Member Info for Bfdinvestor

Nope LD the price I paid was early 30s plus a few more at just over 20p as I posted.

It's worth 12 months revenue as a market cap imo, so yes I believe that one way or another it will get to 70p or more. The way may be via asset disposal or spin off

There is no doubt we are currently being shorted imo.

The trade patterns , with literally dozens of trades being timed to the exact second shows this, as does a sudden increase in negative fwits.

It's either a shame or a good buying opportunity depending on your mentality.

I'm in the latter camp and looking to take advantage.

404 that's fine, I'll keep replying to your posts in a polite way without resorting to pointless name calling.

I'll assume you have no sensible reason for big mike having played a blinder on revb when he holds no shares, has no obvious way of securing a majority vote or taking the business private.

Not unless he wants to pay a massive premium ofcourse

Errrm because legally you can't get the export licence......

Strange southcoast a couple of days ago you were posting that the two founders could vote because they did so at the 2023 AGM.

How you change your opinions to suit the rubbish you post.

If Frasers wish to acquire revb they need control of 50% of the total issued equity.

If they then wished to take it private, they would need 75%.

How would that happen

404 have you done the maths

Boohoo currently own 29% of revb

It's unclear if the two founders, who own 30% of the business, can even vote.

So just how does Ashley win without paying a massive premium

Their holding has always been declared and they are not required to declare until they hit certain thresholds. You don't know when any shares were purchased.

Keep twisting tho as it's quite amusing

Well this is what you actually posted southcoast. Rabia controls the family fund. Their holding has always been

So southcoast you first lied about Boo going into revb to protect Kamani's supposedly massive holding there.

Now they are looking to buy revb to protect their holding in Boo

It's comical.

And, by the way, Rabia Kamani has always been on the list of major Boo shareholders

Good post thenorthern

Whatever conspiracy theories some are trying to portray, it is clear Finley and Ellis are running the show and they are corporate professionals through and through

But isn’t around 30% of the BOO holding family money. I think the point Kach was making was about the family using BOO to invest in Revb and dragging us along with them.

So you really think they dragged the entire Boo business into revb to protect a relatively tiny proportion of their family wealth.

You don't think they saw an opportunity in a higher margin horizontally adjacent market

And you accuse me of posting misleading stuff!!!

Southcoast it's not particularly difficult

Boo own 27.1% of revb. The concert party including Boo, Kamani's and some others own 29% in total. Subtract one from the other

I think this is far more due to someone shorting rather than the price of spod now.

Just look at the way trades are falling

Literally dozens of trades at exactly the same time, it's not normal activity

The family are heavily invested in RevB

Not particularly so Kachrafilter. They hold a maximum of1.91% and probably a little less

I wish I could say the shame about you chef

Sadly I'm too honest

Dont worry chef, everyone knows the value of your holding is exactly the same today as it was a year ago

So they are pleased to raise at half the consolidation price,which occurred only a couple of months ago.

That is pathetic

What is even more pathetic is absolutely no mention of the mill which should have produced significantly more revenue than this placing by now and they used our money to build.

Time for a vote of no confidence?

OK Hexam, so it's very hard to draw comparisons between one online retail label and another retail label. That is a strange logic.

But let's push it a little further. Topshop sits behind the ASOS domain, it doesn't have its own architecture or distinct customer based. It had revenue of c£200m Yet it was valued at £180m or nearly 12 months revenue.

So what would an equivalent value for the Boo brands and labels be

So, for the second time, what value would you ascribe if you think £800m is pie in the sky.The balance sheet isn't a very good place to start.

And Shein were happy to take MIssguided off Ashley not so long ago, so it's not really a different time or market.

But if you want a more recent example, Top Shop and Top Man sale implies a valuation of £180m

And that's for something that just sits behind the ASOS.com architecture

They did say May had been a good month