Member Info for Reddukeclothing

Hehe sure , in between your 50 year old retirement age, free shares, privatisation, free school, free uni, labour protection, union safety, houses that cost less than cara etc etc. Basically took everything and the kitchen sink , but yeh the new youngens have it easy and lazy too

It's not always about shareholders though. As a future customer are you going to enter long term build or maintain contracts with a company where the ceo says it could easily go bust? I'd rather go with an alternative , stable, investment grade one.
I was long this until his hapless words

I understand tanking the share and bringing out all the bad news as the Ceo . What I can't get comfortable with is the choice of words.
As a customer It will not be positive when rr's competitors point out that their ceo said the company is a burning platform at at its last chance... I mean there's no way that is a positive thing to have put out there for long term contracts. This does not detract from the fantastic business and macro trends that made me hold here, but on a personal level I can't gell with this approach . Some others won't either. And if I had a 30 year contract I'd be less keen with rr now than before

Im out. I'll be back later , just want this to wash out. Bought on expectation of continuous positive news flow, however there is a bias to negative news to "wash out the old "with this approach now . I don't want the risk in my largest holding

No news is good enough news here. The recovery simply mirrors flight statistics. The company only has to keep paying down debt (easy to do without dividends) and get back its investment grade rating (easy and clear). So business as usual with mother my new clearly shows how undervalued the business is. It's doing a recovery play, with some pace increase from the surprise China opening.

For me the biggest issue is the forward guidance being so negative, that's quite unique to boo in this TU.

Does anyone have a break out of what these are ? Listed in the hy2022 update at £21bn but with no supporting notes. Seems like it is related to contract losses , long term restructuring costs or similar but can't find a detailed source. I've asked the company as well , many thanks

Think I'll be back later on this one now :-) thankful for the rise 40-70p giving some cushion here in the interim

Sorry to hear that, good job having some more.
Big picture here - Matt has no reason to update overly positive with his golden share. It now suits him to underplay and report in order to get the company back.
Outside of that , it's clear the ship is stable enough and commodity prices are in their favour now, this was the worst year possible.
If a whale is reported we will naturally bounce higher. All the expected news is positive, so it's a nice enough hold for me

That's funny soletrader, I also need a new roof and post covid it's a small fortune. Thg is suppose to pay for mine as well ?? shows why the fed wants to curve demand by killing equities

Steve , it's at this point you just stick to your fundamental analysis. Always be driven by that. For me it was a no brainer to bet at 45p and it's an acceptable investment at 60p. Noise or not, my own analysis is really bullish here , hence my position. Thg doesn't need a take over or similar, it's also got complications - but to answer your query of why now ? Well because it has to be sometime - it can either go bust or be seen as a cheap opportunity for someone as trading comes back / sentiment changes.

What do we think of the trade volume and size of trades today ?

Someone buying at a limit of 10p per day it seems

Just passed myself, some profits to buy protein I think.

you can't buy any shares currently.
Here's to a good start to the year !
Focus on the share guys, not the noise people want to create

I agree, but flat is ok in my view for a mixed retailer reporting full sale prices, bit of a quirk how next report .

Just stay on track guys. Clearly the retailer performance and commodity softening is extremely positive for thg. Outside of whatever the share price is or has been... if these retailers were showing opposite results then there could be fodder to see the share lower. However clearly to Wales me, with this valuation anyone buying now, with these headwinds is having a great entry opportunity investment or gamble, however you like to see it

These are good discussions. I think it would be useful to compare where thg's distribution and manufacturing plants are vs those like next or ASOS.
Next I'm thinking is U.K. centric , ASOS will be similar geographically however i don't know how they manufacturer own brand

I think there's a bit more to it than that - there is fulfilment centres, localisation and content brand creation tools

It's a shame but no big deal for them. £50m of revenue , so that will be falling. I saw no advertising for iwoot this year vs last year , and I see jobs in the division are way down.
For me it's more a missed opportunity, as with fulfilment centres built there are thousands of sme uk sellers that could have used it instead of just amazon fba.
None the less they've chosen the ingenuity route , they had to choose no doubt given the capital constrained world.
Ultimately however it doesn't matter, beauty alone can carry this business and valuation