Member Info for Reardon95

Well put REVB into admin and nick it in a pre pack deal is my view. BIG MIKE style

BOOHOO puts this in to admin and nicks it in a pre pack deal.

REVB is finished.

There’s going to be some interested parties in this. No doubt it will not just be Mike Ashley who will be looking to swoop. Notice that SHEIN ipo has been paused again. Likely to get some de minimus legislation imminently.

Another one snapped up.

https://www.linkedin.com/posts/liza-helps-8736b116_exclusive-fashion-and-lifestyle-brands-3pl-activity-7315008299651727362-Idva?utm_source=share&utm_medium=member_ios&rcm=ACoAABbm6a0BMu1_DU9-0kgK-ZnzIcRgXXU6ZVg

Mike Ashley round 3 approaching. He’s been in silence for a while but is likely to rear his head again. Hoping they have got costs under control and profit is starting to increase to get a better refinancing deal. Who knows…

Statement from John Goold our non exec and chief executive of Kelso

Will Donald Trump have ironically beaten Rachel to it and saved the UK stock market…?

The FTSE 100 has just seen its longest-ever positive run since its inception in 1984 of 15 consecutive days. Such rallies don’t happen by chance.

I have heard from several senior market practitioners that big US money is already flowing into London equities and likely even more so since the tariff agreement was signed yesterday. Donald’s “hand grenade” a few weeks ago which is expected to negatively impact US companies and consumers alike, and has led to dollar devaluation may well be the catalyst for this shift. I can’t see much else that might explain the rally.

As we know, it usually takes a few weeks for UK small and mid-caps to follow a strong FTSE 100 rally but that pickup already seems well underway.

One of the standout sector beneficiaries in recent weeks has been UK retail. In the past month, Next Plc is up 12%, Dunelm up 28%, Currys up 26%, and Halfords a whopping 39%, to name just a few. What is particularly reassuring is that the rally has already filtered down to the micro-caps: previously unloved stocks for several years like Angling Direct and The Works are up 20% and 33% respectively over the last month and still remain very lowly valued. These moves may just mean that what is left of the UK stock market remains intact.

The idea that Donald Trump might be the saviour of the UK stock market doesn’t exactly roll off the tongue, but I do think Rachel Reeves missed her chance to steal the glory. That said, all is not lost Rachel. If we got some UK government stimulus on top of the “Donald rally”… the UK market could really get exciting again - especially at the smaller end.

Dan Finley is my father, he will sort this out.

New lows likely to be tested. Silence from the BOD…Not good enough

What’s PLT websites please share.

I do think we need to give this a chance. He has worked wonders for DEBS and was instrumental at JD. Only good things I’ve heard about Big Dan. It’s a minimal risk model with low CAPEX and high EBITDA margins. If it works across the group, de minimus is abolished and debt is paid off we are on to a winner.

Roger that parsnip. Minimising value for all shareholders currently.

Big Mike going to move pretty soon now is my guess. Polverson tinkering with his position at ASOS a move for either of these is going to shine some light on the lowly valuations.

Only a matter of time now.

https://www.just-style.com/news/uk-trade-de-minimis/?cf-view

We will be back, a leaner, lighter and more efficient business with a much needed diversification away from fast fashion. Big opportunity to buy low here.

This is the capital markets day if anyone missed it.

https://stream.brrmedia.co.uk/broadcast/67c858cbbb5d310d65788a1a/67cffc51bd3a8f4bf4aec18a

I do think we’ve got to give Finley time to sort this out. We’ve got some amazing brands and some strong profit driving opportunites. I do think the closing of de minimus here in the UK is around the corner. We will follow the US and Europe there’s no doubt in my mind.

This is screaming founder takes the company private and screws investors.

This is getting super volatile. Who knows when results are coming? I’m hearing early may and June from other sources. Has to be imminently surely. We currently have 2 CFO’s Morana and Ellis.

I wonder if we will take REVB out of adminstration. A Big Mike special. Either way, looks like a poor investment. Shocking if we invested to try and dig Mahmud out of his person holding.

Because they’ve got what they want and the government realise how much of an impact this is having on UK businesses. LSE gets some spotlight and then everyone is happy.