Member Info for Bfdinvestor

Accionista and Grantie

Great posts and what these boards should be about

It's a shame you are sandwiching somebody who I doubt could even cook a toasted sandwich.

The antithesis of what these boards should be about

Ofcourse you did CW

Not that it fitted the negative agenda, which is the only one allowed on here ofcourse

Strange how you didn't chelp up when all the trolls were using trustpilot to justify how Debs was going into admin because it wasn't paying refunds CW

I'll take your advice as seriously as normal

Refunds are still an issue for most of the brands

I take it you haven't bothered actually checking the Boo trustpilot for the last couple of days.

You'd rather just post nonsense

Just another log in off the subs bench lol

How much did market place grow southcoast?

Because the actual revenue growth in market place was masked by the fall in labels revenue

Remind me how much was Topshop valued at before it even had a website lol

Oke the 55% figure will drop as label sales are falling. Labels show as 100% GMV. Market place sales show as margin only, id guess at 10-15%

Leew it's weird that anybody would think a company that has plenty of cash and net assets wouldn't relist.

You are right, it's just the couple of usual idiots with nothing to add filling the board

Acker just ignore the fantasist wannabe chef.

All he wants to do is trash this BB with his continual nonsense

Don't bring any sort of meaning to his life, he's not worth it

Oke remember the growth in GMV on market place is masked by the falling revenue on labels.

I hope they clearly show the two bits separately when they finally produce the results

Oke KM has GMV of £157m which is guess would equate to atleast 10m of profit.

So I'd be disappointed if it couldn't be sold for £80-100m

Oke I doubt it Sheffield could absorb all the work in the short term

Burnley I believe is also efficient.

Personally I wouldn't sell KM. If I was going to be radical I would sell Boohoo

I don't know about the value Oke, but they definitely own the warehouse, head office and a fair few other buildings.

The only debt disclosed is the RCF which is unsecured to the best of my knowledge

Sheffield I believe is on a long lease I think. Burnley I think they mainly own

Oke if the situation was as dire as the uninvested on here try to paint it, £30m would be a waste of time.

I just can't see a placing at these SP levels. An asset sale is far better

Well refunds have actually been paid, there was an article with two whingeing suppliers, one of whom stated that the situation has been the same for years.

Still, who would expect anything different from 404 who holds no shares lol

Okehurst the simple answer is we don't know the exact cash position. Operationally they don't seem to be trading at far off break even. But that depends on how sales are going.

From the number of long term deals signed and some of the cash investments, it doesn't seem that Finley and Ellis seem particularly concerned about the ongoing nature of the business.

They initially stated, per some posters on here, that results were planned to be released in early June. Which, once again,wouldn't indicate any particular problem with audit sign off.

So the higher probability to me is that they are trying to tie in good news, but other possibilities can't be discounted

Okehurst, the original finance deal is in place until October 2026.

The supposed news a month or two ago stated that they were looking to keep the £125m RCF and get an additional £50m in specialist funding.

So it doesn't sound like cash is that much of an issue in the short term. It's possible but is it probable?

Mt

Refinance in one big lever

Asset sale is the biggest though I think

It's hard to believe that the ridiculous silence is just to hide bad results.

They were largely known and wouldn't have cratered the sp this much.

Unless there is a substantial positive with the results then the BoD should be toast.

I believe a number of the trolls who post here genuinely believe they do impact the sp.

Call her and record her. Sue for lies.

Kachrafilter please don't recommend stuff like that

It's a clear breach of GDPR with bad consequences

Mt who did you contact.

I number of us has replies from the Company Secretary, Emma Woollard, staying that results will be produced by the end of August.

Name search Kachrafilter as he also posted about a telephone conversation he had with her