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T4G generally the II Shorts have to Uber smart to survive, their downside is limitless and they are paying for the carry?
Tbf they have called Boo down all the way from £4 to 30p ?
What’s left in the tank for them from here I guess ?
Risk vs reward stuff ?
Guess only they know their exit plans ?
Goes back to the II Shorts who are the smartest boys in the room
Do they think ASOS is a basket case who can’t repay its £200M debt and won’t budge the £600M old stock ?
Looks to me the new management team are on track, putaside 50% of share Cap table is in the hands of just a few wealthy investors, will they just increase their stake?
The same applies to Boo IF their plan is coming together?
It’s when do the Shorts take their profits knowing deep pockets may continue buying ?
Hi Hex
Not really studied ASOS forecasts or balance sheet only picked up their target of focusing on profit /cash over turnover and they have £200M of net debt ?
Guess ASOS II Shorts have to gauge is there more to go or is their turnaround targeting the above working and will big Mike just pick up more stock ?
Boo’s turn next week of course
I can’t see PP’s post as green boxed - due to them adding nothing to this BB, they are pointless as non of us move the share price but they clog up the board
Think we all know now the poster has mental health issues posting all day on a stock they don’t own but same time promoting other shares on here that have nothing to do with Boo, it’s strange behaviour to say the least
Alshaya Group must know their stuff with 2000 stores
Worth cross checking their Debenhams middle Easter website with the U.K. version, products and partners being added weekly to the U.K. site, Alshaya Group must be handling the procurement / distribution - has to be
Follows on from an analysts probate meeting, capital lite model
Boo can build the platform using Alshaya Groups buying power to challenge Next who now have 65% of all sales on line.
Nb Rev B have been getting first page now and then over in the middle east as well
Anyone who has been to the main Mall in Dubia knows the scale of the place, largest in the World, tax free shopping
Debenhams is seen as a premium brand, it’s placed on Fashion Avenue, it’s one the biggest stores within the Mall
Debenhams could be the surprise package
Jefferies are indicating £300M Rev to private clients, you don’t shout about that unless you have done your homework
Grown to 23 Debenham stores since Boo took the brand in 2021
1.25M sq/ft space with no capex / stock outlay
Debenhams franchise partner have 2000 stores stretching across MENA and 60,000 staff, bigger then Next from what I can see
Boo adding partners to marketplace every week
Wider market has not worked this out as yet, hoping Boo update next week
…. She posted 20 mins ago
224M followers
https://www.instagram.com/p/Cxn-vmVvHWp/?igshid=MTc4MmM1YmI2Ng==
Recommend green boxing PP - all you see is their constant name but you don’t have to read a post
Offers nothing of research to this BB
It appears the poster has mental health issues which we have to take on board when they post so much drivel
Let’s see who is right next week
Targeting 24hr delivery range plus Urban market
https://instagram.com/stories/prettylittlething/3199096869116394565?utm_source=ig_story_item_share&igshid=MTc4MmM1YmI2Ng==
Https://www.instagram.com/reel/Cxa4IWfIhHh/?igshid=MTc4MmM1YmI2Ng==
‘The tax bill led to her losing her £2.5 million family home, a six-bedroom Grade II-listed building set in five acres in Wateringbury, Kent, which had a swimming pool, lake, cinema and football pitch.
'We'd lived there for 20 years and I was given a year's grace — it was a big house to empty — so I was literally driving out of the gates when the receivers turned up to change the locks,' she recalls, shuddering at the memory.
'It was an awful time. My children lost their family home. My youngest, who had been two when we moved in, took it hardest.
'When I heard that Boohoo had bought the company, I was pretty devastated,' adds Karen. 'Mainly because it meant the stores would close and something we'd worked for 20-odd years to build would disappear from view.
'I feared it would be out of sight, out of mind.
'However, this resurgence has changed my mind. Maybe it is the perfect company to breathe life back into and return the label to where it used to be.'
As well as being a favourite of two of Britain's most high-profile women, actress and model Elizabeth Hurley has launched a curated collection for the brand's Icons section.
Jill Biden is also a big Karen Millen fan and our own former first lady, Carrie Johnson, rented a black square-necked coat dress by the label for the Queen's funeral.
'Karen Millen was always the go-to place for power dressing, clothes that could be worn for work and then glammed up, with jewellery and shoes, for a night out or a special occasion,' says Karen.
'We were one of the first big High Street clothing brands to launch in the 1980s, and it saddened me when the stores closed and it faded into the background for a while.
'It felt like my legacy was vanishing, so it's great to see people talking about — and wearing — it again.
'But it's amazing how many people think I'm still involved with the company after all this time, because it still bears my name.'
https://www.dailymail.co.uk/news/article-12554495/Fashion-designer-Karen-Millen-reveals-pension-godsend.html
Debenhams continuing to develop its partner brands to its market place and adding new ones weekly, too many to list off sample below
Boo Plc’s overall strategy for Beauty looks like it’s developing, big push into USA market building on the $400M revenue generated USA side - Rev B is $100M on top
YSL already on marketplace and adding product
https://instagram.com/stories/debenhams/3198876733266835486?utm_source=ig_story_item_share&igshid=MTc4MmM1YmI2Ng==
Bowen Homes - 750,000 followers on Instagram
https://www.instagram.com/reel/CxdiNN_MdUw/?igshid=MTc4MmM1YmI2Ng==
Debenhams Beauty, Beauty Con in LA
Interestingly Rev B there as well - side note PLT has been marketing heavy from LA since 5th September
https://www.instagram.com/reel/CxgHZkcIgxM/?igshid=MTc4MmM1YmI2Ng==