RE: BFD & Percy14 Sep 2025 18:07
So let's sum up the valuable input from troll corner
1. Let's obsess and bore everyone with Tradey fantasies
2. The BoD are crooks/clowns
3. There is no plan and never has been
4. The business is screwed and hurtling towards admin
5. Despite posting hysterically about the same four things for months we all continue to hold our shares... Honest guv
Now let's look at an alternative
1. The new management who, although inexperienced at full BoD level, actually really understand online and have a fantastic track record of success.
2. If you stop focusing on hysteria and other posters, there is a place to be seen. The number of brands is reduced, the cost base has been reduced by hundreds of millions, the business is well on the way to being right sized, Debenhams is now profitable and capital lite and is being replicated on the other brands. The business review seems to be really slow, but that may be because of Nda's. The focus of the business is moving from fast fashion to more profitable areas
3. The cash outflow has reduced dramatically and the new RCF probably gives flexibility for the next two years.
4. Perhaps the real idiots are the posters who repeat the same hyperbolic and negative stuff day after day and expect others to believe that they continue to hold shares.