Member Info for alfista

You do try ever so hard don't you.

Take their branch in a well to do midlands town as an example. Downsized twice, then closed. In an area with higher than average property values and with affluent residents.

Doesn't quite chime with your rosy outlook does it ?

Maybe classic shops will win the battle for shoppers. If so, happy days. Can't see it myself though.

Just a word of caution sphinx.

If breakeven was being achieved, there'd have been no need for a shares for Fruitflow stock deal.

Just saying.

As far as the consumer was aware, TG didn't collapse, but they are indicative of the difficulty bricks and mortar retail faces. .

Costs aren' decreasing, only one way they'll go. Online sets the price expectation, and is hard to counter IMHO

Cost of a couple of warehouses compared to more than 300 stores?

Rents, rates, heat and light, staffing, insurance, servicing and merchandising.

Certainly there is no dispute that TPT is by far the biggest when it comes to cost of sales. Market leader.

Gobsmacked.

Are you really not aware of the online giants, their turnover and market share?

As for discounting, that's what they do, seriously aggressively, as do lots of warehouse/showroom outfits. Weakness of the whole industry, massive amount of factories/brands/selling agents, all looking for a slice of the UK action. TPT can't control that, but there are groups big and strong enough to do what the Polish outfit attempted, acquire the company, strip out the deadwood, and major on their own group offerings.

Only time will tell

Don't tell me I don't know the economics of the industry, you simply don't have a clue how much I know. Enough to have witnessed multiple failed businesses in the sector, this year alone has seen many, with others cr4eaking along on the brink.

You haven't factored in the impact of 14 interest rises in a row, after such a long period of virtually zero bas rates. Household are witnessing a costs shock unlike any in more than a generation, meanwhile they witness the tax take ever rising to pay the benefits bill.

The weakness of having to fund more than 300 piles of bricks and mortar should not be glossed over. Will the good times return when the next government increase spending with money they don't have? I know what I think, but then you know better of course.

Caveat emptor.

More funds outflowing, less funds inflowing.

Caution required.

As online continues to bite big chunks out of the market, being "well placed for a recovery" relies solely on being there at all for a recovery. Confidence in property buying is very low. Nobody like the direction the government is taking the country, and they're already terrified by what the next government will do.

A glum outlook IMHO

Surely the small amount they have stated is only the beginning of a long, tedious, and very expensive route to monetising their find. No expert has declared it commercial at this stage. Holders here are more than aware just how long it all takes, and what uncertainties lay ahead. It's only a qualified well done from me.

The dash for acquisitions has resulted in bum bitten.

Debt is too high, the board need to quit dreaming and knuckle down to solid balance sheet IMVHO

Thinking back, there has been a regular pattern of usually 500,00 shares hitting us each time a slight upturn happened.

Now, if we had also been notified that DSMV was the source of those sells, what would that have done to morale and the sp ?Has ignorance been bliss?

Is there any evidence of DSMV "drip feeding shares " ?

Aren't they more of a long term position type of fund?

After all, their trading company are embarking on a whole new journey with Fruitflow as a gut biome enhancer, a a sector of vast potential.

Superb rise, obviously someone isn't concerned about the lack of an RNS

Fruitflow plus vine tea, that's a new one.

Hope they're successful

Can but hope for an upwards movement now.

As you know, I kicked myself hard for holding these, the team must rebuild their reputation to make money and reward loyal investors.

And the conveyor belt of new ID's spits out another expert who knows exactly what will happen.

Strewth, who do they think believes a word?

Coming from you, that's a hilarious claim

They are involved in everything, that's the way that country functions. It's not a free marketplace as such.

It appears that manufacture has been outsourced so that plants stay closed. That means margins lost.

A conundrum.

Too much capacity in the industry, not enough demand. Strange that the brilliant management team are discovering exactly the same outcome as the other producers.

Management team too big and expensive?

Following your logic, why carry on paying them?

Management has always been described as utterly brilliant.

Try telling that to the hundreds of employees they've got rid of.

The whole industry is in a tough time, with little in the way of good news ahead. Over competed, over produced, mounting bad debts. That's just the facts.

Another grifter