We would love to hear your thoughts about our site and services, please take our survey here.
Can you give more detail on why CER is the wrong figure to use?
I even explained for you in my post why CER is the right number. As part of the offset in your figure is currency gain. NOT selling more clothes
So CER is the one to use T4G
CER is the correct number to use! It’s not me doing anything special. It’s just that you both didn’t know that. Second time you’ve made that mistake T4G as I remember you’d done it in the past and got caught out
On your other points. I don’t think we ever debated the KK impact on boohoo globally so please dont put word in my mouth (second time just today!)
2) I’m referring to our previous debate about how you claim the KK collab would pivot boohoo’s fortunes in the US. As can be seen it didn’t!
I’ve never said the KK campaign is the entire reason for the poor US performance (third time you’ve put words in my mouth now). All I’ve said is that it never stopped the bleeding whxih is all I said last time
And south still can’t read basic numbers
What numbers am I making up? 24% is the CER number so you don't get a benefit from currency gain
Have boohoo board biggest supporters tried to call this out and got it wrong!
I think a 24% collapse in revenue more than covers why KK didn't make an impact to US fortunes
"Well the below statement is a pack of horse manure....." tell me how so South
Ha! So what was the point of the first stage? To just burn a pile of money?
It was meant to keep engagement for when the DC lands...it didn't
So you'll have to roll all that marketing spend back to KK just like I said. You haven't been right here this played out exactly as I said and you said it wouldn't
I didn't say what you've wrote above. Still up to old tricks it seems of just making stuff up to try and discredit people
All I said on Missguided was it has a US presence. When Boo opens the US warehouse it will need as much GMV as possible to make it profitable. Missguided was a cheap and easy way of getting a fair chunk of GMV
That is what I said and that's all I said
Well the full year trading numbers were down 24%! So clearly there was new wave of customers and brand awareness as you so rudely claimed
Will be great for you to explain how I'm wrong of course
Was a flop it seems....so much for all that marketing knowledge
I'm sorry but why do we all think MM is to blame? Yes he's turned down a few PE deals but MM doesn't need to come cap in hand to all small shareholders. I don't know where that delusion has come from. No company does that
THG has some issues with trading (beauty going backwards atm with new entrants, MyProtein has now cleared the tough price issue but now needs to get back to customer growth and Ingenuity has changed identity more times than Dylan Mulvaney - and seems to be endlessly churning clients)
But THG is on with fixing all of these issues and there's not much MM could have done to have stopped them. Some times things just don't go your way
Why would you want MM out? Seems mad to me
You wouldn't have to physically or legally buy MM's golden share. If QIA presented a deal which worked you would just get an irrevocable undertaking from MM as to which way he'd vote
I think people are confused that you'd actually buy it
It will be confusing though as most of what you’re upset about is your own fault
No one makes you post incorrect rubbish but yourself. Why do you dislike me for you being a bit thick?
Come on be clear what’s actually upset you so much you want to be angry at someone over the internet? Maybe some self reflection would be good for you
2phevs you’ve not said why you think what I said was a lie. Ingenuity is an all encompassing etc but how is that different to when it IPO’d? Again you’re saying stuff to try and make me look bad and that I’ve done something wrong on this board when in reality you’re just upset that on a few technical points we’ve gone head to head and you lost 5-0
But if you’re upset at losing and getting stuff wrong again that’s something you have to address with yourself and not me
And what have I ever lied about in relation to ingenuity? Just because I say good and bad and the bad stuff upsets you means I’m lying?
And again this big hunch you’ve got that I’m evil, what is that based on? Because I wouldn’t buy your Gordan Ramsey partnership?
Maybe we can ask Matt about the Gordan Ramsey deal at the AGM?
Don’t be upset with me as you’ve tried to call me out and been sent with your tail between your legs a few times
It’s just childish that as you’ve been wrong you dislike me
I have taken it on the chin. When do I take it out on anyone else?
Again I think you’ve bumped your head. It was you who decided to proclaim the restaurant with Gordan Ramsey. It was you who decided to do a post solely calling me out and your axe to grind.
And yet you’re here making out like I’m the one doing what you’ve done!
But again are you going to tell us how ingenuity wasn’t a lie and I was wrong? Do that first and I’ll let you know about the AGM. Let’s see you back up something for once first?
what on earth are you even talking about?
you think i’m wrong to say we got duped by thg early on with regards to ingenuity? do you want to say why you think that? or even could you? ingenuity is nothing like it was promised but you’ll tell us all different or are you full of ****?
we know it’s the later. typical 2phevs throws stuff about and can’t back it up
and how have i played anyone? i say good and bad. not just a one sided view like yourself (good only). anyone doing only one side is playing people. i’d say i’m one of a small circle who can proudly say i’m not
but again why the issue with me? it’s not me who made you think thg were opening a restaurant with gordan ramsey. you’ve yourself to blame there
You still have an issue with me? What for now?
It’s not my fault you’ve been wrong over and over. I don’t make the facts and I don’t call you out. If you’ve an issue with keep being wrong that’s a problem you’ll have to take up with yourself
I can’t see any Bloomberg article at all? I assume they’ve pulled it as it wasn’t something they could verify?
Up again!
I added a handful
Addick is 100% right
Again more false speculation based on bad (or no) understanding