Member Info for RobertoLarcos

What about revenue drop at bottom end of range? Active customers down -16%? Turnover taking longer than expected?

Share price at low 300s?

ROBERTO WAS RIGHT AGAIN - RWRA

I didn't watch it - did he mention anything about the Orange man bad?

Another spot on prediction by Roberto, from about a month ago.

#tiredofbeingright

Honestly, I'm tired of being right again

The long awaited results..... 2 years now..... seems like every time the turnaround is 6 months away

In the meantime the SP is 28% DOWN since the start of the year

Calamonte will go back into hiding now.... another 6 months of wait, baseless speculation and 'hoping'

Pls stop posting outdated / misleading stuff. The note I pasted from Goldman is from this morning

Yeah the Warren Buffets of this board know more than Goldman 😂😂 A 10% potential upside in a year’s time is dreadful for such high risk asset. But you wouldn’t know any better

What a joke. Another sad day.

FY25 and medium-term profitability guidance reiterated:

FY25 revenue growth is expected to be towards the bottom end of the consensus range (company compiled consensus range of -9% to -2%)

A gross margin improvement of at least 300bps to >46% in FY25 (Visible Alpha Consensus 46.6%)

FY25 free cash flow broadly neutral, with capex of c.£130mn (company-compiled consensus £131mn) and cash interest of c.£35mn

FY25 adj. EBITDA growth of at least 60% to a range of £130mn to £150mn (consensus £139mn) and accelerate towards an 8% EBITDA margin in the mid term

Steadily improve gross margin in medium term back to c.50%

Maintain EBITDA sustainably ahead of capex, interest, tax and leases

Reduce capex to c.3-4% of sales and improve inventory days

What does it all mean? Other things equal, the mid-point of FY25 adj.EBITDA guidance (£140mn) is in line with consensus (£139mn).

Valuation: Our DCF-based 12-month price target is 345p. This price target equates to c.0.26x FY25E EV/Sales.

We are Sell rated.

Celtic, you sound like you GOT THIS WRONG again

Surely now it's time for him to go?

3 years later and this company is still trying to / aspiring to cash breakeven (in the "medium term")

Watch this space

Calamonte will be making up excuses tomorrow

ORANGE MAN BAD

3 years later, begging for an increase to the mid 300s… 😂😂

Turnaround any day, big boys buying, shorts down, inventory down, Reliance Retail, £10 by christmas

Have a nice ‘nice tick-up’ day everyone. If we all channel our positive energy towards hiding Calamonte this might go up.

#anothersadday #orangemanbad #prayforasos

And all the PIs get f**kd over

Even KnowbodyyouKnow is now Knowwheretobefound

Eyes will be on outlook which will be grim - blame the orange man

Waitforit :)