Member Info for davwal

Groundhog Day. Afternoon seller drags it back to red again.

Thanks

I was struck by the answer about achieving the 2B target. There was no hint of any acquisitions in the near future - simply that they continue to look -and GS stated things move slowly in the regulated market. There’s not much time left to reach their target, or get remotely close, so to me that looks increasingly a cross of their own making from today’s position.

31st May, even.

I can’t see anything in investor relations post 2nd May, do you have a link?

It looks to me that the update will need something pretty impressive to stop the slide to sub 1p. For a company that has historically only really progressed via acquisition, rather than its own meritorious activities, it's not obvious where the good news is coming from.

Very solid, even if the market was apparently expecting decent numbers. Come on REVB, you too can develop into a decent business outfit.

One thing regarding Lauren that is very encouraging is her on-the-ground experience in the USA. She will have a thorough understanding of the retail mindset there, which could prove to be a very significant asset for REVB given it’s a tough place to do business.

Oh dear. Not exactly being met with universal benevolence..!

It would also be fair if she now buys a few herself, albeit that probably can't happen until after the imminent H1 update.

What the MMs giveth, the MMs taketh away...

I tend to see it the other way. Our partners have had several years to take a larger and probably controlling interest in Orinduik. That the haven't, but are now seeking other licences, suggests a lack of real belief in Orinduik. They seem happy with a toe hold, but just that. ECO only got get their belated deal because no major wanted it.

But then, what are these guys going to know about retail stocks..?

BILL CURRIE

Bill is the founder of the William Currie Group, which specializes in investments in the retail, e-commerce and tech sectors. Previously Bill was a top-ranked, multi award-winning retail analyst for Barclays (BZW), Hoare Govett and Charterhouse Securities, where he was Joint Managing Director. Key past investments have included ASOS, Boohoo, The Hut Group, Zooplus, Caffé Nero, my Energi, Metapack and Connex One.

SIR TERRY LEAHY

Former CEO of Tesco. Sir Terry was Knighted for services to food retailing in 2002. He is known for transforming the supermarket industry in Britain, growing Tesco to the largest chain in the UK and one of the largest retailers in the World. During his CEO tenure, Tesco quadrupled both sales and profits and expanded into new products, store formats, lines of business and geographies. Among many awards, he was recognized by the Wall Street Journal and CNBC as European Business Leader of the Year (2005) and named European Businessman of the Year by Fortune (2004). Terry is a Senior Adviser at Clayton, Dubilier and Rice and has numerous board positions including B&M Retail.

Great to see an II with the confidence to increase their holding. It also seems either WC or ANO is mopping up still. Mind you, the current price looks crazy considering furure potential, so I suppose it shouldn't come as a surprise.

Danedmunds, this site's version of buys and sells is notoriously wacky and can't be relied on. Its an algorithm based calculator- and if you put dross in you get dross out. Stock Exchange just lists trades, they are not classified. Every trader site has a that data but then manipulates it to 'establish' the buy or sell status.

Certainly seems to be being held back at the first sign of a lift, not to mention the significant drop recently based on diddly-squat. Oh well, at least Lauren starts as CEO on Monday, hopefully generating some interest before too long.

There should in theory be a 6-month trading update by the end of the month, which will probably be the first communication from the new CEO - a chance for her to set out her stall, so to speak. The tone should be positive given the company appears to have a more settled board and the previous forecasts have been moderately upbeat concerning this fy. Hopefully she can send good vibes out to the market, particularly to IIs.

REVB seems to be gradually gaining traction in a difficult, but potentially highly rewarding market. The US has been a bad experience for plenty of British companies, but ours seems so far to be moving at a steady, and importantly, sustainable pace. Lots more to look forward to in that market, think.

Great, it's a tag team now!

Are you a trainee shorter? Only your deramping is rather lacking in lustre - in fact it's bleeding pathetic. Maybe time for a career change.

Big finish..? Now that’s true optimism.