Member Info for Bfdinvestor

Umar taking over was always going to be a strong possibility when he came back.

His first job needs to be reinvigorating PLT though.

The guy is very good at making money.

I wonder if Bon Scott thinks he would do a better job than Umar?!

Richard no problem we all make mistakes.

I agree, sometimes issuing shares can be a good thing, as long as it's value accretive.

The request here for 10% seems to be fairly standard in my experience, so I'm not sure why people are making a big thing of it

Unless it's troll corner ofcourse, in which case the reason is the same as usual!

Richard why do you keep telling the same lie

Ggp issued shares as part of the RTO of Telfer, which shareholders voted on to approve.

Wrt here, it's a totally standard resolution for most AIM companies so I'll be voting for it

Wow it's nice to see an actual proper debate on here for a change.

To throw another couple of thoughts into the debate.

1. I don't think the Kamanis and the BoD are as powerless as is being suggested. Adding up all the shares they own and the EBT shares they control, then their stake is probably very similar to Frasers. One of the things that was interesting about the BWNG sale was the emergence of a concert party only being revealed after the event. It wouldn't entirely surprise me if that was also the case here.

2. We need to consider what they want to sell Vs what they need to sell to reduce debt and increase investment. They certainly don't need to sell Debenhams and Karen Millen to become debt free. I personally don't think they will sell either in their entirety. What both need is increased management focus. What Boo have proved I think is they don't have the scale or budget to manage thirteen brands. It's still up for debate if they have the scale to manage five.

What I think is the most likely scenario is one smaller brand sale, sale of the London office , and partial spin off of one of Debenhams or KM.

The amount of debt they need to pay off isn't massive in the bigger scheme of things.

UK stocks are massively undervalued, so I'd guess there will be multiple interested parties, as the market is beginning to improve

Enkini i largely agree in business terms.

Digital currency was one good thing Sunak came up with and nobody else in politics seems interested

However, if what we think may be true is true then the news alone should be significantly sp affecting

Enki

The key point is that the website referred to was angrabeta.com. Not Angraglobalbeta.com. It was an AngraFX website not angraglobal.

Indicating that new stuff may be coming to the UK.

You missed a couple Wents

1. You will remind the board atleast three times a day that Max and CJ are paid to post.

2. The Bishop will prove that he is just a basher in more ways than one.

3. Steveiom will remind us all that we are doooooomed

Sell Nastygal, spin off a stake in Debenhams and sell the HO.

That will sort the balance sheet and let them invest in the key brands.

The UK does seem to be stabilising, PLT needs to bring back the growth in the US. Hopefully Umar still has the magic

And again you avoid the question bon Scott

It's a bad day for investors Bon Scott, whether it proves to be a bad day for the business remains to be seen.

With Lyttle stepping down, the for sale sign now up and finance secured, it may turn out to be an inflexion point and therefore a very good day for the business.

And lets be honest, the only poster trying to brow beat anybody is you with your constant stream of hyperbolic nonsense

Reported

Another country getting wise to Shein and Temu!

https://www.stuff.co.nz/money/350450021/million-dollar-question-about-shopping-temu

Nope Bon Scott I asked you the same question twice.

Which you still haven't answered

#beyond credible

It's quite probable they are off book all from Suay chin to Hainan imo.

Can't think of anybody else who has the number of shares to sell the same amounts day after day

So it looks like my minimum £200m valuation for Debs is a bit of trolling then Jeremy!

Offler, when you start a post with such a transparently obvious piece of make believe, why even continue

Funnyjust as discussed last night

Interestingly the text on angrabeta had changed to match the other sites last night.

They have definitely been caught out lol

Why would I need to tread carefully bon Scott.

It's a simple question which you haven't answered

I find it impossible to believe that someone who is totally and unremittingly negative would continue to hold shares, if indeed they ever held any.

But that is just my personal opinion.

If you unable to understand the meaning of a question mark, then that is your issue and yours alone

It

Bon Scott have you sold your supposed investment then?

They won't flog it, I'm sticking to my spin off theory with Frasers taking a stake.

Nastygal I think will be the first to be sold

There has been a surprisingly small number of shares traded so far today, especially as short algos are all over it this morning