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TCM your on filter !

Dan so share price fluctuation this year has been all about equity and multiple growth scalability and the concerns around this and the reason it's gone up last two days is not because TS/TM will add to profit and a brand new global demo but in fact it will add in a very nuanced way to the concept of a scalable platform achieving a much more acceptable multiple.
OK got it

TCM errrrrr, i'm telling you to go on websites so you can see the product will look like in one store !!!!!!!

TCM have you been on the B/H site and the T/S site!!! only comparison they can make is on pants and socks !!!!!most product let alone image is poles apart sure both might have a jogger, but colours and fits are different.
Plus all of a sudden you have gone from placing an order with a supplier from 1000pcs for BH and 5000pcs for Topshop that a six fold increase, margins will increase.

Dan , so £4.33 was about equity, £2.10 was about equity, £3.20 todays holding price is about equity, if it is then yep your correct, my knowledge is of scalability and the fundamentals to achieve it very quickly. This is about easy scalability across many revenue streams, the Wholesale business is a no brainer, it's soooooo easy money , it's not about building it up it's already their in spades, no cost involved, won't effect current offer, won't effect increased costs. Personally i think it was mistake for BH to buy Oasis and Warehouse, this def is not adding anything to the equity, they did buy up and old Company they got them for pin money but its one almighty effort on time and resources to keep traction on them and even them return is not going to be huge, jury is out on whether they are worth it, very narrow appeal and certainly no global offer. I think they merely bought these because they could and CK probably wanted to stick some feathers in her cap. TS/TM whole new World they t/o Billions across the World, if you want earning per share to increase then this is the way forward, there is massive massive value in this short term ,medium term but more importantly long term, this is the fast fashion business, it is essential to keep ahead of the game, you cannot compare other industries to it , you snooze you lose and currently BH is very exposed with such a narrow offer which is why if these goes through i will switch from medium to long because in all honesty have no idea where the value will end up but i can see all the fundamentals for it to double l/t, the unique platform and offer is its biggest long term flaw, if you not interested in l/t then ok i get it no problem, take s/t or m/t view sell out at Easter when it may hit £4.50.

Dan "da shiz" no clue what the value is today, impossible, as you well know the value of share is not just about earnings, which is why this company is impossible to value at present, stick your finger in the air, it topped out around £4.33 in the spring and hasn't reached those dizzy heights since, yet, as we stand today see which way the wind is blowing as to the value of this company, if it bags TS/TM it could add £500 mill of extra t/o in 6 months, at what cost haven't a clue , clearly it is undervalued. BTW your totally wrong again about wholesale which as an elderly Accountant i'm not surprised, W/hsale revenues are destructive !!!!!! again not understanding the fundamentals, how do you know this ??? you've no insight on the margins and what eats in to them and the W/H sale margins in terms peoples time and how onerous these Wholesale orders are, fyi they aren't it's like taking candy from a baby becuase they are just top ups of existing lines, they are simply added onto the back of lines already in the system, no mark down, no customer returns, in some cases COD, take your money and bank it, this is without even mentioning the cross fertilization of BH existing Brands due to the Arcadia relationships with them is significant. Stick to what you know Dan da shiz 90, btw if you want to be ironic again try urban dictionary, its where Gen Z go but not Gen Alpha because its too Gen Z for them. In Gen Alpha World you would commonly be known as a Boomer.

TCM , news headlines on Radio 1 for last two days Arcadia jobs 13,000 at risk and saying Boo Hoo might rescue Topshop, sorry but i think the whole nation already know's fella, i let you into to a secret, Glamgirl doesnt give a damn and Topshop Indie Chick, is too busy worrying that the new tie dye sweat that has sold out, her mates got one and she hasn't. It's a media fixation not a customer one.

TCM nope wrong wrong wrong, read the fashion media, this is where its heading. Topshop and Boo Hoo are poles apart, one demo will not buy into the other demo, price is important but it's not key, if it was everyone would shop at Primark. Boo Hoo is for 14 to22 year old max, Topshop is for twenty thirty something, this TS/TM buy is critical it's sets BH up for years to come, it's laid out of plate for them, SS21 orders already in the pipeline, they can cherry pick, they don't even have to place the orders just re negotiate which of course they will so margins improved and they do not need to worry about supply chain.

Dan da shiz 90, morning Grandad, value today, yesterday, tomorrow, 6 weeks, good luck with that, haven't got a clue. Brokers will guess and take a punt where it might go, as it stands today only way you will know where the revenue might go is if you have a deep understanding of fundamentals and unfortunately when you start quoting Maggie Thatcher and trying to do ironic "da Shiz" Gangsta and i read the stuff you post it's clearly demonstrates you really don't have a clue about fast fashion and Gen Z or have even heard of Gen Alpha. So stick to the results and balance sheets make your evaluation on BH once they are published, as it stands i havent got a clue, Arcadia keeps its figures under wraps but i do know from the volumes they have been buying for wholesale and online only that BH could easily add 400-500 million in space of 6-8 months without batting an eyelid, if they get their marketing team in place, unlike PG did, then this could be a big underestimation, As some one who as supplied this sector for years i cannot tell you how important it is for BH to nail this, if they do then i'm long on this share because forget £4.50 it could easily double and some in 12 months.

For BH to play with the big boys they need to nail the TS/TM brands, this will set them up for the next ten years, i cannot stress how important it is for this to happen.
I have 20,000pcs of Topshop merchandise sitting at a port waiting to go to Nordstrom Rack in the US, no one is really aware of the Arcadia wholesale business, it spans the globe, Asos has 1187 lines of Topman and 1093 lines of Topshop on their site, the Topman offer on Asos is pretty much as big as the whole of BH 's menswear offer on there own website. This does not mean that BH have to take every single store up and down the UK however Boo Hoo Towers at Oxford Circus with all branads under one roof is a massively compelling offer, this in its hey day took £250k in one day. The Topman/Topshop distribution etc is already in place as are COMPLIANT suppliers, it's a match made in heaven. This could add min £4-500 million to the BH bottom line. This is why Dan "da shiz" 90 this company is currently impossible to value, todays value is not tomorrows or in six weeks, it's 10000% about fundamentals and sentiment, how ironic that the medie that were gunning for BH few weeks back are now saying that BH can be the saviour of jobs, sentiment has now changed and the fundamentals are still all to play for but BH must win this tussle and if they do then F**** Knows where this share price can end up.

Just heard now lets see if BH can nab Topshop

Dan , i know LoL and it says so much more which s why this is a waste of time, keep following the balance sheets and yearly reports and i"ll follow da shiz that drives em. Tbh if you werent f****** patronising i mght have carried on engaging but im done.

Dan , wtf "da shiz" LoL LoL , you csn read figures but your clueless on the fundamentals that drive em so by time you read em its too late "da shiz" says it all.

Dan no havent got a clue , im a logistics guy LMAO.

I agree BH is undervalued its whyv m in. Mickey hasnt got scooby doo and im afraid as you will know is no endorsement of your posts.
This is futile now and even im bored so god knows what everyone else.

@mickeymix you have no clue on Brands fella, any with credibility would rather sell there own Mother to Amzon than put there stock on there, it;s the absolute Antichrist to them and if you don't u/s this then i'm afraid you don't get Brands, as much as you may have a passion for Amzn they have that same passion for not going near it with a barge pole.

Danl90 Nooooooo , Amzon couldn't get its hands on NorthFace SS21 even if it wanted to.

Brands, this means people recognise the name as having value of some description, in Gen Z or Alpha this is key, look i'm wearing Supreme, i'm da man, with North Face it is perceived as quality, it works and does the job but comes at a price. These Brands have spent years and tons of money on achieving this branded status.

Do you actually understand how Brands work, they sell to stores, its been going on for years you know, i u/s shops on High Street are struggling but you make it out as buying in a Brand is some sort of flawed disaster!!!
Independent Retailers up and down the land would chuck it back at North Face and never stock again if it presented it's latest ranges on Amzn, it would also effect the sales at North Face stores so they just wouldn't entertain it.
Amazon has 0 kudos in fashion, only Brands its stock are failing ones that have had there day, Carhartt would rather walk over hot coals than sell its SS21 ranges on Amzn, only bits they have on there are clearance. This goes for all Brands, Amazon can chuck as much money at them as they want but if it doesn't fit the Brands image and doesn't want to sell on Amzn then they can do nothing, its why they don't have a great offer the credible brands do not want to destroy the years they have put in building it up with credible retailers and etailers to just stick it on Amzn which has no credibility in the demographic that they pitch at, the image with the demo is critical.

I know shops on High Street are struggling but you make it out as buying in a Brand is some sort of flawed disaster!!!
If a shop in Leeds stocks 20 Brands you don't call it a re seller (your fixation) you call it a Independent Clothing Store, or better still you call it Hipstore (check em out out also on online great gear) where do you think these brands actually sell there merchandise ??? These stores would love to have there own Brand to sell along side but they simply cannot hit the minimums involved.
Any idea how much the mark up is on a branded T shirt is???
If you were to stock a Carhartt Sweatshirt then as a Independent retailer(re seller LoL) cost price would be around £23.00 mark up is roughly 2.2 plus vat, retail £60.00
The biggest liability by a country mile is returns and i can tell you that Asos have put huge investment to bringing this down, i've shown you how big the offer is on own buy, men's alone they sell thousands of lines each day, returns is the biggest concern for any online retailer, it often has a bigger impact on exit margin than the cost of garment which is why Primark are pure retail.

BTW you doing well at just cherry picking on your points to carry on this debate but can we agree it's getting bloody boring!

@danl90 Indeed it's nice to get a crystal clear view on a set of accounts, like i have said a well mature business at the top of it's game covering all angles.
Your biggest mistake is getting Growth wrapped up in own brand and branded, you don't disagree RE Brand strength so you simply cannot ignore it, contrary to what you say the Brand mix is of huge benefit to Asos and a massive BH flaw that if they do not sort out will stunt their growth towards even trying to become a market leader, it's one of Asos's biggest strengths, you gave the Amazon North Face example earlier saying it was competing with Asos, Amazon is awash with old stock, Asos carry the new AW20 range and will have SS21 because Asos buy the range seasonally, it draws in yet again another demographic, Amazon don't get a look in on these ranges and Boohoo only have a one dimensional demo.
If the Glamgirl look is not wanted for Gen Alpha then BH is screwed, where does it turn, it's absolutely nailed it's colours to the mast on this vibe, it's also tried and failed to do it on Menswear, where does it go with its Menswear, how does it get a heads up, it can't, all it can do is look over it's shoulder and see what its major competitor is doing, which btw has gone and taken the BH Womens range but didn't give menswear the time of day.
Asos own buy Mens offer 15, 757 lines THIS IS JUST OWN BUY!! IT IS DEF ESTABLISHED!!! ITS BEEN GOING SINCE 2004
Boo Hoo buy Mens 2,249 lines

I really would expect the Boo Hoo figures, if correct LoL, to be looking brighter, if they weren't then something would be seriously wrong for such a young company.

@connor25 if you have a spare week then read the whole thread as i'm not danl90 is, some reason he really has a problem with Asos quote below,
"Asos revenue number is just noise as it is crappy low margin reseller"

Def more than enough room for both especially now!

dani90 So your point is that Asos are finished and on way out, LoL, easy for you to pick a company that's been going since 2000 against a much less mature company that's relatively new to the AIM and say growth is slow, i trust the figures you have for BH have been audited, LoL.

To make it very clear for you, BH is a great company but has some way to go, it will see huge growth the same way as Asos did in the early years but crucially it's but appeal is very very limited to the majority of the UK, it's Menswear btw is an absolute shocker!!!!!!! unlike Asos whose own buy is no1 Brand with again crucially, low returns and high exit margin.
Asos is a THE market leader for the many reasons i have already outlined to you, it's growth is steady it's a mature company, demand outstripped supply in the US and Europe, it's own buy Brand is the number one Brand across BOTH Mens and Womans.

Bought and sold Asos shares
Bought B/H at various stages, all my investment is now in BH, currently see it as being very undervalued, should easily be £4.50 and if it wasn't such a in yer face ****y company would probably be in the £5's , no one likes a show off, Kamani and MK regularly makes the press as they made some bad decisions but also they court the press, so they are on the press's radar which means they will be shot down at first opportunity, I suspect the average person has never heard of Nick B, but given the new regime the BH shares, in the short to medium term, are undervalued but are at last starting to take off, still a one trick pony though with a very narrow offer which long term stunt your precious early growth if they do not address.

Shall i make