Member Info for Bfdinvestor

Oh Arthur I'm convinced you will go on and on and on and on

Although you will never actually say anything

I wonder which three idiots recommended a post saying no news for six months when there was a corporate update a couple of months ago

So looks like there will only be one winner if REVB is to be sold.

Southcoast didn't you tell us all that Boo had bought in to protect Kamani's investment.

Looks a bit of a silly statement now doesn't it?

Has anyone realised that the boohoo market place has flopped in its first year?? Itnwas started last July and has only managed to on board 1500 brands... Didn't debs do like 5000 or more in its first year??

Oh dear southcoast that is a classic example of your stupidity. The Boo market place was always going to be limited category wise. It isn't meant to be a Debenhams equivalent.

Let's see if you have any figures to explain how the market place element specifically has flopped

. I still say our market place cut is getting smaller!

Well all you keep doing is showing how little you understand

Other than trying to improve your CFD that is

You asked me to post some numbers as back up, which is exactly what I did.

Funnily enough your deflectors went straight into over drive lol

And let's be clear southcoast, the only reason I'm even talking about Debenhams and the labels is because of this complete piece of nonsense you posted

Also what does it tell when GMV grew by 33 percent but only added 10 percent growth to our revenue?.... Sounds like our cut is shrinking to me....

The funniest thing to me southcoast is how you just keep deflecting and squirming.

Not quite as funny as bon Scott but not far off

When do you investing gurus think Frasers will nominate the director they promised to do months ago?

What's the difference between us and Thames Water!

About £22.5bn debt for starters

What makes you think PLT is a loss leader. Historically it has been the highest margin part of the group. Market place for PLT is a cross selling/upsell opportunity, so the core brand needs to be the major attraction still

Was that simple enough for you southcoast?

It seems when anybody pulls you up on your nonsense you either hide or deflect.

Green boxes are out in force today I see, so nice not to see the pointless idiots

Fun and games being played with the sp now lol

I'm actually the most confident I have been in UFO for years.

Admittedly it's a low brand sad it's due to the work of another business

Fed whilst it's great to see Dan on the front foot, something we never saw from John Lyttle, I don't think he has released anything market sensitive as he stated clearly he believes it to be sales drawn forward. Next said something very similar in there recent results announcement.

Good to see he is referencing high margin items as well

Down to the 1s?

Somehow I doubt that

Actually I should have said mega trade because it could also be a discount for a mega buy

Actually the X post is fine.

What is happening here is somebody is shorting.

The trade pattern is obvious.

Unless there is a mega sell being worked on in the background the drop today is ridiculous

Sure southcoast it's so simple even you can understand it.

Labels revenue dropped by more than £100m in FY 24 compared to FY 23. In H125 they dropped by more than £30m compared to H124.

Meanwhile Debenhams revenue grew

It ain't rocket science

And each year the yearly low sp has gone up Arthur

It seems strange that you are blind to simple facts like that

Investing is for years not for days.

If you ever become an investor that is the first lesson you need to learn

Fed Debenhams Vs labels isn't opaque at all, it split out in the last couple of RNS.

It's really simple; labels revenue is falling fast. Market place GMV has been rising faster.