Member Info for BlackfoxTrading

What’s the rumour bid then guys?

Ok thanks

Any idea on next update dates?

I’m not sure a slow death is the path here as the signs are not that clear. These stocks move very quickly on news. Boohoo are making changes to further trim and make use of existing infrastructure. That’s a logical move. Customer first with quality range of styles is the key here. They have capacity in the U.K. to handle £4bn plus…. There actually wasn’t a need to supply from u.s.

Numbers and turn around progress is vital in the coming weeks. U til then … it’s just guess work

Thanks both.

Hey SCB,

Taken from last results….. would they have forecasted the same EBITDA without U.S supply chain back then?

Outlook & Guidance

· In FY24, we took significant steps to reposition the group for sustainable, profitable growth

· We are targeting GMV growth, as well as continued improvements in adjusted EBITDA margin

· We remain confident in 6-8% medium term EBITDA margin target

· In FY25, we will continue to leverage the increasing efficiencies generated by our investment in automation and capacity with an ongoing focus on cost reduction. We remain on track to deliver annualised cost savings of £125 million across cost of goods, supply chain and overheads in FY25

· Significant capital expenditure reduction expected in FY25 with investment cycle now complete

· The Group expects to generate positive free cash flow in FY25

When is the deadline to report a guidance change?

I’m hoping we find out soon on the grand plan

There’s a disconnect in reality at the moment. One hand we have the Kamanis who show no actual reason to be worried via their Instagram posts. In fact Mahmud is always celebrating. The markets…. Not sure which direction to take this stock. The BoD who don’t seem to communicate whilst constantly making expensive decisions that are not paying off at the moment. To top it off… everyone believes this stock is about to fall off another cliff whilst MA keeps buying but not ready to breach the 30% threshold to land an offer.

RobertoLarcos…. You must live a lonely life to be writing on these boards all day everyday.

Here’s a tip…. Get a life! These boards don’t add value to life

Freight and logistic costs must have normalised. Agree SCB

It’s probably fair to say every investor including major holders are either under water or at break even. MA will be tightening his belt soon with his company so from where I’m standing….. it can only get better.

I think everyone is missing the point. Boohoo have not said they will not service the U.S.

What they are saying is that they can actually service the U.S more efficiently with a full variety of styles right from the U.K. including cost savings.

Would you guys rather they carried on with it? They tried, and have changed strategies on their servicing approach.

The bottom line is…. Are they changing guidance? If the answer is “No” then relax.

The market actually already priced in this eventuality and I’m glad this journey has concluded without further losses.

Jeremy - ignore them

The setup costs for USA over 23/24 is reported around £14 mil alone.

*Corporate decision?

Anyone here think MA had something to do with this corporate dey?

@Reardon.

It’s better they circulate the stock within brands in the U.S.

Bringing it back to U.K. doesn’t make sense

Thanks LD

Peel hunt actually back the move.