Member Info for Splice

The move online is looking less and less to be a choice and more a necessity for consumers. If you dont live within
reasonable travelling time of a functioning clothes store any more because they are closed, you go online to buy clothes whether you like it or not. I'm reading a lot of articles about the impact of debhanems.com closing in towns and cities. These stores are expected to remain empty for years.

They deserve the darling status. They now have an established platform to compete with Asos (debenhams.com) 200m uniques annually and established brands to populate the platform (boohoo, PLT, boohooman, oasis etc I wont list it all.) They can funnel traffic from burton / wallis / dorothy perkins (combined 8.4m per month) to further feed debhanems.com. Debenhams.com can become monster the size of asos.com - this is not at all unrealistic.

Meanwhile over at Asos.com, they are spending 200M to 300M to buy:
Topshop.com - 6.3m uniques per month
TopMan - 2.4m uniques per month
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)

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

... so the only question is the price!

I bet it was PeoplePower, he's got the cash

Thanks nines good stuff

I am withholding comment on this until the deal is closed

As it was written, so it must be

Kamani begot Umar who begot PLT. Just as Jalal begot Isawitfrist.

And so it was that The Prophecy was revealed and the green snek would return to eat the Moose

Click here: https://imgur.com/a/C0EYrL6

Asos should never mention the competition by name. WTF was the social media team thinking

Hargreaves Lansdown’s Susannah Streeter said: "take a deep breath" before "following the herd".

SO SHE'S SAYING FOLLOW THE HERD!

Q2. What advice would you give to a New Investor entering the stock market in January 2021?

Moose, as a thought leader on the board, it's a good time for an interview.

Q1: You've been called many things, but the word that comes to mind is 'oracle'. What motivates you to provide your insights on the board?

Danl, if the topshop deal happens it will be great.

Keppcalm - the wall of stimulus from the usa is coming. I know what you mean about the market feeling toppy, but all that matters now is stimulus and money printing. If the market tanks the fed / government will step in.

The stock had 138% short interest. Naked shorting... made their bed now they sleep in it.

Streets do you even know about The Prophecy?

The end consumer has no idea the brands are related

Yes we are all highly sophisticated investors right

What is the bear thesis? At least Shadowfall attempted to put together a short thesis and published it.

Great post Claretjay

My house just shops for everything online. Wont go back to the stores except for shoes, jeans and suits.