Member Info for sharefall

I'm hopeful they do list. Pressure on the tax avoidance loophole they exploit will mount exponentially once they list. Then it will hopefully reduce the massive undercutting they do.

Excerpt is below.

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Shein’s reclusive Chinese billionaire founder has travelled to the UK to meet investors in anticipation of a possible listing of the fast-fashion group on the London stock exchange, according to two people with knowledge of plans.

Sky Xu’s presence underscores Shein’s hope that it will receive the necessary regulatory approvals in China and the UK to move forward with a London listing.

Xu was accompanied by his finance chief and bankers at one of the meetings, one person with direct knowledge of the discussions said. The talks were focused on Shein’s growth prospects rather than its listing process, they added.

The fud is on overdrive. Hope nobody is spooked. Just wait and watch. Dyor and don't get robbed. Atb

I'm sticking my neck out and predicting (guessing) an UT of 34.

Seems to me a few people are going to regret their stop orders.

Magic Mike Ashley buying more would set the cat amongst the pigeons I feel.

Debt is not much when compared to companies with similar turnover. Just more debt than historical levels mostly due to US expansion that has turned out to be a mistake.

Dilution? Nice try with that fud. Ain't going to work.

We know shorts are reducing. SP rising is expected. They will control the rise so i would not expect a spike, but a steady upward shift is to be expected IMO. Probably back to 38-40 range unless of course there is confirmation of as asset sale etc which will act as a catalyst for a sharper move. ATB and DYOR.

Selling now makes little sense to those holding. They will need to raise the bid to tempt sellers if they want shares.

Coiled spring. Imo, Oct will see plenty of action here.

Debt reduction needs to be a priority. If it means selling some recent vanity purchases, so be it. Imo

For all the critical reports, the FED have played the inflation story rather better than the BoE. If anything the FED have been ahead of the game at most points. My opinion is they will continue the direction they have set - that is a gradual reduction rather than big drops but equally they have proven to be able to adapt with sharper drops if the jobs data etc indicate this is needed. ATB

Gone through now. Happy to accumulate at these levels and gradually sell in a few months.

This middle east blip will pass. Iran has made a gesture like last time. Israel will now crush its proxies in return.

Market is already finding its composure. Imo

Same here. Use t212 for trading. Buy order not fulfilling.

Completely agree. Amazing how low some people stoop for a bit more profit.

Anyone willing to hold a few years imo will be happy to accumulate at these prices. Why is it trading at a PE so ridiculous ? Who knows. But, my reckoning is it will survive and in time, this will do just fine, as will my investment. Not advice but an opinion. Door. Atb

Agree. This isn't MAs bag. Partnership yes, ownership, no chance imo.

130 is only a little higher than the SP. Rightly rejected. MA isn't very good at paying a premium. Not sure what his end game is here?

Legend as he is in the field, the best option for the firm is give up the golden share, do a deal, get a huge payout and sail into the sunset. IMO.

Best for the firm or best for MS. What will he choose?

Just read the article in the ST. The 3 businessmen have some serious competitive falling outs previously. Lets hope they are all older, wiser and can see the common competition/problem is shein and temu. This is not a time for petty squabbles. MA is fine but BOO and ASOS are in survival mode. Need to put egos aside if possible. Fingers crossed they do.

Exactly. One rule change and the business model is wiped. The EU and US are already working on it. Surely the UK will follow.

I'd live for shein to ipo in the UK and see how they get slaughtered by the hedge funds. Imo.

Cooler, I agree with your assessment that SP drops despite MA buying. Entirely possible he is monetising his stake by loaning (speculation not fact of course). However under new circumstances loaned shares can be recalled which I expect will happen.

Plenty of shenanigans to come imo