Member Info for sj74

Just short termism. The company needs to keep doing what they say they will do and soon enough the market will react.. especially when the future guidance starts coming to fruition. ATM it's not reflecting on anything, just what the company expects to happen.

Yeah which is a worry if you don't think the future guidance and outlook will occur. Otherwise Its a case of sit tight and enjoy the ride.

Exactly. I don't personally just expect it to rerate overnight. I think it will be on the turn at some point this year and gradually head up as the news flow improves.

Maybe, but they have stock to that narrative so far and they have been accurate with what they have said so if FY25 is anything close to what they are expecting then it's very much happy days from these levels. Test and react looks pretty good so far too. 58% margin. That needs to be rolled out asap lol.

No exactly, the results/numbers aren't great but we knew that and the fact they are now on the home stretch with future guidance being significantly better should keep this from doing anything daft. We aren't buying it for todays numbers that's for sure.

Ok update, as expected really apart from the stock reduction which is going really well.

No fireworks here just yet but importantly, they are very confident in the guidance and outlook with growth returning here in June-August onwards and FY25 'substantially increased margins' and pre Covid EBITDA margin maintained with a sustainably growing profitable business.

I'm happy. Roll on FY25 :)

Double whammy tomorrow 7am with inflation data aswell as results.. :/

Looking forward to the conference call, hear from the horses mouth how well or not so well the company is doing. I'll be logging in to it. I also bought a few more right at the death.. I reckon it will be a solid update, nothing spectacular but just enough to show we are on track.

Not much but cheers Tom :)

Roll on tomorrow. GLA

In 99% of the shares today? lol.

I'll be out well before we hit £335 ;)

All the way to £15+ over the next few years ✊

Good luck.. I want us to have our capitulation moment, final slog down get its bottom then begin its gradual ascent :) lol

Stock picking at its finest 😂😂

Why is it oversold? The company has stated in the last RNS:

The Company does not believe that any of these options are likely to recover any value for the Company's shareholders.

This will move with the pump and dump crew. That is all.

LOL

Other than being retail there is no real similarity. ASOS has managed to raise the funds to give it the liquidity headroom to (hopefully) perform its turnaround and move to its new operating model. By its own accounts Superdry has more to do and doesn't have the liquidity to perform the turnaround needed of the company hence the restructuring.

ASOS numbers are important tomorrow though... 😅

Yep that's a fair assesment. Sales are expected to have declined that much and it was projected in the results in November. It's everything else, and the numbers alongside. If positive, then happy days :)

🤣

That's a fair point, just how much debt has reduced, how much old stock left and what guidance do we have moving into H2..