid=MTc4MmM1YmI2Ng==

Debenhams stores around the Middle East

https://instagram.com/stories/debenhamsmiddleeast/3184963636452648893?utm_source=ig_story_item_share&igshid=MTc4MmM1YmI2Ng==

Catwalk to closet

https://www.instagram.com/reel/Cw0w45eMEtM/?igshid=MTc4MmM1YmI2Ng==

The Times on line

The “lipstick effect”, coined by Estée Lauder’s founder, Leonard Lauder, is the idea that shoppers cut back on high-value luxury items in favour of lower-value indulgent products during inflationary times. Superdrug and Boots, the health and beauty chains, recently reported that improved customer numbers had helped to bump up sales. Demand was said to have been strong for cosmetics, sales of which had been hit previously as consumers ditched make-up in favour of skincare during the pandemic.

…. A day

Offering same day delivery London - stand corrected not seen this before for this brand

Guessing this is a benefit of Sheffield automated factory handling 840,000 items

https://www.instagram.com/stories/karen_millen/3184957202899224857/

Thinking

MM’s accumulating the difference knowing they have a buyer at a price - Buyers broker has the relationship with MM

Once the agreed quantum reached we get a day of super high volume and we move up a few pence to touch 38/39p

TR1 follows off big Mike

Repeat rinse

Pattern since he started to accumulate

Last accounts PLT

£750M

£75M profits

You stick to what you know best PP

Posting here all day but not invested

Good luck

PP

It’s placing a bet … you take your chance risk / reward

The point is you have no chips in the game so of course you won’t win or lose

Am happy placing that bet

Risk / reward

But you don’t make or lose …. Your not invested

THG has 3 bagged since end of September PP and it’s still up 150% since Jan this year

I know because I made a shed load sold 50%

It’s all about the bet and entry /exit point

PP, last response to you on this one

It doesn’t bother me either way as I will make good brass on this trade - you make nowt but waste your time but I don’t care if you do or you don’t

I just like making $$$ and I will here (35p ) average

Let’s review down the road

PP, but that’s the point, you’re not invested in Boo but you spend you day on the BB, to the majority on here that’s weird?

So your either super smart and Short but act super daft - because your Short or your plain strange /weird - let’s be honest it is very weird behaviour

I guess you post below tells us which camp your in

PP always wait and see - said the same 10 days ago

Been a pattern

Buys to sells 2:1

Same pattern since Ashley buying

We get this for a few days as MM’s accumulate stock then sell in job lots to Ashley

Sit back chill and wait for the next TR1, big Mike is kicking into an empty net as the BoD can’t do anything as in a closed season

Guess it’s just what percentage he can get to before the interims ?

T4G know your invested

Know PP1 isn’t the poster tells us

PP posts multiple posts throughout the day warning investors like a free public service

So either PP is weird / strange as who would behave this way or he’s super clever pretends to dumb by not understanding even the basics and is shorting

Tbh I have no idea which camp the poster is in but does it matter ?

Ignore or green box is my take

USA data is arguably more important to Boo in terms of providing serious growth

The last monthly retail sales in the United States were released by the U.S. Census Bureau on August 15, 2023. The report showed that retail sales increased 0.7% in July 2023, beating market expectations of a 0.4% increase. The increase was broad-based, with all major retail categories posting gains.

https://www.census.gov/retail/marts/www/marts_current.pdf

When we look at the size of the market

The annual value of online apparel in the United States is estimated to be $183.6 billion in 2022. This represents a growth of 11.5% from 2021. The market is expected to continue to grow in the coming years, reaching $305.2 billion by 2027.

Posted the link to above over weekend

Notice Paris Hilton (25M followers ) marketing Karen Millen

https://www.instagram.com/p/CwxGbn8oNsm/?igshid=MTc4MmM1YmI2Ng==

The Lex column in the FT is influential in terms of catching a change sentiment, as a recap the below will spook the Shorts and maybe entice further bottom fishers, of course they are all competing with Mike Ashley for size/ volume, it’s getting very interesting

‘A 10 per cent Hugo Boss stake first acquired in 2020 grew to a position equal to one-third of the fashion house’s shares. That was used to increase collaboration and get more of the German brand’s higher-end kit into Frasers’ stores. Growth has since picked up and Hugo Boss shares have almost tripled since Frasers’ initial investment. It is now taking profits and has sold down some of its stake.

Britain’s cash-strapped consumers and slowing growth mean fashion remains deeply out of favour with wider investors. Frasers’ shares trade at nine times forward earnings, the bottom of their historical trading range. The broader FTSE apparel sector is trading similarly. Opportunistic dealing by one of its shrewdest participants is a good reason to think a second wind is not that far away’