Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
That's correct the data they showed on Topshop especially in in the Monday webcast was showing the 41% growth in topshop - will look to hold on this for the time being.
Interesting point for H1 will be how Jan/Feb sales went after a stonking first 4m of the year - plus the cash position post the Arcadia purchases.
I think Jan/Feb numbers will be interesting for them, we'll have to see what the H1 numbers look like. I'm quietly confident that H1 will end up seeing 19-20% YoY increase, a bit of a fall back from the first 4m but reflecting a cautious spend in early 21.
Asos said that a no-deal would be a £25m added cost to the business, with a warehouse in Berlin no doubt Asos heading upto 31/12/20 would have built up stock in that warehouse making it easy to get out to European customers, and as a backup of getting goods to the US if the UK had issues.
https://shorttracker.co.uk/company/GB0030927254/
Increased by 0.10% to 0.70%