Member Info for Reardon95

It will be interesting to see the short positions after the results have been announced.

You keep saying that Jeremy but the price is going down….

Couple of downgrades this morning as can be expected from the trading update...

There is going to be some volatility. The market is trying to guess what the next steps are going to be here...There is a lot happening behind the scenes. I am just glad that re-financing has been successful as this gives us a good shot at turning things around if the group is not sold/broken up!

I'm expecting an imminent announcement regarding the sale of the SOHO property.

I wonder what this week will bring…hopefully a few RNS’

So the revenue figure is much lower than GMV post returns. Does this imply that a huge amount of the revenue is now coming from DEBS as only a small percentage is now realised through the commission element.

I was expecting EBITDA to be much better this year has anyone got any ideas why it is so much worse?

This may be the time to make money on BOO because it certainly isn’t the trading performance which is going to drive this north. The strategic review is purely to announce that the business is in essence up for sale. Has Mahmud had enough?

Exactly what I’m hoping for Sharefall.

My preferred route a as a shareholder is that a bidder comes for the whole company. It is apparent that in this climate BOO just cannot compete with the Chinese brands anymore.

The thing is the only way we will see a margin improvement is if the tax loophole is closed or the returns issue can be rectified and rectified quickly…if both happen there is no reason that this will not go on a substantial run. At 29p it is priced for failure, and let’s face it. This is exactly what is happening right now. Drastic changes are needed and my bet this will be a very bumpy ride. Expect some volatility! If mutiple bidders emerge this could get very exciting for holders. Look at the recent premium MARS paid for Hotel Chocolat - a cool 160%…because they see future growth and potential.

9 years ago Debs Was generated revenue alone of £2billion +

It is clear there is massive potential but a brand is only worth what somebody is prepared to pay for it…my guess with the recent flurry there will be a host of bidders looking to hoover up some of the Brands here to increase their own growth and SP potential.

Nuri exactly the results are not good here. But you have to look beyond the figures to realise where the value is with BOO. Do not underestimate the value of 13 brands in the group. Even with these figures we are generating circa £1.2billion. Figures are expected to improve in H2 as well.

What would class as half decent hopeful?

Time to sink a few beers after today ladies and germs. It's all we can do...We re-convene on Monday. Hopefully there is some big interest swirling over the weekend about taking BOO over.

Fingers crossed for all holders here for better times.

Cheers for you input Matt...Nothing like BHS, completely different business model with different challenges

Will he fire a big round today??

Shorts vs Big Mick again

Tradey for CEO!

Exactly Noggers. We are doomed to fail right now, need a serious shake up. In reality this should have been done circa 3 years ago. With JL at the helm it has been the blind leading the blind.

Someone has just chucked the kitchen sink at this.

Shabz I can't see it happening...This was supposed to be the turnaround year but revenue is still declining in double digits. No US distribution centre or CEO. Assets need to be sold to shore up the balance sheet.

We will be lucky to see 80p again imo.