Member Info for Ubik_Fresh

Wow. Glad I set a stop loss yesterday.

All good. Fingers cross for great results here. I took a moderate additional chunk of shares this morning. GLA!

Sorry @AnacottSteel1, I didn't word that very clearly...or you read it very fast! I was saying that IPF (International Personal Finance) are in a totally different sector, but they did follow the same pattern of a strong rise pre-results just last week. THG, yes, they do indeed have a lot of cross over.

Totally different sector, but watch the same pattern with IPF results last week. Gradual rise, then a good rise post results. May be reading into it, but I think that market has wind of something.

"Boots UK comparable Q3 retail sales up 24% with market share gains across all categories, led by beauty"

Interesting.

I topped up a bit to average down. Let's see what happens. But, definitely a flurry of buys today.

This is crawling back up, so someone is buying. Still don't feel great about my £2.95 average. If this recovers I'm out and will not be getting back in.

Hey, hey... i'm about to break even. CRAZY TIMES.

GLA

I was just looking back over the last results and perusing their social media streams. Still think this is a long term winner, and I really like Adam Minto every time I see interviews. Knows the sector inside out and appears very balanced and driven.

Wishing you best of luck Barrie. S

Sadly, I don't have the capital to average down, so am stuck bag holding my shares at average price of £3. I'm not putting any more cash in until I see more buoyant news. A lot of the market looks like this presently, a definitely a tough time to be an investor. Only think keeps me sane is that my index funds / ETFs are relatively stable.

Looks like broker downgrades incoming, from their house broker. Hmmm.

Hi DenFos, can I ask what tempted you to get in? Just curious what the bull case is for new investors?

I must admit to feeling a bit dejected at rests and SP drop today. I've been in this share a LONG time, and have suffered some big losses. Trying to keep a clear head and not let emotion sway your decisions is really damn hard when it comes to investing.

But, put into perspective, we are through the CCD / Home Credit / FCA debacle. We are back into profit and we have a divi being paid again. It's a bit improvement on where we were! Gonna sit on my hands and wait.

Clearly the market like these results. Faring a lot better than PFG, which I'm about to give up on.

Apologies. I am incorrect here... IPF divi isn't any better!

I've only had a cursory skim read of Interim Results, but seems okay. No alarm bells, credit card arm growing. Interim dividend. I'm also in IPF, who are offering a better dividend at a far lower SP. Also positive results.

Hard to predict what the bottom is here, but this is a significant drop, totally agree.

However, I think people will still buy make up. RevB is also more affordable than the bigger brands. During a recession, people turn to cheaper brands. It's going to be a waiting game, but I think I'll slowly average down when i can afford to. I believe in the company long term. Strong vision and good management thus far.

Tbh, this seems pretty normal at the moment, plenty of personal goods / retail shares have lost 50% of value. Marcro conditions are terrible and we have an incoming recession, high gas prices and interest rates. Most households will be strapped for cash. I think you need to be in this share for the long game, company are still growing. If you can't wait a few years, you shouldn't be in this share.

Simply Wall Street currently has a fair value of 34p for RevB, but unsure how what assumptions their DCF calculation makes on future value.

Watching carefully, but I'm already about 50% down. Hopefully results will be good enough to sure this up, but Macro headwinds are not great right now for retail.

So, half year results on the 27th of this month. With the director buys recently, I feel like it has to be good news. Does the market know something we don't here? Feel like this may spike on results day, but who knows?!