Member Info for Reardon95

Big Mike ready to make a move now? I can see he is being his disruptive self at ASOS.

Big Mike trying to suppress his competitors as usual by influencing resolutions, much like what he has done at DEBS for some time now.

He may of had some options to exercise. Seems like a big chunk at nearly 30% higher than the current share price none the less. Either way it is another massive sign of confidence.

Https://retailrewired.co.uk/2026/01/22/debenhams-deploys-seels-ai-solution-to-elevate-post-purchase-experiences-for-shoppers/

I agree, next news will likely yield a disposal of some sort. Burnley sale is the most likely. Anything to put this back to cash positive will be well received by the market.

Most of them are probably skint as they are now being paid fairly and the number of staff headcount wise has been reduced massively also.

Debenhams ads appears to be perfoming well with a lot of sponsored products on the page. This will do wonders with improving existing margins.

Very underhanded what has occurred here. All debt being forgiven. Sold for £1 to private equity. Shareholders get nothing. No professional valuation or sale process has taken place. Natalie Wettler taking a large proportion of the new entity for no cost. How much is this business worth with no debt? Not happy at all.

My gf had an email yesterday from PLT saying all of the data is now being stored when Debenhams Online Retail Limited. Likely being transferred before a sale takes place.

Get out whilst you can.

Interest rates cuts to the lowest level since 2023.

This is ready for another run upwards.

There is always going to be a pullback after such a monumental rise. This has been exercabated by Frasers selling.

I'm hoping Dan buys another chunk more. DEBS and THG starting to pick up real traction. ASOS still struggling atm.

Pani, stocks do not go up in a straight line. This has rose from the ashes so there will be an expected pullback.

Frasers definietly trying to drive the price down. More shenanigans from them!

Debenhams up in to 6th in the UK for Lifestyle and Apparel. Shein are down two places. They are certainly losing traction now. The tide is turning here and UK retail stocks are looking too cheap to ignore.

The market is starting to wake up to the fact this is seriously undervalued. I still think he needs a new leader / takeover to start making some serious profit again. The ship is too heavy here.

This is getting very interesting now. Dan has transformed this business in a short space. Headcount is down by a whopping 70% and fixed costs are expecting to fall to £100m per year. Burnley will be sold as well as the US which will reduce net debt. PLT I think we will keep, the quality of the clothing has drastically improved and the old audience is starting to return. Debenhams is going from strength to strength with a very healthy 15% margin, The whole group is being reborn in to a more corporate outfit which will likely attract the big institutions again and in turn we will see a higher sp. Gone are the days of Mahmud sitting on his phone in investors presentations (Thank god). A fantastic couple of weeks here but in my opinion this is just the start of the SP recovery.

Will Big Mike make a move here? I think it is only a matter of time. Even if he picks the whole group up for 39p a share he has had a result.