Member Info for apad

I've just noticed that the BOO Panorama information is between Jan and Oct last year.

The last Panorama program in November was about price pressures.

So, this is not a Panorama release (at least yet).

Cormac Pearson - PA Media, an Australian independent journalist who published this in the Evening Standard is the source.

This is not news.

Back to worrying about the rns. 19th last year - early good, late bad.

I seem to remember that revb had masses of stock that made for a sensible buy?

apad

M&S goes 'into battle' with sportswear site launch
Shein sets sales target in preparation for IPO
China-based fast fashion retailer Shein will aim for $60bn(£50bn) in revenue by 2025 as it looks to reassure investors ahead of a possible IPO this year.

"Anyone interested in “frocks mkt” My wife buys a lot of clothes and I mean “ A LOT!” And few mths ago much to my disgust stated buying stuff from Shien
Well the latest purchase took a mth to arrive, and this is the funny part - when it did it was not what she had ordered, not even close. She ordered some trousers and received some cardigans!"

9.7p

Also, the NIPT tests are increasingly conducted by smaller, private outfits.

300k YGEN buy at 2.48.
I followed up with a dummy buy for the same number and was quoted the same price.
On another board it was speculated that there might be a holder from a previous incarnation of the business who wanted rid. They said that they had experienced this before and it was exempt from the normal reporting. Woteva, there seems to be no shortage of stock for sale. Back to the unknown unknowns, twix ??
apad

Ignore twix.
Have you kept your list up to date?
I was aiming my BVXP income at Sosandar but it rocketed so I bought some more YGEN and CPC. My assessment of YGEN hasn't changed, so it is unknown unknowns that are scary ??

9.9p twix. Gulp!

Fair enough position, twix. Perhaps, coming from the Rhondda, I am biased!

An excellent precis GLT. Sums up my view as well, twix. I don't hold the sp against LR, without his negotiating covid I believe the company would have gone bust. Also, his marketing background is exactly what is needed. I too think EBITDA is largely irrelevant compared with revenue growth rate. Based on what we know, revenue growth will change the sentiment and drive the sp. But it has to be exceptional. Forecasts a couple of years ahead are meaningless guesses, unless the poster works in the company.
My major concern is whether there is something we don't know - which is where the fear kicks in. I own nearly 0.5% of the company, so I am pretty frightened!

11.5p ??

Yup, twix. Finding it harder to stick to my opinion though. ??

bought a few more. didn't see the rns as altering the (risky) story.

Bought a few more. Average 11.8. rns more or less as expected.

11.9p

www.youtube.com/watch?v=xf_CDGiRHXI&t=124s

Nothing new seems to be the mantra on this company.
Maybe I am too wedded to my study of the NIPT potential prior to Covid?
Maybe I am too wedded to my view of their Covid strategy saving the company?
If they are in cash flow difficulties why move offices?
Exciting times ??

242k at 3.839.

Hey Ho. ??

£3.2million. I can see why one can speculate about whether a placing is needed. I can't remember whether net cash was mentioned at the agm presentation - which is not on InvestorMeet as promised.