Member Info for therealelogo

where have they said they have used the £325m revolver? Theyve said they HAVE it, but last i can find they were net -10m. if they had used it all they would be -325m or somethibg similar. can you point me in the direction where it says theyve used it all please

dogger youve already proven you cant predict prices, how did your asos one do today? no chance of a blue finish you said lol

any other words of wisdom dogger? lol

L5 - where you getting your info theres a trading update due in 2 weeks from? nothing on the BH investor relations page

Appreciate the honesty. At least you can admit you are short and were trying to wind up longs. Id rather people didnt though as it adds nothing to the board, thats not just aimed at you either

jtan, is simon your account also? just I dont recall asking as a general question, i specifically want to hear from simon as he does this all the time, makes one post with a ridiculous price and then dissapears, nothing to back it up.
but since you answered - “technicals” thats as vague as anything

simon, didnt expect 20’s? youve stated multiple times you thought it was going to 20’s you even said 15p - yet you gave no reason as to why. so since youve reappeared - why does it “look like its going to 20’s”?

why would it be a good fit exactly? struggling to see your take on this. ASDA sell thier own brand, and it makes a LOT of money for them. They preach that had it not been for thier George line that asda would have went bust years ago, theres no way theyd introduce a direct competitor to thier own stores for a fraction of the profit, it just doesnt make good business sense

8% jump in 50 minutes there…suspicious. asos etc didnt have anything similar. fingers crossed short reduction

you never did explain your 20p forcast simon, care to indulge us now. anyways, that month old article about being unable to compete in europe….and? boo has its eyes on the USA not europe. even india, who cares, plenty of pie to go around. even if boo only get half of the sales the competion do in europe, its all extra euros in the bank to strengthen the american boom!
….but in all seriousness…20p forcast? genuinely interested in your thoughts on that :)

where did you get that info from? site i use hasnt updated yet

ade the shorts have been closing slowly for the last 2 months, over 15% closed in that time.
where you getting your info from that they can all close at 45p from?

Simon, explain please.
Where are you getting your information that there is further court cases? further profit warnings? or are you just throwing stuff at the wall hoping something sticks? where does your price of 15p come from?

“access a supply chain discount model”
the way i’m reading that is youll get paid for goods later - like the rest of the industry. or if you want paid sooner you can give us a discount on the goods. i.e wait for the full amount or get it early but cheaper for us?
i can only see that as a positive to be honest and it would improve boos bottom line too. I dont see anywhere in that statement that would suggest they are struggling with income.

if its bringing it in line with the broader industry why is it a bad thing rag? i know you know this industry better than most on here, can you explain why you think this is a bad sign

hmm that does make sense okay.
but the point of why they didnt close at 30 still lingers. they must think its got more to come or why stick around. as much as it pains me (cause im long) these 25p doomers could be right. surely youd close after that massive drop we had to 30p, why else would they stay open.
Still waiting for op to give his thoughts? interested in all points of view

t4g i mean its showing almost 600m right now, tbh it may have even been 1.5b profit when it hit 30p. I can only go with the information thats available, and thats what it was reporting. do you have any other more accurate source to share?

I was asking for Kindness’s thinking tbh, not if my argument was right or wrong. We all have our own thoughts - just struck me as odd that it hit 30p intraday and the shorts were showing over 1 billion in profit on the day for thier positions, and none of then closed. They may have reduced in the last few weeks but why didnt they take thier billion quid and move on? unless they think theres more profit to make. Like I said, we each have our own opinion, and I’m hoping for a massive rerate like everyone else cause im massively underwater too. Just curious for the op’s thoughts

if theres so many forces against them, how/why do you see it getting back to £4? for the last 18 months it seems everything is against them and the sp have fallen to where we are now.
i couldnt help but notice when the sp touched 30p the other month, not a single short closed which tells me thier target is lower than 30p so this downtrend looks like its not going to ease anytime soon.
For the record I am long, because I do believe in the company. But i’d like your take on why you think this will reach £4 again

except its not. its 25% at best. which is still bad, but not 40%