Member Info for Splice

What happened to TCM1? TCM2 is is clearly not TCM1.

Where is the original TCM

The 2% is about revenue raising for the government only at this point. It will do nothing to level the playing field for bricks and mortar - they have already been wiped off the playing field, source: https://www.retailresearch.org/whos-gone-bust-retail.html

Yeah I live in a cuck house out the back now and drink a lot of soy milk to stay healthy. My wife got the idea from some Guardian article

Went to the local shops today to renew my wife's boyfriends phone contract and it was like a ghost town. Got a link pls?

Yes we need to explore BBW. They need clothes too

The market cap of ASOS and boo are both a bit over 4b

Bonmarche.com - 2M uniques per month and in administration i believe

...imagine it

They still have a lot of cash to spend on acquisitions. And there are a lot of opportunities around.

Look at this list of retailers that went bust in 2020/21:
Click here: https://www.retailresearch.org/whos-gone-bust-retail.html

That really is something. High Street is ravaged and moves online out of necessity.

It looks to me like Boo is like: BooHoo (Legacy) + Arcadia Online + Next.co.uk rolled into one.

I would like to see them moving into plus size fashion, I have noticed a lot of fatties around recently.

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ASOS VS BOO UPDATED
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1. ASOS

Asos.com, have spent 290M to buy:

Topshop.com - 6.3m uniques per month
TopMan - 2.4m uniques per month

TOTAL Traffic Acquired:
8.7M uniques / month
104M uniques / year

Keep in mind, they already have a platform, so there is no transformation there, nor is there a material addition to asos traffic (+10% gain in traffic)

-------------------------------------------------------------

2. BOOHOO

burton.co.uk 1.1M uniques - Dec 2020
dorothyperkins.com 5.4M uniques - Dec 2020
wallis.co.uk 1.9M uniques - Dec 2020

TOTAL: 8.4M uniques per month

Cost: GBP 25M

Source: similarweb.com

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Already bought:

Debenhams.com 200m unique per year

Cost: GBP 55M

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TOTAL Cost of Debenhams + Arcadia online assets:

GBP 80M

TOTAL Traffic Acquired:

20-25M uniques / month
240-300M uniques / year

Tell Moose you are a New Investor, he will protect you

Some green text has appeared I wonder what it is

Midis, by the time they prove the models world the are market cap 10b and the share price is heading towards 1000

I think the only thing they may struggle with outside the UK is the domain name Debenhams.com is too long imo outside UK.

https://www.morningstar.co.uk/uk/news/209206/stock-of-the-week-boohoo.aspx

The deal hasn't threatened thousands of jobs, the lockdowns implemented as a result of covid 19 were responsible

thanks rag, just need to sit tight and let this deal go through now

It is lonely at the top for Guardian of New Investors

"the brands they now have out no. the brands they floated off by about 15 to 2."

rag tnx pls clarify that - looks like a typo, what you mean?

Moose why aren't you guarding this new investor?!