Member Info for southcoastbather

pedro61

Posted in: BXP

Posts: 1,061

Price: 98.00

PEDRO ON BXP AT 98P ....IT THEN FELL TO 70P.........

No Opinion

RE: game changing deal21 Jan 2021 10:32
Fantastic news! Things just keep getting better with this company.Hugely undervalued by the market.

https://www.google.co.uk/search?q=BXP+SHARE+PRICE&btnK=Google+Search&source=hp&ei=-XP2YJyzB4-ChbIPj42dkAo&iflsig=AINFCbYAAAAAYPaCCUXZTsLB1NJiqigCGZqKkDzxcSeG&oq=llo&gs_lcp=Cgdnd3Mtd2l6EAEYAzIRCC4QsQMQgwEQxwEQowIQkwIyCAgAELEDEIMBMggIABCxAxCDATIICAAQsQMQgwEyCAgAELEDEIMBMggIABCxAxCDATIFCAAQyQMyBQgAEJIDMgUIABCSAzICCAA6CAgAEOoCEI8BOggILhCxAxCDAToOCC4QsQMQgwEQxwEQowI6AgguUKANWP8PYM41aAFwAHgAgAE6iAGkAZIBATOYAQCgAQGqAQdnd3Mtd2l6sAEK&sclient=gws-wiz

PEDRO ON CGNR AT 33P .....IT THEN WENT TO 20P......

pedro61

Posted in: CGNR

Posts: 1,061

Price: 33.00

No Opinion

RE: RNS16 Feb 2021 22:22
On balance,probably a good time to invest.I am critical of the Prof but the purchase of the warrants may be a very good indication of the way the wind is blowing,so I have now invested.Reading between the lines,I think there maybe news soon.

https://www.google.co.uk/search?q=CGNR+SHARE+PRICE&btnK=Google+Search&source=hp&ei=-XP2YJyzB4-ChbIPj42dkAo&iflsig=AINFCbYAAAAAYPaCCUXZTsLB1NJiqigCGZqKkDzxcSeG&oq=llo&gs_lcp=Cgdnd3Mtd2l6EAEYAzIRCC4QsQMQgwEQxwEQowIQkwIyCAgAELEDEIMBMggIABCxAxCDATIICAAQsQMQgwEyCAgAELEDEIMBMggIABCxAxCDATIFCAAQyQMyBQgAEJIDMgUIABCSAzICCAA6CAgAEOoCEI8BOggILhCxAxCDAToOCC4QsQMQgwEQxwEQowI6AgguUKANWP8PYM41aAFwAHgAgAE6iAGkAZIBATOYAQCgAQGqAQdnd3Mtd2l6sAEK&sclient=gws-wiz

PEDRO FORECASTING THE BOTTOM OF SRB AT 78P BEFORE IT DROPPED INTO THE 50S.................

pedro61

Posted in: SRB

Posts: 1,061

Price: 78.50

No Opinion

RE: To be honest01 Mar 2021 11:36
This share is so undervalued for a profitable expanding business.This must be the bottom.

PEDRO FORECASTING KEFI TO BE 10P....INSTEAD IT WENT FROM 2P TO 0.9P..... HAS HE MENTIONED THAT? NOPE LOLZZZZZZZZZZZZZZZ

pedro61

Posted in: KEFI

Posts: 1,061

Price: 2.10

No Opinion

RE: Monday rns22 Mar 2021 00:05
10p plus in 6-12 months.I agree.

https://www.google.co.uk/search?q=kefi+share+price&btnK=Google+Search&source=hp&ei=-XP2YJyzB4-ChbIPj42dkAo&iflsig=AINFCbYAAAAAYPaCCUXZTsLB1NJiqigCGZqKkDzxcSeG&oq=llo&gs_lcp=Cgdnd3Mtd2l6EAEYAzIRCC4QsQMQgwEQxwEQowIQkwIyCAgAELEDEIMBMggIABCxAxCDATIICAAQsQMQgwEyCAgAELEDEIMBMggIABCxAxCDATIFCAAQyQMyBQgAEJIDMgUIABCSAzICCAA6CAgAEOoCEI8BOggILhCxAxCDAToOCC4QsQMQgwEQxwEQowI6AgguUKANWP8PYM41aAFwAHgAgAE6iAGkAZIBATOYAQCgAQGqAQdnd3Mtd2l6sAEK&sclient=gws-wiz

Some interesting bits from mulberry....

The bold decisions we have taken with regards to focussing on our UK production capabilities, means that we are well placed for the festive trading period and beyond. Finally, I would like to take this opportunity to thank my colleagues for their hard work, commitment and achievement over the period."

Business and infrastructure responded well to increased demand following easing of COVID-19 restrictions

· Digital sales 29% of Group revenue in the period, lower than last year when stores were closed but up from 20% (H1 2019), reflecting the ongoing strength of this channel.

· Retail revenue in the 8 weeks to 20 November 2021 increased 35% compared to the same period last year

· Gross margin in the second half is expected to be similar to, or slightly higher than, the 67% achieved in the second half of last year

Yes they opened new factories in Turkey recently

If I'm honest I'm glad there's another short open.... The more that's open then the more there is to close!!

I believe the true short percentage on boohoo including undisclosed positions is probably 5 - 7 percent...

There will be an incredible recovery when the truth is out....

"Working capital has increased due to increased trading activity largely due to higher inventory levels supporting the new brands less the associated accruals for goods in transit. The rolling capital facility of £100 million was drawn down by £50 million to provide sufficient buffer for intra-month trading and investment activity.

Liquidity and financial resources

Operating cash flow was £21.3 million (2020: £147.2 million, 2019: £55.9 million), with high levels of trading activity driving increases in inventory and payables and accruals for inventory and goods in transit. Net cash flow was an outflow of £127.6 million compared to inflows of £99.5 million in the previous financial half-year and £15.5 million in 2019. We invested a substantial £172.2 million in capital expenditure, providing the warehousing and office facilities and IT systems infrastructure for future growth. The closing cash balance for the group was £148.4 million."

Poker chips.... Interesting statement from mulberry....

Did you see my earlier comment???

"I don't see boohoo suffering anything like other retailers as boohoo increased their production from Leicester factories while others reduced.... This i believe will prove to be a master stroke!!

"More than half of Boohoo's garments are produced in the UK, especially Leicester, London, and Manchester. Boohoo buys 75%–80% of the clothing produced in Leicester. This was made possible when other retailers such as ASOS reduced the amount they sourced from Leicester over concerns about working conditions."......

Very similar to what mulberry have said.....

" The combination of our UK factories, careful planning and agile supply chains has enabled us to successfully navigate the well-publicised difficulties in global logistics, with no impact on fulfilment to our sales channels. "

The share price was 180 in 2017, in 2017 there were 3 brands and 579 million of revenue... We also only owned 66 percent of plt.

Here we are today with a 180p share price and over 2 billion of revenue and 13 brand's inc 100 percent of plt......

Nuri i don't honestly believe there would be an offer for the company that the major shareholders would consider - the offer would have to be at a price that would see all the management get their bonuses which would need an offer of 550p plus..... They all believe in this company and would not let their shares go and miss out on 50 million quid bonuses....

We are talking about the absolute pinnacle of entrepreneurs when talking of Mahmud, Umar and Carol... These type of people are not looking at tomorrow they are looking at 5 year's time....

The last 2 years of acquisitions and cap ex spending will catapult this company big time and I suspect it will involve a move to the main market....

Forget the mugs deramping - they have no idea about business....

The kamanis have over a billion pound on the line in this company which they will be looking to turn into multiple billions...

This company is undervalued and will soon rerate.

LOOK AT THOSE GROWTH NUMBERS..... PHENOMENAL COMPANY.....

Revenue...................PBT...........................EBITDA (%of revenue)
2012 - 67 million...... 3.2m ........................
2013 - 109 million... 10.7m ......................
2014 - 139 million... 11m.......................... 10.1
2015 - 195 million... 15.6m ...................... 12.1
2016 - 294 million... 30.9m ...................... 10.6
2017 - 579 million... 43.3m ...................... 9.8
2018 - 856 million... 59.9m ..................... 9.9
2019 - 1.2 billion..... 92.2m ..................... 10.2
2020 - 1.75 billion... 124.7m .................... 10
2021 - 1st half revenue 975 million ( I can see full year being 30 percent more than 2020 so 2.275 billion)

https://youtu.be/3CWJNqyub3o

I told you all this chat was about to get busy..... Wait until the 25 percent December share price rise happens..... Then it will be even busier....

Literally cannot wait until the figures come out...... Records galore will be set...... The information is there for those that look.....

JOHN LEWIS WEB TRAFFIC STILL WAY ABOVE PRE PANDEMIC LEVELS..... SHOPPING HABITS HAVE ACCELERATED.... ONLINE....

https://www.similarweb.com/website/johnlewis.com/#overview

SHEIN WEB TRAFFIC FALLING WHILST BOOHOO RISES....

Shein web traffic on its way down for the last 6 months..

https://www.similarweb.com/website/shein.com/#overview

WAKEY WAKEY THE TRUTH IS COMING VERY SOON.......

WAIT UNTIL THE NEXT UPDATE.......... RECORD REVENUES...........

Check out boohoo and pretty little thing web traffic and app rankings.....

https://www.similarweb.com/website/boohoo.com/#overview

https://www.similarweb.com/app/google-play/com.poqstudio.app.platform.boohoo/statistics/

https://www.similarweb.com/website/prettylittlething.com/#overview

https://www.similarweb.com/app/google-play/com.poqstudio.app.platform.plt/statistics/#ranking

Pretty little thing in particular is absolutely flying up the app rankings......!!!

Web traffic for boohoo is up over 10 percent amd web traffic for returns is down over 20 percent..... More sales and less returns!!

Night night.....

https://youtu.be/_jdLio8CiCk

Interesting from sport's direct.....

Outlook

 

The Group is continuing to invest in its physical and digital elevation strategy and our omni-channel offering is growing in strength. Our stores in the UK have reopened above expectations and our online channel continues to significantly outperform pre-Covid-19 periods. None the less, management remains of the view that there is a high risk of future Covid-19 pandemic restrictions, likely to be over this Winter and maybe beyond.

ONLINE SIGNIFICANTLY OUTPERFORMING PRE COVID LEVELS.....

ONLINE ONLINE ONLINE!!