Member Info for Teddy100

Not a bad set of figures, but looking to the next 12 months, the SP is looking frothy. Definitely on the watch list, a well managed company and when we come out the other side will be punching 600p.

Unbelievable, Mcap bow 491 Million.

She finally bounced below 80p, this is buying shares on leverage territory.

I hear that s-hite all the time about a seller in the back ground off-loading, they have been saying that on the Asos board for the last 3 months and guess what, no seller, only Mash loading up. If you look at the number of shares that are traded on a daily basis and forgetting that some of those shares have been rinsed more than once, it is feck all compared to the Mcap. This is how the game works, the tail wags the dog, nervous PI’s sell, traders trade, and the Algos set the price whilst the MM’s try and feck the system. I will give it a couple of months to see where we are, I am hoping for 30p, and one thing is for sure, I am not nervous about losing all my money in Capita, compared to those crazy Aim shares this is safe as houses.

It could also be easily 30p in the next few months.

Agreed, Temu is a load of crap but the sheer presence of them will not make the market easier. Temu is the most down-loaded app in the Uk this year, with 9.3 Million down loads. They don’t pay tax at our end due to the 135 quid import duty and pay little tax at their end due to their marketing activities focused on the West. They are rumoured to be losing between 450 and 730 millionn GBP a year, this does not seem to deter PDD the group that owns them who have a Mcap of 84 billion quid. They are certainly being disruptive in Europe and is clearly not fair. Asos have brands and quality, but if every one of Asos customers use them once, it would be foolish not to think that they will not influence Asos. Even my wife is talking of Temu!

I have a pile of these and this looks like it is going to break 80p, to break a few stops. I remember IAG being in the same situation a couple of years ago, they hit lows as there was talk of a RI, the times then interviewed Luis Gallego who stated that there would be no RI and the shares rocketed. We need the same here.

One thing you have to remember with shorts is that they are highly committed and do their research as if they are wrong, can be very costly. I thought it was a ballsy move to make a position of that size from the off. This talk of sticky inflation due to pay rises may be affecting sentiment.

I am surprised to see this back in the top 5 of shorted shares, now standing at 3.9%.

Looking at a significant drop this morning, why such a large discount on a bombed out share price? It looks desperate.

I expect to see a fall towards the bell with the traders getting out but it will be a good sign to see a positive UT.

Well short it.

why would anyone waste their time on a BB just for the feck of it, get a life you sad tw-at.

There would have been a few stopped out at the opening, the MM’s will be loading up and I am confident that this is the bottom. I said on Friday that this would hit the teens, it makes no difference to me as I would have chase this biatch down to 15p, great value.

Well I am in with 150k shares and I am rarely wrong.

I am thinking teens, obviously with them getting thrown out of the 250 will see tacking funds existing so it looks like a nice buying opportunity coming up.

When it drops below 500p, it will be a good buy.

A wide spread can be down to an amalgam of factors, but in this case it is due to thin trading. The MM’s provide the liquidity so they require more compensation when things are slow. The highest single trade today was less than 4K and the UT was less than 5k. The won’t be breaking out with the Dom on them scraps.

I was heavily in this share in February when it dropped to 58p and it seemed cheap then, I sold out at 15% but it went much higher. It looks good value now, they are a well managed company with excellent coverage. Obviously, the concern is a slowdown in UK house building which is reflecting the SP. That said,!it is one of those shares where the trading is so thin it throws up crazy valuations. A PE ratio of less than 5 is crazy.

I am so pleased that I sold this pile of s-nite at 55p taking a 10% loss. Some of you may remember around March time that there was a week or two which saw huge volumes going through but with no RNS’s. It didn’t seem right, then I read somewhere that the CEO was giving the employees unlimited time off. Scandalous behaviour when you see shareholders getting shafted line this. The MT need a good kick up the a-rse.

Nice piece in the FT today about Frasers and how their demand is buoyed by the under 30’s who want to be associated with the best product. I know an on-line retailer who has a similar segment profile!

Michael Murray quoted “ They are obsessed with social media, obsessed with brands, obsessed with their social status”. In my view and probably that of Mr Murray, It is a strategic no-brainer not to have a bricks and on-line approach to this market.