Member Info for RobertoLarcos

Statement: I will disappear from this board once / if the SP moves north of £5

Are the 200s here to stay? James the Clueless, any thots?

I'm in monitoring mode

I would also consider shorting ASOS if it gets back to £4ish

Thanks by the way for the past 2 years :)

I have been asked this before.

I bought D-wave in 2023 for $0.60 and sold for $5 (it's now $15)

I bought Joby Aviation in 2022 ($3.50) - I sold half at $20 a few weeks ago (it's now $15) - I recommend you buy this if it drops lower than $14

I bought VanEck Uranium and Nuclear Tech UCITS ETF earlier this year, it's now 38% up

I bought Parrot SA (French) in 2023 for EUR 4, sold most at 10 (it's now 8 something)

I bought Tesla in 2016 and sold in 2020 (6x, would have been 15x now)

My next focus is Chinese companies / ETFS

Bought Eli Lilly and Novo Nordisk a few days/weeks ago

It might get back to £4-£4.50 (at some point) but that's the ceiling...(hence my call to everyone on 31 January to SELL SELL SELL) and unlimited downside (if turnaround doesn't work, company will go bust)

There are much better options out there

By the way the same thing happened to Knowwheretobefound (formerly known as Knowbodyyouknow). Who has now disappeared.

And the reality is Jamess is psychologically unable to accept that he's lost a lot of money on this and BOO, and that's gone forever (invested since 2021/2022)

Thinks that crying hard(er) on online discussion boards and attacking/hassling people with a bearish view can have any sort of impact on the share price. But it doesn't.

The elephant in the room is the revenue decline and Shein taking over. This was once seen as a growth story, delivering 10%+ YoY increases. Now it’s shrinking with no light a the end of the tunnel. It's no longer a £3bn revenue business on track to £4bn, it’s slipped to £2.8bn and is struggling just to hold on to customers. Factor in three years of high inflation, and the underlying volume picture looks even worse.

On top of that you have a huge amount of debt at extortionate interest rates (14%-15% p.a.)

On top of that you have

And remember Jame's famous 2023 prediction?

'ASOS and BOO are going to rocket this year' - James the Clueless, circa 2023

She's sinking...

Another year of waiting for next year

https://postimg.cc/0rYwYs15

Does anyone know if he's still grounded?

Low-cost ecommerce platform steps up US advertising after tentative trade deals to reduce tariffs on Chinese goods

So if you walk away. Who is gonna stay. Cause I'd like to think the world is a better place.

When the truth walks away. Everybody stays

Fun fact... This needs to rise 50% to get back to where it was in January 2025. When I declared publicly this would melt back into the 300s

Needs to more than double to get back to 'Jame's the clueless' potential bottom

Go read my outlook from 31 January 2025. Remember, remember...

Why so clueless?

Haha always 1-2 years away

Poor 'James the Clueless' is here since 2021

Yes. Positive cash flow from one-off working capital movement that will probably reverse the following year.

I bet that most on here (particularly ppl like James, therealelogo) have no clue what working capital is

Therealelogo you're turning out to be more clueless than the 'James the clueless'. You have no idea what you're talking about