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The UK seems to be stabilising but we need to get international sales moving as UK is going to be a tough market for the next couple of years, unless Acton against Shein comes sooner

I can see £3bn GMV long term

I agree on the youth brands which is why I'm so keen to see Umar stay and reinvigorate PLT. Especially with his contacts in the US

It will be the fastest growing part of the business, with a different demographic base.

If I'm right about the infrastructure scaling and the third party mix it will become the most profitable part as it continues to grow. In essence it basically just becomes a big media platform with no real capital investment required.

Hence why it should become the most valuable part of the business imo

Depends on many things Hexam

However as GMV gets up towards the £1bn mark, I'll be looking for 5% or so.

Hexam

You seem to focus on arguing with me

I've no particular wish to argue with you so maybe stop lying about me and it won't happen.

The analysts seem to be largely focussed on Debs, Ashley is largely focussed on Debs so it's likely the Ii's will be too.

Largely because it is by far the best known brand and has a massive potential to lift up the overall group market cap.

It amazes me that anybody thinks yesterday was some form of end point.

It wasn't, it's simply the first of many battles

The next one is on January 11th from memory

Classless as usual Hexam. Lie about someone and then accuse them or deflecting

Never so right as when you are wrong.

Tesco's overall business margin is 2.7%

You think Ii's will work on a Debenhams margin less than that as credible.

Still, stick to your totally unrealistic numbers if they make you happy.

Atleast you didn't repeat your stupid assertion that I said Debs would make a 20% margin, so small mercies and all that.

Hexam you haven't got a clue what proportion of GMV will be charged as commission in the future, I'd suspect given the product classes it will be way above 11%

And pls stop lying I've never said they would make 20%, I quoted a range of 5-20%. You initially said this was wrong but then had to back track, although as gracelessly as usual.

Not even Tesco's work on a 2% margin Hexam, so why do you think Ii's would find it credible here

He will think he has lost a battle not yet a war

Looks like some people had too much of a mad Friday yesterday!

So the hall was full of dejected people, both Ii and PI. It begs the question why they were so dejected given Frasers managed to secure 10m pi votes and absolutely zero institutional.

In the real world Bon Scott the sp went up yesterday not down.

Presumably the Ii's have actually read some RNS, have also got some additional detail and are happy for now. Anybody who doesn't think there is a plan hasn't read the RNS in my opinion. The question isn't if there is a plan but whether it will work. Frasers have never put forward any element of a plan.

Does anybody seriously think that if the medium term overall margin objective for Debenhams was 2% any Ii would have bought into it.

OJogger it's never worth taking anything Bon Scott says seriously

He's just a bit of comic relief.

There used to be a load like him, most of them have vanished now, just like their mythical shareholdings

It's not surprising given the valuations on AIM compared to any other market.

It's even less surprising to see the city firms blaming everyone but themselves for the state of the market.

I still think the best outcome is to have a Frasers seat on the BoD. Just not Ashley.

The interesting thing is how few votes Frasers garnered, despite the comments to the contrary on here

Why on earth would he start to sell

Did he sell ASOS when he lost out on top shop there

Gave me a laugh. Seems your mega holding didn't alter things bon Scott

bon_scott

Posted in: BOO

Posts: 785

Price: 29.34

No Opinion

RE: Bad decisions20 Nov 2024 10:21

We're voting your boys out, tradey, best get used to it!

So it looks like all the II's voted with the BOD and very few pi's voted for Frasers

I'm surprised how conclusive the vote numbers were

I don't think the MMs are deliberately suppressing this.

I just think they are greedy, incompetent and short sighted. They created a significant down trend for no apparent reason and now seem unable to reverse it.

They could have chosen to make kod an AIM success story this year but as usual chose their own short term benefit

We still have a large seller in play which doesn't help.

I'm looking to take advantage of this anomaly because at some point soon fundamentals have to take over.

Production in February is most likely I feel, so hopefully not much more of this stupidity

Great to see the professional pump and dump crew have now moved on and the sp will hopefully do the same.

Incredible future here imo

They must have said the results Jeremy

Oh dear

The fairy tales have started early this Christmas.

Dickens would be proud!