Member Info for Reardon95

We are now at a point where the whole group is worth as much as BOO paid for PLT. Crazy times

Apologies 404

404 will decline between 12% and 17% actually. The focus is on the core brands as that is where they see growth and profitability in the future.

65p by Christmas 🎄

Looking forward to the investor call at 9AM. These turn around plans don’t happen overnight. This is definitely moving in the right direction.

Very happy with these results personally. Stock down by £94 million. Gross margin improvements and revenue dropping to the lower level of guidance

Fingers crossed 🤞 good luck all

Quietly confident for tomorrow, why would Umar take such a large chunk if we were performing badly.

That is close to a big director purchase you will ever get.

No dilution, lots of cash in the bank. We are just getting started in the US the proposition is vastly improved.

Large chunk in REVB which has vastly appreciated in value since first buy in. DEBS platform is now transformed, transitioning into bricks in morter - Omnichannel business with massive opportunity.

Stick or twist here? I'm sticking personally, I can't see it falling below 30p personally.

Let's get BOO back to where it belongs £1+

Would love to see this do a 100% + rise tomorrow on bonza results….one can only dream 💭

Speaking of Pendragon it just shows how quickly these smaller caps can move, and move they will if the right noises are made. We are in the toilet 🚽 right now and it is a painful situation! Hopefully we emerge from this lull into a beautiful butterfly 🦋 stronger than ever!!!

I need a miracle from here gents.

Huge buy just gone through at 375

This has got to be one of the least traded shares on the market right now!

Itmustbeluck - The topshop brands are actually Asos fastest growing brands and largest profit margins.

Crazy to think those brands alone are clsoe to ASOS mkt cap now.

The big blunder ASOS have made is the complete and utter carelessness of overstocking.

Great…back to the petulant arguing 💤 so bored of it

Whoever said about calamonte stepping down needs to take their heads for a wobble. He is doing ALL of the right things to create value for shareholders and turn back to profit. This is priced at these levels at it is currently loss making. There will be a massive re-rate if this becomes profitable again and is generating 3.5bn in sales

Like I’ve mentioned I’m optimistic about our results next Tuesday. Hopefully we can seen a turn in the tide 🌊 here! We do not have the debt problem or the overstocking issues that ASOS have. Historically we have also had much better margins too. I am expecting a drop off in sales revenue but hoping we can get close to the top guidance in margin improvement. We have close to half of the shorts that ASOS do and Umar has recently taken a large chunk which gives me the confidence our back to profit is well on track. There are also large incentives for the execs to get the SP moving north with the first batch of awards maturing at 90p+.

DC I’m not sure if you are aware but both ASOS and BOO are moving away from growth at all costs model and are scaling back and focusing on profitability. I’m a firm believer that BOOs results will surprise to the upside. ASOS truely hampered by overstocking on an eye watering amount. This is hurting their margins today. BOO on the other hand are much better placed with a leaner inventory management and higher stock turn. If anyone is failing it is more likely to be ASOS

Nick Beighton was a complete calamity here. Who in their right mind takes on £1bn of stock from untested brands. He has taken a sound business model to the brink. This is now priced to fail. Worrying thing is there is still somehow £600m left of inventory 😳. BOO is the more financially sound/leaner business model but there could be huge value here if the ship is steered in the right manner.

GL holders here there will be lots of twists and turns on the horizon

Of course MA can buy he is not an insider/director and results have been released to the market