Member Info for RichTheNewbie

What Jupiter do...do the opposite...as they're consistently not very good:
https://www.hl.co.uk/shares/shares-search-results/j/jupiter-fund-management-plc-ordinary-2p

Maxage: it was nothing to do with the news. Look at a 1 minute chart of NXT and BOO. Both of them started going down exactly at the same time around 10am. Which pretty much always means its due to a macro or industry factor.

Yup. If you can buy in once a big seller has notified and finished selling that's often the best time to get in. Bit more complicated on this as you can't know if they've finished or not and won't be the only II in play. However we know other II's have been buying. We also know others have been shorting...yet the price has still held up round here...suggesting there's significant buying matching any selling.

I notice Goldman Sachs have updated their numbers on this.
Price target trimmed (for obvious reasons) but they've still got it as a buy with a target price of 190p - much better than a lot of the others on their list which are neutral or sells.

Last bullet point should have obviously been gets to 300p too ;)
(if only there was an edit button!)

Reardon95 - nobody can tell you the right thing to do but, if you believe in the long term, as you say you do, then the question is ultimately:
- If you believe this will recover to 200p in a year, 300p in 2 years, and 400p in 3 years (as an example) then what's the trade-off between buying at 110p versus buying at 100p versus never buying because it never gets to that price.
- If it gets to 100p and then later gets to 300p you triple your money
- If you buy at 110p and then later gets to 300p you nearly triple your money but not quite
- If it doesn't dip to 100p and then later gets to 100p you miss out completely on near tripling your money

So that's a big rise to miss out on (if you believe it will do it) for the sake of a marginally better potential buy in price that may never come.

To make it worth holding out for a lower price I'd argue you would have to be VERY confident that it will dip lower in the short term, otherwise you're putting big potential rewards you're confident in, on the line, for a marginally better buy in price that may never come.

Colonel: Odey's holding has risen not fallen (they're actually the biggest riser).
Here's a list of the changes side by side (ignore the highlighting as it's automated and not perfect - so annotated): https://i.postimg.cc/KZnDcLkN/Shanta-Changes.png

danl90 you've proven nothing except that you love to troll this board and get recommendations from your band of other trolls and accounts.

Credit Suisse analyst Michael Binetti said he views any worries or pullbacks on retail stocks because of the rising cotton prices as overblown.

He said only 2% of HanesBrands’ cost of goods sold comes from direct cotton purchases. Back in 2012, that figure was higher, at 6%.

Nice try though trying to make it seem like the end of the world.

I see the prime numpties have been writing their silly essays again overnight trying to make themselves feel clever.

ns_99: Assuming the company emerges from the storm, and does well, it's not going to matter much if you pay £1, £1.10, or £1.20p ;)

I've also found from an interview in the telegraph back in October that the CEO said: "Every country has its own issues. We’ve chartered our own planes, so we’re in a good stock position". “We wanted to build that stock early so we can meet deadlines, which meant chartering our own aircraft".

So it sounds like they'll have been building up stock levels and delivery times be more of a local issue.

Carrying higher stock levels isn't ideal but surely that would indeed smooth any delivery issues in terms of stock coming from abroad...and therefore leave the logistics problems in terms of delivery times down to domestic US logistics. If that's the case you would have thought that surely that's something that could be contracted out at a cost. Improving delivery times even if at the expense of margin, but to keep growth going, until they've built their own infrastructure over there slated for 2023.

Shabz83 - Indeed. Its a catch 22 on these boards. You either let a load of trolls/disaffected people actively misleading people due to an agenda/grudge - or don't and get drawn into an endless slanging match. Either way the board is trashed ;)

I was listening back to the investor call and I noted that they repeatedly mentioned air freight rather than shipping.
Looking at sources relating to air cargo it looks like air passenger numbers matter for air freight capacity as they ship within the bellies of these planes too.
So, I hadn't realised that as people start taking more flights, the air freight capacity will increase, and that should help the likes of BOO.

Shabz83 - if you want an unbiased view don't ask on this board. It's spammed daily by a load of trolls. If you're not one of their many accounts they keep creating to talk to themselves then I suggest going elsewhere. These boards are probably the worst possible place you could go for advice on what to do.

Lol now they're creating accounts to ask a question and replying to them saying don't buy here. Troll playbook 101.

I didn't say he mentioned EBITDA did I...
As I said. You either incapable of understanding what I posted or just not reading it properly. And on and on you spam.

As usual. You think wrong.

Maxage - he didn't confirm that you pillock. It's quite clear you're not even capable of understanding my posts and just want to shout down anyone who doesn't agree with the nonsense you post.

Christ. I'd get more sense out of a banana.