Member Info for Bfdinvestor

by replying to them you give them oxygen

just look at the posting history

they go from board to board just posting the same ****e.

focus on the positives and look at the sp action.

we are still being played but the momentum over time is only going one way

Surin I wasn't meaning to criticise, just express agreement

So Semnet alone is worth potentially more than twice the current market cap

Enough said!

Surin I've been saying Suay Chin are selling in blocks for months.

They have no stake in the project any more and are sat on a massive profit even at these sp levels.

Wouldn't surprise me if Hainan are the buyer

Are you going to invest spidey

Shein growth slowed and margin dropped 75% in the first half of this year.

Good luck getting that IPO away.

Although I hope they do

So the robbing MMs dropped the sp nearly 10% based on absolutely nothing

No news, no sells, absolutely nothing.

This market just needs to be totally restructured before it totally dies

It's impossible to look at Shein's sourcing, they don't even produce a supplier list!

If your plan is to hive off valuable assets on the cheap into your own hands? To do that you need to have control of the business and have a compliant Board.

This seems to me to be exactly Frasers plan. Why wouldn't they share their improvement plan, if they had one?

Alex, you keep pumping this narrative, do you have a single piece of evidence to say it is true.

Other than Frasers saying so.

Your logic is flawed.

Frasers, with their shareholding and resources have massive oversight and media reach, so how could £15m enable the existing BoD to sell anything?

Roger, why would anybody apart from a simpleton not even know the name of the joint venture company.

Yet you choose to copy and paste that source

Reardon I think most buying will be by extended family not Kamani directly.

The family controlled share has gone from 19% to 23% pre the placing without Mahmud or Umar buying.

Ggp almost became a 1bn business based on a potential asset.

Whilst I can't see it here for a few years yet it is possible

If that is genuinely a big question in your life Spidey, you really need to have a look at your life

Especially why you waste it here where you have no investment

£133m liquidity+60m head office +39m just raised.

To be comfortable will probably require a brand sale or partial spin imo.

A minority sale of Debenhams for instance would raise well over £100m imo

Alex did Ashley deliver for Studio shareholders, did he deliver for Matches?

How about Kids Cavern or Base children's wear.

In fact, name one online fashion brand he has been successful with.

So funny that the uninvested troll is once again wasting his life.

What's the big issue Spidey, a manufacturer gets struck off, cleans up it's act and gets given new work.

It's a non story, so why would a broad sheet waste it's time if there wasn't an underlying reason

Alex, sometimes it's a case of the lesser of two evils.

Why do you think Ashley won't share his vision for the business. Does he have one or is it so unpalatable that he knows he would lose the vote.

How well has he done with any of the fashion brands he has bought?

Cooler I may well attend, depending on Christmas parties

Here's my other worry southcoast.

If Ashley wins and becomes CEO, how long before the next vote to oust Kamani as chairman. And then the non execs resign because they are unanimously against Ashley

Do we end up with an entire BoD of Ashley acolytes who can then do as they wish