Member Info for Okehurst1

FF … wild tiger forgot that poster :-)

Hi SP,

It’s the ‘ am not invested ‘ line but I post negative stuff 8hrs a day to help others out the goodness of my heart stuff, makes me smile

Personally I don’t have a gripe with them as they can challenge your data / point of view and it makes you look at stuff but overall they make you money and for that fact it’s good they are willing to throw cash into the market

Market realising RevB saga close to being settled and by default no chance of a full on bid, Boo can tuck RevB stake away and let it grow

We just need confirmation of H2 back in profit and we enjoy the rerate upwards

We may well look back at 31p to 35p as a steal of a price to, buy.

Mike Ashley timed it well

Remember the 3 Steve’s ?

Eye of the Bull and whole list of ‘shorter’ posters who spent all day every day warning us we would lose money but they weren’t invested they just offered a free public service :-)

Their employers made it possible to buy in at the 40’s

Thank you to you all

No prob T4G

Yeah HH ,THG has been a gem, similar to here though when it touched 38p after Xmas it was a no brainer

I sold 50% at £1.12 left the rest to ride

Patience here and this will bag

HH

Looks like deal done, thought Bob would have fought on but for whatever reason he’s going to step down -thought he couldn’t win the vote / too close and weighed he might be better off negotiating a deal that works for RevB BoD ?

Suggest it says Boo won’t be bidding for RevB and the company gets on growing sales

Suggest this good news all round

Confirms Boo won’t be bidding for RevB - no need to?

Stabilises Rev B and the new BoD however that is made up can crack on with growing sales, which is good all shareholders both come

Boo made yet another opportunistic move picking up

the shares they did at just £15M all

Boo stay focused on their task in hand

Bob done the maths ?

Good news that it looks like it’s sorted and we move on

Https://news.sky.com/story/revolution-ceo-would-quit-as-part-of-boohoo-peace-deal-12918945

Breaking news Bloomberg T

Bob holt to step down as part of deal

Unhooked, fair assessment/ balanced post

Binary bet on Boo, supported by NAV to share price but the market will want to see profit returning as the BoD have guided to H2

Appreciate it’s not a done deal - I am in steep for me 1.25M shares accumulated last few months average mid 30’s so still underwater a tad - my bet is Boo deliver, I may end up being wrong but COGS make up such a chunk of change ditto Distribution, we know the former has been chipped between

25% to 45% and the latter for containers is down 90% so they tell us

Capex last year / this year make up close to 40% of current m/cap including Rev B investment.

FCF positive / no net debt

Set up for a serious re rate if they deliver, I like the risk / reward ratio here.

Looks like eating out taking the brunt

Clothes and Drinking up

‘Hot weather encouraged Britons to shop for summer clothes and to go to pubs and bars, where spending rose by 8.4 per cent. Conversely, restaurant spending fell at its highest rate since January, down 8.2 per cent, as many people continued to cut back on eating out to offset rising household bills’

https://www.thetimes.co.uk/article/99251cc8-1f39-11ee-97d4-77262736e260?shareToken=4ff1ea26512f6b0035d57284867f87e9

If the Boo red line that Bob walks the plank, that may be a sticky point ?

Looks like a good chance a compromise is made that works for all parties

RevB RNS after close

Indicates could be a compromise

Wolf, fair comment and good posts

Think that’s the gist of the article T4 g

They want clarification off the AIM team or they amend the EGM or have a 2nd one

No idea on how the II’s and 30% vote but Boo must have done some canvassing to not let this drop?

So Boo go for executives on one EGM vote

Get them on board then go at the non execs on the same day or another EGM? Guess they would just walk if Boo get their way ?

Boo must be feeling confident?

Suggest the main thing for us Boo holders is our a BoD don’t do a full on Bid for the stock they don’t own

It doesn’t look like it’s on their road map which is good - let’s get to year end with FCF +, back in profit and no net debt if possible

Will it matter materially to the Boo share price if Bob is kicked out ? Am not too sure?

I am 100% for Boo but I kind of respect Bob’s Dunkirk spirit, he defo deserves kudos for saving RevB creditors / shareholders, it could have been a different story

Nb I thought he would lose the vote last time out, which he duly did, gut feel I think he will this time which is a shame in some ways

Bob as Chairman

Boo nominated CEO

Decent compromise?