Member Info for sj74

Thankyou Yorek, much appreciated.

Has anyone got an up to date Major shareholders list?

I personally don't think there will be a takeover.. however now is probably the most likely time with the SP where it is and green shoots showing of the turnaround.. they'd be buying a business with alot of the heavy lifting done at depressed prices..

I'm happy to sit on my hands and wait for the turnaround to 'hopefully' gather momentum.

That's a huge UT..

Just hold your hand up Roberto, it's not difficult to say you are wrong.. no one is bothered and you'd get more credibility.. :)

Tell us how right you are about that profit warning again?

Good points on the customer numbers.. revenue trends need to start going in the other direction.

Importantly own brands are now growing (full price) so clearly resonating well.

Compared to H1 last year EBITDA is £50 million + better.

H2 last year ASOS made £96million EBITDA. ASOS clearly much stronger now profit wise so I'd expect hopefully at least the same as H2 profitability which takes ASOS to £150million + EBITDA...

So significantly better than last year and trending the right way.

What is the price in which they raised the £1million??

Yeah basically raising money to cover the PFS and permit application.. slow and steady whilst the SP is crap basically.

Come on Roberto hold your hands up and admit you were wrong for once.. where is this doom and gloom profit warning you guaranteed us??

The green shoots are starting to really show now.. H2 stronger.. own brands is a massive positive for me as that was the real drag on the companies profitability.

Turnaround still very much in play even though the naysayers stating the opposite.. well done calamonte and team, slowly turning this ship around :)

Very good.. well Roberto was right there is a profit warning.. to the upside :)

Last year H1 -£16 million EBITDA. This year over £50 million better ahead of concensus :)

I would tbf, especially after averaging down in the 2s.. can't see it happening personally but all for a bit of a bidding war going on lol

How when Frasers and Polvsen have over 50% just them 2?

You aren't robertos other alias are you?? Hahaha

It's interesting as the free float is so small.. quite a few large shareholders here.. however the SP has been smashed so 🤔.

You need to pass on your words of wisdom to Polvsen, MA, William Barker, Schroders etc then.. maybe they will listen to you?

Completely agree. Gives more confidence Polvsen buying than anyone else.. good to see :) SP is crap but a nice surprise.

Thankyou.. off out to enjoy the summer now :) lol

Don't worry KBYK I've got that flag and taking 'the last stand' 🥳😂