Member Info for Reardon95

This is desperate for fresh leadership now, get rid of the likes of Kane, Lyttle and Kamani. I’ve had enough of all of them!

Agreed we need to focus on BOO rather than SHEIN. Lots of mistakes this BOD are making here. We could have grown rapidly like Shein if Lyttle wasn’t asleep at the wheel. Oh well not to worry for him, £2m of pay/bonuses after a £160m loss…

The BOD here are absolutely dreaming…no positives to take from the annual review and they think they are entitled to cash and free shares? How about a pay cut and to put their hands in their own pockets to support the share price and the loyal shareholders. Absolute farce, let’s hope Big Mike votes against too.

I’m starting to think it’s the same person controlling all these accounts talking to themselves all day 365 a year. Incredibly sad.

Lost all momentum again….such a frustrating investment.

Starting to break out come on ASOS. Like a phoenix rising from the ashes!

AIM still under 40% of its peak back in 2021. Let’s see if the resurgence of the FTSE100 will be translated to smaller cap UK stocks which have barely moved. I’m thinking that with the macro conditions now becoming favourable this could really start to motor as we move in to the summer months.

Why hasn’t big Mike bought 23% of THG investing 101…or should we call you the oracle of Blackpool.

Nice to see shorts finally moving away. Hopefully this can finally have some freedom to move north!

If you listen to the presentation JL declares that 70% of the young fashion brand sales are done by next day delivery . This is not something Shein can offer. I also, think that most people will order once or twice off Shein and lose interest, I don't believe they will establish loyal customers like Boo as all they offer is the cheapest price. The website is clunky and far less intuitive to BOO's offering. Core brands only declining by 4% at H224 is showing there is some clear green shoots emerging in the business.

Had to drop JL a little message on LinkedIn regarding putting his hand in his pocket and buying some BOOHOO shares. He’s read my message, viewed profile and you guessed it….not responded 🤣

Come on JL!!

Yet he’s still adding and doesn’t own Misguided anymore…

This is going to be stagnant until Shein list or the government changes the rules regarding de minimis, or a very unlikely capital event.

Holiday season is upon us and it was nice to see BOO prominent again at Luton airport.

Not sure we will make a move for REVB although interestingly they did mention they may look at disposing of some of the property. They also noted that beauty is doing very well, could be another huge opportunity for growth there.

Goldman Sachs’s increasing the price target for BOO. I’m surprised how well these results have been received. I’m concerned about the US distribution centre which is a massive cost/risk especially with JL saying it has been much slower than expected and we are not onboarding anymore brands over there until we get PLT and Nasty Gal firing.

The gleaming light is certainly the importance of DEBS. Can see why Big Mike threw his Dollie’s out when he didn’t get it and now it seems personal he wants it back for his Frasers empire.

Interesting times here especially with Shein listing round the corner and the upcoming pressure to close the loophole.

If that loophole is indeed closed Shein’s competitive advantage disappears overnight…

Just shows how forward thinking the market is with this SP movement today.

Unhooked I agree completely. 80p would be very hopeful now.

Pretty clear that the US. Is not performing very well…only shining light is DEBS.

In auction but not looking pretty…

Hopefully the worst is out the way with these results. A nasty £150m loss and revenue -17% and £95m of debt is worse than I expected. They were extremely cautious last year as the cost of business was so high. The outlook looks much brighter than the last couple of years and we can finally start to enjoy a fy25 with minimal capex and hopefully turn a profit.