Member Info for Splice

If they do take the assets from Arcadia they will have bigger fish to fry than switching exchanges.

Here is an article from Jan 20.

How A Focus On ESG Will Save boohoo
https://imgur.com/CLU6KPL

Source: https://seekingalpha.com/article/4399875-how-focus-on-esg-will-save-boohoo

I just hope Boo isnt trophy hunting here and overpays for the assets. Management is extremely pragmatic, expecting a good outcome.

Thank peoplepower, I have added to watchlist. The patent infringement case with maxwell / tesla is interesting.

Its getting exciting now. BooHoo has estimated net-cash position of 387 Million Pounds...

By the way - has everyone seen this chart? Its technical analysis.

Click here: https://imgur.com/a/bbzb2ae

Glencore has a good thesis, the coal spinoff would be a clever move. Chart looks a bit toppy technically right now, added to watch list.

thanks str. This is a really good spec stock, my only concern here is funding and dilution.

Anyone have a good estimate of how much cash is on hand at the moment? I believe there was a raising late last year that would have generated some cash. The reason I ask is how the drilling campaign is funded and whether we go with dilution (do not like).

I hope BOO have US capacity on Nastygal to deal with the volume of orders once Biden's $2,000 relief cheques start going out. The BOO theme for this year is US growth and the market 'forgetting' the 2020 'scandals'.

Is there a special situation holding down the Ferrexpo share price? I need a special situation causing mis-pricing.

I have been doing my review of other stocks in the to re-check if I think BOO provides the best upside for the coming year.
I screen for the following:
- Low debt or manageable debt (cash surplus is good)
- High top line growth 25%+
- Covid neutral stock (covid gainer is better)
- Cannot be loss making
- Special situation causing mis-pricing (holds down prices but has no impact on the core business ie. scandal)
- Strong management
- Upcoming catalyst / event to cause re-rating

Past stocks that I have identified in these situations and made money outsized gains from:

Papa Johns – in 2018 the founder was recorded saying a slur while being taped and was fired. Stock up over 150% + dividends

BP - 2010 Deepwater Horizon incident – hugely oversold after market’s over reaction

William Hill – 2020 – market priced in bankruptcy during the covid crash with store shutdowns. Online did well and got bought out for 150% gains.

BooHoo 2020-2021 – Near perfect covid stock. Two supply chain ‘scandals’ with desperate media campaign against the founders. Bottom line is the end consumer doesn’t care because they don’t read The Times or The Guardian. US growth story continues. US $2,000 cash relief program will push 2021 USA growth off the charts. I see 40%+ growth in 2020.

I just cannot find a better profile for a stock than BOOHOO. Based on the criteria above, can anyone see a company better placed?

The selling pressure from results is now gone. Boo will just keep grinding higher. Maybe a few 1% down days, but the trend here is so obvious. De-ramping on this board will not change this. Unless you have a widespread market crash or serious company event, this will just keep melting higher. My technical analysis is setting off alarm bells for a move higher.

The Boo CEO could call up an investment bank and have a report with prospective deal analysis the next day. They seem to be doing fine on the acquisition front

Danl, in your time on Tik Tok are you seeing people wearing SuperDry?

Woke is all about what you say, not what you do. They will keep buying on price

Well maybe you should give your wife's boyfriend a kiss goodbye cos according to that chart we are going to the moon

See below the technical view for BOO if we are currently in a RISING FLAG formation. This is a bullish sign.

Click this link: https://imgur.com/a/bbzb2ae

Current share price is a joke, cannot last

Great advice