Member Info for triumph1

That's blasphemy taverham, comparing the arguably finest piece of machinery to ever grace this planet compared with MDZ.

What relationships? I can phone up apple asking them to use my processors...does that mean I have a relationship with apple? The only relationships that matter are those that are revenue generative. None of MDZ "relationships" are as evidenced by that RNS as its the same old nonsense they have been pumping out for years.

I don't disagree re the market cap, and stopped clocks tell the time twice a day so any surprises could create a spike, and I do trade this, but sell on any spike immediately. Let's not fool ourselves that this company is anything but the dog of AIM

Lol....what a predictable response. Keep your wig on happydays....Its called being a contrarian investor, not getting spiked on some 2 bit dog of a company (if you can call it that) and desperately ramping to get his 2p back hahahha. Oh BTW boohoo went up 12% today lol.

Anyway, back to MDZ. Try to gain some credibility by answering the questions put forward to you. Oh let me guess....you don't have a response. They are not difficult questions I asked....then again, perhaps they are to someone so dumb as to believe the bs this so called company spouts. There is a reason why they haven't stated any revenue figures let alone profit....guess why...because there is ZERO. Even if revenue was enough for management to share a bag of chips, they would be screaming it from the rooftoop.

AIM will never be respected whilst legacy jokes such as this outfit continue to exist. They ought to be delisted immediately.

Where are the contract numbers? Are they too embarrassed to share? Was there actually any contract wins, or just the same load of bs management have been spouting for years; Opportunity this, potential that. What does "key project highlights" mean, the companies they have cold called which is classed as an opportunity to them? By how much has the cash balance improved by, a packet of crisps??

Anyone falling for that RNS needs their head examined.

I see a few have already gone long haha.

BOOM. The rebound is on!

Very much doubt this character even shorted. Just another clown in the ocean of clowns this bb has attracted over the last few weeks.

An expensive day if this poster did short; almost certainly lost money. Incredibly stupid to short at such depressed levels.

Proof of a screenshot would of course improve your credibility. Somehow I doubt you will.

The UT is the closing auction price moose. Trades cross at the UT.

No doubt some chancers got burnt there. Fantastic intraday reversal is a big first sign of a bottom finally in.

Well done to those who got in at sub 100. Managed a final 3k shares at 99.9. Let's hope the weekend will settle some nerves and the relief rally to continue to more sensible levels. At least 150p.

100% less?? Dude stop talking and open a maths book. Your posts are getting dumber and dumber

Dont be so ridiculous maxage comparing n brown to boohoo. Muppetry at its dumbest. It's like comparing a ferrari to a mini metro. The only thing they have in common is that they are both cars.

32% net growth in UK compounded after a massive 2020....yeah sounds diabolical to me. Show me a company with scale that has grown more in the UK!

We are not seeing a slowdown! That's the thing. Demand is higher than ever as evidenced by UK sales. BOO just cannot compete overseas due to lead times! Fast fashion is.....fast and people do not think 10 days in advance regarding what dress to wear for an event let alone wait 10 days.

Investing in overseas infrastructure is absolutely the right thing to do and exactly what we need to drive growth forward, even if this is at the expense of the UK marketing budget. Sure there are concerns that BOO are spreading themselves thin and I agree to an extent, but no one can Diss boohoo improving distribution infrastructure overseas as boohoo will stop being boohoo.

If they stop spending on infrastructure, they stop growing and turn into another one of those stagnant online retailers that slowly fade and die.

Why is there so much talk of the company going private or private equity swooping in? It just isn't going to happen.

Why would shareholders give up the ability for boohoo to tap the market for funds? Any offer less than 250-300p wouldn't be entertained considering the SP being above 300p for well over a year a short time ago. What shareholder would approve a takeover that is going to result in them crystallising a massive loss at the peak of short term trading headwinds?

Great to build stakes up to 10%. Anymore than that, they will have to pay.

Risk/reward for that short is a bit silly. No different to me going down the roulette wheel at lunch and choosing red. Gambling in its purest form, but whatever floats your boat. A gap up could magnify losses far more than magnify profit if it gaps down.

Brokers have an uncanny ability to stop you out on a profit gap, but on a loss gap you will get stopped out at the spike price.

The reason boo did so well during lockdown was because loungewear sales went through the roof and consumers had very little choice but to use online retailers. Also, loungewear is much less likely to be returned than a dress for obvious reasons.

If lockdown does happen which is looking more increasingly likely, sure the markets will have their knee jerk indiscriminate fall, but I think companies will diverge from the initial panic fall faster than before because investors should have discovered what does well and what doesn't during a lockdown. Boohoo return rates could fall again as they cycle their apparel back to loungewear which has much better sales characteristics in terms of return rates ect.

Of course the lockdown dynamics in terms of increased inflation have totally changed for online companies so we won't return back to the amazing growth we saw during lockdown 1.0, and there is an arguement that lockdown will hamper normalisation of cost headwinds pushing this out late fy22 or even into fy23. This time round, lockdown may hamper boohoo after going through the last trading update.

Asis expansion is great, but they better not be blowing budgets on untested markets by hiring Asian supermodels or whatnot. They have plenty of work to be doing with proven markets such as US and W Europe.

It's great that the company only thinks of growth, but at times like this it would help the nerves if they had a bit of a reflection period and used cash sparingly and on key infrastructure projects us as this US distribution centre. In my mind, that should be priority no 1, even at the expense of their UK marketing budget as they have hit a critical mass here now, so I doubt a few million less on marketing would have a great impact on growth here, and can surely be utilised elsewhere.

Solid UK growth is here and now and is the only reason I am still here after that dismal trading update. Its proof that their business model works and is scalable but only with the correct ground infrastructure. I just hope they prioritise this going forward.

But yeah, if your time frame is 6 months, probably not too much to get excited about unless omicron gets under control or cost headwinds abate sooner than expected.

-solid UK growth that proves the business model works If infrastructure is in place.
-Vast majority of cost headwinds and lead times should abate within the next 6 months.
-Once the US distribution infrastructure is set up, there is no reason why they won't have the same success there as they are currently experiencing in UK. Same goes for Europe. This is 12-18 months out.

Made a case for asos boo merger a few months back. Makes a lot of sense to me and can both compliment each other well. Incan see this happening if these cost headwinds become more than transient (extend into 2023).

Also agree re US distribution. Its all well and good wanting to bring it forward but how are they going to pay for this with a heavily depleted cash pile? I am surprised no analyst brought this up. If they want to see real regrowth in these areas they must get infrastructure on the ground.

Cheap and expensive lose their meaning at peak FUD like this. Sure you can say "this is cheap" on the surface and historically, but in the present now it doesn't mean jack, it only means something in the long run. As 95% of traders here can't see a week ahead let alone 12 months, you are getting opinions as to what might happen next week...what use is that? It can quite easily go to 50p and then back to 150p the next day. Your guess is as good as mine as to when this bottoms. All I know is some are going to make a lot of money here, and some are going to have big regrets. It's far too early to declare a winner between longs/shorts, but shorts are certainly smashing it thus far.

Your charts mean very little. If they did, you would be a very rich person so it's pointless saying "I told you so" as a hampster can outperform most humans when it comes to trading (true story). They may be of limited use for a buy point in normal conditions (only main indicators), but this is not exactly normal conditions.

So...where will this be in 12-24 months? That's the real question you should be asking yourselves.

Mate, wait for zero. Then you cN get the company for free. The way this is going, it will be zero by new year