Member Info for Bfdinvestor

Bon Scott your faux rage is amusing but why anybody who has no investment here would get so wound up is more than a little puzzling.

Wrt the nonsense you post, I guess it depends on your comparator

So Boo has two million more customers than PRECOVID, items per basket have normalised and revenue is up 20% or so.

Year on year comparators become valid from now on as the distorting effect of the online COVID bubble has now ended

Ah yes daytrade, that will be the supposed ramper who had only posted once in six months.

You never did explain how somebody who has only posted once in six months could be a ramper

Maybe you could do it now.

Weren't you copying and pasting two year old posts just a few days ago daytrade?

More hypocritical rubbish, what a waste of your life

Yep agree SPK, analysts certainly seemed to buy into the story more than the last couple of presentations

It was interesting the number of questions about Debenhams, they obviously see it as a massive opportunity as well

SPK, just had a chance to watch

You are right about the new CFO, think he will do a fantastic job.

It's clear that Debenhams is going to be the massive growth driver. And I particularly liked the bit about £25m maintenance capex for the foreseeable and further cost savings identified.

The pricing bit was also encouraging, they price above Shein and below H&M and price investment is finished. So if Shein have to increase prices due to legislation we increase margin

The real negative was the slow progress on the USDC and any involvement at all from Carol Kane. I've never heard Kamani so upbeat, he really has found Zen!

Shame the uninvested trolls embarrassing themselves here can't do the same

Pedro61 Ive no idea who you are and care even less. It would appear that most don't share your view. Where do you appear on this list?

https://www.lse.co.uk/chat/top-recommended-users.html

At the end of 2021 SAR had a market cap of c£170m, compared to under £45m now.

one was probably inflated in hindsight, the other is definitely way too low

Could be Jeremy.

Interesting that there has been no meaningful increase in shorts since the results. Maybe they know which way we are heading.

Today also has all the hallmarks of a bit of Ashley action

Better late than never George.

But even better that KOD aren't late!

I'm sorry but i don't get how anybody who is actually interested in investing would be so negative.

Personally if i was so downbeat i'd move on to others on my watch list.

0.5% drop is nearly 10%, a drop to 4% is c20%. Its not just the absolute that counts, its also the effect on futures.

In any event interest rates is only part of the story, the bigger picture is real wages rising.

You didn't say why you continue to post if no interest in investing?

Can't see how they can claim Semnet revenue in the 23/24 accounts. It will likely fall under exceptionals. GS20 revenues should be well into the millions i think

Why post so much if you aren't going to invest.

Do please check the accuracy of your insinuation

Idiots in glass houses daytrade

How can someone who has posted once in six months be a ramper?

Sadly superspam was here yesterday, adding exactly the same amount of value he is today

Still waiting for any of the troll experts to explain exactly what the incremental risks are from Shein's IPO, which they seem really keen to promote

Not surprisingly they would rather just post goading rubbish.

The fool who was stating that "not even BIg Mike was buying any more" only a week or so ago is still embarrassing himself with a stream of effluent.

Life's winner indeed

Kat you don't half embarrass yourself with some of your posts.

How do you know how much advertising GST are doing for GS20 for example. You say it is nothing but you don't have a clue.

You ask why they don't PR GST. The answer is simple, it's purely a holding company mechanism and not a product or brand in its own right.

With regard to acquisitions, every time they have talked about "potentially" it has turned into reality. Im sure this one will as well. But note sometimes it takes a few months to be announced

Talking of supposed rampers, still waiting for your explanation of how someone who posted once in six months can be a ramper daytrade.

Still wasting your life trying to pick arguments with people who think you are a fool

Why bother

Unlikely given the market cap is still only £11m

The proof of the pudding is in the eating

The recipe is there, the ingredients are coming together, but people will be cautious until we actually make something.

If and when that happens the re-rates should hopefully be stupendous

Sounds like a good experienced guy.

However we don't need more strategy, we need implementation. Hope I'm wrong but the RNS reads a little like we are still thinking about things.

Massively undervalued based on resources but we still don't know how we are going to unlock the value