Member Info for Splice

m_night - very interesting, my research of the best stocks for a 'swift UK recovery' scenario have led me to Shoe zone and Stagecoach also.
Cineworld I do not like (debt / changing viewing trends)
Card factory - not on my radar
My main investment is BOO - online retailed that does well with lockdowns or re-opening

Do we really expect traffic in January will be the same as December (christmas) and November (black friday)

All this green text is showing suddenly. I think this will rerate in coming weeks

the shops are all closed, there is nowhere else to buy clothes except online. this is literally forcing everyone to go online. women don't need events to buy clothes. the boredom of being stuck at home makes people buy clothes in my opinion. boo is a covid stock and a non-covid stock, both are positive for boo

I think Debs is great and also the Arcadia brands are great due to web traffic. Boohoo is operating in a perfect storm of - technicals / macro / covid / buying trends / sensible management

Say no to ramping

rag is living rent free in you head

Yep - BPOTY 20/21, it was a close race but there can only be one winner

regards,
Anti Ramping Overseer

Trust The Prophecy Minesh, the trend is up and yesterday was an anomaly with traders exiting on news

@rag - I really think we have a shot at 600p this year based on facts!

@pp - as a committed anti-ramper and Anti Ramping Overseer this is just too much, Goldmann and HSBC analysts are ramping as well?!? it's far worse than i thought

Look at the ramping

09-Feb-21 Bank of America 470
09-Feb-21 Barclays 530
26-Jan-21 Citigroup 480
18-Jan-21 JP Morgan 480
19-Jun-20 Credit Suisse 440
18-Jun-20 Jefferies 500

No question the value is there from the latest acquisitions. Looks like they have estimated the value of DEB+ARCADIA and added that on to the market caps. Lock down or no lockdown, Boo will see strong growth.

The BBC wrote a balanced and researched article about BooHoo.

Nice graphic in the article:
https://ichef.bbci.co.uk/news/976/cpsprodpb/11F04/production/_116867437_arcadiaonsale-nc.png

Can't read it, what are they talking about?

You can't tax your way to growth and you can't save the high street because much of it is already dead. The move to online was already a secular trend and now its just been pulled forward 5 years because of the lockdowns. This will move the deck chairs on the titanic but it will save little.

I remember once the Daily Mail ran an inside scoop on a strip club where the strippers were offering extras for cash and there were scandalous debauched orgies in the back room. The next night there was a queue to the club around the block. I hope Maajid gets on there and talks about how boo's prices are so low they must be illegal

Glad they aren't buying this. Comes with 20m of debt. I never liked the brand, Zara far better my wife tells me.

400 is less than 11% away

This is a fact, remember - say no to ramping

People Power 10 bags BooHoo and builds his portfolio to over a mil. Still has to read posts saying he's doing it wrong

Trade or hold its all 20/20 in hindsight

Yeah I want 600p. Traders looking for 350p are gone.