Member Info for JeremyP

If SHEIN bid £285m for topshop what would they pay for PLT ? £500m?

As the analysts said today this is an inflection point for the business. Mahmud and Umar need to roll their sleeves up and fire up the engines.

If they get £400m for Deb’s and £60+m for soho it’s game on!

Don’t think SHEIN will buy any of the young fashion brands

1M buy after hours @30.57….wonder who that is…

Eleva reduced again now at 1.04% shorts at 4%

So over £400m for Deb’s…..

We think the board’s statement to unlock value should put the focus on Debenhams which we think could alone be worth more than the current market cap as a fast growing, profitable, capital light and cash generative marketplace,” Panmure said.

“Trade buyers could extract significant value from boohoo, PLT and Karen Millen brands,” analysts added.

Well it isnt the BOD....

Shorts just dropped it to clear some out

….

Ironic…

Yes to a certain extent and iron about Debs….

Separately, given the transformation of the Group, the Board of Directors of boohoo Group (the "Board") have decided to undertake a review of options for each division to unlock and maximise shareholder value.

Debs is mentioned more than any other brand….looks to me like this is the fastest growing and very profitable. Plus they are turning the whole business into a market place!

“Unlocking shareholder value”

Looks like something being sold or a JV somewhere…

Yes in the auction BFD

144k @ 34.20 bought in the auction....looks like eleva took a bunch more...

Eleva unwinding by 0.20% now at 1.14%....

There is resistance on the chart at 32.06

Shorts still have to buy back 44m shares here…