Member Info for ragtrade

@wyndrum, i tend to agree re the value, tbh i've given up even trying to u/s. I don't think that JL and AR are a hinderance to the share but the family maybe, one things for sure this company is not the one that it was when it floated, they will now have to make a ton of senior management appointments to control this Container Ship and take it forward, we must see the tiers and layers put into this business and the family making less and less policy, they were the catalyst for all of this along with JL. I think it's now strategically placed to make massive leaps forwards from a niche young fashion Brand it was to become a major force in the market, as for value, i guess that has to follow and others will decide in due course for now one can merely hazard a guess.

I Posted this 3 days ago, your welcome

I mentioned bang for buck but @25m if this goes through its KABOOM for buck.

26/01 Rag says
Debs will be dragged through the dirt for a few months, its been pointed out on here its pretty unclear as to when BH will get there hands on Debs site, i keep reading varying time lines. TBH i really don;t think it matters, people will forget old Debs and BH def need time to get stocks in place and i'm sure will launch to a big fanfare so i can see them gunning for DP's, Burtons, Wallis now as i really don't think much competition to buy for them as there is with TS/TM (the jewel and to extent Miss S) oddly now i think i'd prefer them to get Burtons,DP's and Wallis as these Brands are bang on message for Debs, Very, and Next demographic who they will be butting up against and i think that they will do really well with them, who knows but unlike TS/TM deal they could once again walk away with change in their pocket and i think will get more bang for their buck.

Wyndrum i know your are discussing a wider issue re value but on this point which has been made by a few on here -Youth Unemployment.

BH has overnight gone from a company heavily reliant on the Youth market to one that is as diverse as it comes in Fashion. It now has a portfolio of Brands to appeal to an extremely wide demographic of society and has brought a recognised Branded Platform to be able to market them. I was very concerned that if they did not get TM/TS then they are a just a one trick pony, in fact what they have done is pivot this company totally to appeal to a wider audience than i ever dreamed they would be able to do, BH and PLT are now just part of a massive offer.

Splice yep Elephant in the room, we"ll see but rumour mill is rife.

@2febe at least its in keeping with the theme , if youll allow me a bit of indulgence, buttons massively over looked get em wrong garment wontcsell , get em right and garment can fly.. im quite pumpef this eve with all this news and a strong Rioja.

Apologies for atrocious spelling , my phones not stopped buzzing and trying to keep up.

Been in this game all my life . Do not dimiss whats happening just because you dont shop in Burtons or wife doesnt like Topshop. In a matter if months nearly a dozen High St Brands have been taken off the High Strret. BH and Asos look like they hsve just swept up the majority of the UK clothing offer from High St to online , you can argue about personal tatse all you like but im telling you this us massive . I feel extremely sorry for the 30k odd that have just lost their jobs if this goex through. BH hss gone from a smallish one dimensional company to one that can challenge the likes of Next (circa 10 bill t/o if im not )mistaken all for 75m , fc*ing astounded if it happens . Im no ramper but the potential for 75m fof BH is incredible diss the brands all you wamt but with out taken up 10000 words as to why your are very very wrong . BH/ Asos massive winners as are the one left on H St as we enter a brand new era of yhe likes in my trand that we have nver seen before . Amen

Asos , not 100% but i"ll be extremely surprised if doesnt complete.

Looking imminent , you never no and i cant say why yet but would be extremely surprised given a Arcadia mail ive just received if this doesnt complete.

https://www-coindesk-com.cdn.ampproject.org/v/s/www.coindesk.com/gamestop-equity-markets-trading-halted-nasdaq?amp_js_v=a6&_gsa=1&=1&usqp=mq331AQHKAFQArABIA%3D%3D#aoh=16118224680491&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Fwww.coindesk.com%2Fgamestop-equity-markets-trading-halted-nasdaq

Select, yeah , it was a bit shouty given that Sue Ryder maybe selling the odd bit of clothing online at mo.

As everyone knows its not simply black and white and whilst its fun to sit back and read everyone pushing each others buttons i can give you an actual update on the current situation, whilst not across the board at least from a fast fashion sense.
January New Year sales good, since then SS21 stock has started to arrive, market uptake is as expected sluggish and some re-phasing of SS21 stock in most cats is taking place by 4 to 8 weeks, the 6 weeks from mid Jan to end Feb are always the worst months of the year and no surprise are worse than a year ago but we are approaching figures from last year that began to be impacted by CV. Two crucial things are going to effect sales, again a no brainer the Vaccine program, a given, looks like its on track and some, secondly and perhaps more importantly is good weather, heading in to March the trade prays for a good spring, last year was epic, this really kick starts demand, if this happens and vaccine news continues to be good then expect a big surge going beyond Easter, for those of course who do have cash to splash. Are people buying clothes, yes deffo, is everyone going mad for leisure again, no deffo not quite as much, buys are for must haves, so its pretty much in middle of bad and good, going forward the general market mood is that could be really good provided the environment is on point.

Think we need some sensibility here, 5.10 is great but unlikely in next fews weeks , deffo long term and even higher , which if i u/s correctly is also Mooses view.

Streets - that is actually quite funny but one glaring flaw, Lenin believed that Capitalism would lead to Imperialism so i don't think he is Left Wing as he wouldn't be on here, probably a post Soviet Centralist leaning towards New Neo Marxism.

Pmoran, spot on.

One point on Este L, for the last few years Debenhams have been a pile of siht to work with, as things got worse for them after P/E striped every ounce of value from them they struggled to find the hey day of when Belinda Earl and Paul Marchant were there. They went from 30 to 60 to 90 to 120 day payment terms which in reality was more like 150 days, at which point we walked away.
They were actually buying absolute cheapest quality fabrics and marking up at outrageous margins , customer wasnt fooled tho. They treated suppliers and brands appallingly. So im not surprised if EL are a bit cautious of BH but JL is a charmer and im pretty sure they will be kept on board.

Source: Todays Guardian

Quite a year, was 2006:
- Boohoo was founded and registered as "Wasabi Frog"
- Asos annual revenue reached a princely £19.7m
- Debenhams returned to the stock market with a £1.7bn valuation
- Philip Green was knighted for services to the retail industry

One other point that i don't think has been discussed is that BH has a one largish foot in the US, Debs never traded this market so US have no preconceived ideas, they can cross the pond with this platform choosing carefully what to market their, the more you look at this the more you see lots of angles, difficult to know where to start.

@danl90 the Debs online revenue at 30% do you know if this is from Debs buying in these Brands and Selling or placing the Brands on their site and getting the Brands to fulfil and Debs then take a commission so eg concession basis.

Marfthew , explain ?

Danl90 , Asos also have marketplace , so no inventory on this just fullfilled separately and commission paid to Asos, not sure where returns go tho , obvs also have own buy and also buying brands under Asos inventory and marking up and selling at there own margins Im now convinced that if BH can get this juggernaut moving it could be like you say the Hut, i even think that putting PLT etc on would work , they would market it along side Beauty and i fluencers would im sure be bought in to give in the right flavour call it Debs re born etc. As ive always said in this industry you never no whats round the bend. Think they may have just laid an Ace card.