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Https://www.retailgazette.co.uk/blog/2025/08/boohoo-suppliers/

You're correct SCB. I read in article they had 2000 staff but it appears to be 5000.

Https://www.boohooplc.com/sites/boohoo-corp/files/2024-11/boohoo-group-plc-notice-of-annual-general-meeting-nov-2024.pdf

Just re-read this.

Remember that Mike Ashley wanted to bring in a restructuring expert, Mike Lennon, as director. That month, Boo announced a 10% cut in its workforce, mainly in head office.

Let's assume worse case: there is a liquidity crunch.

Frasers has indicated that it is willing to be a 'white knight'. TPG are also interested. Ok, we do not know the terms, but Boo can raise debt financing if it wanted. Likewise, its last rights issue was at a modest premium. It also has some strong brands it could jettison such as KM.

On balance, I do not think Boo is at risk of entering bankruptcy.

I have to agree Crawshaw, if Boo does takeover RevB's debt, without no visible sign of an improvement in Youth Brands, then the sell-side would downgrade this to SELL on continued poor capital allocation decisions.

If an RNS dropped with the headline that Boo is rescuing RevB, then I would be nervous.

Boo would need to demonstrate an improvement in its own fundamentals before rescuing other ailing businesses.

We can infer three outcomes from the delay in results:

1) Boo is having a liquidity crunch and needs a cash injection

2) They are working on something major as part of the business review

3) They intend to takeover RevB

I do not know what to make of RevB.

At this stage, it seems crazy that Boo would consider assuming RevB debts. I do not think the equity in RevB is even worth the paltry sum it is now.

However, if Boo did buy RevB, then this is either incredibly stupid or the market is underestimating how strong Boo is in terms of cash flow.

I sometimes wonder if you're an insider Bfd? I am respectful of both you and SCB. I also rate Hexam (alot) and Bonn-Scott. We are all long this.....

Let's hope for an RNS next week. Something to get this above 30p. Let's hope Dan and Kamani's can close a deal!

Surely the RNS will drop tomorrow or next week.

You don’t flirt with a share suspension, or give impression of one to market.

Anonsupplier - why do you think Boo is late paying? Are you still sending inventory?

Kach,

Those are excellent suggestions. If only we had an independent director on the board such as yourself! To represent our interests! Not those of Kamani. The corporate governance of this business is shocking and is effectively endorsed by ISS , Schroders and Camelot.

The message from small shareholders is clear:

PUBLISH THE RESULTS!

I’m expecting at least six slides on AI in full year results.

And Dan to do Tony Blair hand gestures whilst dressed like Kim Jong Un.

Don’t worry small shareholders!

ISS told us to vote for the credible plan!

Frasers is our put option. Not going to administration.

Is Dan out of his depth spouting AI and marketplace? Yes

Should Kamani clan step down next AGM? Yes

Should Debs Group be a professionally-run company for All Stakeholders? Yes

Literally, if I was Boos auditors, I probably put through a 20% fee hike.

If Boo released exactly the same RNS as ASOS did today, its share price would plummet tomorrow.

What’s the difference?

Shareholder Communication!

I wish Boo had such a good Comms Team.

changing auditors is a delicate subject.

this was handled well. they are in place until 2026. the contract ended because pwc were not competitive. possibly also ****ed someone off.

however, this is textbook on how to fire an auditor and announce to market. well done asos.