Member Info for Shabz83

All posted good updates recently showing a good turn around in terms of profitability. Hopefully we get a TU at the AGM like thg has done today showing the positive moves they are making.

Would appreciate this too. Although seems nothing material was said I guess or it would have been posted by now

Thought the boe decision was tomorrow lol I was wishing the week away thought it was 21st today.

A lot of articles for reasons not to, bond market, recession, mortgages becoming unaffordable etc. With the Americans holding firm I think boe will follow them.

Not followed all his buys but can say ASOS had a little rise while he was buying, to be expected but then proceeded to hit the lowest in 12 months. Currys looks like it's closer to it's bottom and ao seems to be doing ok. I think him buying only gives reassurance to some because he's probably just blown 20m odd buying 5%, hardly back of the sofa money.

I'm expecting them to hold the rate and inflation to be down but a bit above target. That's my prediction anyway.

Just a waiting game and we're all impatient! we can see where we are headed though. See what BOE do tomorrow, could have a small impact here if they hold the rate and tell us inflation looks to be easing quicker than expected.

Not sure it'll fly tbh ma brought more into ASOS and look what happened there.

Are we seeing a decent rise because there isn't a lot of stock dumping going on since today's first trading day since FTSE 250 exit? Or are other factors at play?

If you mean the AGM that's this Wednesday. Unless I've missed something happening next week.

Pedro I think t4g was proved right no? Went into the 34s and finished in the 32s seems a trend, good start terribly finish.

I also wonder how they manage exchange rate fluctuations. Could be another area to add back into margin given the rise since sept last year.

Pedro you're sounding like a narrator on a 90s cartoon..

Why compare? Because they both have a lot of similarities and you can speculate with a bit more accuracy by seeing what one or the other is doing. As for ASOS going to zero I think you need to look at their latest Trading update, they won't go to zero and even if they capitulated downwards they'd get brought out.

Also looking how their web traffic is split they get around 23-24% of it from the USA which bodes well for the DC goes online there. Cost saving, better delivery times would mean better conversation of traffic to buyers. Plus they can attract more traffic by pushing harder with a better offering in terms of service. Looks like positive green shoots to me as some would say on here. Profitably Will grow but rev should grow too.

Just looking on similarweb and boohoo.com had more visitors in may Vs April. 17.7m Vs 18.3m. I think customers are increasing on these platforms.

It is a p!SS take that we didn't get a rise off the back of ASOS. Although they seem to be stuck around open too was hoping they'd hit over £4 today but seems to still be getting pulled back.

Ah sorry didn't realise it was a set up... You live and learn I guess

£1.93-94

So you're saying I should have 37 to 38 shares. I'd lose the plot if I had that many. I've got 11 ATM and it's a chore to keep track of them all but my liquidity is poor since everything looks a bargain right now.

Also might see some bounce if ASOS shows good results this week. Anything can happen by Friday tbh but maybe after the AGM we might see something if there's decent news.