Member Info for Reddukeclothing

Hi - where can we see that pipeline picture ?

I have sold today after this , I’m a believer in the cause and tech - but with the revenue forecast and r&d spend I don’t see why I should hold these now and not buy back next year.

Pipeline value would have changed my view , if provided

Ah ok ! Thank you . Good

Bit confused ; they’ve deferred £20m of revenue to next year , but next years revenue forecast is £20m? So zero new revenue ?

Does someone have a link to the presentation update following the initial partnership ?

Currently the links don’t work, I’d like to look more in to this and revenue forecasts

Was this the one where they kept posting pictures of helium bubbling to the top on Twitter ? In the last mania phase and peak ?

I don’t know, until the next set of results and some stability I see 0.5x revenue as a potential market cap. In line with general retailers.

Back to normal multiples once the brand is re established.

0.5x is the max downside imo

What’s your macro economic and demographic view of the Chinese customer and demand ? That will be important in how these (and as of today lmvh) recover. Chinese spending has been the longest boom to luxury shares, if that trend has changed it needs to be understood.

If I had to guess a £100k Director buy.

Impressive it can move the price so much, sellers maybe drying up

This settles at 5-5.5 imo. Then hopefully a recovery

These bugs are welcomed , but for now it can’t stem the tide of investors that have to sell given the dividend news.

Once it settles, then they should buy - until then it’s a welcome sign, but too soon (unless you need liquidity to exit)

Many of us, and the city - were in renx, a sister company of vrci. Given what happened there, it may help explain why so few are interested in the good news here.

That’s not a reflection on this company, but it may help provide insight to why there’s a lack of buzz.

Could I ask for opinions on today?

I imagine there will be some funds having to sell as they have a yield mandate, so have no choice but to force sell with the cancellation of the dividend.

Maybe the new ceo settles the nerves, this company is an absolute beast of cash generation if left alone to do its normal business..

Was Burberry really doing a dividend buy back for the last two years ? I’ve just gone through the 23 accounts, £400m buy back to March 24? That is also criminal miss conduct , managed to spend all the cash and cancel the dividend whilst turning away the core customer base.

I do see I drawn debt facilities , which is great as long as any covenants allow for drawing with a 10% variance in ebit. These last two months trading most have been really catastrophic.

That is an incredible point of view , I like it. Focus on your end game and your profit.

Also I note it’s forecast to increase to 7-10% of the population. 40% of £750k is a lot of money for a child to find. That money has already been taxed, and interest over 25 years paid as well.

That 4% sounds spurious.

If you grandad pays tax on his estate, meaning his primary house is sold / that impacts a few generations around that person, and in a significant manner.

That’s a helpful link , thanks. At the very end … this is such a sad state of affairs and I’ve seen it on a few breakthroughs, the financial incentive for an individual trust isn’t there to save money…

“ The direct cost differential between the two procedures is evidential, however, there needs to be considerations around the current tariff received for the Speedboat procedure, which does not fully reimburse the admission. For the Trust this means any cost savings are currently offset by the tariff loss.”

In researching; quite a few labour chiefs making anti serco comments historically

httxx://novaramedia.com/2023/11/16/revealed-outsourcing-companies-are-lobbying-labour-to-sell-out-public-services/

Amazing, they managed to give away upside for 50% off .

Guessing China is a certainty now.

The most corrupt management team I’ve seen on aim, and that’s saying something.

Nothing came of the insider trading too , which we all lost on…

This share is a case study for why aim and regulator have failed .