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As mentioned before it is about to be one of the coldest winters on record
https://www.dailymail.co.uk/home/index.html
I was joking a few weeks ago when I mentioned Superdry Kids. Unbelievable!
So looks like Dunkerton will be back by Christmas to salvage this. Nice to see a commitment to lock in his 18% and to buy more shares ( I would guess he has been already)
Time to Bamford and Sutherland to realise time is up. Still think this can turn quickly, although never saw it down here.
I guess if not Dunkerton a bid must be in the offing. Even on current fcuk ups should be making 60 million + this year. Currently valued at less than cash and stock! Have doubled here today.
Welcome back Julian. Whatever you think of the guy he knows this market inside out
Good luck. I still think fair value here is 15.00 plus. Spend a great deal of time in China and I can tell you this brand is getting traction there. Although a difficult market if they get it right could easily double revenue in the coming years.
My main frustration here is the board doing nothing to deal with shorters who are killing this at the moment. Low volumes make it a shorters dream, but any positive news will see this move back very quickly in my opinion.
At some point the fundermentals will start to win through. This is still a growing stock with zero debt, making at least 90 million plus per annum. I know it is the hope of fools but could easily see PE jumping at this soon.
I would think we must be at the bottom. As I have said this is being managed by shorters at the moment. We need some support from directors on Weds. in particular an increased interim dividend and possibly share buy backs.
When it does move back up it will be very rapid
I understand that but in my experience there is pleanty they could do behind the scenes to try to provide some support, without needing to release information to the market. What has Sutherland done wrong? This guy has presided over write off after write off (32 million last year) and now a mysterious 8million loss found overnight.
My problem is he simply doesnt seem to be in control of the company and certainly not the fx at all.
If he has any future here we need to see some very large buys by directors post Tuesday.
A bid could take this out at under 10.00. Unbelievable
Problem is with such low volumes it has become prey to shorters. Really need some of the big guys to come in and start buying. As you say crazy valuation. TB had some goo dish results today post warm weather so fingers crossed