Member Info for Reardon95

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.

I think positive news around the corner for DEBS. My bet they will close de-minimus in the UK as soon as they get SHEIN listing secured. It makes sense with the preferential deal secured with the US that we are singing from the same hymn sheet. Finley working on some exciting and highly profitable avenues to increase Gross margin. Delivered by Debs, Retail Media and DEBS Pay + to name just a few. Well over 15k brands secured now across the group. The rebound is on!

This skyrockets if Mike is adding more. THG, ASOS AND BOO ready to blow in my opinion. Vultures are swooning now.

Bids starting to come in now. Bid for MyProtein at THG for £600m….whats this worth?

Early June…talk about kicking the can

The credible plan is the new marketplace strategy, retail media, delivered by Debenhams, reduction in stock, using new generation technology (AI) the capital markets day was the last investor presentation on DEBENHAMS is back RNS. This is my view. All the information and direction of travel is out there. Results just need to show that this is beginning to work and I this will leave the teens in history. If the financial position is worsening then god knows how low the bottom will be.

Paulley I agree mate but I do think we need to give Finley time. Really impressed with what he's doing. Will take some time for this to be translated in to the sp. One investment bank had thought the minimum BOO's assets will be worth is circa £800m so ludicrous to sell out down here. Hold tight, ignore the noise and keep holding.

Time for Dan to make another video me thinks….

SHEIN is finished in the US. We just need the UK to do the same

Ffs drops like a stone when things are bad and never recovers.

Good job the lion’s share of BOO’s offering is focused on the UK!

Good point! Many people bailing out of US stocks. Stocks such as BOO, THG and ASOS are getting too cheap to ignore. Coupled with the fact MA has 29% here and SHEIN & TEMU targeted by Trump could mean they start diversifying. What better target to pick up than DEBENHAMS GROUP empire of brands, suppliers and distribution. Finley has worked his magic diversifying BOO away from fast fashion. This does not mean the fast fashion brands will not be a target for some of the Big Chinese companies wanting to diversify themselves away from Trumps tariffs. Making for an interesting period, I am keeping cool and ignoring the loss here. Better times will come I’m sure. Have a good weekend all.

Best time to release FY25 results now whilst things are already bad. Get the bad news out quick.

That did not age well. 23p and over 10% down. Absolute horror show. I need a Christmas miracle now.

Holding up remarkably well. Can’t wait to see what Finley does with BOO. Back to making a sizeable profit next year is my view.

This could actually be very good news for BOO all these tariffs hitting the Chinese especially hard. UK likely to follow suit of the US and EU.

It doesn’t I agree, but it aligns the focus on the business that DEBS will now be the primary driver. If he cared about this progressing and being behind the plan he would have voted for it. Finley has been a busy boy. One of the key speakers at a Pinterest meeting today. Loves being under the spot light. Pretty clear he is trying to re-ignite investor appetite. Only a good thing!

If Big Mike actually cared about increasing the BOOHOO SP he would have voted to change to DEBS. It’s the high growth proportion of the business and as we all know high growth businesses can combine higher PE ratios and hence increase appetite for the stock. He just wants all the components on the cheap. First dibs if taken in to administration.

There you go everyone.

https://www.lse.co.uk/ShareChat.html?ShareTicker=DEBS&share=Boohoo

By Panmure.