Member Info for zccax77

Not in this market. Bad timing. I think a rights issue might be a better option than taking this offer

Sidara really are using the trump slump to take advantage and the $450m is the cherry on the cake for the bod. Poor timing for shareholders here.

Shein has revenues of $10bn in the US, if BOO manage to just capture 10% of that it would do wonders for the share price.

Shein has revenues of $10bn in the US, if BOO manage to just capture 10% of that it would do wonders for the share price.

Good quality businesses don't have to pay credit card levels of interest expense, nor extortionate arrangement fees.

BoD being handsomely rewarded for abject failure. Even the huge buy backs won't stop the II's from abandoning ship.

Graviton said ‘The stockmarket is a device for transferring money from the impatient to the patient.’

This is true for the us markets, but the uk market has been a disaster for the last decade. The UK public are too poor to invest in shares, they would rather spend the money on a buy to let.

some of us have been holding for 5 years. i should have sold when euan was hired, what a shower of ****e which the current ceo is finally sorting out.

Fca: carrot followed by stick

That seller who is still there sold £2m to rdh in one transaction albeit at a small premium. Not sure how much further they have to go.

Waiting until 2030 for some jam is a long time.

The boomer generation is from 1946 to 1966. Anyway, that is a lot of money which is going to be spent instead of being handed over to the state as inheritance tax. Hopefully on saga cruises and holidays.

Boomers have £5bn of wealth in housing and pensions. I am sure there will be a downturn in demand especially with Reeves trying to take it off them with her skullduggery.

The bigger question is who sold him 1% of the shares at such a small premium. The seller must still be about.

The outlook is priced in, they already told us this before in January and last year. Half their business including 2,000 employees with be TUPE'd to Ageas this year, what kind of impact are you expecting from that?

My favourite part:

"We are delivering on the commitments we made and are confident that our growth strategy, built on detailed five-year plans, will take underlying profit to at least £100.0m and leverage to below 2.0x EBITDA within that timeframe."

Hope we move up today!

The current years outlook will be very bad for insurance as they have previously said. I would keep some dry powder to top up on results day if we head towards £1 again.

Saga is a 3-5 year play where it can potentially ten bag from here.

Is there a list with percentages in terms of where ASOS do their sourcing?

They really are clueless and I would ignore them. What matters in the results is outlook for 2025/2026.