Member Info for Bfdinvestor

Yes the sp will continue to drop down as shorts exploit the vacuum created by the lack of any business communications.

There really is no market here at the moment.

I have a few quid I'll pop in sometime this week as it's hard to believe that any news other than admin won't see an sp improvement.

Market cap is now only a little higher than the value of Top Shop, which didn't even have a website until.the end of last week!

I wonder if he realises how idiotic he makes himself look Clive

As if the size of anybody's share holding would have anything to do with pointing out the nature of his posts.

He cares so little that he has to respond to every post and will always insist on the last word, however stupid it makes him look

More of the same lying rubbish, you must be desperate for the CFD southcoast

Not everyone southcoast, just you, and the evidence is plain to see from your posts

Accionista maybe because 42k tonnes was in the briefing pack they will have all received.

The simple fact is it is wrong.

I disagree about the ready to export point they won't know the exact weight and grade until it is bagged.

My mai point anyway is about ivenoidea claiming that there is a reference to 31st August or total financial distress. Which he has now rowed back from anyway

Top shop has no shops, when the Danish billionaire bought his stake it has no online infrastructure of its own as it sat purely on ASOS

Yet it was still valued at nearly twice your latest value of Debs southcoast.

Maybe you could explain the discrepancy southcoast

Keep twisting and lying ADog

Massive's silence speaks far more eloquently than anything you could ever say.

Perhaps you could learn something from that

Good to see you are now admitting that the supposed slide was wrong ivenoidea.

Maybe you should go and read the latest RNS. Probably for the first time I would guess. It specifically states that we have 45k tonnes ready for export. Only bagged product is ready for export,so the massive piles of unbagged product won't be included in this figure.

So I'd guess Laverda would be far more accurate than your supposed slide content.

Ivenoidea you clearly haven't read a word of what I said and the only person insulting anybody is you.

Firstly, you can't confirm said slide exists.

Secondly, as I pointed out, the information it supposedly contained has been proven to be wrong.

Thirdly, your reading of something you can't prove exists is different to that of Accionista, who has far more credibility than you. Especially as you change your view of the supposed severity dependent on who you are talking to.

You genuinely chose the most appropriate name on any chat board

I agree Fed but it is dominant with a very low market share

This is and always has been a fragmented market with room for lots of players

And Sheins business model is now under severe pressure in most western countries

Here's a more relevant comparison southcoast

Topshop zero revenue, website or shops. Market value £180m

Thebasher how can I possibly reply factually to somebody who doesn't know me insulting me?

What I would ask ivenoidea to do is compare what is in the slide he can't confirm exists to what is in official RNS

As a simple example, the supposed slide stated 42k tonnes of spod, which is well below the actual figure

I also took the trouble to look at Accionista's input on the slide. He states simply that the continued delay about the permit could cause problems. That is nothing like the picture of doom posted by ivenoidea. Finally, I see ivenoidea has moved away from two weeks til calamity to serious questions will need to be asked of Bernard if the permit isn't forthcoming in the next few weeks.

Have a lovely evening but ask yourself why you are wasting part of your day insulting somebody you don't know on a forum where you have no investment

Ivenoidea, nobody believes a word of what you and the other half of the double act post.

Why waste your time

Enjoy the rest of the day

What about my statement isn't true Hexam

They made £38m profit in 2024. Di minimis would have cost them £200m.

Therefore their loss would have been more than £160m, assuming their current business model.

So, contextually, it just shows how their current business model isn't sustainable if they have to play on a level field.

The rest of the western world is starting to act on this, the UK government hopefully will as well.

What part of what I said isn't totally true Hexam?

Shein made a £38m profit in 2024. Di minimis would have cost £200m. So Shein would have made a loss of more than £160m with their current business model.

The point is contextual, in that their current business model isn't sustainable if they have to play on a level field.

Increasing their prices significantly, which they would have to do and have done in the US, would enable a far healthier potential revenue figure for us.

Obviously Hexam, no point stating the bleeding obvious. The point is they are getting a significant competitive advantage that shouldn't be allowed to continue, especially as they are trading at virtual break even now.

I doubt it they can change their cost base to any significant degree.

They would have to put their prices up by 15% atleast if they want to create a sustainable level of profit. That would enable us to do the same, which is guess would restore profitability

The rest of the western world is getting rid of this loophole, no reason we shouldn't as well

Nobody knows what this supposed slide actually said or if it even exists

Our director, as reported by the other half of dumb and dumber wasn't even at the meeting, so how could he have reported anything?

Dumbest post of the day, living down to your name ivenoidea

So that would be £200m on the sales for 2024.

That would swing them from a £38m profit to a loss of greater than £160m

Amazing that Reeves, who is so desperate for cash, hasn't closed this already.

Got to be atleast £1bn across all Chinese imports

No southcoast that is your opinion not the truth

There seems to be a massive focus on the day to day business, with the massive cost reductions and new partnerships agreed.

Maybe you could enlighten us on performance in the UK market specifically for the past 12 months for youth brands?

For example, how much of the decline in revenue has come from overseas?

As far as I can see the interim results didn't break down revenue by geography but that is certainly something I would like to see.

Yes those are the correct figures per Shein Distribution accounts posted at Companies House.

It's equally strange that our media focus on the growth story and give negatives a free pass.

To put Di minimis in context, I looked at returning a couple of clothing items to China that my other half had bought. The cost was £15. I didn't do it.

Yet Shein can apparently afford to send "individual" packages free of charge.

Who are the pumpers on here Bon Scott

This chat is dominated by uninvested trolls or people who claim to hold shares yet post 100% negative twaddle