What’s your big gamble?

[egomeister]

elanfan said:

EQT down 25% earlier on news of a claim being made against them for patent infringement. Company strongly deny will defend robustly and claim costs. Doesn’t affect their uk and eu business where there is strong demand. Share has rebounded to -15% today.

Could be a quick gamble

Makes me suspicious they got wind of the claim and put the fund raise through last week ahead of it landing...

[TCX]

SimonTheSailor said:

So soo close to buying EEE last night.


F*CK f*CK f*CK....

Was watching,txtd mate last night....forgot this morning,still got in n up 20% could be long term"r like eua

Edited by TCX on Monday 13th July 10:39

[rsbmw]

Sig has been unleashed now that the rights issue is done and dusted

[DSLiverpool]

Aiminghigh123 said:

Might buy Boo again if it gets down to low 200s

Seriously? It had a big dead cat bounce I admit but it’s fked. The autumn range will be late unless Leicester gets magic factories.

[petemurphy]

rsbmw said:

Sig has been unleashed now that the rights issue is done and dusted

good as i bought some this morning but annoyingly sold aml to pay for it which are rising faster!


very positive SKIN interview: https://www.youtube.com/watch?time_continue=392&am...

edited to say now sig is in the lead hurrah!

[500 Miles]

DSLiverpool said:

Aiminghigh123 said:

Might buy Boo again if it gets down to low 200s

Seriously? It had a big dead cat bounce I admit but it’s fked. The autumn range will be late unless Leicester gets magic factories.

I’m trying to decide whether to increase now or wait to see if it drops further. I’d be surprised if it’s not within 20% of their recent highs in the next few months.

A calculated risk - doubled when it initially dropped.

[500 Miles]

petemurphy said:

rsbmw said:

Sig has been unleashed now that the rights issue is done and dusted

good as i bought some this morning but annoyingly sold aml to pay for it which are rising faster!


very positive SKIN interview: https://www.youtube.com/watch?time_continue=392&am...

edited to say now sig is in the lead hurrah!

Well played Sir!

[greggy50]

IPF is doing well today again

[malks222]

500 Miles said:

DSLiverpool said:

Aiminghigh123 said:

Might buy Boo again if it gets down to low 200s

Seriously? It had a big dead cat bounce I admit but it’s fked. The autumn range will be late unless Leicester gets magic factories.

I’m trying to decide whether to increase now or wait to see if it drops further. I’d be surprised if it’s not within 20% of their recent highs in the next few months.

A calculated risk - doubled when it initially dropped.

they will go back to where they were before. the current generation of insta models and wanna be insta models, don’t actually care about the background noise/ business ethics. they just want the latest fashion as cheap as possible, all so they can get that latest instagram post up.

if boohoo keep throwing free clothes at the latest top ‘influencer’, it will keep their name at the top. and now pubs are opening up again, all girls (and guys!) need to be tagging themselves in new outfits at the pubs again.

[500 Miles]

greggy50 said:

IPF is doing well today again

Very nice - the amount of times I’ve looked at them and thought I should invest... grrrrr

[simong800]

I think there could be more to come on Boo Hoo.

If it transpires the whole business model revolves around underpaying labour, then they won't be able to replicate past financial performance.

There is rarely one cockroach in the kitchen as they say.....

Worth a look at the recent thread on here;

https://twitter.com/ShadowFallCR

I was a long term holder and sold out when it dropped to 370ish (90% odd gain over the years). No intention of getting back in.

They did a fund raise, raised £200mn to "take advantage of opportunities in the market" and then used it to buy the rest of the owners son's share of Pretty Little Thing. Something feels a bit off with this one for me. Good luck to those holding though, happy to have egg on my face when it's bagged!

[Freshprince]

Thing with the boohoo modern slave labour, is that it’s mainly older asian indian ladies. It just won’t garner the same support or furore from the fashion industry or insta pages (It’l hit the red tops still etc). If it was black labour the factory would be on fire right now....

However, there is the impact of getting dropped from major retailers.

Anyway, i’m in!

Edited to add modern slave labour!

Edited by Freshprince on Monday 13th July 13:35

[Riggadig]

500 Miles said:

Very nice - the amount of times I’ve looked at them and thought I should invest... grrrrr

I would say it's still a good entry point, they are way off their pre-covid levels and still below their recent highs at the start of June

[rich12]

Just a note worth pointing out, I don't think there are any slaves.

[500 Miles]

Riggadig said:

500 Miles said:

Very nice - the amount of times I’ve looked at them and thought I should invest... grrrrr

I would say it's still a good entry point, they are way off their pre-covid levels and still below their recent highs at the start of June

Good point, just looked again. Think I’ll put some in.. thanks for the reminder

[Adam B]

500 Miles said:

Riggadig said:

500 Miles said:

Very nice - the amount of times I’ve looked at them and thought I should invest... grrrrr

I would say it's still a good entry point, they are way off their pre-covid levels and still below their recent highs at the start of June

Good point, just looked again. Think I’ll put some in.. thanks for the reminder

I am holding, their recent RNS was very encouraging with decent collection rates

[Aftershox]

Interesting - Movement finally happening on AAOG +80% today.

DYOR as always, don't hold me accountable for this 100% gamble!

[Milkbuttons]

can anyone let me known any more about this message I've been seen before placing a trade!

[500 Miles]

si800 said:

I think there could be more to come on Boo Hoo.

If it transpires the whole business model revolves around underpaying labour, then they won't be able to replicate past financial performance.

There is rarely one cockroach in the kitchen as they say.....

Worth a look at the recent thread on here;

https://twitter.com/ShadowFallCR

I was a long term holder and sold out when it dropped to 370ish (90% odd gain over the years). No intention of getting back in.

They did a fund raise, raised £200mn to "take advantage of opportunities in the market" and then used it to buy the rest of the owners son's share of Pretty Little Thing. Something feels a bit off with this one for me. Good luck to those holding though, happy to have egg on my face when it's bagged!

I agree that there is very seldom one issue (liking the cockroach analogy) and I’m sure there are several stories about to come out from disgruntled employees and ex suppliers. Their PE ratio is also through the roof which means any bump in the road is magnified (not down playing the alleged issue)..

In my opinion, buying PLT was quite smart as it took the wind out of the short sellers statement that they would have to pay £1bn for it.

I do think they’ll bounce back relatively quickly, I’m just not sure how bumpy the road will be between then and now.

Only for the brave and/or stupid..

[i4got]

Riggadig said:

I would say it's still a good entry point, they are way off their pre-covid levels and still below their recent highs at the start of June

Agreed - even with todays rise I'm still 7% down on them.