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….have you looked at the rest of the market? nothing to do with asos shorts mate. usa inflation data is out, and looking good
Based on what!?! 😂😂 you can have all the knowledge you like, even the best investor isnt pyschic, you have no way to prove or disprove that doubling is a good metric for shorts!! bottom line is other than whats declared we simply do not know.
gonna have to agree to disagree because im not gonna be one of those posters that just clogs boards arguing. if it works for you, fine, but dont claim things you cant prove, its misleading
Yes but youre claiming 14% is the minimum - theres no way of knowing that since you dont know how many are under!! if there was 10 more at 0.1% each then its 8% not the 14% youre claiming to be the minimum. its literally a random number youve plucked from the sky which has no basis or fact. the only fact we do know is 7% and PROBABLY more but not definate, so the minimum is 7%+ not 14%
Err no not minimum at all, there could be zero shorts under .5% so the minimum would be 7% not 14%
… and whats changed in a week exactly?
im looking for a recovery too but the article is still factually correct
Was 7.2% earlier today, looks like a problem with the data as shorttracker has the same issue, looks like its added up all the positions since 2012 😂 not a single share on lse that isnt shorted, some by 1000’s of % lol. just have to wait till the sort it to know of any changes. take 7.2% as our last know reference
Shein is all powerful, all consuming, nobody wants boohoo and asos, they are too expensive, too “uk”, people only want cheap tat, regardless of delivery time. …..next, marks, jd, frasers….they all seem to be doing alright though? just boo and asos that are overpriced i take it?
They halted the whole aim index for asos’s bid. must be quite a major offer
Just as we were promised guys!! better late than never, let the champagne flooooow ;)
obviously sarcasm, but frasers increased, sachs decrease (but increase voting rights)
Bid by cop remember, so dont re-cork the bubbly if there isnt an rns at 7am.
honestly im just so glad quietguy informed us of the bid tomorrow, i’ve already started looking at boats and sports cars. actually got a test drive booked for one for friday morning, the salesman asked if i could really afford to buy one and i told him “dont worry chap, i know someone who knows something, money will be ready friday morning” and we both chuckled together. bring on tomorrow!!
Source: trust me bro
dont talk nonsense. again
What do you mean, use debenhams as thier marketplace? theres no stores left so that only leaves thier website, and considering they already have one and profit is far better than boo or asos, why would they swap all that for a worse site like debs. makes zero sense what youre saying
Anything is possible, however asos boo merger is about as likely as flying pigs imo
This is one of the reasons for thier customer decline, however, it looks bad on paper - profits falling and now youre loosing customers!? hard sell
but the reality is that in order to regain those profits you have to shed the unprofitable customers. I believe once this starts to filter through, the sp will rerate massively but probably not until then imo
“you need to do your own research, never rely on others and decide for yourself away from all these chatboards and away from all their influence on what shares to buy and hold.”
yet you bombard this board with ****** day in day out and dont even have a holding. why? why tf are you on here if youve no investment?
Try to see the reality, declining revenue, declining active customers, declining profits, rising debts.
thats a lot of words, just say “turnaround” - because thats what it is, you shed the customers who dont make you money (loss of active customers) so they stop spending (loss of revenue), and you come up with a plan to make more money from your loyal customers (and new ones) - this costs money to do, which is the debt. and just to tick your 4th point, the profit decline….well take your pick from the macro tbh.
if youve no investment and dont plan on it, why the hell are you still on the board? genuine question
“Such desperation stinks because it means you know Boohoo is a failing business and needs rescuing. Unfortunately there is no rescue. And if there was one, like Ashley or the Kamanis, you can be sure they'd be buying it at a lot less than 30p a share.”
that makes no sense.
If MA or kamani were wanting to buy it at a cheaper price because it is a failing business….then why are they buying now instead? its either a failing business heading for 1p where MA or K will scoop it up or in fact its actually not failing and they are buying now….which they are. cant work both ways can it.
i agree with you on people should stop looking at them like they are the SP saviours though - we just dont know thier plans.
However, simply viewing them as just another PI but with more cash to chuck at it does them both disservice - they have a far better understanding of the industry than anyone on here, and they will know if this is a business that can be turned around or not, and since money speaks louder than words and theyve both increased thier holdings, im gonna say there must be something in it. you dont just throw a couple million quid at a share on a punt, well MA doesnt anyways.
One should be able to see the obvious here - but just in case. A guy with huge wealth and knowledge of an industry buys into a company in his own sector, doesnt make a bid so clearly isnt bothered about the competition, and likely doesnt think it needs his intervention to turn around so doesnt bid either. Why? if you dont want the company thats in direct competition with you, why are you buying into them? Time will tell, but id bet both of them will be laughing all the way to the bank in 1-2 years
It looks that way does it? he has his finger in a lot of pies, are they ALL going to be part of this super fantastic growth company you speak of too? absolute tosh. The man could simply be looking for a big payday in a few years, doesnt mean he needs or even wants to be a part of the company, simply sees the long term prospects of a company in a sector he knows better than most.
Can we stop with all these pointless drivel posts about MA getting ready to bid - theres literally no substance to this, the man has bigger holdings in companies and isnt bidding, what makes boo or even asos so special for him? jesus christ give it a rest already
By what logic is MA buyout coming? because he has a stake? is he also going to buyout mulberry, asos, n brown and hugo boss? theres no buyout coming. MA looks after MA, ges in it for profit, hes not going to buy it
Curious.
that list is missing Arrowstreet Capital, but the graph underneath includes them (7.5%+ total short). whilst i very much doubt it is….is that live shorts? like, if the closed this morning? otherwise strange theyre missed off the table