Member Info for Romek

My thoughts are that with their will be a bigger spend in summer clothing due to holidays on peoples priority list/the stock wrote off in previous RNS will be sold through or to other and this will be bottom line 100% profit on its return to their stock inventory (just like other retailers)

Also when you write off the previous amount of £290m last RNS their will be the biggest cost cutting exercise this company has ever seen especially with new money going in, the taps that can be turned off and additional savings in non essential payroll through them closing other buildings will again save.

The next RNS will give us a great shape of what is to come and yes my thoughts they kitchen sinked the last one and that's why we will see the current investors not look to sell out but hold for the bigger prize long term and a return to a bigger share price, the current big holders don't have a reputation of a fast buck and also interesting that MA into AO now another holding of Camelot...could this be a grudge especially with all the negative press popping up????? I wonder?

I think MA is disrupting the whole thing over the last few days and agree we will get an ok update and a build back to normality...the big shareholders want to return this back to an organised business and a strong share price...they not in this for a quick turnaround is my thoughts.

Personally still think he wont buy this but if the long term turnaround and kicks in (£15-£20 per share) he makes a lot of money and gets a platform for his products.

Camelot are the ones to watch here and they invest for long term not fast bucks.

MH doesn't want to buy this he wants a platform for his products. He won't get his hands on it.

I reckon we have some individuals disrupting the space in the media (causing trouble) possibly ones that have an interest in being left out of the ASOS party and want to be in big time. mischief by potential buyers.

One thing for sure there are some big buys going through this morning not much longer at this price that's for sure.

The next RNS from the company at worst will be flat in my opinion and I do think they will be looking to deliver a very positive message as other have mentioned we got the kitchen sink one previously, if you can please bottom drawer this and come back 12-18 months this could be a life changer if you have a reasonable amount in investment here. Sadly most can't and watch too closely (I'm the same:)

If this gets a buyout anything less £12 won't cut it and my opinion is the current big holders are in this for the turnaround and big prize.

Camelot and Nick Sleep aren't fast buck merchants and just can't see them getting involved otherwise.

Just a thought that the CEO purchased a small amount of shares (ridiculously low) in the placing and no other director purchased from memory?

THG went up 40% in one day alone on an RNS that they had an offer in writing.

This is likely to jump 20% tomorrow on nothing confirmed or denied also very interesting Nick Sleep coming into this....could get messy if bids start.

Current debt will still not put off those who are seeing £4b sales/established client base/customer data or n spending /convenience to shop where they always shopped/ and a business not damaged in its customers eyes if they don't watch the share price.

Not that I am a fan but MA business is the perfect synergy for ASOS and he has the money so he is a huge one to bet on if it gets taken over.

Forgot to say if we get an RNS mention thing the talks this week min £6-£7.

I can’t see the bid for anything less than £10-£12 per share as the key investors wouldn’t give it up and not sure many want to share with other parties.

Reckon we will see £5 quickly next week though.

£14

I'd say some of those investors who put in large amounts the other day are now coming back to fill their boots. Camelot are my bet so let's wait for the TR1

Interesting that he is leaving after 16 years with no job to go to? Is he one of the people potentially who have contributed to the balls up?

Amazon suffered similar issues with regards to refunds/returns and their original process has been tweaked/refined to heavily reduce the risk exposure. Reducing the customers purchasing who fall fowl of abusing the system will be short term pain headline numbers but boost the bottom line on their removal, short term pain long term gain.

This business is now going through a massive change in the last few months and the cash raise has now probably sped up a change in direction that will probably see this company flip positive quickly.

I am holding for 12-18 months where I hope to treble my investment as I see this seriously undervalued.

This is an easier business for Apollo to purchase and turnaround than THG (no egos to manage) and then flip long term with a huge profit.

Just listened to the podcast and yes very good. Thanks for the mention on it.

Everyone has that one share that you know how beaten it's been in your gut you know it's a decent share..this is mine!
Been in and out of it since the spot of bother it had but this is one resilient share and I am back in it again, sit back and 3-6months this will be a different animal again.

All going to plan we will be £5-£6 in December so keep calm remain patient and stay away from the negative ones (paid £1.47 and holding :))