Member Info for southcoastbather

https://shorttracker.co.uk/company/GB0031274896/

Blackrock closed a full 0.4% short on m&s yesterday in one go - they had been building a position over a year and took a full burn yesterday in one day... Burn baby!!

https://youtu.be/u5lSeYd_riw

Who will run first here?! AKO or Marshall Wace....

Won't be long now....

No way will they risk holding into December....

The short scorch is coming..... 250 by xmas eve.....

He was contacting people privately with a big long email on boohoo.... It was around april 2018 when the share price came under a short attack before a big recovery.... Basically what is going to happen now

Anyone want to see the email and length of lies the shorters will go to??

The streets....

Can you remember robottrader.....

And thorpy??

Well 19 million of boo's 26 million excess costs/headwinds was shipping to usa due to no flights.... Obviously that has just changed....

I literally cannot wait for the forward guidance in the next update....

Headwinds become tailwinds....

Shorts become scorched....

Xmas 2022 for 450..... .... That's a minimum of 450.... 13 brands including loads of recent acquisitions.... Not forgetting Debenhams of course.....

The thing with this cotton subject is I've not seen one trading update recently mention the price of cotton or even highlight it.... It doesn't seem to be a problem.

Must be because online in booming.....

Short scorch for xmas.....

I can smell it now.....

Did I mention online sales have been booming in all the recent updates from retailers?!.... Not sure if its been mentioned....

Something has drastically changed for the better in the last 4 weeks regarding supply chains...

Check out asos result just 4 weeks ago and compare with their capital markets day yesterday....

The last 4 weeks trading has gave them the confidence to state 20 percent growth per year from here on....

Rewd between the lines....

I'm betting the sp surpasses 250p by close of play xmas eve lunch time.... Then onto 300s by February....

BURBERRY REPORTS STRONG DIGITAL SALES....

First half financial performance

· H1 FY22 saw revenues recover back to FY20 levels at constant exchange rates. We continue to execute on our strategy to elevate the brand by exiting markdowns in mainline and digital stores resulting in a mid single-digit headwind to the 1% comparable store sales growth achieved in H1 FY21 against LLY and 37% vs LY. Total sales increased 45% at CER and 38% reported to £1,213m. This was driven by strong mainline and digital full-price sales - up 49% against LY and in line with our plan of enhancing the quality of sales in the business.

ALSO THIS IS A RECORD LOW PE......

SO MUCH GROWTH TO COME....

BOOM!!

BOOHOO CURRENT PE 19...

CONFIRMED BY PAUL SCOTT.... WHO IS A FORMER CFO.

US ecommerce sales rise 9.3% in Q2 2021

https://www.google.com/amp/s/www.digitalcommerce360.com/article/quarterly-online-sales/amp/

Over 7 years....

https://www.statista.com/statistics/272391/us-retail-e-commerce-sales-forecast/

M&s online up over 60pc....

ANYONE NOTICE M&S ONLINE CUSTOMERS UP. OF 60 PERCENT..... IMAGINE A BUSINESS IN 5 YEARS WITH NO ONLINE PRESENCE....

MS2 delivered strong online growth, with sales up 60.8% vs 2019/20 and 19.7% compared with last year. Online market share increased 1.1 percentage points compared to 2019/20 in the 12 weeks to 19 September. Online sales represented 34% of Clothing & Home sales in the period, well on the way to our target of over 40%. Online active customers have increased by 60.0% over two years to 9.6m and retention rates are higher than before the pandemic, creating an expanded opportunity for growth.

Just checked short tracker on m&s..... They were all shorting it around a quid.... It's 227 today and shorts still open!!!!!!!

FEEL THE BURN BABY!!!

OVER 100 PERCENT LOSS FOR THEM PLUS COSTS LOL....

They will soon feel the burn here....

https://youtu.be/BPV6kpNnr3c

I noticed a post on asos board yesterday - stating they doubt they'd see Kallumama again.... Seems the only 2 shares he comments on are shorted by Marshall Wace..... Wonder why....

Pm great post....

Im all about fundamentals so i stick with them - companies grow or shink based on fundamentals.