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Still a long way to go on this one I think. Once Ukraine has peace and starts rebuilding iron ore will be in massive demand.

Trump stocks rallying up this morn. arb up 17% off the bat

Valid points, I guess holding this will depend on your risk tolerance and time frame. The valuation certainly reflects the risks here. If there were minimal risk and all challenges resolved it would be valued close to Next.

In fact there was a brief note in the update hinting offline opportunities with TS.

'i) TSTM JV: In October 2024, we formed a joint venture (JV) with Heartland A/S that purchased the Topshop and Topman brands, with Heartland A/S taking a 75% stake for £135m cash consideration. Through the JV, we continue to be part of the brands' future potential while improving the efficiency of our capital allocation today. We will explore new opportunities, both online and offline, to bring the best of TSTM to customers globally, providing an exciting growth avenue. Within the next six months, we will re-launch Topshop.com, giving the brand an opportunity to further expand its customer base.'

Asos might not be able to do it, but what is stopping Polvsen from doing it? He is in a JV with asos for TS and has the capital for it surely?

People comparing this to BOOHOO is insane. The risks here are much less, similar challenges but the odds of turnaround here is much higher. They need to sort out a multichannel solution for their returns which could come from reinstating some physical stores for TopShop. The outlook is now the most positive since 2022.

Company share price jumped to 400s after Sept update, since then company has not got any worse, marginal improvement, all travelling in the right direction. The share price reaction today is completely irrational/manipulated.

Results are not bad , turnaround in play. MM crashing the stock, I suspect shorts are trying to exit. Expect MA to add on further weakness.

The odds of peace will be higher if Trump comes in. He is not the perfect candidate but he will bring peace faster around the world hopefully.

Bonfire around the corner? surely MA is going to take this over now? any projections on offers?

Where is the next big resistance?

Round 2....

I think boohoo might move up faster now since the board is committed to unlocking value. Asos is a better business but if boohoo sells assets quicker then this will go up faster....

Ridiculous, but the market is pricing in a big dilution which is now not happening so we will see...i suspect some shorts will unwind. If they manage to sell brands successfully this will double.

Business is still poo poo

no risk of dilution

no details about asset sales

big short position closing?

on balance could rise today?

Could the market be wary of a blow up in the middle east, blockade of strait of hormuz and subsequent knock on effects to trade?

You can't be a serious investor if you are expecting to make money trading rumors.....Let's hope they don't pull a dilution here. They have debt wall to pay off that they've not negotiated.

Up and down like the village bicycle. Going to blow up like methane loool

Timberrrrrr? lol

Trading update was around this date last year so that is why I thought maybe it will be tomorrow or soon.......

Anyway, I'm being pessimistic here but if they were thinking of raising capital, releasing an enticing rumor to jack up the share price prior to such activity is a good strategy......lets see how it all plays out.