Member Info for WolfofWarks

Different strokes for different folks.

Lol I bet Elon is shaking in his boots

Next has a much larger total addressable market and a more premium product.

Surely we’ve got to learn to live with it. Get vaccinated and get on with your life and if you’re so inclined wear a face mask. We can’t be ****ting the bed every time these new variants are discovered.

The media don’t help either. Friday morning they were claiming the new variant evades the vaccines but when the scientists, the actual folks who know what they are talking about say it needs to be tested to see if the vaccines hold up, which they have previously.

Yep. I hate the bloody things.

I did most of my Xmas shopping at Sainsburys at the voucher stand today.

Bought several items online this week for myself and Xmas present for my son.

Not stepped foot in the high street.

Just to add that I would caution valuing forward PE given the short and medium term headwinds.

It’s quite possible the PE could be higher than the current 30.

Comparing Boohoo with Amazon is absolutely crackers!

They have s a far bigger offering across a broad range io categories (AWS, etc).

It’s a Goliath.

“Or if the material is not ideal?”

Lol - yes I’m sure that’s what your average teenager considers. Whereas primark are spinning garments made from gold

Is the point not that in ten years or so in a lot of the world you won’t be allowed to sell an ICE truck?

Hi Amenesia - we make money so buying low and selling low right. Surely out of all the miners ARB is the one to buy now if it’s beaten down and has all this development on the horizon.

To go in the US miner shares at these high prices would leave you exposed to the next correction.

Looks like ASOS have a lack of capacity as well which is astounding. You’d think they would have forward planned future expansion. Whenever you build an NDC the general rule is when you buy the land you at least double the building footprint and you’re always planning one or two NDC’s ahead.

HE1 is far from over. I’m out for the time being and in here. Will definitely be going back in next year though when the drilling momentum starts building back up again. This time though for every bag I’m going to bank the profit!

My only reservation about ADV and given the basic economics of risk vs reward is I don’t see the multi bagging opportunity so much here at 85% COS.

That said the small cap market is anything but rational so what the heck do I know.

Visa will come to the table.

They will lose a decent chunk of UK market share given the volume Amazon create.

Amanesia - very well put

Give it up Eileen. You’re getting boring and desperate now.

What a stupid chart. You could grab the top seven of many industries …..

Some people place value in the future, not the past. If the whole world is moving away from the products of ICE manufacturers and are being regulated to do so then surely a low valuation makes perfect sense until they make and mass produce viable alternative products.

Loads of business receive government support, especially innovative companies or those trying to encourage positive change.

Nothing to see here, all because you don’t like Elon/Tesla.

Yep this seems to be moving along nicely. Just needs to see his this translates financially now for H2.

Still in it’s infancy, a long, long way to go.

The 40% is probably early Black Friday discounting.

I bought a jumper yesterday from the website with the early deal.

The sad fact is that as you get older you lose touch with the young and trendy brands and start gravitating to places like Next and Mark’s and Spencer for the value and quality.

A broad capital raise was announced in the financing section of the acquisition announcement:

“ · In order to fund the Acquisition, 888 has obtained fully committed debt financing from J.P. Morgan, Morgan Stanley and Mediobanca of approximately £2.1 billion, which includes approximately £1.6 billion (equivalent) of term loans and approximately £500m (equivalent) of bridge loans/senior secured notes. 888 has also obtained a fully committed revolving credit facility of £150m.

· To create a more beneficial long-term capital structure, 888 expects to raise approximately £500 million of gross proceeds by issuing new equity via a capital raise ("Capital Raise") to be undertaken at an appropriate time, such that pro forma net leverage ratio is under 4x.”

IG do guarantee stop losses but you have to pay for the pleasure.

A normal stop gets knocked at at whatever the sudden price drops to.