Member Info for Webba1

It’s simple - if it’s live it has a grant date and an expiry date. If these are blank, it’s not live

Exactly. LEAP is happening, which will give a stack of cash to invest.
Forward planning appointment with key market knowledge to find the next stage of investments.

https://twitter.com/businesscann/status/1381488556338724864?s=21

Fair play. Good that he’s Agreed to do the interview.

each to their own of course, however what were you really expecting, a helpful tweet that a placing was under way? this has been planned for the last 4 -6 weeks minimum, thats how long it takes as a minimum.
To the balanced views, this adds to the cash pile. Takes pressure off to finalise JVs if the deal simply isnt good enough. Allows other activities, my only advice is let the CEO explain his strategy and reasoning as the RNS was lacking in detail. This is the my current dog in the portfolio, however HZM where im also heavily invested and a more progressed miner has done the exact same thing, the pain for a few weeks is unpalatable but it recovers as all of the metrics and rationale for investing is still intact. Good luck

theres a really helpful filter button. removes all that tosh that the bot's churn out.

Alas you’re missing the key part that this isn’t in Bognor Regis. It’s in the Ukraine and the Russian issue is a huge issue. The SP has grown significantly and is still a bargain. If you like the risk. This feels like it will turn on a wrong word somewhere ..... I wait patiently to see what happens over next two weeks and hope it is still great value

Yip, I’ve exited here. 3.86 this morning. Once it made mainline press report and the rhetoric begins to increase I can see the SP taking a rather large dent. I hope the situation deescalates as with most issues around the globe. Then will review returning. Nice 30% gain and gutted to exit as it’s throwing off cash. This is a risk I’m not prepared to take.

Pushes the timeline back. Hold and watch MC grow. Expanding drilling, lots already drilled. Stopping guessing as bought in and will be waiting and watching

Clearly the comments on this are from those who’ve never been under and NDA. I have and those NDAs and discussions have been material SP movers for the companies I’ve been in. You don’t announce it via and rns for the simple reason that it’s non binding in terms of completion and the principle is you can’t share the info. Now my view is there is no reason BAU can’t go on whilst you are in discusssions unless you’ve given someone a period of exclusivity - suggest 4 weeks a good gauge. As for no more news. I’m really relaxed on this which doesn’t mean anything but I don’t see anything that changes all the positive fundamentals. Relax, April is a good month anyway - historically the best month of the year for SP growth

haha, love the last post ...... "looks like an RNS lodged" brilliant......

drop to 225? MBO at that valuation!!

I read it overall as a good result - like for like growth with production reduced to upgrade pelletiser. Once complete by Q3 c.30% more capacity opened up. Whilst ore at an ATH. As for a forward looking view, great news. I’m in the same boat as to the Russia query and will likely see some positive raise here, I disagree on divi, I’d expect another positive divi although not a special

Same boat as me then. Should go up but in the crazed world of the share price.....

So what’s your read then on the results?

They didn’t until they sorted quality and reliability. In fast fashion for a teen who’s planning horizon is tomorrow a two wk delivery might as well be two years. I don’t dispute they are an issue. However In terms of loyalty I don’t see the pull

Stellar profit performance. Decent growth. Good integration of new brand- would have liked to have heard more about very recent trading.

Watch outs as trying to work out impact on SP and read across as we will follow

GP hit by 200 bps is shocking ‘covid logistics’.
Overall ebitda up way ahead - will need to drill into that to see if any category/ operating benefit for BOO

Not sure what analyst consensus on results would be . I think the results are good but lacks any real forward looking update which would be my other concern for ASOS SP.
this usually means it and the sector will fly this am !

Alas having seen the quality of the product and the length of time it takes to arrive, I just don’t see it until they improve both aspects. The gap as I see it for boo is the 12-15 yr old new customer acquisition. They don’t know boo they know shein. Do we even have a range for that age group.

We have cash in the bank if img go down the dispose route...

it's the hope that kills you....... can't see it linking to New Tax year.
Though i do think that a number of deals across a stack of companies will be stuck in the Easter 'hopper' its the same as Christmas, mad dash for the line and then everyone switches off, hence why April has historically been the best month of the year for shares.
there will be the inevitable sell off of shares from PI's to move funds to tax free status.

Keep checking to see the RNS......