Member Info for Paulleydee

SP up over 20 per cent over the last 5 days

It seems to me Mahmud has been looking at “taking it private” for a while…

https://www.thisismoney.co.uk/money/share-investing/article-10555387/STOCKS-WATCH-Share-plunge-sparks-talk-Boohoo-private.html

When TPG were involved in doing this first time round in 2003 the original debs SP rose more the 60 per cent on rumours and in the run up to various bids…

https://www.theguardian.com/business/2003/jul/30/privateequity

This is all about to get very interesting especially with Ashley desperate for Debenhams too. And they know that. Very clever. He’s already at 29 per cent and now needs to act very very quickly to stop Debs slipping away from him yet again.

They are pushing him to making an offer.

And back up again.

A good solid rise.

Maybe the Indians are back on the scene?!

And don’t forget Shein were also sniffing around…

https://www.thetimes.com/business-money/companies/article/asos-accepted-135m-topshop-offer-despite-higher-bid-from-shein-s6crffx0x

It was 10-pound-something, they admitted it in the end despite not telling the market about negotiations around the time.

Less negotiations more them just batting an offer away really.

An Indian outfit.

What’s occurin’?

If - when they release results - they say summer trading has exceeded all expectations this will fly.

With all the early summer sunshine and warm temperatures why would they have had poor trading? The company’s usual customers will all have been swapping their wardrobe. I think the numbers /guidance will be better than expected.

That said I still believe something huge is about to be announced - to release value for ALL shareholders.

Exactly. Mike has gone very quiet (after being very vocal).

He is over 29 per cent and I honestly think the delay in results is because there are bid negotiations taking place.

So SP up 15% today at 19.6p.

Mike Ashley increased his stake?

Bid at 40p?

I work in a news agency. We put a call in and it was a very abrupt “no comment”

Looks like I may be right and we end the week UP!

Ok some seriously big buys there for both ASOS and Boohoo there in the last 20 minutes. Both suddenly shot up.

Could Boo even end UP on the week by close of play?!

Yep, people are assuming the reason for a delay is a negative one.

They might surprise us

After all they said they were going to look at selling off a key bit of the business to maximise shareholder value.

Plus the revb stuff to sort out.

I recall when ASOS announced their deal to flog off a stake in topshop the SP went from about 280 to 430 very very quickly.

Admittedly it’s back down again now.

Shorters continue to exit I see. Another down again today.

They’ve now hired a new corporate comms agency

https://www.prweek.co.uk/article/1923757/debenhams-group-hires-corporate-comms-agency

By the way, are people aware the company’s main legal guy Tom Kershaw quietly left recently…

Yep, totally fleeced. Just like people about to buy one of Adam’s fleecehold properties.

Meanwhile the other Kamanis like Adam posting endless promos for their towers of apartments they’re flogging in Dubai.

‘Last chance to secure a unit’ etc etc ‘in the ultimate tower’

Hmm all feels a bit like the dodgy timeshare guy John Palmer currently seen in the BBC’s ‘The Gold’

I see Carol Kane on her Instagram posting loads of pics from a huge party thrown by boohoo last night or perhaps from over the weekend.

Celebs galore, they also paid Craig David (again) to do another set. Lots of happy happy party party pics.

How lovely for them all.

This is amazing most news outlets tonight saying oil prices about to ‘surge’ if they close that strait.

Wow.

Https://www.theguardian.com/business/2025/jun/22/oil-prices-expected-to-rise-after-us-attack-on-iran

Wow.

https://www.thetimes.com/business-money/economics/article/oil-will-surge-above-100-a-barrel-if-iran-blocks-strait-of-hormuz-2rw8g06tw

Global markets are bracing for impact, with oil prices expected to spike and potential for broader economic consequences, as Iran has retaliated with missile strikes on Israel

Global markets are bracing for impact as trading resumes. Investors predict a “knee-jerk” reaction, with oil prices expected to spike due to fears of disrupted Middle East supplies. Brent crude, already up 20% over the past month to $79.04, could climb toward $130 per barrel in a worst-case scenario, according to JPMorgan.

Oil will open higher,” said Mark Spindel of Potomac River Capital, noting uncertainty over Iran’s response and damage assessments. Rising inflation could erode consumer confidence and reduce prospects for U.S. interest rate cuts, complicating an economy strained by Trump’s tariffs.

Reduction in shorts today