Member Info for Bfdinvestor

What kind of return rate do you think perfume or make up will have Hexam?

So they are targeting 20% margin on net sales medium term. Net sales are currently about one third of GMV but the ratio should increase as labels revenue becomes a smaller proportion of sales and product mix changes. Returns on perfume and make up for instance will be negligible. We also dont know what clawback will apply across categories, if any

Therefore, I personally don't think 11% overall margin should be impossible for a capital light, highly cash generative business

The silly number came from southcoast not from me Hexam.

Maybe take it up with him.

Personally I'll be happy with £1-1.5bn GMV from Debs in the next three years.

Oh dear southcoast

Maybe go and have a look at what some fat worse brands have sold for.

Debs is currently going through a pivot as the labels revenue declines and the market place grows.

So the growth of market place is not yet fully visible

However, in the next twelve months it will

You just don't seem to get that the other brands can be turned around or sold.

I stated right from the first time I posted here that I was invested for Debenhams.

That was and remains the big opportunity

2bn GMV venue at 11% margin would justify a mcap in thenbillions southcoast....

Good to see us holding relatively stable.

Despite the incompetents\crooks once again playing stupid spread games

Amazing how the pack appears in unison. Or maybe it's a very small pack

Hopefully the mods will do the right thing

In an uncertain market its good to see that there is still the certainty that chef will post FUD

That's the world of a shorted share I guess Fed.

Meanwhile the uninvested trolls are starting to pollute this board in the same way they did the old one

It must be some life trying to pick arguments because you have nothing more valuable to do with your time

Market cap now significantly less than the value of just Debs imo, so let's wait until the dust settles

So what you are saying Bon Scott is Boo should have guessed that Trump would have done something so stupid as these tariffs.

Why so angry just because your lack of understanding has been exposed again?

Still keep with the lies and faux rage, it's kind of funny

If only Boohoo had thought strategically and set up a US DC to capitalise on a growing stateside market - all the more so now that tarrifs might generate a significant boost to business. Oh, wait

Dumb as ever bon Scott. The tariff is based on the country of manufacture, so having a US DC would make no difference

Where Stujob is correct is that Boo sources lots of product already from Turkey, which is on the base

10% tariff, so massively favourable to China production

Stu

Just being aware that Pedro61 was banned from the original Boo board for continuously arguing, price anchoring, abusing other posters and various other things in breach of LSE rules.

He is clearly so desperate to recommence his stupidity that he started posting here as soon as the board was open.

Personally, I've filtered him, as he brings nothing to any discussion, has no investment here and previously had no intention of ever investing.

It's a fairly sad way for anybody to spend their life, don't get dragged down to his level

Great to see that Spidey's life is so empty he has nothing to better do than obsess about me at 11.30 on a Friday night

Pmsl

It does seem like they will soon be operating as one business

a mixture of a **** day for markets generally multiplied massively by short algo trades.

there is no way such a small number of shares traded should result in such a massive drop

That idiot certainly doesn't help

I'm only seeing one big 1m sell at 16.04 zag where are the others

A more than 12% drop in sp based on 0.35% of the shares being traded.

In what way is that down to the Kamani's and not the shorts and market makers southcoast?

... All he did was run debs that was gifted revenue by the company labels.

Hans Christian at it again. How much of the Debs revenue is from market place southcoast?

No doubt now that Debs alone is worth more than the total market cap