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We're guessing he wasn't crying into the handkerchief.
You get what you pay for.
How can you not know you are going to have a 0.5 billion loss. FFS.
"This is definitely Kelso". Unbelievable assertions on these forums.
I would not like to be caught in this over the weekend. It's beginning to look a lot like Easter ...
Not a clue.
How about instead of a question, you make a prediction. That way, you would be hanging your ars* and reputation on the line.
Wait, you don't have reputation, and financially, probably not an ars* either. Tell us all about your value proposition for being on this message board and what you bring to other posters.
/NOTHING/
Dummy buys? I take a guess you have no clue what you are talking about. Leave market making to market makers and go somewhere else where there is porn or something else that fits your current state of mind.
Nobody said Softbank was continuing to help THG.
1. Manchester is 500,000 sq/ft.
2. What size is New Jersey?
3. What proportion of Manchester is used for THG's own product versus THG clients?
It transfers capital expenditure to operating cost in the short term. On paper, that makes not much difference because you'll expense the capital over a time period. But in the real world, it means you don't have to lay it down. Very significant.
Puff? I think I just saw it. If you want to make a dish with facts, trying acting some facts to the dish. That was a serious fail.
Not sure if you were reading Moniman, but THG just took steps to significantly slash the up front capital costs required for them to scale the business. THG have been quiet on the AutoStore announcement. Next thing I expect to hear from THG is them signing up more material clients. The model just changed to PaaS. Don't underestimate today's news from AutoStore.
https://www.autostoresystem.com/news/autostore-launches-pay-per-pick-service-option-to-address-fast-growing-demand-for-fulfillment-automation
"The new offering will enable a lower entry price point to help retailers meet the growing need for more efficient warehouse operations and faster customer delivery."
"The new AutoStore pay-per-pick model is based on an upfront payment for the warehouse grid infrastructure and a recurring subscription fee for robots, ports, and software based on order volume. The upfront payment for grid infrastructure is expected to be between 20-40 percent of the typical total cost. In addition to making industry-standard AutoStore solutions more accessible to a wider range of potential customers, the technology is easily scalable as a business needs change."
"AutoStore has 23 partnership agreements worldwide; THG Ingenuity is the first to be implemented on a pay-per-pick model. The new service model is available to all partners and customers."
This sounds like a way of THG being able to expand with lower upfront capital requirements, instead working on a pay-per-use basis. Not clear if this means Autostore will invest in capacity and then recoup the costs over time.
The difference it made is that it shows he's thinking about the affect of negative press on the SP. What he only wrote between the lines but didn't actually write, was that the FT and Telegraph financial journalists are working hand-in-glove with short-sellers.
Anyone ever seen Groundhog Day? Cracking film
The phrase you were looking for, was "couldn't sell sand to Arabs.".
Where is the 1% margin number over GMV coming from. It makes no commercial sense?
Chilting, you're smoking hopium if you expect any II to put money into something with this market capitalisation and with management who promise something in December and haven't come up with it in February, or post videos taken in early December, as if they were a record of progress in January. These guys do not care about private investors. And the city won't care about it either. But future investors/supporters on the commercial side will, and they will look at what DP has done/not done (mainly not done), and use that as the yardstick to judge the BOD of this company.