Member Info for unhooked

...just not today. No RNS released by Asos today. Old news?

Agree with all of that. I'm back in too. Share price is too low based on what I've read today.

Why on earth are they halting buy-backs? No reason given! Surely an excellent use of cash at these prices... I don't get it.

"In the prior year, the Group announced a share buyback programme to a maximum of £30m, allowing us to return excess cash to shareholders. At the previous reporting period on 31 January 2024, we had, to that date, invested £4.5m buying back shares. We also announced we would acquire up to a further £10m worth of shares by the end of July 2024, of which we only spent £5.3m in the year, buying back 607,199 shares which have been cancelled. Currently, no further share buyback is planned."

Interesting! I've already sold half my holding this morning - my normal modus operandi when receiving a bid - but this time maybe I should've waited...

Very impressed with how Mark Kleinman of Sky gets all these scoops, his contact list must be stellar!

Another one bites the dust at a low-ball price.

358K shares purchased - RNS released just after close. Good.

Multiple buys from the Chairman today and yesterday, all around the 46p-47p mark. RNS released just after close today, so might expect a little rise on Monday.... but then a weekend is a long time on the markets these days.

Announcement of a 90 day suspension of tariffs has turbocharged the sp of many sectors and companies exposed to world trade today.... and yet Strix, uniquely, sees its sp drop! Remarkable how hated Strix is.

In line, they say, with 20% quarter on quarter revenue growth. Presume that's not sufficient to make us all feel we're reaching 'escape velocity'. Interested to hear the views of others.

Yes, I bailed from VRCI and TRLS, having learned a bit from this one perhaps, and I wasn't wrong doing either it seems. RENX was always the first and the biggest for me - I've managed to make a couple of small profitable trades over the years, but I'm still in heavy here and it remains one of the biggest paper losses in my portfolio. As for EKF, that one I'm really p*ssed off about. It was supposed to be a lovely high-margin, cash-generating business but somehow they managed to mismanage and screw things up so badly - I mean they recently presented the resumption of the divi as some sort of achievement!

To be fair, Ian Simms the founder/CEO already owns over 7%, so he has plenty of skin in the game and will have lost loads on his holding of late, not that I'm feeling particularly sorry for him.

I haven't smoked something I shouldn't, but does anyone think the deteriorating macro conditions and Trump's tariffs on particularly China, might aid Boohoo's trading? I'm thinking if the likes of Shein are effectively shut out of the USA, are there opportunities for Boohoo over there again, even without the recently shut distribution centre? It's 10% (UK) versus 104% (China) on tariffs levied by the USA. And with world trade having a hiccup, I imagine airfreight costs should be dropping too. Of course Shein might attempt to dump even cheaper stock in places like the UK but I hope the govt might be wise to that tactic.

It's been a disastrous investment, but I just wonder if there's a glimmer here and the fact that we're now as low as 20p makes the choice easier - I'm sticking.

The big worry seems to be the debt: how much of it in relation to cash profits, is it costly, is is sustainable and can they pay it down? Laser focus on cashflow and debt at the next Results. In a month?

I can guess! I am sorry for holders of VRCI. Somehow I managed to break-even on that, having bailed at 5p back in October last year. Not that I'm feeling clever or in any way escaping at all. I'm heavily invested in small caps and I shan't be forgetting the last 4 years. There was a time when one didn't feel the odd disaster, it could be buried away. Not any more! Genuine gut-wrenching wealth destruction in 2025, on top of years of stagnation, at least for me.

Reminding myself that just 4 months ago in November they declared a 22.9p divi, payable last month. That one divi payment alone represents an 18% yield on the current share price! How quickly has the company become stressed? Ian Simms, the founder/CEO, has got his strategic positioning all wrong with IMPAX.

Worse than I expected. Down 17% on a day when markets are rebounding, but God knows the reaction if they'd released this RNS yesterday morning. No end to the bad news atm. What else to do but buckle up and sit tight. Panic selling not a good idea.

Thanks, I'm going with your ChatGPT friend fairlysolvent. I'm conditioned to expect the worst with this company.

46% on Vietnam noferkinamesleft, but apparently there's a negotiation already underway. Thinking of a little trade on a Vietnam investment trust on Monday if prices stay where they are.

Re sales to USA, you're not being lazy, I'm sure you've been busy! I've been spending my time putting out fires all over my portfolio....

"How anyone in America is relishing in his gormless approach is beyond me". Just wait until the monthly 401K statements start rolling in! Unlike the UK where the average person relies on the state pension (which is paid out of current govt. income), the system in the USA is privatised and the average person has a pension pot which either he controls directly or is looked after by his employer or a pension fund. In all cases, they receive their 401K's showing the current value of their pension pot and projections as to future income, every single month. They won't tolerate seeing themselves get poorer for too long, that is for sure! Trump needs to get the tariffs down by means of quick side deals country by country, or he'll be forced to imo.

Exactly fairlysolvent and RD90. It was an acquisition full of hubris at the top of the market by a rubbish management team who have long left the party. It would be ironic indeed if it now helped the company in Trumpworld. Problem is, what inputs do Eastman import from abroad, because those will get tariffed. And will demand stack up anyway with a recession in the offing? No easy answers.

Dropping like the proverbial stone. I believe XPP have operations in Malaysia, upon which Trump has slapped 24% import tariffs. Ok, but I wonder if XPP sell much into the USA, or if their sales are more Europe and Asia based. Anyone?