Member Info for Pmoran1969

Lokomo - minimum 10% from March?

It seems you have been reading news paper headlines instead of the entire articles!

Online sales tax idea has been floated a couple of times in the last 12 months but most recently the chancellor has supposedly discussed the matter internally and suggested that it is something he is considering for the AUTUMN budget at the earliest.

It’s got a few retailers fired up supporting the idea most notably ceo of Tesco. It would also help Rishi to take on Amazon without singling them out.

Something around the 1% mark has been suggested by the financial press.

With the high street continuing its decline and jobs being lost its one of those rare occasions where a chancellor could be seen to be Instigating a tax that is actually popular with the large majority. Rishi isn’t stupid however and he will know that whilst online companies are not paying high street rents and business rates they have other costs to bear and will recognise that invariably these costs get passed on to the end customer anyway.

So if one is introduced it’s likely to be in September at the earliest and it’s likely to be around the 1/2% mark which will provide the headline ‘online sales tax to raise x million to help payback covid costs’ without actually causing much pain to either online businesses or online shoppers.

The liqjidity update last month came out on 29th. We know this months update will be earlier foe obvious reasons but it is likely to be after the govts promised review and update on 22nd.

If.bojo puts back the reopening of schools, bams holidays until 2025 and declares that mixing wiitb othet housebolds this christmas is in doubt we can probably expect a very different attitude from the bank than last month.

On the other hand if he paints a rosy picture with the emd of lockdown in toucbing distance we migbt see a waiver agrees until end of April.

I imagine the board and the bank are in communication with each other and things like online sales and govt updates are part of their discussions.

We will know soon enough where things are.

Thanks rag. If we ever have a problem with dodgy tik tok users or the twitterati claiming they caught a tick from our clothing i can also talk with some authority about safely removing them too!

Im not professing to be an expert on fleas but I have two dogs so know how to prevent them. I’m fortunate that the boys have never had fleas so I’ve never suffered an in house flea infestation but I know of people who have.

So first things first they can’t live on humans but they do enjoy having a quick feed on us! The adult fleas will happily live on our pets and will easily transfer from one host to another.

Fleas lay lots of eggs and typically when they have laid them they fall off the host and end up in carpets and pet bedding (and people bedding for those odd people that let their pets sleep on/in their bed!).

Like most parasites fleas have become experts at surviving and whilst an adult flea needs to feed (on blood) several times a day, hence the need for a suitable host, flea larvae can live for anything from a few days to a few weeks without a host and once they reach the pupae stage they can lay dormant for many months depending on conditions.

Fleas would prefer to live on a host so if you have a cat or dog it’s unlikely that they will live in your carpet or bed but if fleas have been introduced to a property by a visiting animal it is possible for them to live in your carpet as long as they can feed on humans regularly enough to survive. That’s why in the case of a flea infestation it’s important to treat carpets and pet bedding as well as the animal to kill off the eggs, larvae, pupae and live fleas.

So regarding the can fleas live on clothing question the answer would be ordinarily no they cannot. Their eggs or larvae could survive on clothing although the larvae still need to feed so it would be dependent on there being organic matter for the larvae to feed on (they don’t need blood at larvae stage and can eat all sorts of stuff including dead fleas and dead skin cells as I understand it). Once at pupae stage they can survive for a longer period of time on clothing or blankets or carpet etc choosing to emerge as an adult flea once the conditions are right.

Splice your last post can be read two ways so I just have to check. Is john lyttle on your filter list?

Bubble - anything to do with a share you own and you will get an email from Halifax similar to the trade confirmation email you get when you buy or sell.

In the case of a rights issue you will get an email stating theres a corporate action and o. The halifax sharedealing website you have a corporate action tab/option and there will be a message explaining everything.

Hope that helps.

Parsley and investinvalue all i can say with any degree of confidence is that one of you is right!

Full disclosure new holder having been made aware of the company because of the primary bid offer. Did a bit of research and purchase on open market.

Just a few observations

$150,000 per kilo would equate to $150 a gram. Now I’m no expert on the Colombian marching powder (honest I’m not) but at $150 a gram on the Mexican side of the border I wouldn’t be buying shares in the company!

You cannot compare the areas close to the US border to Sonora. There’s a world of difference between digging tunnels and digging mines!

And finally antharry i tip my hat sir, genius!

Smithy is that it mate? - you actually got to just another keyboard warrior after what 3 responses from me? That’s a bit pathetic don’t you think?

Oh well never mind son, I’ll go to bed tonight with my £3500 paper profit from my ezj shares and you can sleep easy knowing that you’ve just been owned by on here by ‘another of the novices who have jumped on the EZY train hoping to make a quick buck’ and the best you could respond with was just another keyboard warrior hiding behind a screen.

You’re (or as you would say your) quite a sad and somewhat unoriginal little individual really aren’t you smithy?

Mudis, forgive me if I haven’t understood but if we are talking about comparing boo jan to boo previous months isn’t that a bit like me comparing avg daily temperature in March to February and saying all is good because they are higher?

I would expect Jan/Feb to be rather quiet compare to say Nov/Dec perhaps with the exception of Jan week 1 when people are looking for new year sales reductions.

I get the benefit of a comparison of say ASOS or shein vs boohoo if we are saying for example that shein jan is running at 20% lower web traffic than shein dec but boohoo jan is 40% lower than dec. But again there could still be an element of shein is new and growing regardless or they had a promotion that was too good to be overlooked.

Either way I still would have thought the only true measure of good bad or otherwise would be comparing boohoo jan 2020 vs booho jan 2021.

Please note that web traffic stats is not by any stretch my area of expertise so like I said apologies if I’ve misunderstood.

Mudis if you can’t see last January figures what are you comparing boohoo’s January web traffic to to determine it’s not looking good?

Smithy - I made a choice to purchase ezj last year at a price that was clearly higher than the absolute lows but was at a point that I was happy to part with my hard earned for. As it stands today my paper profit is quite adequate thanks and considerably better than had I have sat on the cash waiting for the price to drop to one of your obscure predictions. And of course it’s also considerably more profitable for me than if I had taken the opposite view and entered in a short cfd or spread bet position.

So I’ll accept that my homework might not have been done correctly given my average sp starts with a 6 and not a 4 but I still think I’d rather stick with my own home work than copy your homework mate as if I did the fact that you still don’t know the difference between you’re and your would be the least of my worries!!

Well smithy I am sure it won’t surprise you,or anyone else for that matter, to learn that your guessing regards my investment experience is about as accurate as your guessing the ezj share price.

Holding with average of £6.47 so remains to be seen whether I will end up losing or not but am comfortably in profit for now thanks.

Oh and smithy, well done you were much better with your spelling this time but it’s ‘mind your own business’ not ‘mind you’re own business’. Keep trying though you’ll get better eventually I’m sure!

A.smithy I see little point trying to have a reasonable debate about share price with you because your posts would suggest you clearly have no ability to see any alternative to your own view point. However I would like to point out a couple of things about your latest posts

“Eggbelly- you cannot even spell!” I’m ambivalent about this comment given I haven’t checked whether Egg Belly can or indeed cannot spell.
“Itl be back sub 7 next week,” should be ‘It’ll be back’
“cancelled due to border closures and strict quarrentine's.” Should be ‘quarantine’s’

Perhaps you should learn how to spell yourself before being critical of others? Or better still why not try to just say nothing at all!

Bruce - no worries mate I was attempting humour rather than hurt in my response.

I don’t expect the grand opening of our new factory in the next 6/7 weeks and already know from the acquisition presentation that we won’t be expecting to launch the Debenhams brand until after results either so I was trying to get a handle on what positive information we could expect from the board that will impact share price.

The issuing of the supplier list is one of the milestones borne out of the levitt report/agenda for change but if we publish it by end of March then all we have really done is hit a target date. Sure it shows progress against our list of things to do but I was rather hoping that leveson and kpmg will be updating the board monthly and publishing updates accordingly so that there will be some meat on the bones concerning our progress.

If we start to build that positive impact of Implementing, at speed, the levitt recommendations, produce results better than latest estimates and provide some positive news and detail around the Debenhams relaunch at our results presentation (along with improved full year growth estimates for fy21/22) then who knows the day before the results presentation might be the best time to have bought boohoo rather than the day after for once.

Bruce sadly no I had to let them go due to covid. I managed to read the initial leveson report date 6th January without the help of said servants but my feeble attempts to use search engines with out their expertise and establish whether the reports will be published monthly or quarterly have failed.

Seeing as how you are such a clever bar steward maybe you could demonstrate your superior ability to use search engines over those of us that have recently lost the assistance of our servants and tell us the answer to what I thought was a genuine and politely asked question?

Ihalliwell, I don’t think our green credentials are the problem. There’s no getting away from the fact that producing clothing requires use of natural and man made resources and involves shipping but using the right packaging, having the right recycling programmes in place and seeking new ways of waste etc are all acceptable ways for clothing manufacturers and retailers demonstrating that they are doing their bit. We did pretty well on those issues when we presented to the commons select committee on fixing fashion recently and it seems that the big investors who claim to be focused on ESG are prepared to invest in everything from house building to supermarkets to fashion retailers provided they tick certain boxes.

The main focus for boohoo has to be the bit around board governance and our supply chain which is where the efforts are being focused through the agenda for change. Once we have demonstrated that we have truly turned a corner in this space it will open up the door for institutions who are sitting on the sidelines currently to get on the pitch. One would expect that to bring greater stability/less volatility to the share price as well as the much anticipated rise towards either the broker analysts or boards share price target.

On the subject of agenda for change do any of you clever folk know when the next Leveson report is due? I know each report is going to be published after presentation to the board but i can’t seem to find whether that’s a monthly or quarterly report.

As do I Kallumama, As do I

“Kallumama - funny you should say that we often find the boohoo board has the same issue. We had a poster in here not long ago who was a right joker telling us that online was dying and boohoo was going to suffer y being held ransom by digital landlords while the high street was going to fly with the likes of Debenhams and Arcadia getting free rents. Oh hold on a minute.....”.

Ex chairman of Debenhams John lowering appears in the money section of the mail today. The interview centres around his view that the failure of Debenhams wasn’t down to him but he makes a comment concerning the boohoo purchase

“He denies any responsibility for Debenhams' demise and said corporate success or failure was 'often about luck'.
Lovering also claimed that in paying £55million for Debenhams, Boohoo had snatched one of the 'best deals of all time'.
He said: 'Debenhams has a £400million-£500million internet business and I think Boohoo has done one of the smartest deals of all time only paying £55million.'”

Kallumama - funny you should say that we often find the boohoo board has the same issue. We had a poster in here not long ago who was a right joker telling us that online was dying and boohoo was going to suffer y being held ransom by digital landlords while the high street was going to fly with the likes of Debenhams and Arcadia getting free rents. Oh hold on a minute......