Member Info for WolfofWarks

Don’t the directors get their payday if their management incentive plan works.

If they have convocation in it then surely it makes sense not to buy now?

Jotom - just simply look up valuations of the S&P500.

It's not that difficult surely?

These are not large amounts though Evraz.

$86bn is the size of a reasonable average US company.

Russian investments are not material in terms of the western capital markets.

Those amounts have most likely been provided against.

They be far more Russian money in the UK than UK money in Russia.

London is swimming in it.

Other than Oil and Gas (which we are self sufficient without and are weaning off towards renewables at a pretty rapid pace) I fail to see what the Russian's have as a bargaining chip.

These amounts for funds like black rock are chicken feed. They've most likely got hedges against those losses as well if they are doing their jobs properly.

I meant in terms of their home stuff as opposed to going to say Dunelm Mill or somewhere like that.

The clothes are dad wear and basic office and school prom wear obviously.

I don't agree in the slightest. All the stores like H&M, New Look, etc, in BH's market are struggling to make ends meet. Why would BH want the overhead.

You can't really company BH with Next. They have a completely different client base, diversification into home where there their offering is based around differentiation by quality.

‘ How long has RA owned shares in Evraz, and what percentage?

Were Evraz good divi payers during that time?

Was Evraz a well run company then ?’

It doesn’t matter because the UK government will never release this from sanctions.

Why would they let all that cash flow back to RA, Putin, etc?

'You speak only about the redom of Evraz to Russia but never the upside of NA for Non Russian Shareholders'

You'll never be able to realise that value though as long as RA and his mates control the UK plc shares.

‘Nutmeg you really are a dyslexic konb!.

Haha that made me 😹

‘

Tbf happys point about hotel chocolate was a good point.....

It has just sold for 2.5 x revenue and the company makes sod all profit currently. ..

Here is boohoo at less than one 3rd of revenue (making sod all profit currently)...

Imagine boohoo selling for 2.5 x revenue.’

That would be the future growth opportunity in action SCB, even if you can’t see it because it’s having a bit of a rough time during an economic downturn.

Your second point just about sums it up really. You’re completely oblivious to where companies sit in their life cycle.

SCB - what mistake did I make with Inheritance tax? You haven't produced any facts. What you have shown in your lack of understanding in what constitutes a growth company. I can't do much about that as you will never see the error of your ways.

'Baring in mind, boohoo wasn't even listed 10 years ago, and in the last 9. 5 year's the revenue has gone from around 100 million to 2 billion at its PEAK'

You've just confirmed exactly the point I'm making but I don't think you even realise it. Boohoo has been listed for just under ten years, my bad lol.

My point is that the factors that make a growth stock for Boohoo have now passed in my opinion. For those who invested at the IPO BH has been an excellent investment. For those who entered 2-3 years and held it's more than likely been an absolute misery.

During the PeePer phase I hadn't realised quite how infuriating you are not I get it now 100%.

Happy if you could come back on my question re the ten bagger growth drivers it would be much appreciated.

SCB - you seem to be blind to the scale of their opportunity. Do you think Mars are dummies?

Your talk of Boohoo growth prospects are ten years late. That’s not to say there isn’t an opportunity. But it’s a recovery story rather than a growth one.

I was spreading about this earlier and it was all a source said this and some close to the deal, etc, etc.

It’s impossible to value the company as no one knows how much money they make. That will obviously change though once they have published their prospectus so all will soon be revealed.

SCB - it was a minuscule company for most of that time - it’s only recently came into large-ish scale retail prominence and it’s no wonder it has been taken over with such a premium commanded because if the growth opportunity,

It’s like going back to when MK sold his first garment as a comparator.

SCB - you do realise myself and Hexam are different posters right?

Happy - what’s the driver for making this a ten bagger?

You’re talking about a market cap of £4.2 bn for a company that’s a couple of years off breaking even again,

I could see a bag or two here in the medium term with a successful US rollout.

You can't judge a stock by a particular moment in time. It's about their potential and where they are in their growth cycle.

Boohoo is a mature company and one of the biggest in it's market. It was a growth stock ten years ago.

SCB - hotel chocolate has turnover of £200+. They’ve got loads to go at. Whereas BH is a company looking to recover to previous levels with turnover of nearly £2b. There is a growth opportunity in the US but that’s one segment of the business. If things don’t improve with all the acquisitions and the US then I think the board will be managing decline for the foreseeable future.

I know that sounds pessimistic but that’s the reality and the risk if things don’t work out here.

Happy - This is nothing like Hotel Chocolate which is a growth business.

You're predication over a three bag my Xmas and a ten bagger longer term, for a business that already has a global turnover of £2bn.

Dangerous man.