Member Info for Reddukeclothing

At 2phev. Perfect thank you. Agree very interesting valuation and peer group
Separate note : perfume shop has done very well over the period

Looks like they're moth balling on demand, which is a shame. It really could have been the only competition to Amazon in the U.K. . Now I will continue to use Amazon as the only online fulfilment market place for businesses not using mass retailers

Golden - global-e is a great comparison, thanks for that. I've started my dd on them, one thing isn't clear - do they own local fulfilment centres ? It seems they fulfil from domestic hubs to international delivery ? This seems the only difference in models (clearly thg local hubs is extremely capex expensive )?

I don't think it'll be difficult to raise cash once revenue is flowing in, in fact I except it'll be quite easy.
First things first bring the volume from this partnership.

These guys are horrific . We've been saying the same thing the last 2 years with their antics and underhanded reporting / fund raising and acquisitions to show "revenue".
Only management receiving a wage have made anything here, despite $150m in equity raised plus so many grants.
Management owe many people an apology.

Well I'm back in, after my last post selling many years ago. I was part of the initial investors from the Swedish through to the us regulatory clearance.
Having now done the diligence on the business partnership it seems a fantastic opportunity.
No only is the trade very appealing at 6p but the investment case as an equity is exceptional.
The analysis on this board is very helpful. The only point I would add is that the partner now can sell a box of pills for $200 dollars or so vs iron generics pricing until 2035, to me it is a no brainer that they will push this partnership now. Gla , will be an interesting year ahead . The only thorn is that potential $10m loan , with potential security attached to it, albeit I expect in a liquidation Simone would pay that off to acquire the patents happily now - meaning the holder shouldn't want to see control through default

Seems pretty good given current market cap.
What happens to the share price given great news but the placing at 6p for the market cap. You have to think there's some premium going to happen ?

M&S ocado and ocado plc are different beast. As long as supermarkets need online delivery ocado plc is a very strong proposition

It's a pretty chunky sale ?

Outside of clothes I read it as reasonably negative. Everyone's sales will be up - they have to be up after inflation.

Isnt creo out of cash ? With £26m on the balance sheet at half year, ebitda losses of £11m plus then capex (and r&d if capitalised) , they can't have much left come December? The company needs to update and provide forecasts.

Yep I'm short - well was, not a good day for me . I don't mind the share going up, it's already down 90% and if it can turn around and others make back losses that's fine by me. What I did like was the clarity and openness on the covenants - I appreciate when companies do that alongside forecasts

Well that's very exciting up 30% :-) gla

A very positive sentiment on some very harsh results. At least the rcf is safe for now. If the business can survive and keep customers is now the key.

Their spl factories are now opening or being fda approval. The investment in facilities is a very large sign of confidence across the board. As 2023 approaches this is looking stellar

It's hard to quantify, we know the boe only needed £80bn to start with, but the ft has its front page questioning the need for much more .
The main challenge for me was Lgen was my rock solid stable , high % hold share - now I cant be. The fact there's a gap in the risk modelling for insurers (like banks in 2007 on liquidity) is ridiculous. Now this share has to be reduced and waited on, I can wait and miss any surprise upside rebound if it happens.

I don't believe it is high yields that are a problem, Lgen is has a net benefit from higher rates as liabilities fall, however it was the pace of change and need to provide liquidity that caused the crisis

10% down will be excellent if that holds

Why cover ? Either this needs money or goes bankrupt. Both are the places you cover shorts.

That is a complete shocker. Worse than expected and states expected further declines again. Does not even mention recent cable strength. Gross cash is deeply miss leading too, you don't get to use gross cash . This is going to be a very tough morning. But it's just a share, switch off from it if we need too. Markets cycle and the shorts are on this.