Member Info for AnnaRobinson

Very much Worth a listen x

This company is going from strength to strength yet the price is offering a major discount to those fundamentals right now

I think we will see a strong bounce back up shortly

There had been millions available to buy since Friday but a lot lot less now

Bottom in

Astonishing opportunity at these prices

I’ve bought as many as I could afford!

Huge numbers are watching this and know how undervalued this is compared to overvalued dross on aim

Dismal end

I have just sold the small amount I owned

Well happy I got some more at 474 today

One to monitor now they have raised cash

We have had staggering results and the most insane retrace

Don’t be surprised if this does a huge rebound back up.

Managed to access the note, all 13 pages! Snippets here:

“The plan is being delivered – progress all round

The marketplace model is at the heart of the strategy transforming the model into a stock lite, capital lite, margin rich and highly cash generative one. Note the operating leverage in this model is huge with no fulfilment costs, no return cost and an underlying EBITDA margin that could be >30% allowing for huge flexibility to adapt to growth demands. Management have taken decisive action in short order – right sizing the operating cost shores up the operating model. There are multiple levers available to drive future profitability (the take-rate is a key one) and as the marketplace model scales these will become more tangible and visible. These are compounded by the cost-out programme and recent AI investments across the business.

-There are now c.20k partners in the ecosystem (up from c.10k a year ago).

- All Group brands are now marketplace enabled.

- 32% of GMV is now generated through marketplace (19% H125). The group has reiterated their medium term £multi-billion GMV opportunity with a c.20% EBITDA margin.

New guidance – the management are now more confident in the future and state an ambition for the Debenhams brand to deliver £1bn GMV and £50m+ EBITDA within 3 years.

Oh that's a very big range. thanks for confirming x

Better days!

let's hope we get some good news soon x

If you want a strong close, take a look at boohoo, ticker is debs.

MMs had no supply for the final minutes and the Boohoo closed up +57% lol. Again, that's a strong close!! x

Wonder how many make it to the agm...

Guess some disappointment today purely because volumes here have been so high of late. Probably caused some expectation for better x

When is the next update on flows realistically expected?

thanks x

Https://x.com/baroninvestment/status/1994084956134338932

Glad i took the plunge last week

hopefully continues, sea of blue today x

Bought 2,000 shares today, hopefully good timing!

does look great value here x

Why is this dropping? looks interesting but clearly must be missing something!

thanks x

Saw this being mentioned on a few forums and tried to get some in the final minutes. Sadly, only got filled to the tune of £5k, mms wouldn't permit any more!!

interesting that Baron Investments has just posted on this via his X page. His tweet also Includes a write up by analysts at Panmure Liberum, looks very bullish. Thanks to the poster that ramped elsewhere lol

https://x.com/baroninvestment/status/1994084956134338932