Member Info for WolfofWarks

Astra are doing the vaccine for zero profit though aren’t they? Think British Tabacco are doing the same.

Certainly while we are in the pandemic phase.

Yeah Oracle I' say the results were damp

I've done it on quite a few shares recently, Ocado, 888 Holdings and profit took on Boohoo!

It's a flip of a coin a lot of the time.

I

I'm going to have a look after the investor call and then again at lunch and see what it does. I'll want to recoup most of the loss so I'm in no rush and can wait for it to recover.

I'm more concerned about Boohoo building a head of steam and FOMO I guess. I do feel wed to Boohoo but experience tells me this is rarely ever a good thing.

Well I've mucked up here. ASOS was 6% down at one point so I'm looking for my exit point and coming back to Boohoo.

Worth a punt.

Growth pretty much in line with expectations when they should have been smashing it like Boohoo.

Neddy. One thing I’ve discovered as well is don’t just go for the hyped up stocks on here. Keep an eye on the earnings coming and if you think something might get a bump on decent results don’t be scared to try and make a quick buck. I’ve done it very successfully in the lash month with Ocado, 888 holdings and also Ted Baker (although they wasn’t off earnings).

If you’re unsure about something or not entirely convinced but still want some skin in the game trim your holding to
Something your more comfortable with.

Neddy. If you can't afford to lose your £13k please don't put your eggs in one basket. If you want to be in stocks then spread your risk. This is a high risk stock no matter what people say which is why it's proving so divisive.

I'm sure when the time comes you'll notice it's getting frothy and start taking profits.

We’re that overvalued that surely they need to be blowout numbers just to meet expectations.

You never know on here it's like being back at school.

Christ do you guys not have jobs?

I think you all need to get a grip ffs!

Apple with their $100b dollars sat in their account need stock monetisation ....

I’ve decided I’m going to rotate into ASOS today and see if there is any rise on tomorrow’s results. Hopefully if there is and boohoo is on a downward trajectory I can buy back in cheaper.

I haven’t got a theory. I’ve just re-iterated what SYME have told us in their update which, not for that first time I have seen, has been wildly misinterpreted. I’m sure the on boarding process is very involved so it may well be a case of waiting till March for the next tranche which is what they are telling us will happen.

I haven’t got a theory. I’ve just re-iterated what SYME have told us in their update which, not for that first time I have seen, has been wildly misinterpreted. I’m sure the on boarding process is very involved so it may well be a case of waiting till March for the next tranche which is what they are telling us will happen.

The next tranche is then due March 21 which may also include companies from the pilot. We may get another £6.5m (depending on the value of the monetisation it could be more or less) but again over a 12 month period plus the fees from onboarding them (these were £2.3m from the first batch).

This part of the note on the RNS relates purely to the first £300m of monetisations in October. In which is clearly states that the £6.5m in relation to those monetisations is an annual fee. So approx £540k per month on an accounting basis.

Of course there will be other monetisations and other income. I just think people are getting carried away thinking we are earning £6.5m per month when at this early stage of the business this income covers the period October to September on the first tranche.

The RNS is stating what the impact on the accounts till the end of 30/09/21 will be of the first €300m monetisation. It is not a statement for one month to 30/10/20.

If they receive £6.5m in October it would be deferred across the duration of the annual contract.