Member Info for Reardon95

I can see Kelso grabbing a large chunk of shares here with John Goold at the helm.

Check out his recent Linkein post below.

https://www.linkedin.com/posts/john-goold-a6837416_klso-debs-tri-activity-7400881627804966914-lWVM?utm_source=share&utm_medium=member_desktop&rcm=ACoAABbm6a0BMu1_DU9-0kgK-ZnzIcRgXXU6ZVg

Now up 88% from it's low! Let this run continue, it is clear that the group will survive and become profitable again. Well done new management who acted quickly and descisively to change the fortunes of this company.

I'm expecting a Big Mike special in the morning!

Wow headcount is down by 70% from fy24. Immense effort there.

Dust yourself down for another round ofr Debs vs Frasers!

This could do 100% rise today.

Statutory loss after tax all operations down 89%. This is major as the company is no longer hermorraging large quantities of cash. Burnley looks like a deal has already been agreed. This will likely remove all or close to all net debt from the balance sheet.

Big declines in the youth brands but that was expected. Profit is climbing and this is moving in the right direction now.

The share price has taken a pasting but there is still a lot of unknowns and positive news coming out.

📢📢 Announcing.....

Debenhams Group x Mirakl Ads

When we asked Dan Finley Debenhams Group CEO why, this is what he shared.

"...Together, we’re scaling this proven model across our entire portfolio, creating significant upside for our own labels. We’re also enabling our third-party sellers to connect customers with even more of the brands they love. The latest evolution of our partnership unlocks new retail media opportunities for our partners as well as a new high-margin revenue stream for the Group."

This is nothing short of a disaster. Surely if Big Mike was to make a move it would be now. He is adding at ASOS and is down a considerable amount over these two shares.

Https://www.drapersonline.com/news/chancellor-delays-scrapping-of-de-minimis-rule-until-2029?utm_medium=Social&utm_source=LinkedIn#Echobox=1763981241

Not good news.

Not looking good here. I am praying there will be a buyout offer. This is screaming to be taken over now. It's a big business with £2.5bn revenue but the current clan just can't seem to make any profit.

All we can do is cross our fingers that Mike and Polvenson battle it out to take control of the group and us shareholders get some return back. This is a huge revenue machine but it’s clear the costs are way too high as they currently stand to make any profit. I’m not sure Calamonte is the man to drive this on.

He’s a vulture, pretty clear he will wait for administration.

More Ai partnerships!

https://retail-systems.com/rs/Debenhams_Group_Installs_Agentic_AI_Tool_To_Manage_Brands.php

Makes me wonder if the issue in Germany is a big one which is delaying results and shorts have gotten wind of this too.

Wake up UK.

France has launched an "exceptional scale" operation, inspecting 200,000 Shein parcels at a Paris airport to verify product compliance and adherence to tax regulations. Minister Amélie de Montchalin announced that initial findings reveal a high number of non-compliant and illegal goods, including dangerous toys, unauthorized cosmetics, and counterfeit items. Trade Minister Serge Papin noted that eight out of ten previously inspected Shein products failed to meet standards. Germany's Trade Association is now calling for similar inspections at German airports.

Read the full report on the escalating regulatory scrutiny against the ultra-fast fashion giant: https://lnkd.in/eiqT6XKg

This is what happens when there is no transparency regarding results

That’s not good at all.

Has anyone received any news of the sale to Deltex medical holdings?