Member Info for onsolidground

Given a £9M dent in the accounts due to Russia and Ukraine I'd say it is probably worth watching this in earnest. I've said I think it might be behind the auditor extension and inventory bad debt provisioning. If peace blossoms then its an entirely different play.

https://www.express.co.uk/news/world/1657199/Turkey-Ukraine-deal-latest-russia-war-UN-Tayyip-Erdogan-Volodymyr-Zelensky-Vladimir-Putin

You might have missed this one by the time of your post. You could be right.

Aug 18, 2022 16:54:20 31.50p 1,337,000 £421,155.00

And we are just about to turn sunny and hot weather again starting today.

"The recent extremely warm and dry summer weather has adversely affected full price sales of core categories such as outerwear, rainwear, knitwear, and wellies ..."

Did the present BoD not anticipate that it is actually summer, people are all going on holiday for the first time in 3 years and they might have done better had they sold Joules beach towels, bikinis and beach shorts, sunglasses, sliders and flip flops.

Could be forgiven for thinking this is being delivered into Next's hands for close to where it was when talks were first disclosed. Might get nearer 29.9% now for a £15m Next investment.

Next's results were excellent so you have to wonder wtf is going on here with present the present mgt.

Wasn't expecting that curved ball but Next negotiations still ongoing and good riddance to the present CEO and welcome to a new one.

Unexplainable fall today to both yours and my eyes.

Seller, if there, has got to offload all they wish and the shorts get what they require to close and a wheelbarrow more should they wish to algorythm it back up once either seller stops or the short positions are closed. Market makers making their own tidy business also across the back of it. Professionals who know what is happening and can make it happen.

Best we can do is invest low and sell high.

Own research lets you pivot your exit time frame and your price point.

Everybody said exactly the same in REVB. Distressed seller, heavily selling, still selling, more sells, dumping the lot, wont stop until gone.

They still hold 8.43% at last RNS, so not the case

De-risking some of their holding might have been a better description over there.

Looks distinctly like BR and MW and whatever other ones are hidden in the background under 0.5% have impacted heavy losses on essentially one of their own. BR and MW are fully taking advantage of the extra liquidity to close ahead of results. The extra liquidity even lets them go in heavy on the long side.

The benchmark numerics.

Matt Moulding. CEO. £821,000 share purchase at 70.2p
Charles Allen. Chairman. £1 Million share purchase at 86.27p
Prior to the conformation of Bid's RNS. 114p
One of the 3 Bids. 170p
Share price during the bids topped at 160p

How are these 2 doing.

From yesterday only yesterday.

goldy7
Posts: 4,355
Price: 70.34
No Opinion
Bought someWed 08:42
15515 @ 70.20

goldy7
Posts: 4,355
Price: 68.60
No Opinion
RE: Bought someWed 09:30
Another 7969 @ 68.41

How much are you down?

Buyer on plot again?

£1M spent by Charles Allen, Chairman at 86.27p

£821k spent by Matt Moulding at 70.2p

Seems a deliberate attempt to not let it rise and stay above the lower of the two on an intra day close.

I think if we have a summer with only 1% down on flights and scenes like this we will be doing just fine

https://www.msn.com/en-gb/travel/news/and-theyre-off-sunbed-wars-begin-as-holidaymakers-sprint-to-secure-their-favourite-spots/ar-AA10Cal0

I don't think its Jupiter as they would have sold the last few days at 68p to 71p had they been minded to do so. Its just a treeshake day to liven up the volume.

Its because goldy bought in.

I'm surprised that so much credence has been given to the GS recommendation when they don't seem to have covered ITM previously.

For the level of stakebuilding.

Thought it would get closer to mid-30's

Numerous more RNS's at RevB after close.

Pentwater a US Hedge Fund up to 5.98 including financial instruments from nowehere.

Boohoo have also twice upped their stake and are now at 12.8548%

Stolen a march on THG there.

12.8548% to be precise for Boohoo.

Now starting to get some of that massive volume accounted for.

Sometimes best just to stay put and let things work themselves out.

+ 5.98% including financial instruments

Its seems to be following a pattern of week or so back when a 6M trade appeared and then it went up.

Definitely looks like accumulation with the dips back to fill.

Some good pointers there and good to see the accounting issues seem to have been resolved.