Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Yes EJ it's well worth a listen.
Few big buyers busy picking up for the next leg up.
May top up a bit later today otherwise have nice investment here.
Recent Q&A well worth a listen
https://player.vimeo.com/video/536287284
Full year presentation and Q&A say a lot about where this is headed.
https://vimeo.com/piworld/download/577664118/b11370e3d8
Strong results mentions guest brands performing well. Looking good for SOS
Really fancy this business going forward and have recently opened a new position. The management really on the ball here and responded well to the Q&A on full year results. Huge potential imo.
“The accelerated growth seen in Q4’21 has continued into Q1’22, with sales increasing 256% YoY and the gross margin expanding 200bps QoQ.”
Singer https://*********************/companies/uk/sosandar-plc/research/singer-capital-markets/resilient-fy21-momentum-building/3f1737b2-4f2b-4044-b40c-0dd2e01ba5c0
Up nearly 9%.
Someone’s decided they want out in whole or in part and is selling throughout the day in sizeable chunks. Who knows why they’ve decided but some - not me alas - will be sitting on some very good profits now if they’ve bought in Q1. It was less than 14p then. If I’d have made 250pc in a few months I’d be offsky too I think. Nothing to worry about is my view.
Any other theories ?
MMs doing their job.
https://www.drapersonline.com/insight/the-industry-view/sosandar
SOS just starting off like ASOS, OCADO, Amazon etc. Investors are looking forward as they did with many big companies. Inside 50p will be "well done" in months to come imo.
Good to see more articles about female Good Morning Britain presenters wearing Sosandar...
https://www.hellomagazine.com/fashion/celebrity-style/20210804118937/kate-garraway-sosandar-dress-matching-shoes-good-morning-britain/
Indeed you're right about one thing. It's nearer £77m.!!!
Simply Wall Street and their infamous DCF model. Hmmmm. I wouldn't bet the farm on it.
Nah. Not for me. Overpriced. I see the top line figure clear enough but I don't see a positive bottom line for sometime yet.
Had a good run.
Good luck with it.
It's a bit more than that but that doesn't sound unreasonable for a well-run fast-growing company aimed at a well-targeted and underserved market. The branding and marketing is strong and it could be takeover target in the future.
* Fair value at Simply Wall Street is 88p using the Discount Flow Model i.e. MCap £150m+
* Selling well through the 274 lines at John Lewis: https://www.johnlewis.com/brand/sosandar/_/N-1yze4xu
* Also immediately in profit through the 141 lines at M&S: https://www.marksandspencer.com/l/brands/sosandar
* Also making money from day 1 at Next: https://www.next.co.uk/shop/gender-women-productaffiliation-clothing/brand-sosandar-story-brandedfashion
* They pay commission for these but the partners pay for returns and associated costs
* A great team with relevant experience, fashion inside knowledge and good statistical analysis on product lines: https://www.piworld.co.uk/company-videos/sosandar-sos-full-year-2021-results-presentation/
Buy as much below 40p for me as ASOS, OCADO, APPLE etc started like this and you know the rest! Big buys for weeks says it all.
Nearly £60m as I type. Oh c'mon. Really????
Portswigger - agree with your sentiment - after 18 months of in and out I rebalanced after the results. Half as many shares but with a book cost of 17p that´s good enough for me too.. GL.
It's been a fast climb but more to come I think. Simply Wall Street has Fair value at 88p. Sosandar are targeting an underserved market - not teens/20's but not wanting to dress for the retirement home just yet.
As usually a long term investor I didn't think for one second my contribution to this board would last less than week and consist of two posts. The increase in the SP on the sentiment wave following the financials is far more than I thought or anticipated. "Take your Profit" was the most important investment lesson I was ever told and it trumps everything for me and the growth in last five weeks or so is good enough in my case. Doesn't change what I think about the company and its strategy though which I think is excellent so I think your investments are in good hands. Good Luck All.
Afternoon
As new as it gets at the investment game. Bought in this morning upon the 'guidance' of a very kind soul and in for the long haul.
Liked what was I heard in the PIWorld video as was most impressed with the numbers and the future.
Also bought in today as I like the numbers, website and the team as seen in the PIWorld video
in making or even half will do.
30p+ to buy now.
I also got back in after few years as now I think company is making good progress.
ASOS started this low and SOS could do well as well.