Member Info for Chapel

Https://www.retail-week.com/fashion/data-sosandar-and-superdrug-smash-ecommerce-growth-find-out-how/7045862.article

3rd biggest faller of the day after an 8% rise first thing. Not sure what market so worried about. Will they need more cash to fund the pace of expansion?

Promising as you say. Good to hear SOS is second best women's fashion brand on NEXT.

Als the profitability of their competitors with retail chains was reassuring.

Feels like the summer share price mark down was a significant over reaction

He is only a non exec and so £10k is fair enough. Combined with recent £65k from COO Andrew Jacobs looks positive sign to me.

From the interim results RNS Sep 28th things were looking very positive and if train strikes are less this year then should see a good Christmas. Wondering when they will start opening new Boom Battle Bars and drive the econmies of scale

POST PERIOD END TRADING AND OUTLOOK

Trading bounced back strongly in July after the seasonally quieter months of May and June.

The resilient performance continued throughout the summer.

Like for like growth within the Boom owner operated estate was 25% and within the Escape Hunt® owner operated estate was 23% in the nine weeks to 3 September 2023.

Margins within Boom saw further, steady improvements and Escape Hunt® has continued to operate at margins in line with those achieved in the first six months of the year.

Whilst remaining alert to the ongoing pressures on consumers, cost pressures in the business and the seasonal significance of the end of the year, strong corporate sales and ongoing operational improvements provide confidence of an outcome for the full year in line with current market expectations.

£60k investment and now holding £1070k worth..

Agreed.

Could be a second offer comes in but seems highly unlikely. Or could sell now just in case deal falls through, again does not look probable which is why price is close to the final expected outcome

For each City Pubs Share: 108.75 pence in cash (the "Cash Consideration")and 0.032658 new Young's A Shares (the "New Young's A Shares")

so about 1 Youngs share for every 31 CPC share plus cash

Is James fully focussed on BOD, he seems to be continually doing presentations etc to various audiences.

Would be good to him just focus on getting BOD moving unless this help in getting permits through the system

You can sell today for £3.66 or wait to receive cash of £3.75 paid into your broker account.

Timetable tbc,

Risks deal might not happen seem low chance, someone else might bid higher. Even lower chance I would say

Sounding positive on Proactive interview with more news to come in 2023 and in a trading update this week

We need at least 15m revenue to cover all costs. 4 times last year! No chance I am afraid this has been a disastrous investment

Sosandar no longer on John Lewis website. I wonder what had happened there seemed the perfect partnership. JL struggling may have wanted better terms. Not good for Christmas sales growth

Multi currency website operating and app now live. Delivering on their plans. Looking good

Webinar very positive lots of initiatives coming to drive sales including international expansion, sainsburys in store and a new app. Still sound confident of 30% growth this FY. 10% Q1 growth in line with management expectation

Extract from last RNS looking for strong growth in Q1 given March sales growth and combined with Sainsburys and international plans looking for 30p+ next week

Following on from a record Q3, January and February trading at sales and gross margin level was in line with the Board's expectations and as the Spring / Summer product started to land through March, the Company saw increased demand with sales for the month ending 32% up YoY against March FY22.

Updated note valuing FUM at 94p per share

Odd email from HL today. My share have been split and payment coming June 15

We contacted you recently to let you know that Let's Explore Group PLC was to repurchase up to 65% of its shares at a price of 4.75p per share.

In our previous correspondence we advised that you had a guaranteed entitlement to tender (i.e. elect to sell) 65% of your shareholding, with the option of asking to tender more than this.

Unfortunately this was incorrect - the terms of the tender offer by Let's Explore Group PLC state that the maximum shareholders are able to elect to tender is 65% of your holding. For this reason, any shares you elected to tender in excess of your guaranteed entitlement have been returned to your Stocks & Shares ISA.

Please take this message as confirmation of the payment due to you around 15 June 2023.

Also odd that share price has dropped off google finance and now only quoted in euros

Richard Harpham very positive about 2023 prospects