Member Info for sharefall

Agree Paddy. I'm accumulating gradually. Ave now 88 but I assume most punters are under water. Just an issue of riding this period out. This company has operations in multiple economic zones which will help balance strain in parts.

This period will pass...

Yup. And was wrong earlier this year when he posted a sell message and later apologised for getting it wrong. He is good but not an oracle.

Imo, MA will be hedging too so it is entirely possible he is helping the shorts for a fee and knowing he cannot lose. Not saying this is a fact, just a possible explanation. Win win for MA. There is a reason he is very rich.

Personally I'm happy to feed on the lows as and when I can. Not at all worried about the company surviving, so when the cycle turns, I'll end up holding a bucket load at a pretty low average. Currently 42. I'm chilling. Atb

This lot must have the summer interns in charge currently with the bosses on holiday. Daft time to be adding a massive short position! Big Mike is probably saying thanks very much and hovering in the background!

This is the key word. Headwinds are steadily turning into tailwinds. Now is the time to sit on hands and keep those twitchy fingers busy and away from the buttons on the keyboard!

Press are trying every which way to keep the doom narrative playing. You could be mistaken into believing they want UK PLC to fail! Pathetic lot. Ignore IMO.

Agree, shameless tree shake to spook PIs. MM has telegraphed which way results are going to fall. No chance at all will my shares be taken off me now! Atb

Fairly positive.

https://www.thetimes.co.uk/article/29b5c3da-3751-11ee-923b-c1c4178f6774?shareToken=7604cea5596709a0713db40e9edff4d4

IMO, this company with the forward order book and relative share price weakness will be on the radar of the PE companies. Lets see what comes and this is just my speculation, but i will be surprised if it does not happen.

There is no cash call, the mention of receipts not being is their control is but stating the obvious!

Confluence, what is new is there has been no call for investors handing over more cash. This was expected previously and has not come to pass. It is a big deal. Imo. Atb

Cash raise predictions are not happening. Fall will be reversed. Lots of peeps negative now probably sold recently and missed the rise up this week. Hope of it falling back to get back in.

Market had assumed a cash call. Not happening and hence shorts have been closing imo. Let's see what comes, but I'd caution against falling for the drip of negative spin. Atb

The report is plain and business like. They have refrained from over promising and seem to be in a good position to recover. No dramas. Let's see how the market reacts.

No unexpected news. Line drawn under the difficulties. Forward outlook is very encouraging. Hopefully bad times are gone for good. Atb

Rain is bad for retail. Perhaps. What does it do to online vs in person shopping? There will be more behind the headlines. And you can be sure Kamani, MA and others know. They are buying more stock. Make your own conclusions. Atb

Games will be played early doors imo. But, now is the time to hold tight. Good Times are coming imo of course.

Gloves off is fine by me. It's been a long painful watch the last year or so. We are due some good times!

Well, a Kamani buying 3% is a huge shot in the arm and between them and MA, they will know what the current numbers are in the retail sector. Imo, the signs could not be better. Even fesr Pedro seems to be rethinking his direction!

Shorts are going to find it hard to buy stock. MA may be a key person here. A lot depends on what he decides to do. Don't think he has much love for the hedge funds so may well add to the squeeze. Imo

Boom

Nice to see it breaking 40 this morning. Let's hope it holds. Atb

All the evidence points to retail recovery after the inflation scare. The sector has been surprisingly resilient and whilst recovery will be steady rather than abrupt, the market must feel bottom is behind us. Come September when usual trading returns, I would expect better movement in SP. For now, PIs have decisions to make. Get in before or with the herd. Bargains galore imo.