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Https://www.vox.com/the-goods/22573682/shein-future-of-fast-fashion-explained

dan, the price is right in the buy zone highlighted by a poster here
last week, so if you are a believer..

I've had some, but please no-one take that as a recommendation.

Harry's post was inaccurate re the CFO leaving and LSE may moderate
that if someone flags it up - I've posted to clarify the inaccuracy.

* CIO, not CFO - CFO is the new CEO.

Wizard Of Oz.

appreciate the view and detailed post, many thanks.

To be fair you have provided a very good summation and
it needs the update to add more colour and clarity.

What's very clear is semiconductor shortages and other supply
issues are rippling out and impacting more businesses - I hold
Melrose and they updated on order cancellations due to chip
shortages on Tuesday.

there is arguably very significant operational gearing here?.

CB, good call.

n/m

than pre pandemic, even with the extra shares in issue.

Couple that with rising labour and other inflationary pressures.

Where exactly is the buy case?.

share price cracking?.

with a nicely growing dividend.

any thoughts..

thoughts are that was a maiden purchase.

really?

You were right about the 5%, just not the direction.

Not sure why RYA gets mentioned on here

but as I hold RYA and was told someone here at a 2 Euro target,

I'm highlighting the reality of a very different outcome.

Much under £1.30 would surprise me,

but never say never etc.

Sell the news and there is nothing to say that IPO needs to
trade around NAV.

It can trade above NAV obvs, or below.

Added.

this morning.

Will add lower if available

BOO, I would guess, faces even more competition from Shein
than Primark, however Primark also arguably in the firing line.

Where has Kall gone to?.