Member Info for Bfdinvestor

US markets positive today and last Friday based on the possibility of a US rate cut in September.

UK may well officially come out of recession this week, so the hedge fund thing isn't that surprising

It's interesting when even other relatively low income economies pick up on Shein bad practices

More and more countries picking up on them now SPK.

It will be interesting to see if they are able to adapt

What you are saying isn't true Hexam imho.

I sincerely hope you don't advise businesses if you are unable to challenge a stupid assertion that Boo has somehow gone through £290m whilst stating a couple of months ago that trading was in line with market expectations!

Wrong Hexam, so here is a simple reason why.

All the other brands revenue is before cost of sales. Debenhams is commission only in the revenue line . So a more realistic comparison would be net revenue not gross.

Anyway I'm intrigued how superzero knows it is still a single digit proportion of revenue. As the extract below shows, Debenhams is growing rapidly. It also now makes up ,c20% of group website views.

Strong GMV growth was achieved within the Debenhams marketplace, with its increase as a proportion of Group revenue accounting for 2 percentage points of the decline given the Group only recognises commission income on marketplace sales.

Southcoast amongst other things it seems that superzero doesn't understand the difference between GMV, revenue and margin

Pmsl

Kat I'm not here to insult anybody, it does nobody any good and just ruins debate. I'm here to share and learn to hopefully invest better. I also have no problem with people trading, I've done it on other shares myself, I'm just done doing it here.

What I would say to your retort is that you are vastly underestimating what GST have already achieved. They aren't simply relying on opaque client transactions, they have either built or acquired a whole series of regulated businesses which are now trading.

The simple fact that they could pay off the CLN shows that there is decent revenue coming into the business.

I'm happy that they are going about sharing financial information diligently. I have low revenue expectations for the year just finished and fat higher ones for the year coming.

Initially all stable coins will be created equally, it is how they are used and marketed that will drive the good ones. GST is in a good place. If this market grows as it is forecast to, it isn't about being the biggest it's about a very small slice of the market delivering big returns

Just look at the traditional banking market, there are many small B2B banks that deliver very good returns . They will never be Barclays but that isn't the strategy.

Strange, yet you purport to know so much about other posters daytrade

More of your stupid hypocrisy

Lovely to see you trying to pick a fight on an empty chat board lol

Kat there are a couple of massive contradictions in your supposed summary.

1. If expectations in the general market were massive, they would be reflected in the sp and we wouldn't have a market cap less than £20m.

2. The company hasn't produced any numbers so how can they be suspect. People on this board may be hypothesising but that is totally different.

3. Your comparison with SAR is totally flawed. SAR is an early stage pharma which is doing a phase one trial so has no product or revenue. It is also about 97% down from it's all time high. It is actually a good buy right now imho but that is a different debate. It is managed by scientists not entrepreneurs. GST has absolutely nothing in comparison

4. There is no doubt that there will be a huge market for stable coins, it's a when not an if. The question mark is more about how large the market will become and how quickly it will happen. That, admittedly for now, is conjecture

I first bought here years ago and was one of the few buying at 0.4p as well

The business has largely done what I wanted it to but clearly the SP hasn't. At some point the two things should align if the business continues to do the right things. Once again timing can't be estimated which is why I never talk about 10p by xxx. I expect it to happen but haven't a clue when.

It's also why short term trading here is risky.

Nobody saw the update coming when it did, nor the placing, so anybody claiming on being an ace trader in the last couple of weeks is deluding themselves

Cheers spk

It's a shame that the idiots can't find anything better to do than show their ignorance and stupidity on a board where they have no investment

Yep Jeremy the pointless trolls here wouldn't recognise truth if it was branded on to their foreheads.

Not got a clue why they bother unless they are shorting

True but Q1 was about the same as 2021 when we finished the year with 85k sales.

So the 70k seems reasonable

Moon, Prems plant is running, albeit sub optimally, so they obviously had poor engineers, which is totally in keeping with an inept and largely dishonest management.

That is hardly the case here

Where has anybody posted that Shein will just go away?

The point is more that as their dodgy practices are exposed and the competitive advantages they currently exploit are reduced, competitive threat becomes far less

But from the way you and the other trolls post, anybody would think that Shein are an unstoppable beast that will soon have some form of monopoly position.

Markets haven't and never will work like that

Kong totally agree.

The revenue guidance for this year, as long as we get it, should be a big sp driver.

As a minimum I'd hope for upwards of £30m

We have the big Semnet contract but we don't when that actually starts and how many years it lasts. My personal view is three or five years, either way it should bring a healthy slug of revenue this year

Johnbri, it speaks volumes that daytrade would try to start a fight in an empty chatroom

And then just accuse others of attacking him.

Impossible to believe anything he posts

US aren't looking at the likes of Tiktok and Shein because of the industries they are in. It's because of the dodgy business practices and the data they can collect on people.

I hope the IPO does go ahead, then we will see all of the dodgy practices exposed.

Current Shein equity holders are happy to accept a 30% loss, is that a ringing endorsement?

And before the trolls start helping let's not forget that the online percentage spiked to a bubble of c30%.

When was the last dilution superzero, you are posting like it was recent.

Another troll lost in the distant past perhaps?

Four months ago is far more relevant than four years daytrade.

Do you agree with the fool, you must do to defend him so much I guess.

Keep with the foetid imagination daytrade. Just because you keep repeating the same angry rubbish doesn't make it true

Not sure why you keep playing the victim, when all anybody has to do is have a quick look at your posting history to see reality.

Seems a fair few have done it now.

Why bring up posts from four years ago and then lie about it?