Member Info for Mudis

iron prices, just keeps on climbing. How long this madness going to last. I am starting to fear of hangover

Just finished watching presentation. Realy informative and i like how people excited about what they have built.
Feel like i already know how to use equals money platform just by watching presentation. So simple and easy to use

Hope it will be available on their website later on, as i won't be able to attend

Revenue as expected, considering they pumped 3 new brand stock as much as they could. No info on Debenhams, no revenue by brands. Disappointed by lack of info.

https://www.sharesmagazine.co.uk/article/buy-payments-challenger-equals-as-it-passes-the-2020-test

Well, i got back in too. Sucks missing out of such rise, but oh well. Hopefully much more to go :)

Election is coming in Russia and Putin losing support because of Alexei Navalny. Brainwashing whole country trough state media that Ukraine is preparing to attack. I doubt there will be a war, but it will drag for a while i think

Yea, will sell it to Kamani property group.

Could of easily rented office space and invested that money in to growth. To me it shows company got no better ideas where to put money.

What's the point to waste 70m on office building. Next thing they should do is start building flats in London.

Visits to high streets, retail parks and shopping centres were still down 16.2pc compared with pre-pandemic levels despite customer queues outside chains including JD Sports, Primark and Zara.

High street footfall was down by almost a quarter in the afternoon, according to data from Springboard, but retail parks, which have larger stores, fared better with a 1.7pc increase in visitors from 2019.

They also talk about Topshop being popular in US and that their excited about its potential growth there. My guess is own warehouses will be for own brands and 3rd party they will just charge around 20% commision on sales. At least thats my understanding from watching video presentation

Imo it is a great deal. 0.7% interest and share dilution at 50% premium to current share price. If they want to conquer US they need money. Uk is like kindergarten compared to US. Can't just go there and expect to be one of biggest online retailer by reinvesting cashlow. Etsy is 28b mcap. Don't think there is any big online fashion retailer in US yet.
https://www.statista.com/forecasts/646097/top-online-stores-fashion-united-states-ecommercedb
Macys number one. Look how horrible their clothes and website is. I hope Asos will focus on US with that cash and take the crown of biggest online fashion retailer. With partner fullfilment they can grow quick without worrying about running out of warehouses.

Asos raised £500m, Boo new warehouse. Sums up well where retail is heading.

Fy trading statement says end of year cash was 8m, Q1 9m. Or am i missing something?

Bought more on the dip. Somehow i feel very bullish about this rns. They could be buying more brands. French connection maybe

Transferwise ipo as early as next month. Could be a boost for whole sector.
https://www.google.com/amp/s/mobile.reuters.com/article/amp/idUSKBN2BO69F

Bought yesterday, seems a bit to soon :) 0.75% interest bond, it's like free cash. finally a company that is not afraid to invest in to growth aggressively.

Looking good

Never mind, just saw another rns :)