Member Info for Reardon95

Frasers have been way too quiet here. Will they also release a formal offer after results?

I know that Minto and Mahmud / Carol are extremely pally pally so my bet is he will vote this through if it's BOO. Not sure about Allsworth. SCB you do realise Minto was a guest speaker at the Debs away day and if you check Carol's recent instagram post look who is in it...

Because REVB is seriously cheap for a beauty company. Warpaint has revenue of £100m yet is valued at £360m. REVB valued at circa £23m yet has £150m of revenue. A serious buy if it can also be turned around and refinanced.

I'd be amazed if it isn't DEBS with their massive holding and complete power over the board there. Would be rather bizarre if it's not. Like I say the larger credit facility is pointing towards REVB. Complements DEBS Beauty offering nicely.

To be clear Parsnip I abstained from voting as I was not sure who was the worst party.

The difference between us and Thames water is the shareholders have made a lot more money out of their holdings with massive dividends...Just need a Cyber attack now to truly finish us.

They want to push on with REVB acquisition is my bet.

Thoughts that they are focusing all market spend on profitable arms. Debenhams and Karen Millen the primary focus.

Something big must be happening behind the scenes here. Seems like Dan has no interest in the fast fashion business. Is there a sale going through?

Volatile this morning.

Apologies my source was apple stocks.

Definitely some jitters before results tomorrow. My guess, our offer for REVB will also be disclosed tomorrow too.

Apple stocks!

Results on the 3rd people.

I could see all the youth fast fashion brands being sold here. REVB to be acquired and a focus on Marketplace, Fashion and lifestyle.

Would SHEIN be a buyer to diversify their offering?

Always the way with BOO unfortunately. Drops like a stone but doesn't rise like one of Dan's rocket emoji's

It's going to be slow now until results are released in my opinion. Dan likely delayed results to give the new model the opportunity to grow and show what it's producing.

Good news, Shein is not listing in the UK.

https://www.drapersonline.com/news/shein-seeks-hong-kong-ipo-as-london-listing-is-halted?utm_medium=Social&utm_source=LinkedIn#Echobox=1748447804

Https://www.drapersonline.com/news/shein-seeks-hong-kong-ipo-as-london-listing-is-halted?utm_medium=Social&utm_source=LinkedIn#Echobox=1748447804

No SHEIN listing anymore!

Just need some interest in the retail sector it will likely spur a lot of PE takeover interest here. UK retail stocks are dirt cheap compared to some of their peers out there. Especially in comparison to the US.